EquipmentShare 2026 adjusted core EBITDA valuation

As of 2026-07-21

USD

Updated Jul 22, 2026

as of 2026-07-21

Fair value per share

$28.75

Upside / downside

63.9%

FY2026 adjusted core EBITDA ($M)

$2,002

Implied enterprise value ($M)

$10,010

Implied equity value ($M)

$7,257

Current implied EV/adjusted core EBITDA (x)

3.6

Target EV/revenue (x)

1.8

Diluted shares

252.38M

Net debt

2,753.00$M

FY2026 adjusted core EBITDA

2,002.00$M

FY2026 revenue

5,468.00$M

Current share price

17.54$/share

Target EV/adjusted core EBITDA

5.00x

EquipmentShare raised FY2026 revenue guidance to $5.254-$5.682 billion and Adjusted Core EBITDA guidance to $1.946-$2.058 billion on July 9, 2026. — sec.gov
Q1 2026 revenue was $989 million, Adjusted Core EBITDA was $399 million, and net loss was $29 million. — sec.gov
At March 31, 2026, cash was $329 million, long-term debt including the current portion was $3.082 billion, and Class A plus Class B shares outstanding were 252.375 million as of May 10, 2026. — sec.gov
EQPT traded at $17.54 and had a $4.427 billion market capitalization on July 21, 2026, according to Modeledge market data.

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