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/ 01 — Equipment Capital Advisory

Equipment Financing 2026: $100K–$25M+ | Rates from 5.61%

SBA 504, conventional loans, and lease options. Approvals in 24 hours for deals $100K–$1.5M.

Timeline: Day 0 deal sent → Day 2–4 term sheets → Day 30–45 close

$100K+ minimumAs little as 10% down on SBA 504New & used equipment

Institutional capital advisory · PeerSense matches equipment + FF&E deals to a curated SBA 504, conventional + lease-finance network · Updated May 2026

Last updated: ·By Ed Freeman, Capital Advisor — PeerSense

Quick Answer

How does equipment financing work for businesses?

Equipment financing covers 80-100% of equipment cost with the asset itself as collateral. May 2026 all-in rates: conventional equipment loan 9.0-12.0%, SBA 504 (CDC portion) 5.50-6.50%, captive financing 0-8% on promotional offers. Section 179 + 100% bonus depreciation under OBBBA 2026 lets businesses fully expense up to $2.56M of equipment in year 1, with $4.09M phase-out threshold.

PeerSense Capital Advisory · Written by Ed Freeman, Founder. Updated May 2026.

$50K–$50M
Equipment Deal Range
5,200+
Lenders Tracked
SBA + specialty + captive
$2.56M
Section 179 Deduction Limit
OBBBA 2026

Equipment Financing Rates by Structure — May 2026

As of

  • Conventional Equipment Loan9.00–12.00%
    Term
    3–7 yr
    Loan Size
    $50K – $5M
    Best For
    Established borrower, owns at signing
  • $1 Buyout Capital Lease8.50–11.00%
    Term
    3–7 yr
    Loan Size
    $50K – $5M
    Best For
    Loan-equivalent, lessor tax benefit
  • FMV Operating Lease7.00–10.00%
    Term
    3–5 yr
    Loan Size
    $50K – $5M
    Best For
    Refresh-cycle equipment (printing, fleet, IT)
  • SBA 504 (CDC portion)5.50–6.50%
    Term
    10–25 yr
    Loan Size
    $125K – $5.5M
    Best For
    Combined real estate + equipment >$500K
  • Vendor Financing0.00–8.00%
    Term
    12–60 mo
    Loan Size
    $10K – $1M
    Best For
    Promotional manufacturer financing
  • Captive Financing0.00–7.00%
    Term
    36–84 mo
    Loan Size
    $50K – $5M
    Best For
    Caterpillar, John Deere, Toyota, Volvo equipment

Rates indicative as of May 2026 across our equipment-finance lender network (Crest Capital, Balboa Capital, US Bank Equipment Finance) + captive lenders. Pricing varies with credit, term, age of equipment (new vs used), business years operating.

Estimate Your Equipment Financing Monthly Payment

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$
%
Monthly Payment
$10,624
Principal + Interest
Total Paid
$637,411
Total Interest
$137,411

2026 Market Data

Q4 2025 Originations: Up 9.2% YoYELFA Confidence Index: Highest in 3 years (Feb 2026)Demand Drivers: E-commerce, onshoring, supply chain reconfigurationIndustrial Vacancy: Only 5.8% (Q4 2025)

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Equipment Financing by Deal Profile

Every deal is different. PeerSense matches your credit profile, equipment type, and deal size to the right lender — not the other way around.

Asset-Value Underwriting

$500–$1.5M680+ FICO

For established operators with strong collateral, lenders may focus more on equipment value and deal structure than traditional credit metrics alone.

  • Equipment quality drives approval
  • Strong collateral can offset credit factors
  • Structured for experienced operators
  • Deal-specific underwriting approach
Typical approval: 3–10 business days
Tell Us About Your Deal

Mid‑Market Equipment

$25K–$25MA–C Credit

Standard A‑C credit profiles. Most industries covered. Lease and loan structures with faster approval than traditional bank equipment loans.

