{"filings":[{"id":94375,"accession_number":"0001647088-26-000029","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"WillScot Q1 revenue $549M, Adj. EBITDA $211M down YoY; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $548.6M, net income $28.1M, diluted EPS $0.15 (adjusted $0.21) – all down YoY.","Adjusted EBITDA $211M (38.5% margin) vs $228.8M (40.9%) in Q1 2025.","Leasing revenue $425.5M (-2.0% YoY); delivery & installation revenue $99.5M (+12.3% YoY).","Raised FY 2026 outlook: revenue $2.250B, Adj. EBITDA $915M, Net CAPEX $325M.","Paid down $76M debt; repurchased $7M shares; dividend $0.07/share; net debt/EBITDA 3.7x."],"consensus_eps_estimate":null,"consensus_eps_actual":0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":548628000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106698,"accession_number":"0001647088-26-000009","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"WillScot Q4 2025 net loss $187M; FY2026 revenue ~$2.175B, adj EBITDA ~$900M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $566M down 6% YoY; net loss $187M vs $89M profit a year ago. Diluted EPS $(1.03).","Adjusted EBITDA $250M (44.2% margin) vs $285M (47.3%) YoY; Adjusted EPS $0.29 vs $0.49.","FY2026 outlook: revenue ~$2.175B, Adj EBITDA ~$900M, Net CAPEX ~$275M; conservative vs run rate.","Leasing revenue $437M down 5.9% YoY but up 0.8% sequentially; modular activations up 3% YoY.","Network Optimization Plan: $302M restructuring charge; expects $25-30M annual cost savings over 4 years."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":2281446000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106697,"accession_number":"0001647088-26-000003","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2026-01-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"WillScot EVP & Chief Legal Officer Hezron Lopez departing Feb 6, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Hezron Lopez, EVP, Chief Legal & Compliance Officer & ESG, to leave WillScot Holdings.","Employment will end on February 6, 2026, per Separation and Release Agreement.","Severance benefits are consistent with termination without Cause under his June 2022 employment agreement.","Receipt of benefits is contingent on executing a reaffirmation of release of claims after termination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123023,"accession_number":"0001753926-25-001926","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2025-12-22T23:59:59+00:00","items":["2.05","9.01"],"status":"ready","headline":"WillScot Board approves network optimization plan; $303M accelerated depreciation in Q4 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plan exits ~725 acres (115 locations, 25% of leased acreage) over 4 years; abandon 51,000 rental units with $311M NBV.","Non-cash accelerated depreciation of ~$303M in Q4 2025; future cash disposal costs $40–50M through 2029.","Net cash costs ~$20M in 2026; expects actions to be accretive to profitability from 2027 onward.","Rental fleet units (30k portable storage, 21k modular space) focused on long idle, non-standard, or high repair cost units.","Plan follows 2024 field ops integration; maintains all market coverage and customer service capabilities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123022,"accession_number":"0001647088-25-000069","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2025-12-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"WillScot appoints Carisa Bianchi as SVP, Chief Accounting Officer effective Jan 12, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bianchi, 49, most recently VP, Global Corporate Controller at Insight Enterprises (NSIT).","Compensation includes $150k one-time RSU award and $50k cash sign-on with one-year clawback.","Mathew Jacobsen will serve as principal accounting officer for the 2025 10-K.","Bianchi is a CPA with over 25 years of experience, previously at Amkor Technology and KPMG."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123021,"accession_number":"0001647088-25-000064","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Q3 revenue $567M, net income $43M; cuts FY 2025 outlook due to AR write-offs and softer demand","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Leasing revenue $434M, down 4.7% YoY; $24.5M write-offs reduced revenue vs $9M in Q3 2024.","Adjusted EBITDA $243M (42.9% margin), down from $266.9M in Q3 2024.","Updated Q4 outlook: revenue ~$545M, Adj. EBITDA ~$250M; full-year outlook lowered.","Network optimization plan: disposal of rental fleet with NBV $250-350M; incremental depreciation expected.","Paid down $84M debt; amended ABL facility to Oct 2030; net debt/EBITDA 3.6x."],"consensus_eps_estimate":null,"consensus_eps_actual":0.