← InsightsBorrower-side commercial finance analysis · US & Canada

The Headline Was AI. The Record That Matters Was Yours.

Capital Markets & TrendsBorrower Advisory

A record month in equipment finance gets reported as a story about artificial intelligence. Read one level down and there is a different record in the same release, and it belongs to a much smaller borrower.

The Equipment Leasing and Finance Association reported seasonally adjusted new deal volume of $14.3 billion in July, which is $2.8 billion above the previous all-time monthly high, a 24.5 percent jump. The full-year forecast now sits at $137.3 billion, roughly $17 billion and 14 percent above the record set in 2024.

ELFA president Leigh Lytle attributed the surge to AI-related capital expenditure, and the coverage followed that line. Which is accurate, and for most businesses reading it, useless. A mid-market operator does not recognise themselves in a data-centre buildout.

Except that the same release reports something else. Small-ticket volume reached $6.4 billion in July, an 84.5 percent increase in a single month and the highest ever recorded. That is nearly half of the record month, and small ticket is where a business financing a machine, a truck, or a production line actually transacts.

July 2026 equipment finance volume against the previous monthly record, with small ticket shown separately Three proportional circles, area scaled to volume. The previous all-time monthly high was $11.5 billion. July 2026 seasonally adjusted new deal volume reached $14.3 billion, a 24.5 percent jump. Small-ticket volume within that month reached $6.4 billion, shown in the darkest navy, which is nearly half the record month and an 84.5 percent increase on the prior month, itself the highest single month ever recorded. EQUIPMENT FINANCING The Headline Was AI. The Record That Matters Was Yours. Seasonally adjusted new equipment finance volume, July 2026. Circle area is proportional to volume. $11.5B $14.3B $6.4B Previous monthly record July 2026, all-time high Small ticket, July Small ticket is nearly half the record month, and rose 84.5% inside it. Source: ELFA CapEx Finance Index, July 2026 data | Thalos Capital Research Thalos Capital ©

Three conditions that rarely arrive together

The first is volume. Two record months inside one year, and a full-year forecast that breaks a record set only two years ago.

The second is credit quality. The average loss rate fell to 0.46 percent, its lowest in nine months. Lenders are not absorbing losses that make them cautious about the next file.

The third is expectation. In the August confidence survey, 26.1 percent of industry executives expected business conditions to improve over the next four months, 65.2 percent expected them to hold, and 8.7 percent expected them to worsen. On capital expenditure demand specifically, 26.1 percent expected an increase, 73.9 percent expected it flat, and not one respondent expected it to decline.

Confidence itself eased slightly, to 62.4 from 63.7 the month before. That is worth reading precisely: it is not deterioration, it is a market that has stopped accelerating while still running at record volume with clean books.

What competition actually looks like here

A borrower reading record volume and low losses reasonably concludes that lenders want business, and reasonably expects to see it as a lower rate.

That is the smallest part of it. Equipment finance competes on structure far more than on price, because the structure is where a lender expresses appetite. Rate moves in a narrow band. Advance rate, term, what counts as financeable, and how the payments are shaped move considerably, and they are worth more.

Four asks, none of them the rate
What a competitive market actually gives you
Rate moves in a narrow band. These four move considerably, they are where a lender expresses appetite, and none of them appears on the first page of a quote.
Four negotiable equipment finance terms, default against what to ask for Four terms compared. Soft costs: a typical quote finances the hardware invoice only, so ask for the delivered and installed cost to be the financed amount. Term: a typical quote sets one blended term across a mixed purchase, so ask for a term per asset matched to its life. End of term: typically left to the documentation, so ask for ownership or return to be decided up front. Payment shape: typically level from month one, so ask for seasonal, step or deferred structures. THE TERM TYPICAL QUOTE WHAT TO ASK FOR Soft costs freight, rigging, install Financed against the hardware invoice only The delivered, installed cost is the financed amount Term on a mixed purchase One blended term across assets with different lives A term per asset, matched to how long each one earns End of term own, return or buy Left to the documentation and discovered later Decided up front, against how long you will run the asset Payment shape when cash actually arrives Level payments from month one Seasonal, step, or deferred to the asset's first revenue
None of the four is exotic. All four are ordinary in a market running at record volume with a 0.46 percent loss rate, and all four are harder to obtain in a cautious one. A borrower working from a single quote negotiates the only number that quote makes comparable, which is the rate.
Source: ELFA CapEx Finance Index and Monthly Confidence Index, 2026 | Thalos Capital Research Thalos Capital ©

The four things to ask for, in order of what they are worth

Soft costs inside the facility. Freight, rigging, installation, commissioning, tooling and training routinely fall outside a quote written against the hardware invoice. On a $850,000 equipment purchase they can run $95,000, which the buyer then funds in cash on a deal they believed was financed. Ask for the delivered, installed cost to be the financed amount.

Term matched to the asset, not to the payment. A mixed purchase of assets with different lives financed on one blended term is wrong at both ends, running past the economic life of the short asset and stopping well short of the long one. Separate them.

End-of-term decided at the start. Whether the structure ends in ownership, a return, or a purchase at a price nobody has agreed yet is a decision, not a detail. It should be made against how long the business will actually run the asset.

Payment shape. Seasonal businesses, and assets that will not generate revenue for six months, do not need level payments from month one. Step, seasonal and deferred structures exist, and they are far more available in a market at record volume than in a cautious one.

Why these do not get asked

Because a business buying equipment usually gets one quote, from whichever source the vendor introduced or the existing relationship offered, and a single quote produces exactly one comparable number. Rate is the only figure that survives a comparison with nothing, so rate becomes the negotiation.

None of the four items above appears on the first page of anything. They surface in documentation, by which point the structure is set and the window described in this article has closed for that transaction.

How Thalos Capital Approaches This

Thalos Capital works borrower-side on equipment financing from $50 thousand to $100 million and above, across the United States. The work starts with the asset and the cash flow it will generate rather than with a lender’s standard product: what the equipment is, how long it earns, when it starts earning, and what the delivered cost actually includes.

That structure then goes to multiple sources rather than one, which is the only mechanism that converts a competitive market into competitive terms. A market with record volume, a 0.46 percent loss rate and no executives forecasting a demand decline is a market where several sources will price the same asset. A borrower who never puts it to more than one of them experiences none of that.

Conditions like these are a window rather than a fixture. Confidence has already eased once. The businesses that will look back on the second half of 2026 as a good time to have financed equipment are the ones that treated a record month as information about their own negotiating position, rather than as a story about somebody else’s data centre.

Most financing situations have more options than the borrower initially sees. A conversation is enough to map them. Submit your financing request at https://thaloscapital.com/contact.

Ready to map your options?
Most financing situations have more options than the borrower initially sees.
A conversation is enough to map them.
Submit your financing request →
Explore our financing solutions
Equipment FinancingWorking CapitalAsset-Based LendingStrategic Debt