EquipmentShare.com Inc. Non-GAAP EPS of $0.16 beats by $0.04, revenue of $1.47B beats by $90M (EQPT:NASDAQ)

EquipmentShare.com Inc. reported Q3 Non-GAAP EPS of $0.16, exceeding estimates by $0.04, with revenue of $1.47B, surpassing expectations by $90M. The company's stock rose following an improved outlook.

Original reporting

seekingalpha.com

Published Nov 9, 2026, 10:27 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Nov 9, 2026, 10:32 PM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About AlphAI AI Desk Scoring methodology Report an issue

AlphAI market briefEarnings

Primary signal

$EQPT

Bullish

high confidence

Mentioned

$EQPT

Relevance

8/10

AlphAI data visualization · based on seekingalpha.com

Decision brief

The 30-second read

$EQPTBullishMed

Why it matters

The earnings surprise provides a catalyst for short-term price movement.

Market read

First report of Q3 earnings with beats, offering actionable insight for traders.

What to watch

Potential concerns about cash flow sustainability despite the beat.

Relevance 8/10Novelty 8/10Timing: after-hours

Background

EquipmentShare.com Inc. released its Q3 earnings, reporting a Non-GAAP EPS beat and revenue beat.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$EQPTBullishHigh confidence

Context

Q3 Non-GAAP EPS of $0.16 beat expectations by $0.04 and revenue of $1.47B beat by $90M.

Expected impact

likely upward pressure as the market prices in the earnings beat.

Evidence & confidence

Both EPS and revenue exceeded forecasts, providing fresh positive news for the stock.

Market effects

Sector

Construction equipment sector may see modest uplift from the earnings beat.

Regional

U.S. equipment leasing market gains confidence from the results.

Global

Limited to U.S. investors; no broader global impact.

Counterpoint

What could challenge this read

The beat may be modest and could be priced in quickly, limiting upside.

Key entities

company
EquipmentShare.com Inc.
U.S.-listed equipment leasing firm.

Read at source ← All news

$EQPTMedAI 8/10

EquipmentShare.com Q3 Earnings Call Highlights

EquipmentShare reported Q3 revenue of $900M, up from $550M a year earlier. The company operates 448 locations, with mature sites showing a 54% Adjusted Core EBITDA margin. Sales reached $294M, with $243M from its OWN Program. Full-year guidance remains at $5.9B revenue and $2.2B Adjusted Core EBITDA. The company expects to end the year with $11.5B in managed fleet OEC and leverage in the low three-times range. Advanced Solutions revenue doubled, driven by power generation demand.

finance.yahoo.comNov 10

$EQPTLow

Why EquipmentShare.com Stock Crashed Today

EquipmentShare.com (EQPT) stock fell 21% Tuesday despite beating Q3 earnings estimates. The company reported $0.16 EPS on $1.5B revenue, but GAAP net income was only $0.03 per share. Free cash flow was negative, with a $1.1B cash burn so far this year. Revenue grew 55% YoY, but investors focused on earnings quality concerns.

finance.yahoo.comNov 10

$EQPTHighAI 8/10

Why is EquipmentShare stock plunging today?

EquipmentShare (EQPT) shares dropped 22.2% after Q3 2026 earnings beat estimates but failed to reassure investors due to capital expenditure concerns and unchanged full-year guidance. Analysts cut price targets, and broader market declines added pressure. The stock hit a 52-week low of $12.41.

investing.comNov 10

$EQPTMedAI 8/10

EquipmentShare 3Q 2026: Revenue $1.47B — 10-Q Summary

EquipmentShare reported 3Q 2026 revenue of $1.47B, up year over year, driven by construction demand, fleet expansion, and higher equipment sales. Net income also rose, though offset by increased expenses. The company expanded to 408 branches and 302,865 units under management. Equipment rental revenue grew 47%, and sales revenue increased 76%, with a $139M rise in construction equipment sales to OWN Program participants.

tradingview.comNov 10

$EQPTHigh

EquipmentShare.com (EQPT) Stock Falls on Q3 2026 Earnings

EquipmentShare.com (EQPT) reported Q3 2026 revenue of $1.5B, up 55.5% YoY, beating estimates. Net income was $9M ($0.03/diluted share), down YoY. Operating cash flow was negative $37M, while capex was $841M. Shares fell 1.94% post-earnings. Insiders and hedge funds have shown mixed activity.

quiverquant.comNov 9

$EQPTMed

EquipmentShare Revenue Rises 55% as Third-Quarter Net Income Reaches $20 Million

EquipmentShare reported Q3 2026 revenue of $1.468B, up 55% YoY, with net income of $20M. Gross profit was $462M, and adjusted net income was $46M. The company cited growth in rental operations and raised its full-year outlook. Equipment Rental and Services revenue grew 49%, while Equipment sales revenue increased 76%.

tradingview.comNov 9