EquipmentShare.com Management
Management criteria checks 4/4
EquipmentShare.com's CEO is Jabbok Schlacks, appointed in Jan 1996, has a tenure of 30.58 years. total yearly compensation is $135.00K, comprised of 100% salary and 0% bonuses, including company stock and options. directly owns 7.43% of the company’s shares, worth $388.56M. The average tenure of the management team and the board of directors is 11.3 years and 5.3 years respectively.
Key information
Jabbok Schlacks
Chief executive officer
US$135.0k
Total compensation
| CEO salary percentage | 100.00% |
| CEO tenure | 30.6yrs |
| CEO ownership | 7.4% |
| Management average tenure | 11.3yrs |
| Board average tenure | 5.3yrs |
Recent management updates
Recent updates
EQPT: Raised 2026 Guidance And Buyback Plan Will Support Future Upside
EquipmentShare.com’s analyst fair value estimate has been reduced from $63.00 to $54.98 as analysts factor in higher discount rates, a higher assumed future P/E, and a series of recent price target resets across the machinery group. Analyst Commentary Street research on EquipmentShare.com has been active in 2026, with a mix of price target resets and fresh coverage that gives you a clearer view of how professionals are thinking about the stock.
EQPT: Raised 2026 Outlook And Buyback Plan Will Support Future Recovery
The analyst fair value estimate for EquipmentShare.com has been reset from $41.33 to $33.80. This change reflects a series of lower Street price targets in the $18 to $38 range, even as analysts highlight solid sector demand and tighter machinery supply conditions.
EQPT: Raised 2026 Revenue Guidance Will Support Repricing Potential
Analysts have trimmed the fair value estimate for EquipmentShare.com to $20, reflecting a series of reduced price targets around $20 to $24 as they update models following recent earnings and sector wide estimate resets. Analyst Commentary Recent research on EquipmentShare.com points to a more cautious tone, with several bearish analysts lowering price targets following earnings updates and sector wide estimate resets.EquipmentShare: T3 Makes Rental Growth More Interesting
Summary EquipmentShare.com earns a Buy rating due to its T3 technology platform, which enhances equipment rental utility and customer retention. T3 integrates telematics and software to drive operational efficiency, making EQPT increasingly relevant for large contractors and supporting wallet share defense. Branch maturity is a key margin lever; mature locations deliver 55% adj. EBITDA margins, and recent results show accelerating revenue and margin expansion. EQPT trades at a steep EV/EBITDA discount to peers despite faster growth, but capital intensity and execution on branch maturity remain critical risks. Read the full article on Seeking AlphaEQPT: Upsized 2034 Notes And Raised 2026 Guidance Will Drive Future Repricing
The updated analyst narrative for EquipmentShare.com lifts the fair value estimate to $24, reflecting a mix of higher expected profit margins, a lower future P/E assumption, and recent Street price target changes that now cluster around the mid-$20s after Q1 model revisions. Analyst Commentary Recent research on EquipmentShare.com shows a split tape, with some firms lifting long term expectations while others temper near term enthusiasm and reset price targets closer to current levels.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?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?CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$23m |
| Mar 31 2026 | n/a | n/a | US$20m |
| Dec 31 2025 | US$135k | US$135k | US$1m |
| Sep 30 2025 | n/a | n/a | -US$13m |
| Jun 30 2025 | n/a | n/a | -US$18m |
| Mar 31 2025 | n/a | n/a | -US$64m |
| Dec 31 2024 | US$135k | US$135k | -US$37m |
Compensation vs Market: Jabbok's total compensation ($USD135.00K) is below average for companies of similar size in the US market ($USD8.19M).
Compensation vs Earnings: Jabbok's compensation has been consistent with company performance over the past year.
CEO
Jabbok Schlacks (48 yo)
Mr. Jabbok Schlacks serves as General Partner at Redbud Venture Capital Management Group LLC. He is a Co-founder of EquipmentShare.com Inc in 1996 and has been its Chief Executive Officer and Director sinc...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 30.6yrs | US$135.00k | 7.43% $ 388.6m | |
| Co-Founder | 30.6yrs | US$135.00k | 7.43% $ 388.6m | |
| CFO & Chief Accounting Officer | 5.2yrs | US$303.00k | 0.025% $ 1.3m | |
| Executive VP of Finance & Chief Data Officer | 3.6yrs | US$1.30m | 0.0060% $ 311.5k | |
| Vice President of Investor Relations | no data | no data | no data | |
| VP & General Counsel | 11.3yrs | no data | no data | |
| Director of PR & Communications | no data | no data | no data |
Experienced Management: EQPT's management team is seasoned and experienced (11.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 11.6yrs | US$135.00k | 7.43% $ 388.6m | |
| Co-Founder | 11.6yrs | US$135.00k | 7.43% $ 388.6m | |
| Independent Director | less than a year | no data | no data | |
| Independent Director | 5.6yrs | no data | 0.12% $ 6.4m | |
| Independent Director | less than a year | no data | no data | |
| Director | 5.3yrs | no data | 0.032% $ 1.7m | |
| Independent Director | less than a year | no data | no data |
Experienced Board: EQPT's board of directors are considered experienced (5.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/17 20:53 |
| End of Day Share Price | 2026/08/14 00:00 |
| Earnings | 2026/06/30 |
| 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 11 analysts. 11 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 |
| Seth Weber | BNP Paribas |
| Kyle Menges | Citigroup Inc |