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":1715475000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123020,"accession_number":"0001647088-25-000057","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2025-10-17T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"WillScot Holdings amends ABL credit facility, extends to 2030, reduces size to $3.0B","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Maturity extended to October 16, 2030.","Interest spreads reduced: up to 137.5 bps over SOFR/CORRA, 37.5 bps over base.","Revolving commitments reduced from $3.7B to $3.0B to lower undrawn line fees.","Accordion feature increased from $750M to $1.0B for additional capacity.","UK commitments removed as no UK borrowers exist."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123019,"accession_number":"0001647088-25-000053","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2025-10-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"WillScot Holdings moves headquarters to Scottsdale, AZ effective Oct 1, 2025","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Moved headquarters from Phoenix (4646 E Van Buren St) to Scottsdale, AZ.","New address: 6400 E McDowell Rd, Suite 300, Scottsdale, AZ 85257.","Telephone number remains unchanged at (480) 894-6311.","No other operational or financial changes reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139718,"accession_number":"0001647088-25-000050","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2025-09-03T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"WillScot Holdings announces CEO succession: Boswell to become CEO, Soultz to depart; Jackman becomes Executive Chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Timothy Boswell to succeed Bradley Soultz as CEO effective Jan 1, 2026; Boswell also joins Board, increasing size to 11.","Boswell receives two grants of 100,000 options each (vesting over 3 years); base salary $850k, target bonus 125% of salary, target LTI $2.7M.","Worthing Jackman becomes Executive Chair and employee as of Sept 4, 2025; base salary $300k, one-time equity awards (PSUs $1.6M, options 120k, RSUs $1.2M).","Jeff Sagansky appointed Lead Independent Director.","Soultz separation agreement provides payments contingent on release and compliance; termination deemed without cause."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139717,"accession_number":"0001647088-25-000044","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"WillScot Q2 revenue $589M, Adj. EBITDA $249M; narrows FY2025 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $589M, net income $48M, diluted EPS $0.26; leasing revenue $443M (-3.4% YoY, +2.0% sequential)","Adjusted EBITDA $249M (42.3% margin); Adjusted free cash flow $130M (22.1% margin)","Narrowed FY2025 revenue outlook to $2.30-2.35B; Adj. EBITDA to $1.00-1.02B; FCF guidance raised to $500-550M","Deployed $134M in tuck-in acquisitions; returned $53M via buybacks and dividends ($0.07/share)","Net debt/Adjusted EBITDA 3.6x; total debt $3.7B; liquidity $1.6B"],"consensus_eps_estimate":null,"consensus_eps_actual":0.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":1148634000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139716,"accession_number":"0001753926-25-001166","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2025-07-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"WillScot CAO Sally Shanks to depart Aug 15 amid relocation of role to Phoenix","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sally Shanks will cease as Chief Accounting Officer on August 15, 2025, per Separation Agreement.","Company relocated principal accounting officer duties from Baltimore to Phoenix headquarters.","Shanks receives severance as a good reason leaver and equity vesting through May 15, 2026.","No replacement announced; role responsibilities are being centralized in Phoenix."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157282,"accession_number":"0001647088-25-000033","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"WillScot annual meeting: all 10 director nominees elected, auditor ratified, say-on-pay approved","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All ten management director nominees elected, with votes for ranging from 161.4M to 165.9M.","Ernst & Young ratified as independent auditor for fiscal 2025 with 171.99M votes for, 0.41M against.","Advisory vote on named executive officer compensation approved with 163.9M for, 2.4M against.","Broker non-votes totaled 6.12M on director elections and compensation proposals.","Meeting held June 6, 2025; results filed on Form 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157281,"accession_number":"0001647088-25-000027","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"WillScot Q1 revenue falls 4.6% YoY to $560M; EPS $0.23 vs $0.29; reaffirms outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $560M, net income $43M ($0.23 diluted EPS); vs Q1 '24 revenue $587M, net income $56M ($0.29 EPS).","Adjusted EBITDA $229M (40.9% margin); reaffirmed FY2025 revenue, EBITDA, and CAPEX outlook.","Returned $45M via $32M share buyback (1.1M shares) and $0.07/share quarterly dividend.","Completed $500M 6.625% senior secured notes due 2030; redeemed $527M 2025 notes; net debt/EBITDA 3.5x.","Average modular space rates up 5.2% YoY; pending order book up 7% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":559551000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175659,"accession_number":"0001647088-25-000019","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2025-03-26T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"WillScot subsidiary issues $500M 6.625% Senior Notes due 2030 to refinance 2025 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["WSI issued $500M of 6.625% Senior Secured Notes due April 15, 2030.","Proceeds from notes and $33M ABL facility draw will redeem $526.5M of 6.125% 2025 notes.","Redemption is conditional on debt financing completion; expected March 27, 2025.","Notes are secured by second-priority liens and guaranteed by certain subsidiaries.","The new notes mature in 2030 vs. 2025 for the redeemed notes, extending debt maturity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175658,"accession_number":"0001647088-25-000016","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2025-03-24T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"WillScot Board Chair Olsson departs; Jackman appointed Chairman, Zarcone nominated","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Erik Olsson, non-executive Chairman, not standing for reelection at 2025 Annual Meeting; no disagreement with company.","Board appointed Worthing Jackman as Chairman effective after 2025 Annual Meeting, assuming reelection.","Jackman is former CEO/President/CFO of Waste Connections (WCN); also on board of Quanta Services (PWR).","Board nominated Dominick Zarcone, former President & CEO of LKQ Corp (LKQ), for election as director.","Zarcone also serves on Generac (GNRC) board and as Chairman of Meko AB (MEKO)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175657,"accession_number":"0001647088-25-000014","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2025-03-13T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"WillScot issues $500M 6.625% senior secured notes due 2030; redeems $526.5M of 2025 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issues $500M aggregate principal, 6.625% senior secured notes due 2030, priced at par.","Net proceeds of ~$493.5M, plus $33M ABL borrowings, used to redeem all $526.5M of 6.125% 2025 notes.","Redemption conditional on completing the debt financing; closing expected March 26, 2025.","Notes are second-lien secured; guaranteed by domestic subsidiaries and direct parent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175656,"accession_number":"0001647088-25-000011","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2025-03-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"WillScot holds Investor Day; slides posted, no specific financial details in filing","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Company held an Investor Day on March 7, 2025.","Presentation slides were posted on the company's website and furnished as an exhibit.","A recording of the event will be made available in the Investors section of the company's website."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175655,"accession_number":"0001647088-25-000008","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2025-02-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"WillScot Q4 2024 Revenue $603M, Adjusted EBITDA $285M, Initiates $0.07 Quarterly Dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 revenue $603M, gross profit margin 55.8%, income from continuing ops $89M, diluted EPS $0.48.","Full year 2024 revenue $2,396M, Adjusted EBITDA $1,063M, Adjusted Free Cash Flow $554M.","Board initiated quarterly cash dividend of $0.07 per share; repurchased $130M of stock in Q4.","2025 outlook: revenue $2,275M-$2,475M, Adjusted EBITDA $1,000M-$1,090M; Investor Day March 7.","Total debt $3,708M; leverage 3.5x; $527M notes mature June 2025 with ample liquidity."],"consensus_eps_estimate":null,"consensus_eps_actual":0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":2395718000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175654,"accession_number":"0001647088-25-000002","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2025-01-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"WillScot CIO Graeme Parkes departs effective Dec 31, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Graeme Parkes, EVP & Chief Information Officer, left WillScot Holdings effective December 31, 2024.","Departure disclosed on January 3, 2025; no replacement named.","Mr. Parkes eligible for benefits per his amended employment agreement, subject to signing a release."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192612,"accession_number":"0001647088-24-000163","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-12-11T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"WillScot Holdings appoints Tim Boswell as President/COO, Matt Jacobsen as CFO effective Jan 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tim Boswell transitions from President & CFO to new role as President & COO; Matt Jacobsen promoted from SVP Finance to CFO.","Effective January 1, 2025; Boswell's salary rises to $800k (from $681.9k); annual equity target $2.2M (70% PSUs, 30% RSUs).","Jacobsen employment agreement: $550k base salary, 85% target bonus, $1M annual equity target, 3-year initial term with auto-renewal.","Boswell's amended agreement includes a $2.2M equity grant floor as a ‘Good Reason’ trigger for severance protections.","Jacobsen's agreement includes 18-month non-compete, 24-month non-solicitation, and severance of 18 months' salary for termination without cause."