EquipmentShare.com Inc
EQPT · Services-Equipment Rental & Leasing, NEC · 78.0M shares · EDGAR filings ↗
Reference price $20.83 · est. market cap ~$1.6B — last insider purchase, 2026-06-15 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C60gen composite 36pct→60
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- High leverageHigh leverage (debt/equity 6.20)
- Notable holderHeld by 5 notable fund(s): TIGER GLOBAL MANAGEMENT LLC, CITADEL ADVISORS LLC, FMR LLC +2 more (as of 2026-03-31)
Quarterly revenue
Last 2 quarters · from SEC filings.
Key metrics
Gross margin
28.3%
Operating margin
6.8%
Net margin
0.9%
Return on equity
7.6%
Return on assets
0.7%
ROIC
6.2%
Revenue growth (QoQ)
38.1%
Debt / equity
6.2×
Net debt / EBITDA
4.5×
Current ratio
2.0×
EBITDA
$662M
Tangible book value
$497M
Cash & investments
$306M
Stock comp / revenue
0.1%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Jabbok Schlacks | Co-Founder & CEO | $135K FY2025 |
| David MarquardtChief Financial Officer and | Officer | $303K FY2025 |
| Mark WopataExecutive | Finance and Chief Data Officer | $1M FY2025 |
| Marquardt David | CFO & Chief Accounting Officer | — |
| Wopata Mark | EVP, Fin. & Chief Data Officer | — |
| Schlacks William J. | Co-Founder & President | — |
| William J. Schlacks IVFounder and | Co-Founder & President | $135K FY2025 |
| BHATIA NAVEEN | Director | — |
| Giacomazza Jennifer | Director | — |
| HILL W BRYAN | Director | — |
| William Bryan Hill | Director | $20K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-15 | Schlacks Jabbok | Buy | 28K | $20.83 |
| 2026-06-15 | Schlacks Jabbok | Buy | 22K | $21.50 |
| 2026-06-15 | Schlacks William J. | Buy | 50K | $21.47 |
| 2026-05-19 | HILL W BRYAN | Buy | 22K | $22.89 |
| 2026-05-15 | BHATIA NAVEEN | Buy | 10K | $24.22 |
| 2026-04-01 | Wopata Mark | Grant | 50K | — |
| 2026-04-01 | Wopata Mark | Grant | 15K | — |
| 2026-04-01 | Marquardt David | Grant | 50K | — |
| 2026-04-01 | Marquardt David | Grant | 15K | — |
| 2026-01-26 | BHATIA NAVEEN | Other | 302K | — |
| 2026-01-26 | BHATIA NAVEEN | Other | 302K | — |
| 2026-01-26 | Giacomazza Jennifer | Other | 80K | — |
| 2026-01-26 | Giacomazza Jennifer | Other | 80K | — |
| 2026-01-26 | Wopata Mark | Other | 15K | — |
| 2026-01-26 | Wopata Mark | Other | 15K | — |
| 2026-01-26 | HILL W BRYAN | Other | 14K | — |
| 2026-01-26 | HILL W BRYAN | Other | 14K | — |
| 2026-01-26 | Marquardt David | Other | 60K | — |
| 2026-01-26 | Marquardt David | Other | 60K | — |
| 2026-01-26 | Marquardt David | Buy | 4.3K | $24.50 |
| 2026-01-26 | Schlacks Jabbok | Other | 18.8M | — |
| 2026-01-26 | Schlacks Jabbok | Other | 18.8M | — |
| 2026-01-26 | Schlacks Jabbok | Other | 28K | — |
| 2026-01-26 | Schlacks Jabbok | Disposition | 18.8M | — |
| 2026-01-26 | Schlacks Jabbok | Other | 2.8M | — |
| 2026-01-26 | Schlacks Jabbok | Other | 2.8M | — |
| 2026-01-26 | Schlacks Jabbok | Other | 10.8M | — |
| 2026-01-26 | Schlacks Jabbok | Other | 714K | — |
| 2026-01-26 | Schlacks William J. | Other | 18.8M | — |
| 2026-01-26 | Schlacks William J. | Other | 18.8M | — |
| 2026-01-26 | Schlacks William J. | Other | 28K | — |
| 2026-01-26 | Schlacks William J. | Disposition | 18.8M | — |
| 2026-01-26 | Schlacks William J. | Other | 2.8M | — |
| 2026-01-26 | Schlacks William J. | Other | 2.8M | — |
| 2026-01-26 | Schlacks William J. | Other | 10.8M | — |
| 2026-01-26 | Schlacks William J. | Other | 714K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-07-02 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-06-16 | OtherExhibits | filing ↗ |
| 2026-06-16 | Reg FDOtherExhibits | filing ↗ |
| 2026-06-10 | Exec/director changeShareholder voteReg FDExhibits | filing ↗ |
| 2026-05-13 | ResultsExhibits | filing ↗ |
| 2026-03-18 | ResultsExhibits | filing ↗ |
| 2026-01-26 | 3.035.03Exhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-07-02 | 2026-07-01 | 0000950103-26-010008 ↗ |
| 8-K | 2026-06-16 | 2026-06-16 | 0001693736-26-000007 ↗ |
| 8-K | 2026-06-16 | 2026-06-16 | 0001693736-26-000009 ↗ |
| 8-K | 2026-06-10 | 2026-06-04 | 0001693736-26-000003 ↗ |
| 10-Q | 2026-05-14 | 2026-03-31 | 0001628280-26-034842 ↗ |
| 8-K | 2026-05-13 | 2026-05-13 | 0001628280-26-034640 ↗ |
| DEF 14A | 2026-04-21 | 2025-12-31 | 0001628280-26-026338 ↗ |
| 10-K | 2026-03-19 | 2025-12-31 | 0001628280-26-019656 ↗ |
| 8-K | 2026-03-18 | 2026-03-18 | 0001628280-26-019454 ↗ |
| 8-K | 2026-01-26 | 2026-01-22 | 0001628280-26-003408 ↗ |