EquipmentShare.com Inc (EQPT) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, everyone. Thank you for joining us and welcome to the equipmentshare.com Inc Q2 earnings. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again. I will now hand the conference over to Rhett Butler, VP of Investor Relations. Please go ahead. Good morning and welcome to Equipment Share's second quarter 2026 financial results conference call. Joining me today are Jabbok Schlacks, founder and chief executive officer, Willie Schlacks, founder and president, Mark Wopata, chief data officer and executive vice president of finance, and Dave Marquardt, chief financial officer and chief accounting officer. Last night we issued our earnings press release and posted an earnings presentation to our investor relations website. We encourage you to review those materials alongside today's remarks. Please be advised that the call is being recorded. Comments made on today's call and responses to your questions may contain forward-looking statements within the meaning of applicable securities laws. These statements are subject to risks and uncertainties that could cause actual results to differ materially. Please refer to our earnings press release We will also reference certain non-GAAP financial measures. Reconciliations to the most directly comparable GAAP measures are included in our earnings press release. With that, I'll turn the call over to Jabbok. Thank you, Rhett, and good morning, everyone. EquipmentShare delivered another exceptional quarter, supported by healthy customer demand, continued market share gains, and disciplined execution across the business. Rental segment revenue increased more than 39% year-over-year, and...