WillScot reports Q2 2026 revenue growth and raises full-year outlook on strong Gulf Coast industrial demand

WillScot Holdings (WSC) reported Q2 2026 revenue of $612.2 million, up 4% year over year, and adjusted EBITDA of $227.9 million. Leasing and services revenue rose to $585.5 million. The company raised full-year 2026 guidance to about $2.3 billion revenue and ~$920 million adjusted EBITDA, citing higher order book and modular activations, while noting margin pressure from activation costs.

WillScot (NASDAQ:WSC) reported Q2 net income of $47 million and diluted EPS of $0.26. Adjusted EBITDA was $228 million, above guidance, but margin fell to 37.2% due to higher leasing/unit transfer costs and delivery mix. The company raised 2026 net capex to ~$375 million and revenue outlook to ~$2.3 billion, with Q3 revenue ~$585 million and adjusted EBITDA ~$232 million.

WillScot (NASDAQ:WSC) reported Q2 CY2026 results. Revenue rose 3.9% year over year to $612.2 million and exceeded market expectations. Full-year revenue guidance was $2.3 billion at the midpoint, 1.8% above analysts’ estimates. Non-GAAP EPS was $0.28, 12.5% above consensus. The stock rose about 1.5% to $26.21 after the report.

WillScot Mobile Mini (WSC) reported Q2 CY2026 revenue of $612.2M, above analyst estimates of $585.4M, and adjusted EPS of $0.28 versus $0.25. Adjusted EBITDA was $227.9M, slightly above estimates. The company raised full-year revenue guidance to $2.3B at the midpoint and kept full-year EBITDA guidance at $920M. Operating and free cash flow margins fell year over year.

WillScot Holdings Corp (WSC) filed an SEC Form 8-K — Results of Operations and Financial Condition. WILLSCOT REPORTS SECOND QUARTER 2026 RESULTS AND RAISES 2026 FULL YEAR OUTLOOK Exceeded Q2 2026 Outlook for Revenue and Adjusted EBITDA Raises 2026 Full Year Outlook for Revenue, Adjusted EBITDA and Net CAPEX on Continued Commercial Momentum SCOTTSDALE, August 6, 2026 - WillScot

Fastenal reported strong Q3 results, with daily sales growth of 20.2% in heavy manufacturing, 13.2% in other manufacturing, and 12.3% in other end markets. CEO Jeffery Watts and CFO Max Tunnicliffll highlighted strength in data centers, aerospace, and industrial equipment, while noting slower growth in construction and weakness in agriculture and food.