earnings
confidence high
sentiment positive
materiality 0.75
WillScot Q2 revenue $612M beats outlook; raises FY2026 guidance to $2.3B revenue, $920M Adj. EBITDA
WillScot Holdings Corp
- Q2 2026 revenue $612M, net income $47M, adjusted EBITDA $228M (37.2% margin).
- Leasing and services revenue $586M, up 6.2% YoY; leasing revenue inflected to YoY growth.
- Diluted EPS $0.26, adjusted diluted EPS $0.28; raised FY2026 outlook: revenue $2.3B, Adj. EBITDA $920M, Net CAPEX $375M.
- Net debt to adjusted EBITDA 3.7x; paid quarterly dividend $0.07/share on June 17, 2026.
- Large project and event activity drove modular unit activation growth for third consecutive quarter.