Aaron Kimson

Coverage

Companies whose earnings calls Aaron Kimson asked questions on (from Lician's transcripts).

• EQPTEquipmentShare.com Inc

Questions on earnings calls

1. EQPT earnings call · EquipmentShare.com IncNov 10, 2026 · 2 questions
   • 30:44

     “My first question. The rental line was up 47% year-over-year, but own payouts were only up 37% year-over-year, so a plus 10% delta. That compares to a plus 5% delta in 2Q, negative 3% in 1Q. Can you talk a little bit more about the improving drivers of own economics and what you…”

   • 31:48

     “Got it. Thank you. And then as a follow-up, you've called out a number of tailwinds driving the demand for rental equipment at a scale only four players can really meet. I feel like a disproportionate amount of investor focus goes to data center builds relative to the low…”

Quotes are machine transcriptions of the official webcast (Whisper) and may contain errors; the timestamp opens the call at that moment.

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