EquipmentShare increased its full-year 2026 financial guidance, citing strong customer demand and high fleet utilization. The midpoint for Rental Segment revenue growth was raised to 43%, up from the previous 33%. Updated total revenue expectations now range from $5.81 billion to $6.05 billion, compared to prior estimates of $5.25 billion to $5.68 billion. Adjusted Core EBITDA guidance was also lifted to a midpoint of approximately $2.18 billion. The company anticipates operating 262 mature rental sites by year-end and maintains a long-term Core EBITDA annual run rate target of roughly $4 billion. EquipmentShare operates as a nationwide construction technology and equipment solutions provider.
