$WSC

The Rental & Leasing sector is experiencing structural growth, with Sunbelt Rentals CEO citing rising rental rates and a $2T mega-project pipeline. United Rentals (URI) and Sunbelt Rentals (SUNB) show strong revenue growth but face margin compression. WillScot (WSC) is highlighted for potential undervaluation with 32.2% fair value upside, despite high leverage and negative margins. URI is noted for its scale and consistent FCF.

WillScot Holdings reported Q2 2026 revenue of $612 million, up 4% YoY, and raised its full-year outlook to $2.3 billion, driven by strong industrial demand. Modular activations and enterprise account revenue grew 16% and 21%, respectively. Newer offerings are expected to grow 20% by year-end.

WillScot says it launched the Quick-Connect Canopy, a modular fabric structure for covered workspace between compatible WillScot buildings and storage units. The company says it installs in about one day without drilling or permanent structural changes, offers 17-foot center clearance, and comes in 20-foot-wide sections. Availability is limited to select U.S. markets, with more planned.

Simply Wall St reports WillScot Holdings (WSC) shares are back in focus after Q2 results beat expectations and management raised its 2026 outlook. The article cites 2026 revenue guidance of about $2.3b and a higher adjusted EBITDA view, plus modular activations and project demand. It also contrasts a $28.10 fair-value narrative with a DCF value of $23.12 versus a $23.76 price.

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 Mobile Mini (WSC) reported Q2 results driven by higher modular activations, especially from infrastructure and mega-projects, and 21% YoY growth in enterprise account revenue. Management cited a strong order pipeline, modular pending orders up 13% YoY, and expected 2026 as its biggest fleet upgrade year. Margins fell due to higher upfront activation and delivery costs.

WillScot Holdings (WSC) reported Q2 2026 call highlights focused on strong demand and improved win rates. CEO Tim Boswell said modular activations and the order book are up double digits, with large project pipeline up 14% YoY. CFO Matt Jacobsen cited World Cup revenue of about $13M in Q2 and $5M D&I in Q3, plus a $375M net CapEx guide and expected margin expansion.

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 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

WillScot Mobile Mini (WSC) will report earnings Thursday after the bell. Last quarter it reported revenue of $548.6 million, down 2% YoY, and beat analysts on EPS and revenue guidance. For the upcoming quarter, analysts expect revenue roughly flat YoY. WSC trades near $26.67 versus an average price target of $28.80.