Inferra AI / Company / WSC
WillScot Holdings Corp
WSC · Industrials
Last earnings Aug 6, 2026
Key results
Generated revenuequarter
$589 million
Q2 2025 1, 2 Generated revenue of $589 million, gross profit margin percentage of 50.3%, net income of $48 million, and diluted earnings per share of $0.26.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Net incomequarter
$48 million
Q2 2025 1, 2 Generated revenue of $589 million, gross profit margin percentage of 50.3%, net income of $48 million, and diluted earnings per share of $0.26.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
EPSquarter
$0.26
Q2 2025 1, 2 Generated revenue of $589 million, gross profit margin percentage of 50.3%, net income of $48 million, and diluted earnings per share of $0.26.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Leasing revenuequarter
$443 million
Leasing revenues of $443 million improved 2.0% sequentially and were 3.4% below the prior year quarter with increased average monthly rates of 5.2% for modular space units and 7.2% for portable storage units offsetting much of the year-over-year impact from decreased units on rent.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Adjusted free cash flowquarter
$130 million
Generated Net cash provided by operating activities of $205 million at a 34.9% margin and Adjusted Free Cash Flow of $130 million at a 22.1% margin.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Revenuequarter
$3 billion
We are progressing the various initiatives outlined in our investor day, targeting to achieve $3 billion of annualized revenue, $1.5 billion of Adjusted EBITDA, and $700 million of Adjusted Free Cash Flow in three-to-five years.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
We achieved quarterly revenue of $589 million and Adjusted EBITDA of $249 million.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
In turn, we generated Adjusted Free Cash Flow for the quarter of $130 million at an Adjusted Free Cash Flow Margin of 22.1%, or 80 basis points higher year-over-year.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
While our second quarter lease revenues were 3.4% below the prior year quarter, they improved 2.0% sequentially in the second quarter.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Capitalization and Liquidity Update 1, 2, 3 As of and for the three months ended June 30, 2025, except where noted Net cash provided by operating activities was $205 million, resulting in $130 million of Adjusted Free Cash Flow after Net CAPEX investments.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
AI analysis
Q2 2025 · reported Jul 31, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Guidance ladder — revenue
Delivered vs the company's guided range
EX-99 · Jul 31, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.
Segment mix
Business-unit revenue, as stated
Segment revenue figures as stated in the event record.
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Generated revenue | $589 million | — | — |
| Net income | $48 million | — | — |
| EPS | $0.26 | — | — |
| Leasing revenue | $443 million | — | — |
| Adjusted free cash flow | $130 million | — | — |
| Revenue | $3 billion | — | — |
Guidance · company-stated
“margin percentage of 50.3%”
“of $48 million”
“of $0.26”
“of $443 million”
“of $249 million”
“of $130 million”
Guidance stated in the release's OUTLOOK table; no direction stated — figures as stated in the table.
Cash flow & capex
Capital allocation
Deployed approximately $134 million towards tuck-in acquisitions, including a leading regional climate-controlled temporary storage business, and returned $53 million to shareholders through share repurchases and our quarterly cash dividend.
What changed vs last quarter
- Guide midpoint vs latest-quarter revenue -80.4% computed from stated figures
Event summary
Q2 2025 1, 2 Generated revenue of $589 million, gross profit margin percentage of 50.3%, net income of $48 million, and diluted earnings per share of $0.26
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
revenue: “revenue of $589 million”
gross profit: “gross profit margin percentage of 50.3%”
net income: “net income of $48 million”
diluted earnings per share: “diluted earnings per share of $0.26”
revenues: “revenues of $443 million”
Adjusted EBITDA: “Adjusted EBITDA of $249 million”
Free Cash Flow: “Free Cash Flow of $130 million”
revenue (“OUTLOOK”)
“revenue of $589 million”
gross profit (“OUTLOOK”)
“gross profit margin percentage of 50.3%”
net income (“OUTLOOK”)
“net income of $48 million”
diluted earnings per share (“OUTLOOK”)
“diluted earnings per share of $0.26”
revenues (“OUTLOOK”)
“revenues of $443 million”
Adjusted EBITDA (“OUTLOOK”)
“Adjusted EBITDA of $249 million”
Free Cash Flow (“OUTLOOK”)
“Free Cash Flow of $130 million”
Guidance stated in the release's OUTLOOK table; no direction stated — figures as stated in the table.