  • Competitive rates for strong credit
  • Faster than bank equipment loans
  • New and used equipment
  • Flexible term lengths
Typical approval: 1–5 business days
Tell Us About Your Deal

Challenged Credit & Recent Bankruptcy

$25K–$15MC–D Credit

C‑D credit lenders exist in PeerSense’s network. Recent bankruptcies may still qualify. Equipment serves as primary collateral — the asset matters more than the score.

  • Recent bankruptcy may qualify
  • Equipment as primary collateral
  • Asset value drives approval
  • Specialized lender network
Typical approval: 5–14 business days
Tell Us About Your Deal

Heavy Equipment: Construction, Transportation, Mining, Aircraft

$1M–$100MCash Flow Based

Large‑ticket iron. Cash flow underwriting. Specialized lenders who understand asset values in construction, transportation, mining, and aviation sectors.

  • Cash flow underwriting model
  • Sector‑specialized lenders
  • Complex deal structuring
  • Fleet and multi‑asset financing
Typical approval: 2–6 weeks
Tell Us About Your Deal

Equipment Loan Programs Compared

Current rates as of May 2026. Actual rate depends on credit, time in business, and equipment resale value.

ProgramRate RangeTermDownBest For
SBA 5045.61–5.79%10–25 yrs10%Owner-occupied CRE + equipment, manufacturers
Conventional EFA/Loan6.5–12%3–7 yrs10–20%Used equipment, fast close, fleet deals
FMV Lease7–18%2–6 yrs0–10%Tech refresh cycles, preserve cash, Sec 179
$1 Buyout Lease8–16%3–7 yrs0–10%Want ownership, lower payments than loan
TRAC Lease6–10%3–7 yrs0%Trucks, trailers, over-the-road vehicles

Recent Equipment Closings

SBA 504 ManufacturingQ1 2026

$1.2M

Laser Cutting System — Metal Fabrication

Rate: 5.71% blended | 20-year term

Down: 10%

Conventional ConstructionQ1 2026

$780K

Excavator + Dozer — Site Prep Contractor

Rate: 7.4% fixed | 5-year term

Down: 15%

Medical FMV LeaseQ1 2026

$440K

CT Scanner — Imaging Center

Payment: $7,200/mo | 6-year FMV

Down: $0 ($1 buyout)

Industries We Finance

PeerSense has specialized equipment lenders for every equipment‑intensive sector. If it generates revenue, we can likely finance it.

Manufacturing equipment financing for CNC machines, injection molding, packaging lines, robotics

Manufacturing

CNC machines, injection molding, packaging lines, robotics

Construction equipment financing for Excavators, cranes, dozers, concrete equipment, scaffolding

Construction

Excavators, cranes, dozers, concrete equipment, scaffolding

Transportation equipment financing for Class 8 trucks, trailers, fleet vehicles, refrigerated units

Transportation

Class 8 trucks, trailers, fleet vehicles, refrigerated units

Healthcare equipment financing for MRI, CT scanners, dental chairs, surgical equipment, lab systems

Healthcare

MRI, CT scanners, dental chairs, surgical equipment, lab systems

Agriculture equipment financing for Tractors, harvesters, irrigation systems, grain storage

Agriculture

Tractors, harvesters, irrigation systems, grain storage

Logistics equipment financing for Forklifts, conveyor systems, warehouse automation, pallet jacks

Logistics

Forklifts, conveyor systems, warehouse automation, pallet jacks

Food Processing equipment financing for Commercial ovens, mixers, bottling lines, cold storage

Food Processing

Commercial ovens, mixers, bottling lines, cold storage

Hospitality equipment financing for Kitchen equipment, laundry systems, HVAC, furniture packages

Hospitality

Kitchen equipment, laundry systems, HVAC, furniture packages

Program Comparison

Equipment Loan vs Lease vs SBA 504 vs Sale-Leaseback — Which Structure Fits Your Capex

Four common ways to finance business equipment, each with fundamentally different tax treatment, ownership at the end of the term, and use of capital. Pick based on how long the equipment will earn, your tax bracket, whether you want to own it at payoff, and whether you already own the asset and want to unlock capital from it.

