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WillScot Holdings Corporation

WillScot Holdings Corporation

NASDAQ•WSC
CEO: Mr. Bradley Lee Soultz
Sector: Industrials
Industry: Rental & Leasing Services
Listing Date: 2015-11-05
WillScot Holdings Corporation designs, delivers, and services onsite and on-demand space solutions in North America. It provides mobile offices, ground level spaces, blast-resistant modules, clearspan structures and complexes, restrooms, containers, climate-controlled storage containers, and portable classrooms. The company also offers space solutions for workspace, collaboration and break, power and connectivity, security and protection, health and safety, and classroom furnishing facilities. It serves customers in energy and industrial, education and government, manufacturing, retail and distribution, healthcare and entertainment, and construction and builder industries. The company was formerly known as WillScot Mobile Mini Holdings Corp. and changed its name to WillScot Holdings Corporation in July 2024. WillScot Holdings Corporation is headquartered in Phoenix, Arizona.
Contact Information
4646 East Van Buren Street, Suite 400, Phoenix, AZ, 85008, United States
480-894-6311
www.willscot.com
Market Cap
$3.71B
P/E (TTM)
16.6
23
Dividend Yield
1.4%
52W High
$39.61
52W Low
$14.91
52W Range
22%
Rank58Top 74.6%
2.7
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 2.7 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$566.84M-5.75%
4-Quarter Trend

EPS

$0.24-164.87%
4-Quarter Trend

FCF

$121.60M-263.71%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Net Income Strong Rebound Nine months net income reached $134.3M, a significant $195.4M increase from prior period net loss recorded.
Operating Cash Flow Growth Cash provided by operations totaled $603.1M for nine months, increasing $220.4M year over year, aided by prior year fees.
Debt Maturity Extended Amended ABL Facility extended maturity to October 2030, reducing borrowing costs and optimizing capital structure post-offering.
Rental Rate Increases Modular space monthly rental rates grew 4.9% to $1,232 for nine months, offsetting unit volume declines effectively.

Risk Factors

Revenue Volume Decline Total revenues fell $77.7M (4.3%) for nine months due to 14.6% drop in portable storage units on rent.
Increased Capital Spending Rental equipment capital expenditures rose $31.9M to $238.8M for nine months, increasing net cash used in investing.
Trade Policy Uncertainty Tariffs and trade policy shifts pose material risk, potentially increasing material costs and reducing customer demand.
Utilization Rate Drops Modular space utilization dropped 290 basis points to 59.4% for nine months due to weaker construction demand.

Outlook

Network Optimization Plan Management evaluating real estate exit opportunities, potentially accelerating $250M to $350M non-cash restructuring charge in 2025.
Capital Allocation Focus Intends to continue quarterly dividend program and share repurchases, supported by $1.5B available ABL capacity.
Recent Acquisition Integration Integrating acquired climate-controlled provider to expand product offering and enhance regional market presence successfully.

Peer Comparison

Revenue (TTM)

Schneider National, Inc.SNDR
$5.61B
+5.5%
SkyWest, Inc.SKYW
$3.98B
+19.3%
Herc Holdings Inc.HRI
$3.92B
+13.8%

Gross Margin (Latest Quarter)

MDU Resources Group, Inc.MDU
67.7%
+32.3pp
SkyWest, Inc.SKYW
62.7%
+29.1pp
WillScot Holdings CorporationWSC
49.7%
-3.8pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
HRI$5.15B-74.5-4.2%10.9%
SNDR$4.73B41.53.8%10.5%
AGX$4.38B36.831.4%0.0%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-2.0%
Flat Growth
4Q Net Income CAGR
-21.4%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 19, 2026
|
EPS:$0.33
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 6, 2025|
    Revenue: $566.84M-5.8%
    |
    EPS: $0.24-164.9%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Jul 31, 2025|
    Revenue: $589.08M-2.6%
    |
    EPS: $0.26-204.0%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 1, 2025|
    Revenue: $559.55M-4.7%
    |
    EPS: $0.23-23.3%
    Miss

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 20, 2025|
    Revenue: $2.40B+1.3%
    |
    EPS: $0.15-93.8%
    Miss

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Oct 30, 2024|
    Revenue: $601.43M-0.6%
    |
    EPS: $-0.37-178.7%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 1, 2024|
    Revenue: $604.59M+3.9%
    |
    EPS: $-0.25-156.8%
    Miss

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 2, 2024|
    Revenue: $587.18M+3.8%
    |
    EPS: $0.30-18.9%
    Miss

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 20, 2024|
    Revenue: $2.36B+10.4%
    |
    EPS: $2.40+71.4%
    Beat