EquipmentShare raises 2026 guidance and authorizes $500M share buyback through 2028

Filed July 10, 2026 · Period ending July 9, 2026 · ~1 min read

Key Changes

• high

  Board authorized $500M share repurchase program through Dec 2028, providing flexibility to buy back Class A shares opportunistically; program does not obligate specific purchases and may be suspended anytime.

  Item 7.01 — Regulation FD Disclosure verify on EDGAR →
• high

  Raised full-year 2026 revenue guidance to $5,254-$5,682M (from $5,147-$5,575M) and Adjusted Core EBITDA to $1,946-$2,058M (from $1,883-$1,995M), citing strong customer demand, sustained fleet utilization, and better-than-expected H1 performance.

  Item 7.01 — Regulation FD Disclosure verify on EDGAR →
• medium

  Increased Gross Rental Capex guidance to $2,664-$2,886M (from $2,281-$2,503M) and Net Rental Capex to $980-$1,060M (from $839-$919M), reflecting accelerated fleet investment to support growth.

  Item 7.01 — Regulation FD Disclosure verify on EDGAR →