Ownership During / After Term
Equipment Loan (EFA): Borrower owns from day one · lien released at payoff
Equipment Loan (EFA)Own from day one
Borrower owns from day one · lien released at payoff
Equipment Lease (Operating)Rent · return at end
Lessor owns · borrower has use rights · $1 buyout, FMV, or return at term-end
SBA 504 (Long-life)Lowest rate · 20-25 yr
Borrower owns from day one · CDC holds second lien behind bank first mortgage
Sale-LeasebackUnlock capital from owned equipment
Borrower sells equipment to lender, then leases it back · lender owns
Rate Range (May 2026)
Equipment Loan (EFA): 7.5% – 12% (credit / collateral driven)
Equipment Loan (EFA)Own from day one
7.5% – 12% (credit / collateral driven)
Equipment Lease (Operating)Rent · return at end
6% – 10% implied (FMV structure)
SBA 504 (Long-life)Lowest rate · 20-25 yr
6% – 7.5% fixed on CDC portion
Sale-LeasebackUnlock capital from owned equipment
8% – 13% effective (lease payment reflects asset value + capital cost)
Term
Equipment Loan (EFA): 3 – 7 years typical · up to 10 years on heavy / long-life equipment
Equipment Loan (EFA)Own from day one
3 – 7 years typical · up to 10 years on heavy / long-life equipment
Equipment Lease (Operating)Rent · return at end
2 – 5 years (operating) · 3 – 7 years ($1 / FMV)
SBA 504 (Long-life)Lowest rate · 20-25 yr
10 years (heavy equipment) · 20 – 25 years (real estate + equipment combined)
Sale-LeasebackUnlock capital from owned equipment
3 – 7 years
Advance Rate
Equipment Loan (EFA): 80% – 100% of equipment cost (soft costs may be included)
Equipment Loan (EFA)Own from day one
80% – 100% of equipment cost (soft costs may be included)
Equipment Lease (Operating)Rent · return at end
100% of equipment use-value over term
SBA 504 (Long-life)Lowest rate · 20-25 yr
Up to 90% (50% bank + 40% SBA + 10% equity) on eligible project cost
Sale-LeasebackUnlock capital from owned equipment
70% – 90% of appraised fair market value of existing equipment
Down Payment
Equipment Loan (EFA): 0% – 20% of equipment cost
Equipment Loan (EFA)Own from day one
0% – 20% of equipment cost
Equipment Lease (Operating)Rent · return at end
First + last payment (+ security deposit) typical
SBA 504 (Long-life)Lowest rate · 20-25 yr
10% of project (as low as 10% with CDC/bank split)
Sale-LeasebackUnlock capital from owned equipment
0% (no new equipment purchase)
Tax Treatment
Equipment Loan (EFA): Borrower depreciates (Section 179 / MACRS / bonus depreciation) · interest deductible
Equipment Loan (EFA)Own from day one
Borrower depreciates (Section 179 / MACRS / bonus depreciation) · interest deductible
Equipment Lease (Operating)Rent · return at end
Operating lease: full payment deductible · Capital lease: depreciates + interest
SBA 504 (Long-life)Lowest rate · 20-25 yr
Borrower depreciates · bank interest deductible · CDC portion interest deductible
Sale-LeasebackUnlock capital from owned equipment
Lease payment deductible · borrower no longer depreciates (sold the asset)
Section 179 Eligibility
Equipment Loan (EFA): Yes — deduct up to $1.22M (2026) of equipment cost in year one · bonus depreciation on excess
Equipment Loan (EFA)Own from day one
