WillScot Holdings Corporation

NASDAQ•WSC

CEO: Mr. Bradley Lee Soultz

セクター: Industrials

業種: Rental & Leasing Services

上場日: 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.

連絡先情報

4646 East Van Buren Street, Suite 400, Phoenix, AZ, 85008, United States

480-894-6311

www.willscot.com

時価総額

$3.21B

PER (TTM)

-60.5

28.2

配当利回り

1.6%

52週高値

$31.88

52週安値

$14.91

52週レンジ

16%

順位52Top 73.5%

2.9

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

弱い • 2.9 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$565.97M+0.00%

直近4四半期の推移

EPS

-$1.03+0.00%

直近4四半期の推移

フリーCF

$70.88M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Total Revenue Declines 4.8% Total revenues reached $2.28B USD, down 4.8% from 2024, driven by lower unit utilization across sectors.

Operating Cash Flow Increased Net cash from operations was $762.0M USD, increasing $200.3M, largely due to prior year merger termination payments.

Net Loss Recorded $53.0M Reported net loss of $53.0M USD, contrasting 2024 net income, heavily impacted by $301.9M restructuring costs.

Fleet Size Stable Post-Optimization Fleet net book value stands at $3.1B USD, comprising 128K modular and 176K portable storage units as of year-end.

リスク要因

Economic Downturn Impacts Demand Demand sensitive to commercial/construction activity; worsening conditions may reduce unit activations and increase receivable write-offs.

Restructuring Costs Hit Profitability $302.2M restructuring costs recorded for Network Optimization Plan, significantly reducing gross profit and net income results.

Credit Risk Management Critical Increased aged receivable write-offs reduced revenue by $98.6M USD in 2025; credit risk management remains key focus.

Debt Covenants Limit Flexibility Substantial indebtedness level may restrict financing options, capital deployment, and operational flexibility due to ABL Facility covenants.

見通し

Execute Network Optimization Plan Plan involves exiting 665 acres of real estate over four years, expecting $25M to $30M annual cost reduction starting soon.

Grow Enterprise Accounts Focus Expanding enterprise account teams and developing focused go-to-market strategies targeting key vertical end markets for growth.

Enhance Sales Enablement Technology Plan rollouts in early 2026 include new sales enablement tools, enhanced routing, and e-commerce solution launch for efficiency.

Optimize Capital Allocation Strategy Pursue organic growth, maintain leverage, execute accretive acquisitions, and return capital via dividends and share repurchases.

同業比較

売上高 (TTM)

CAR

$11.65B

-1.2%

SNDR

$5.67B

+7.3%

HRI

$4.38B

+22.6%

粗利益率 (最新四半期)

SKYW

60.9%

+37.8pp

MGRC

48.0%

+0.0pp

WSC

46.2%

-8.2pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
AGX	$6.57B	54.6	31.4%	0.3%
POWL	$6.34B	33.7	30.6%	0.1%
MWA	$4.33B	21.7	21.0%	24.4%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

0.4%

緩やかな成長

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

100%

優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月29日

EPS:$0.16

売上高:$520.88M

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし