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Financial statements

EquipmentShare.com Inc financial statements

Income statement, balance sheet and cash flow statement for the last 3 fiscal years, taken from the XBRL data EquipmentShare.com Inc files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2023FY2025FY2025
Revenue2,5573,7644,379
Cost of revenue1,7982,8183,140
Gross profit7599461,239
Selling, general and administrative509728942
Operating income250218297
Interest expense213261285
Interest income455
Other non-operating income-229-212-243
Pre-tax income21654
Income tax4314
Net income to minority interests000
Net income17340
EBITDA545550662
EPS, basic-0.20-0.480.01
EPS, diluted-0.20-0.480.01
Shares, basic (weighted)757778
Shares, diluted (weighted)7577226

Balance sheet

FY2023FY2025FY2025
Cash and equivalents316407306
Receivables563748
Inventory331401
Other current assets64106
Total current assets1,4071,730
Property, plant and equipment339504
Lease right-of-use assets569676
Intangible assets331
Total assets4,8165,987
Accounts payable9195
Accrued liabilities344609
Deferred revenue2030
Short-term debt194
Total current liabilities658880
Long-term debt2,5283,268
Lease liabilities555655
Other non-current liabilities11
Total liabilities3,9435,099
Total debt2,5473,272
Paid-in capital114105
Retained earnings80
Treasury stock-7-7
Other comprehensive income40
Shareholders' equity588549528
Total equity588549528
Total liabilities and equity4,8165,987
Shares outstanding7879

Cash flow statement

FY2023FY2025FY2025
Net income17340
Depreciation and amortization295332365
Stock-based compensation344
Deferred income tax4011
Change in receivables-84-135-206
Change in inventory-114-92-50
Cash from operations279282264
Acquisitions0-6-48
Cash from investing-614-419-980
Debt issued1,5952,4362,357
Stock issued4400
Dividends paid-5-9-37
Cash from financing408228615
Net change in cash7391-101
Interest paid200230272
Income taxes paid126

Key metrics

Worked out from the statements above. Latest values use fiscal 2025. Valuation uses the share price of $17.35 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Gross margin28.3%Gross profit / revenue.
Operating margin6.8%Operating income / revenue.
EBITDA margin15.1%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin1.2%Pre-tax income / revenue.
Net margin0.9%Net income / revenue.
Operating cash flow margin6.0%Cash from operations / revenue.
Effective tax rate25.9%Income tax / pre-tax income, when pre-tax income is positive.
Return on equity (ROE)7.4%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)0.7%Net income / average total assets.
Return on invested capital (ROIC)7.1%Approximation: operating income x (1 - tax rate) / average (total debt + equity - cash). Tax rate is the effective rate when between 0% and 50%, else 21%.
SG&A / revenue21.5%Selling, general and administrative expense / revenue.
Stock-based pay / revenue0.1%Stock-based compensation (from the cash flow statement) / revenue.
D&A / revenue8.3%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y16.3%Revenue vs the same period a year earlier. Only from a positive base.
Gross profit growth, 1y31.0%Gross profit vs the same period a year earlier. Only from a positive base.
Operating income growth, 1y36.2%Operating income vs the same period a year earlier. Only from a positive base.
EBITDA growth, 1y20.4%EBITDA vs the same period a year earlier. Only from a positive base.
Net income growth, 1y1,233.0%Net income vs the same period a year earlier. Only from a positive base.
Operating cash flow growth, 1y-6.4%Operating cash flow vs the same period a year earlier. Only from a positive base.
Book value growth, 1y-3.8%Book value vs the same period a year earlier. Only from a positive base.
Total assets growth, 1y24.3%Total assets vs the same period a year earlier. Only from a positive base.
Share count change, 1y193.5%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio1.97xCurrent assets / current liabilities.
Quick ratio1.20x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio0.35x(Cash + short-term investments) / current liabilities.
Debt / equity6.20xTotal debt / shareholders' equity. Not shown when equity is negative.
Debt / assets54.7%Total debt / total assets.
Liabilities / assets85.2%Total liabilities / total assets.
Net debt$2.97BTotal debt - cash - short-term investments. Negative means more cash than debt.
Net debt / EBITDA4.48xNet debt / EBITDA (twelve months), when EBITDA is positive.
Interest coverage1.04xOperating income / interest expense.
Working capital$850.0MCurrent assets - current liabilities.
Goodwill and intangibles / assets0.5%(Goodwill + intangible assets) / total assets.
Tangible book value$497.0MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.81xRevenue / average total assets.
Fixed asset turnover10.4xRevenue / average property, plant and equipment.
Inventory turnover8.58xCost of revenue / average inventory.
Days inventory43 days365 x average inventory / cost of revenue.
Receivables turnover6.68xRevenue / average receivables.
Days sales outstanding55 days365 x average receivables / revenue.
Days payables11 days365 x average accounts payable / cost of revenue.
Cash conversion cycle86 daysDays inventory + days sales outstanding - days payables.

Per share

MetricValueHow it is calculated
EPS, diluted$0.01Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
EPS, basic$0.01Net income per basic share, as reported (split-adjusted).
Revenue per share$19.38Revenue / diluted weighted shares.
Operating cash flow per share$1.17Cash from operations / diluted weighted shares.
Book value per share$6.68Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$6.29Tangible book value / shares outstanding.
Cash per share$3.87(Cash + short-term investments) / shares outstanding.
Payout ratio92.5%Dividends paid / net income, when net income is positive.

Valuation

MetricValueHow it is calculated
Market cap$4.40BShare price x shares outstanding.
Enterprise value$7.36BMarket cap + total debt - cash - short-term investments.
P/E110xMarket cap / net income. Only when net income is positive.
P/S1.00xMarket cap / revenue.
P/B8.33xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book8.85xMarket cap / tangible book value, when positive.
P/OCF16.7xMarket cap / cash from operations, when positive.
EV/Sales1.68xEnterprise value / revenue.
EV/EBIT24.8xEnterprise value / operating income, when both are positive.
EV/EBITDA11.1xEnterprise value / EBITDA, when both are positive.
Earnings yield0.9%Net income / market cap (the inverse of P/E).
Dividend yield0.8%Dividends paid over the period / market cap.
Shareholder yield0.8%(Dividends paid + share buybacks) / market cap.
What was EquipmentShare.com Inc's revenue in fiscal 2025?

EquipmentShare.com Inc reported revenue of $4.38B for fiscal 2025, 16.3% higher than the year before.

Was EquipmentShare.com Inc profitable in fiscal 2025?

Yes. Net income was $40.0M, a net margin of 0.9%.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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