Capital allocation
Deployed approximately $134 million towards tuck-in acquisitions, including a leading regional climate-controlled temporary storage business, and returned $53 million to shareholders through share repurchases and our quarterly cash dividend.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Consistent with our capital allocation framework, we deployed approximately $134 million towards tuck-in acquisitions, including a leading regional climate-controlled temporary storage business, and returned $53 million to shareholders through share repurchases and our quarterly cash dividend.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
We believe the cash generating strength of our business continues to provide us various options for redeployment of capital towards accretive Net CAPEX investments and acquisitions, while continuing to return capital to shareholders.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Capitalization and Liquidity Update 1, 2, 3 As of and for the three months ended June 30, 2025, except where noted Net cash provided by operating activities was $205 million, resulting in $130 million of Adjusted Free Cash Flow after Net CAPEX investments.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Invested $75 million of Net CAPEX, including $85 million of capital expenditures for rental equipment, supporting both maintenance capex needs and growth in new product lines.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Maintained availability under our asset backed revolving credit facility of approximately $1.6 billion .
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Strategy & priorities
We are progressing the various initiatives outlined in our investor day, targeting to achieve $3 billion of annualized revenue, $1.5 billion of Adjusted EBITDA, and $700 million of Adjusted Free Cash Flow in three-to-five years.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Net cash provided by operating activities of $205 million for the quarter was up 17% year-over-year, and included some early benefits from our increased focus on back office productivity and working capital management.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Certain of these forward-looking statements include statements relating to our mergers and acquisitions pipeline, acceleration of our run rate, acceleration toward and the timing of our achievement of our three to five year milestones, growth and acceleration of cash flow, driving higher returns on invested capital, and Adjusted EBITDA margin expansion.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
NOTE 2 - Restructuring In December 2025, the Company's Board of Directors (the "Board of Directors") approved a comprehensive network optimization initiative (the "Network Optimization Plan") designed to reduce real estate costs while maintaining market coverage and customer service capabilities.
SEC original ↗WillScot Holdings Corp — 10-Q Quarterly report10-QAug 6, 2026
The Secured Notes and related guarantees are secured by a second priority security interest in substantially the same assets of WSI and the Note Guarantors securing the ABL Facility.
SEC original ↗WillScot Holdings Corp — 10-Q Quarterly report10-QAug 6, 2026
Risks & headwinds
2025 Full Year Outlook 1, 2 This outlook is subject to risks and uncertainties, including those described in Forward-Looking Statements below.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Forward-looking statements are subject to a number of risks, uncertainties, assumptions and other important factors, many of which are outside our control, which could cause actual results or outcomes to differ materially from those discussed in the forward-looking statements.
SEC original ↗WillScot Holdings Corp — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Assumptions Expected volatility 46.30 % Expected dividend 1.50 % Risk-free rate 3.84 % Expected term 6.0 years Exercise price $ 18.83 Weighted-average grant date fair value $ 8.09 NOTE 12 - Commitments and Contingencies The Company is involved in various lawsuits, claims and legal proceedings that arise in the ordinary course of business.
SEC original ↗WillScot Holdings Corp — 10-Q Quarterly report10-QAug 6, 2026
However, the outcome of such matters is inherently unpredictable and subject to significant uncertainties.
SEC original ↗WillScot Holdings Corp — 10-Q Quarterly report10-QAug 6, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q3 2026
- 8-KWSC
Oct 7, 2026
- Q2 2026
- 8-K/AWSC
Aug 10, 2026
- 8-KWSC
Aug 6, 2026
- 10-QWSC
- Q1 2026
- 8-KWSC
Jun 8, 2026
- 8-KWSC
May 7, 2026
- 10-QWSC
- Q4 2025
- 8-KWSC
Feb 19, 2026
- 10-KWSC
Feb 19, 2026
- 8-KWSC
Jan 20, 2026
- Q3 2025
- 8-KWSC
Dec 22, 2025
- 8-KWSC
Dec 8, 2025
- 8-KWSC
Nov 6, 2025
- 10-QWSC
- 8-KWSC
Oct 17, 2025
- 8-KWSC
Oct 1, 2025
- Q2 2025
- 8-KWSC
Sep 3, 2025
- 8-KWSC
Jul 31, 2025
- 10-QWSC
Jul 31, 2025
- 8-KWSC
Jul 22, 2025
- Q1 2025
- 8-KWSC
Jun 9, 2025
- 8-KWSC
May 1, 2025
- 10-QWSC
- Q4 2024
- 8-KWSC
Mar 26, 2025
- 8-KWSC
Mar 24, 2025
- 8-KWSC
Mar 13, 2025
- 8-KWSC
Mar 7, 2025
- 8-KWSC
Feb 20, 2025
- 10-KWSC
Feb 20, 2025
- 8-KWSC
Jan 3, 2025
Earnings releases
8 documentsPresentations
0 documentsNo presentations for WillScot Holdings Corp are held in this edition of the library.
Transcripts
0 documentsNo transcripts for WillScot Holdings Corp are held in this edition of the library.
Mentioned by
1 companyOther tracked companies whose held documents mention WillScot Holdings Corp by name or ticker. A mention is counted once per document, from the document text the library holds.
“ (1,814 ) — (1,814 ) — Gain on merger termination from WillScot Mobile Mini 5 — — — — — (180,000… …and administrative expenses increased 13% to $8.3 million, when compared”
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