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192611,"accession_number":"0001647088-24-000158","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"WillScot Q3 GAAP loss $70M on $180M termination fee; updates FY24 EBITDA guidance down to $1.05-1.07B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $601M, down 0.6% YoY; GAAP diluted loss per share $0.37; adjusted EPS $0.38.","Adjusted EBITDA $267M (+1% YoY), margin 44.4% (+50bps YoY); Adjusted FCF $143M, margin 23.8%.","FY24 Adjusted EBITDA outlook lowered to $1,050M-$1,070M from prior midpoint, citing prolonged non-residential construction contraction.","Returned $62M to shareholders via share repurchases in Q3; leverage 3.4x; ROIC 16.5% (last 12 months).","Management expects modest organic growth in 2025; plans to resume tuck-in M&A and new product adjacencies."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":1793203000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192610,"accession_number":"0001647088-24-000153","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-10-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"WillScot Holdings appoints Worthing Jackman to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 9 to 10 members; Jackman appointed effective October 22, 2024.","Jackman is former CEO of Waste Connections (NYSE/TSX: WCN) and serves on Quanta Services (NYSE: PWR) board.","He will serve on the Audit Committee.","Initial compensation: $150,000 restricted stock award plus $60,000 cash award."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209060,"accession_number":"0001647088-24-000149","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-09-18T23:59:59+00:00","items":["1.01","1.02","8.01","9.01"],"status":"ready","headline":"WillScot terminates McGrath acquisition; pays $180M fee; increases buyback to $1B","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Mutually terminated merger with McGrath (Nasdaq: MGRC) due to no path to clear FTC regulatory requirements.","WillScot to pay $180M cash termination fee to McGrath within three business days.","Board increased share repurchase authorization to $1 billion; will prioritize buying own stock.","Company sees over $1B of prospective Adjusted EBITDA growth from organic initiatives.","Since 2021, returned over $2B to shareholders and reduced economic share count by ~25%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209059,"accession_number":"0001647088-24-000141","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"WillScot Q2 revenue +4% to $605M; Adj. EBITDA $264M, FY guidance $1.085-1.125B; McGrath deal on track for Q4 close","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $605M (+4%), GAAP loss $47M incl. $133M impairment; Adj. EPS $0.39.","Adj. EBITDA $264M (+1%), margin 43.6% (+136 bps seq.); FY guidance $1.085-1.125B.","Free cash flow $121M (20% margin); repurchased 2M shares for $79M in Q2.","Closed $500M 6.625% senior notes due 2029; leverage 3.3x; no maturities before 2025.","McGrath shareholder vote passed; FTC review extended to Sept 27; expected close Q4 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":1191771000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209058,"accession_number":"0001647088-24-000137","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-07-29T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"WillScot Mobile Mini Holdings renamed WillScot Holdings Corp. effective July 29, 2024; ticker WSC unchanged","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Name change from WillScot Mobile Mini Holdings Corp. to WillScot Holdings Corporation effective 12:01 a.m. EDT on July 29, 2024.","Common stock continues to trade on Nasdaq Capital Market under ticker symbol WSC; shareholder vote not required under Delaware law.","Board adopted Sixth Amended and Restated Bylaws to reflect the new corporate name; no impact on shareholder rights or operations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209061,"accession_number":"0001647088-24-000123","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-07-02T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"WillScot supplements McGrath proxy disclosures amid shareholder lawsuits; adds Goldman Sachs valuation details","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Supplementing proxy/prospectus to moot shareholder litigation; nine demand letters and three complaints received.","Added net debt of McGrath ($762M) and share count (24.67M) used in Goldman Sachs' DCF analysis; implied equity value $84-$117 per share.","Includes Party A's November 2023 $120/share cash offer and standstill provisions lacking 