Pulling SEC filings + quote and writing the call…

WillScot Holdings Corp
Next earnings Jul 29, 2026 (after close) · consensus $0.24 EPS, $591M rev
Last earnings -0.4% on 2026-05-07
High-margin modular-space rental cash machine, but revenue fell, it swung to a loss, and leverage is nearly 6x equity.
WillScot leases modular space and portable storage units to construction and commercial customers — a high-margin rental model, shown by the 51.0% gross margin. But FY2025 was a down year: revenue fell 4.8% to $2.28B, operating income dropped 31.2% to $181M, and the company swung to a net loss of $53M (-$0.29 EPS) from a small profit. With operating income still solidly positive, the net loss is driven below the operating line — chiefly heavy interest expense on a debt-laden balance sheet, plus likely transaction/impairment items. The multi-year history shows how far profitability has fallen: net income ran $160M, $340M, $476M, $28.1M and now -$53M, tracking softer non-residential construction activity.
Sources: SEC EDGAR (CIK 0001647088, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/21/2026, 8:59:37 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.67B | $2.14B | $2.36B | $2.40B | $2.28B |
| Gross profit | $845M | $1.14B | $1.33B | $1.30B | $1.16B |
| Operating income | $300M | $511M | $673M | $264M | $181M |
| Net income | $160M | $340M | $476M | $28.1M | -$53.0M |
| Diluted EPS | $0.69 | $1.53 | $2.36 | $0.15 | -$0.29 |
| Net margin | 9.6% | 15.8% | 20.1% | 1.2% | -2.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1074 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 3 sales
| 2026-06-04 | SAGANSKY JEFFREY Director | Award | 6.32K | |
| 2026-06-04 | DAVIS ERIKA T Director | Award | 6.32K | |
| 2026-06-04 | Zarcone Dominick P Director | Award | 6.32K | |
| 2026-06-04 | Upchurch Michael W Director | Award | 6.32K | |
| 2026-06-04 | Owen Rebecca L Director | Award | 6.32K | |
| 2026-06-04 | Johnson Natalia Director | Award | 6.32K | |
| 2026-06-04 | Holthaus Gerard E Director | Award | 6.32K | |
| 2026-05-13 | Soultz Bradley Lee Director | Sell | 4.32K @ $25.92 | $112K |
| 2026-05-12 | Soultz Bradley Lee Director | Gift | 39.8K | |
| 2026-05-12 | Soultz Bradley Lee Director | Gift | 39.8K | |
| 2026-05-12 | Soultz Bradley Lee Director | Disposed (J) | 37.1K | |
| 2026-05-12 | Soultz Bradley Lee Director | Acquired (J) | 37.1K |