EquipmentShare.com Beats Q3 2026 Estimates as Revenue Rises 61% to $1.47B
Revenue of $1.47B vs. $1.31B expected and adjusted EPS of $0.16 vs. $0.08; revenue up 61% from a year earlier.
EquipmentShare.com (EQPT) beat estimates for the third quarter of 2026 on both revenue and adjusted EPS. Revenue was $1.47 billion, up 61% from a year earlier, above the $1.31 billion estimate, and adjusted EPS was $0.16 above the $0.08 estimate.
Shares rose 0.1% in after-hours trading as of 4:04 p.m. ET, to $16.21 from a $16.20 close.
Q3 2026 scorecard
| Parameters | Expected | Actual | Beat/Miss |
|---|---|---|---|
| Adjusted EPS | $0.08 | $0.16 | Beat by 102% |
| Revenue | $1.31B | $1.47B | Beat by 12% |
| Change | YoY | QoQ |
|---|---|---|
| Adjusted EPS | ▲ from -$0.02 | ▼ 11% |
| Revenue | ▲ 61% | ▲ 1.3% |
By our calculation, revenue was $162.0 million above the estimate and adjusted EPS was $0.08 above it. The QoQ column compares with the previous quarter's revenue of $1.45 billion and adjusted EPS of $0.18. The YoY column compares with $912.1 million and -$0.02 in the same quarter a year earlier.
Track record
- EPS record. Adjusted EPS beat the estimate in 4 of the last 4 reports, including this one.
- Revenue record. Revenue beat the estimate in 4 of the last 4 reports.
- Revenue trend. Revenue over the last 5 reports, oldest first: $912.1 million, $1.57 billion, $989.0 million, $1.45 billion and $1.47 billion.
What to watch
- Next-quarter estimates. Consensus calls for EPS of $0.30 and revenue of $1.93 billion next quarter, based on 4 analysts.
- Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 61% increase to $1.47 billion.
- Estimate record. Whether EquipmentShare.com extends a record of beating EPS estimates in 4 of its last 4 reports.
- Related coverage. See our reports on Sanmina, AAON, Global Ship Lease and KKR &.
Sources: Results are from EquipmentShare.com's Nov. 9, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from EquipmentShare.com's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.
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