'don't ask, don't waive' language.","Goldman Sachs applied EV/EBITDA multiples of 8.9x-11.4x based on precedent transactions including Mobile Mini/WillScot (11.4x) and General Finance/United Rentals (10.6x)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226911,"accession_number":"0001647088-24-000120","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-06-28T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"WillScot Mobile Mini subsidiary issues $500M of 6.625% Senior Secured Notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issuer Williams Scotsman, Inc. sold $500M aggregate principal of 6.625% Senior Secured Notes due June 15, 2029.","Interest payable semi-annually on June 15 and Dec 15; first payment Dec 15, 2024.","Notes are fully and unconditionally guaranteed on a senior secured basis by certain subsidiaries; parent WillScot Mobile Mini Holdings is not a guarantor.","Notes secured by a second-priority security interest in substantially all assets of the issuer and guarantors.","Optional redemption at make-whole prior to June 15, 2026; thereafter at premiums declining to par; change-of-control put at 101%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226910,"accession_number":"0001647088-24-000114","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-06-14T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"WillScot Mobile Mini prices $500M 6.625% senior secured notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["WSI issued $500M aggregate principal of 6.625% senior secured notes due 2029, priced at 100% of par.","Net proceeds of ~$493.5M to repay outstanding ABL facility borrowings and pay fees/expenses.","Notes are second lien senior secured, guaranteed by domestic subsidiaries and direct parent.","Offered only to QIBs under Rule 144A and non-U.S. persons under Regulation S; not registered under Securities Act.","Closing expected on or about June 28, 2024, subject to customary conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226909,"accession_number":"0001647088-24-000096","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-06-10T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Stockholders approve officer exculpation amendment and elect all director nominees at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All eight director nominees elected: Mark S. Bartlett, Erika T. Davis, Gerard E. Holthaus, Natalia Johnson, Erik Olsson, Rebecca L. Owen, Jeff Sagansky, Bradley L. Soultz, Michael W. Upchurch.","Ratification of Ernst & Young as independent auditor for FY2024 passed with 179,924,812 votes for.","Advisory vote on executive compensation approved with 166,836,620 votes for.","Amendment to certificate of incorporation to exculpate officers approved with 147,366,192 votes for (24,900,532 against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226908,"accession_number":"0001647088-24-000092","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-05-30T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"WillScot certifies substantial compliance with FTC second request for McGrath acquisition","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["On May 29, 2024, WillScot certified substantial compliance with the FTC's second request under the HSR Act.","The second request was issued on February 21, 2024, extending the regulatory review of the McGrath RentCorp acquisition.","The proposed merger remains subject to regulatory approvals and other customary closing conditions.","Both companies are cooperating with the FTC and expect to continue working toward closing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226907,"accession_number":"0001647088-24-000088","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"No material event reported; filing contains only XBRL data","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filing consists solely of XBRL instance document; no press release or financial tables.","No specific numbers, names, dates, or events identifiable from provided text.","Unable to determine any material change for investors; confidence is low."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226906,"accession_number":"0001647088-24-000085","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"WillScot Mobile Mini Q1 revenue $587M, free cash flow up 40%, McGrath acquisition on track","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $587M (+4% YoY); income from continuing ops $56M (down from $76M YoY).","Adjusted EBITDA flat at $248M; Free Cash Flow $144M (+40% YoY), margin 24.5% (+660bps).","Leverage 3.3x net debt/EBITDA; ROIC 17%; repurchased $595M shares over last 12 months.","FY2024 outlook maintained: revenue $2,485-$2,635M, Adjusted EBITDA $1,125-$1,200M.","Agreement to acquire McGrath RentCorp (MGRC) expected to close in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":587181000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245857,"accession_number":"0001647088-24-000052","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-02-29T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"WillScot