Business
Business Overview EquipmentShare is a vertically integrated platform that combines proprietary technology, a connected equipment fleet, and a nationwide footprint to serve the construction industry.
EquipmentShare.com Inc: Revenue grew 3.2% to $2.04B from $1.977B. Net income grew 1233.3% to $40M from $3M. Operating cash flow declined 6.4% to $264M from $282M. Operating margin expanded 353 bps to 14.56%. EquipmentShare.com Inc's annual comparison also shows inventory grew faster than revenue; the balance-sheet screen falls in the distress range and requires business-model context.
The read at a glance✓ Audited against SEC data
- Growth — Revenue grew 3.2% to $2.04B from $1.977BOK
- Profitability — Net income grew 1233.3% to $40M from $3MOK
- Cash flow — Operating cash flow declined 6.4% to $264M from $282MWatch
- Margins — Operating margin expanded 353 bps to 14.56%OK
- Accounting — Distress-range screen needs contextWatch
- Insiders — 1 purchase and 0 salesOK
Where the revenue comes from
Fiscal 2025, as EquipmentShare.com Inc reports it. History and quarterly detail are in the app.
- Equipment Rental and Service Operations$2.7B
- Equipment Sales$1.5B
Leadership changes
From EquipmentShare.com Inc's own filings, the day they're filed.
- Damian Giangiacomo · Directors · appointmenteff. 2026-06-08
- Harley Miller · Directors · departureeff. 2026-06-08
- Henry Yeagley · Directors · departureeff. 2026-06-05
Latest filings
- 10-Q · Quarterly report2026-08-13
- 8-K · Company announcement2026-08-12
- 8-K · Company announcement2026-07-10
- 8-K · Company announcement2026-07-02
- 8-K · Company announcement2026-06-16
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about EquipmentShare.com Inc, every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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