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Revenue by Segment
Breaks down revenue across different business segments, showing which areas are driving growth and where there might be opportunities or challenges.Equipment Rentals is the clear growth engine, consistently hitting new highs as specialty lines and large-project demand drive OER and fleet productivity; management raised 2026 revenue/EBITDA guidance and is boosting gross rental CapEx to sustain utilization. Used-equipment sales have recovered into a meaningful cash generator, supporting buybacks, but remain lumpy. Ancillary/re-rent is accelerating revenue but has limited incremental margin and forecasting variability, creating short-term margin risk—supplier capacity constraints amplify the importance of disciplined CapEx and fleet mix.
Date | Equipment Rentals | Sales of Rental Equipment | Sales of New Equipment | Contractor Supplies Sales | Service and Other |
|---|---|---|---|---|---|
Sep 30, 2026 | $4.32B | $348.00M | $84.00M | $47.00M | $98.00M |
Jun 30, 2026 | $3.85B | $330.00M | $86.00M | $44.00M | $101.00M |
Mar 31, 2026 | $3.42B | $350.00M | $84.00M | $40.00M | $92.00M |
Dec 31, 2025 | $3.58B | $386.00M | $108.00M | $43.00M | $90.00M |
Sep 30, 2025 | $3.67B | $333.00M | $95.00M | $43.00M | $93.00M |
Jun 30, 2025 | $3.42B | $317.00M | $75.00M | $41.00M | $95.00M |
Mar 31, 2025 | $3.15B | $377.00M | $70.00M | $36.00M | $91.00M |
Dec 31, 2024 | $3.42B | $452.00M | $96.00M | $39.00M | $86.00M |
Sep 30, 2024 | $3.46B | $321.00M | $77.00M | $38.00M | $93.00M |
Jun 30, 2024 | $3.21B | $365.00M | $61.00M | $42.00M | $90.00M |