WillScot's core modular space rental franchise generates exceptional cash conversion, with operating cash flow reaching 7.5x net income in 2026Q2 and cumulative OCF of $1.9B over ten quarters versus $41.5M cumulative net income.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has stagnated with only 3.9% growth in 2026Q2, while gross margin volatility (swinging from 55.8% in 2024Q4 to 45.3% in 2025Q3) and operating margin compression from 28.9% to 19.2% over six quarters indicate persistent pricing pressure and muted operating leverage.
WillScot's forward P/E of 20.37 suggests reasonable valuation relative to future earnings potential.
BlackOpal Research Limited published a bullish thesis on WSC, highlighting positive investment potential.
Operating in the Rental & Leasing Services sector, WillScot benefits from industrial demand trends.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $0.29+4.3% vs $0.28 | $601M+2.6% vs $586M |
Q3 2026 Aug 6, 2026 | $0.28+14.0% vs $0.25 | $612M+4.6% vs $585M |
Q2 2026 May 7, 2026 | $0.21+31.3% vs $0.16 | $549M+5.9% vs $518M |
Q1 2026 Feb 19, 2026 | $0.29-12.1% vs $0.33 | $566M+3.8% vs $545M |
WillScot NASDAQ: WSC reported higher third-quarter revenue and raised its 2026 sales outlook as demand for modular space helped reverse a decline in units on rent. The company also offered an initial forecast for organic growth in 2027, while cautioning that the pace of future data center construction remains uncertain.
The headline numbers for WillScot (WSC) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
WillScot Holdings Corporation (WSC) Q3 2026 Earnings Call Transcript
Exceeded Q3 2026 Outlook for Revenue and Adjusted EBITDA Provides Early 2027 Outlook for Adjusted EBITDA Growth and Deleveraging Expectations SCOTTSDALE, Ariz., Nov. 05, 2026 (GLOBE NEWSWIRE) -- WillScot Holdings Corporation (“WillScot” or the “Company”) (Nasdaq: WSC), a leader in innovative temporary space solutions, today announced third quarter 2026 results, including key performance highlights and market updates, an update to its 2026 full year outlook, and early thoughts on 2027 Adjusted EBITDA growth and deleveraging.
Benchmark WSC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for WillScot Holdings Corporation (WSC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $18.86 | $3.41B | -56.53 | -4.77% | -2.6% | -6.74% | 1.49% | |
| $1055.57 | $65.7B | 23.00 | 4.91% | 16.33% | 31.01% | 0.68% | |
| $125.02 | $3.05B | 19.18 | 3.65% | 16.75% | 12.75% | 1.56% | |
| $54.74 | $5.69B | 31.30 | 1.98% | 13.89% | 17.59% | — | |
| $184.32 | $17.47B | 95.48 | 116.96% | 2.61% | 5.19% | 0.32% | |
| $62.54 | $6.73B | 165.80 | -7.38% | 0.28% | 0.99% | — |
WillScot Holdings Corporation (WSC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
WillScot Holdings Corporation (WSC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jun 8, 2026·SEC
May 7, 2026·SEC
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WillScot Holdings Corporation (WSC) stock FAQ — growth, dividends, profitability & financials explained
WillScot Holdings Corporation (WSC) reported $2.33B in revenue over the trailing twelve months. Revenue was $2.28B in fiscal year 2025. That is 403% more than the $453.3M of fiscal year 2015.
WillScot Holdings Corporation (WSC) grew revenue by 0.4% over the trailing twelve months, compared with the twelve months before.
No. WillScot Holdings Corporation (WSC) reported a net loss of $60.6M over the trailing twelve months.
Yes. WillScot Holdings Corporation (WSC) pays a dividend that yields 1.49% at the current price, a moderate yield.
WillScot Holdings Corporation (WSC) had a return on equity (ROE) of -6.7% over the trailing twelve months. A negative ROE means the company lost money over the period.
WillScot Holdings Corporation (WSC) generated $474.5M in free cash flow over the trailing twelve months.