Mobile Mini amends ABL facility to $4.45B for pending McGrath RentCorp acquisition","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Sixth Amendment to ABL Facility increases revolving credit capacity to $4.45 billion, effective upon closing of the McGrath acquisition.","Amendment permits incurrence of debt to finance the McGrath RentCorp acquisition and adjusts borrowing base for larger business.","Fifth Amendment transitions Canadian dollar borrowings from CDOR to CORRA-based rate, effective five business days after February 26, 2024.","Both amendments entered by wholly owned subsidiary Williams Scotsman, Inc. with Bank of America as administrative agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245856,"accession_number":"0001647088-24-000033","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-02-22T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"WillScot Mobile Mini & McGrath receive FTC Second Request for merger review","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["FTC issued Second Request to both WillScot and McGrath on Feb 21, 2024.","HSR waiting period extended until 30 days after both substantially comply.","Parties expect to respond promptly and cooperate with FTC review.","Deal closing remains subject to HSR clearance, McGrath shareholder vote, and other conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245855,"accession_number":"0001647088-24-000029","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-02-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"WillScot Mobile Mini Q4 revenue up 4% to $612M; FY23 Adj EBITDA $1.06B; FY24 guide $1.125-1.2B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $612M (+4% YoY); Adj EBITDA $288M (+7% YoY); margin 47.0% (+160 bps).","FY23 revenue $2.365B (+10% YoY); income from cont ops $342M (+24%); Adj EBITDA $1.061B (+20%); margin 44.9%.","FY23 Free Cash Flow $577M (+75% YoY); ROIC 18%; repurchased 18.5M shares for $811M (8.6% share count reduction).","FY24 Adj EBITDA outlook $1.125-1.2B (6-13% growth); pending MGRC acquisition expected to close Q2 2024.","Leverage 3.3x Net Debt/Adj EBITDA; weighted avg interest rate ~5.9%; no maturities before 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":2.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":2364767000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245854,"accession_number":"0001647088-24-000007","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-01-29T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"WillScot Mobile Mini acquires McGrath RentCorp for $3.8B, $123 per share cash or stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Deal valued at ~$3.8B; McGrath shareholders elect $123 cash or 2.8211 WSC shares per share, 60% cash/40% stock mix.","Combined 2023 pro forma revenue of $3.2B, adjusted EBITDA of $1.4B; $50M in expected run-rate operating synergies.","Expected to generate ~$700M annual free cash flow by end of first full year post-close; EPS accretive within 12 months.","Financing includes $875M 8-year and $875M 5-year senior secured bridges plus $750M ABL upsize to $4.45B.","Subject to McGrath shareholder approval, HSR clearance; termination fees of $180M (antitrust) or $120M (superior proposal)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245852,"accession_number":"0001647088-24-000018","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K/A","filed_at":"2024-01-29T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"WillScot Mobile Mini files Merger Agreement for cash-and-stock acquisition of McGrath RentCorp","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition structured as two-step integrated merger; first step merges Merger Sub I into McGrath, then merged entity merges into Merger Sub II.","Consideration consists of cash and stock; shareholders may elect cash or stock subject to proration.","Company Board unanimously recommends shareholders adopt the agreement; transaction intended as tax-free reorganization.","Merger subject to regulatory clearances under HSR Act and other antitrust laws, plus customary conditions.","Full Merger Agreement filed as Exhibit 2.1, including representations, covenants, termination fees, and closing conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":245853,"accession_number":"0001647088-24-000002","cik":1647088,"company_name":"WillScot Holdings Corp","ticker":"WSC","form_type":"8-K","filed_at":"2024-01-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"WillScot Mobile Mini hedges $500M ABL debt with two SOFR swaps at 3.7025%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered $300M swap with Deutsche Bank AG, effective Jan 18, 2024, maturing June 30, 2027.","Entered $200M swap with US Bank National Association, same terms and maturity.","Both swaps fix rate at 3.7025% vs 1-month term SOFR, hedging variable-rate ABL facility.","Total notional $500M; designated as cash flow hedges for interest payment exposure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4137540000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}