Yes — deduct up to $1.22M (2026) of equipment cost in year one · bonus depreciation on excess
Equipment Lease (Operating)Rent · return at end
$1 buyout / finance leases = yes · True operating lease = no (payment deductible instead)
SBA 504 (Long-life)Lowest rate · 20-25 yr
Yes — full Section 179 plus bonus depreciation
Sale-LeasebackUnlock capital from owned equipment
Not applicable — already owned; new lease payment deductible as operating expense
Collateral / Security
Equipment Loan (EFA): UCC-1 lien on specific equipment purchased
Equipment Loan (EFA)Own from day one
UCC-1 lien on specific equipment purchased
Equipment Lease (Operating)Rent · return at end
Lessor retains title · UCC-1 filing
SBA 504 (Long-life)Lowest rate · 20-25 yr
Bank first lien + SBA/CDC second lien on equipment and/or real estate
Sale-LeasebackUnlock capital from owned equipment
Lessor takes title · UCC-1 filing
Credit Requirements
Equipment Loan (EFA): 680+ FICO typical · 2+ years in business · cash-flow underwriting
Equipment Loan (EFA)Own from day one
680+ FICO typical · 2+ years in business · cash-flow underwriting
Equipment Lease (Operating)Rent · return at end
660+ FICO · smaller businesses qualify easier (application-only up to ~$250K)
SBA 504 (Long-life)Lowest rate · 20-25 yr
680+ FICO · 2+ years history · SBA size + industry eligibility · personal guarantee
Sale-LeasebackUnlock capital from owned equipment
620+ FICO often · asset-driven underwriting (equipment value matters more than credit)
Typical Deal Size
Equipment Loan (EFA): $25K – $50M
Equipment Loan (EFA)Own from day one
$25K – $50M
Equipment Lease (Operating)Rent · return at end
$25K – $5M (application-only ≤ ~$300K)
SBA 504 (Long-life)Lowest rate · 20-25 yr
$500K – $20M (up to $25M max SBA loan)
Sale-LeasebackUnlock capital from owned equipment
$250K – $50M
Best For
Equipment Loan (EFA): Long-life assets you'll use 5+ years · want to own outright · need Section 179 deduction in year one
Equipment Loan (EFA)Own from day one
Long-life assets you'll use 5+ years · want to own outright · need Section 179 deduction in year one
Equipment Lease (Operating)Rent · return at end
Short-hold or rapidly obsoleting equipment (tech, servers, vehicles) · want predictable monthly · want flexibility to upgrade
SBA 504 (Long-life)Lowest rate · 20-25 yr
Heavy manufacturing / medical / industrial equipment tied to an owned facility · 10% down preferred · long-life assets
Sale-LeasebackUnlock capital from owned equipment
Owner-operators sitting on fully-paid equipment who need working capital without selling or taking traditional debt
Balance Sheet Impact
Equipment Loan (EFA): Asset on · debt on (capital lease if structured that way)
Equipment Loan (EFA)Own from day one
Asset on · debt on (capital lease if structured that way)
Equipment Lease (Operating)Rent · return at end
Operating lease: off-balance-sheet (pre-ASC 842) · post-842: ROU asset + lease liability on balance sheet
SBA 504 (Long-life)Lowest rate · 20-25 yr
Asset on · bank + CDC debt on · lowest P&I payments due to long amort
Sale-LeasebackUnlock capital from owned equipment
Removes asset · removes debt · adds operating-lease expense · frees cash

