McGrath RentCorp Q2 2025: revenue $235.6M (+11% YoY), EPS $1.46 vs $0.84, guidance raised

MCGRATH RENTCORP

2025-Q2 EPS reported $2.61 vs consensus $1.23 ▲ beat (+111.9%)

Net income $36.0M ($1.46 diluted EPS) vs $20.6M ($0.84) in Q2 2024; total revenue $235.6M, up 11%.
Mobile Modular Adjusted EBITDA $53.1M (-$0.3M YoY) as rental revenues +5% but costs rose; TRS-RenTelco Adjusted EBITDA +7% to $19.3M.
Portable Storage rental revenues -5% YoY; Adjusted EBITDA -11% to $9.8M on lower construction activity.
Full-year 2025 revenue guidance narrowed to $925-$960M; Adjusted EBITDA guidance raised to $347-$356M.
Quarterly dividend $0.485/share maintained; annualized yield ~1.7% based on $115.05 close.

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