Event-Driven Stocks

EquipmentShare.com Inc

EQPTNasdaq

Industrials · Services-Equipment Rental & Leasing, NEC · TX · SEC filings ↗ · Compare ⊕

View price & chart on Yahoo Finance ↗
Signs4 good2 warningdetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23
Revenue$2.04B$1.98B$1.11B
Operating income$297.0M$218.0M$250.0M
Net income$40.0M$3.0M$17.0M
Total assets$5.99B$4.82B
Total liabilities$5.10B$3.94B
Equity$528.0M$549.0M$588.0M
EPS (diluted)$0.01$-0.48$-0.20
Shares out.79.0M78.0M75.0M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
14.6%
Net margin
2.0%
Return on equity
7.6%
Return on assets
0.7%
Return on capital (ROCE)
5.8%
Liabilities / assets
85.2%
Debt / equity
9.66×
Book value / share
$6.68
Revenue growth (YoY)
3.2%
Net income growth (YoY)
1233.3%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
1.37grey zone
Accruals / assets
3.7%clean
Piotroski F-Score
5/9mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
83
/ 100
Profitability 100Growth 100Catalyst 67Earnings quality 100Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

2 warning4 good
  • High leverage (liabilities > 70% of assets)
  • Altman Z″ in the grey zone
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
4 acquisitions7 disposals2 open-market buy(s)net 37.9M shares · last 11
InsiderDateTypeSharesPrice
Hill W BryanDirectorMay 19, 2026Buy21,803$22.89
Bhatia NaveenDirectorMay 15, 2026Buy10,000$24.22
Wopata MarkOfficer — EVP, Fin. &amp; Chief Data OfficerApr 1, 2026Grant50,000$0.00
Marquardt DavidOfficer — CFO &amp; Chief Accounting OfficerApr 1, 2026Grant50,000$0.00
Bhatia NaveenDirectorJan 26, 2026J302,000
Giacomazza JenniferDirectorJan 26, 2026J80,000
Wopata MarkOfficer — EVP, Finance &amp; Chief Data Off.Jan 26, 2026J15,100
Hill W BryanDirectorJan 26, 2026J13,991
Marquardt DavidOfficer — CFO &amp; Chief Accounting OfficerJan 26, 2026J60,000
Schlacks JabbokOfficer — Co-Founder &amp; CEOJan 26, 2026J18.8M
Schlacks William J.Officer — Co-Founder &amp; PresidentJan 26, 2026J18.8M

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202614.8M4.9+26.9%
Apr 30, 202611.7M6.3+52.5%
Apr 15, 20267.6M4.8+6.0%
Mar 31, 20267.2M3.5+56.8%
Mar 13, 20264.6M5.8+14.1%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.