Program criteria current as of May 2026.

Section 179 annual limits updated per IRS guidance — $1.22M in 2026 with phase-out beginning at $3.05M in equipment purchased. Bonus depreciation for 2026 is 60% (40% phase-down vs. 2025 at 80%). Rate ranges reflect indicative May 2026 market pricing — actual terms depend on equipment type, useful life, credit profile, and lender. Tax treatment simplified — consult your CPA.

Equipment Capital Channels

Where Equipment Debt Comes From in 2026

Equipment financing routes through four distinct channels — each with different ticket sizes, application thresholds, and asset-type appetite. PeerSense matches every deal to the channel and lender that best fits the borrower + asset profile.

Independent Specialty EFAs

Independent equipment-finance companies dominate the $25K–$250K app-only band with 2–5 day credit decisions. Broad asset-type appetite (technology, construction, transportation, light manufacturing). Faster than banks on smaller deals.

Bank EFA Divisions

Top-10 bank equipment finance divisions (Bank of America, US Bank, Wells Fargo, KeyBank, BMO, Truist, PNC, Live Oak, Ascentium, Stearns) handle $250K+ tickets with full-doc underwriting. Strongest on healthcare, manufacturing, transportation, and SBA 504 equipment combos.

Captive / Vendor Programs

Manufacturer captive finance arms (Caterpillar Financial, John Deere Financial, Volvo Financial Services, Toyota Industries Commercial Finance, Komatsu Financial, PACCAR Financial, Kubota Credit, GM Financial Commercial, Daimler Truck Financial) offer the cheapest rates — often 0–4% promotional — but only on the manufacturer's own equipment.

SBA 504 Equipment + Real Estate

SBA 504 (~5.50–6.50% on the CDC portion, 25-yr fixed) is typically the cheapest debt for combined real-estate-plus-equipment projects ≥ $500K total. Routed through a participating bank + Certified Development Company partnership.

Worked Example

$500K CNC Machine Tool — Tax-Adjusted Effective Cost

Manufacturing sponsor in 24% federal + 5% state bracket purchasing a $500,000 CNC machining center via 60-month equipment loan at 9.0%. Section 179 + bonus depreciation walk-through under 2026 OBBBA rules.

Equipment + Loan

  • Equipment cost: $500,000
  • Down payment (10%): $50,000
  • Loan amount: $450,000
  • Rate: 9.00% (60-mo EFA)
  • Monthly P&I: $9,341
  • Total interest paid over term: $110,460

Year-1 Tax Treatment

  • Section 179 deduction (cap $1.22M, well within): $500,000
  • Bonus depreciation (60% on excess in 2026): $0 (Section 179 covered full cost)
  • Year-1 deductible interest: $38,275
  • Total Year-1 tax-deductible expense: $538,275
  • Combined federal + state tax rate: 29%
  • Year-1 tax savings: $156,100

Effective Cost Analysis

  • Sticker price: $500,000
  • Year-1 tax savings: −$156,100
  • Year-1 effective cost: $343,900
  • Tax savings reduce effective Year-1 capital outlay by 31.2%. Subsequent years pay only interest deduction (declining annually) plus the operating loan payment. Total 60-month effective cost net of Year-1 deduction: ~$471,200 vs $610,460 stick price + interest.

Section 179 deduction limit for 2026 is $1.22M with phase-out beginning at $3.05M in total equipment purchased. Bonus depreciation for 2026 is 60% (phasing down from 100% in 2017–2022). Above the $1.22M Section 179 cap, equipment can still be 60% bonus-depreciated in Year 1. Always confirm tax treatment with your CPA.

Lease vs. Loan: Which Structure Fits?

The right structure depends on your tax situation, cash flow needs, and how long you plan to use the equipment. Here's a side-by-side breakdown.

Equipment Lease

Ownership:Lender retains ownership during term
Down Payment:Little to none — preserves cash
Tax Treatment:Payments may be fully deductible as operating expense
Balance Sheet:May be kept off balance sheet (operating lease)
End of Term:Return, purchase at fair market value, or renew
Best For:Technology, medical devices, equipment that depreciates quickly
Upgrade Flexibility:Easy to upgrade at end of term

Not sure which is right? PeerSense can model both structures for your specific deal and show you the total cost of ownership comparison. No charge for the analysis.

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Frequently Asked Questions

Most equipment lenders require a minimum credit score of 680 for competitive rates and terms. For asset-heavy deals where the equipment itself drives the underwriting — such as high-value machinery with strong resale markets — some lenders may evaluate the deal based on collateral quality and operator experience rather than credit score alone. SBA-backed equipment loans may have different credit requirements based on program guidelines.

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