EquipmentShare.com Future Growth
Future criteria checks 5/6
EquipmentShare.com is forecast to grow earnings and revenue by 71.1% and 18.6% per annum respectively. EPS is expected to grow by 69.9% per annum. Return on equity is forecast to be 23.3% in 3 years.
Key information
71.1%
Earnings growth rate
69.85%
EPS growth rate
| Trade Distributors earnings growth | 15.6% |
| Revenue growth rate | 18.6% |
| Future return on equity | 23.35% |
| Analyst coverage | Good |
| Last updated | 17 Apr 2026 |
Recent future growth updates
Recent updates
Telematics Competition And Mega Project Cycles Will Shape Long Term Fleet Utilization Prospects
Catalysts About EquipmentShare.com EquipmentShare provides equipment rental and connected job site technology, combining a national rental fleet with its proprietary T3 platform. What are the underlying business or industry changes driving this perspective?
Mega Project Expansion And OWN Program Will Reshape Long Term Equipment Rental Demand
Catalysts About EquipmentShare.com EquipmentShare.com provides tech enabled equipment rental, job site services and a connected platform for contractors across the United States. What are the underlying business or industry changes driving this perspective?EquipmentShare.com: A Much More Compelling Set-Up Here
Summary EquipmentShare.com has seen a 40% share price decline since IPO, despite strong rental revenue growth and expanding locations. EquipmentShare reported 34% rental revenue growth and 36% operating profit growth, but real earnings remain elusive due to high expansion and startup costs. 2026 guidance projects slower location growth, continued strong rental revenue growth, but only modest adjusted EBITDA gains, signaling potential margin pressure. Valuation now appears more compelling versus peers, but margin trends and the impact of the OWN program warrant a cautious, wait-and-see stance. Read the full article on Seeking Alpha
Mega Project Exposure And OWN Program Will Reshape Long Term Earnings Power
Catalysts About EquipmentShare.com EquipmentShare.com operates a tech enabled equipment rental and job site services platform focused on large, complex construction and industrial projects. What are the underlying business or industry changes driving this perspective?Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 7,683 | 459 | N/A | 944 | 7 |
| 12/31/2027 | 6,425 | 262 | -2,232 | 481 | 10 |
| 12/31/2026 | 5,218 | 126 | -1,909 | 249 | 10 |
| 12/31/2025 | 4,379 | 1 | -643 | 264 | N/A |
| 9/30/2025 | 4,361 | -13 | -437 | 164 | N/A |
| 6/30/2025 | 4,193 | -18 | -227 | 118 | N/A |
| 3/31/2025 | 3,978 | -28 | -221 | 199 | N/A |
| 12/31/2024 | 3,764 | -37 | -214 | 282 | N/A |
| 12/31/2023 | 2,557 | -15 | -383 | 279 | N/A |
| 12/31/2022 | 1,733 | 12 | -704 | 229 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: EQPT's forecast earnings growth (71.1% per year) is above the savings rate (3.5%).
Earnings vs Market: EQPT's earnings (71.1% per year) are forecast to grow faster than the US market (16.4% per year).
High Growth Earnings: EQPT's earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: EQPT's revenue (18.6% per year) is forecast to grow faster than the US market (11.4% per year).
High Growth Revenue: EQPT's revenue (18.6% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: EQPT's Return on Equity is forecast to be high in 3 years time (23.3%)
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 21:03 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
EquipmentShare.com Inc. is covered by 12 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Mircea Dobre | Baird |
| Kyle Menges | Citigroup Inc |
| Kyle Menges | Citigroup Inc |