WSC
WillScot Holdings·NASDAQ
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WSC fundamentals
WillScot Holdings (WSC) released its earnings on Feb 19, 2026: revenue was 565.97M (YoY -6.07%), beat estimates; EPS was 0.29 (YoY -40.82%), missed estimates.
Revenue / YoY
565.97M
-6.07%
EPS / YoY
0.29
-40.82%
Report date
Feb 19, 2026
WSC Earnings Call Summary for Q4,2025
Key Takeaways:
- Revenue Stabilization: Q4 2025 revenue down 2% YoY (excluding write-offs), with modular products flat. 2026 outlook conservative at $2.175 billion, but enterprise accounts (up 7% in 2025) and modular order growth (17% YoY in Q4) suggest potential inflection.
- Network Optimization: $25-30 million annual savings from exiting 25% of leased acreage over 4 years, offsetting $302 million noncash restructuring charge in Q4.
- Free Cash Flow Resilience: 2025 free cash flow of $489 million (21.4% margin). 2026 guidance: $415 million, excluding implementation costs.
- Data Center Growth: Contractual revenue in data center subvertical expected to grow 50% in 2026, driven by unique project capabilities.
- AI and Efficiency: AI tools for pricing, sales coaching, and operations; focus on collections and customer service improvements.
EPS
Actual | -0.03 | 0.1 | 0.07 | 0.27 | 0.1602 | 0.08 | 0.26 | 0.3447 | 0.22 | 0.32 | 0.39 | 0.46 | 0.36 | 0.43 | 0.46 | 0.4476 | 0.29 | 0.39 | 0.38 | 0.49 | 0.24 | 0.27 | 0.3 | 0.29 | |||||||||
Forecast | 0.0833 | 0.0707 | 0.112 | 0.195 | 0.1635 | 0.1674 | 0.1949 | 0.2922 | 0.2251 | 0.2961 | 0.3717 | 0.4292 | 0.2894 | 0.4068 | 0.4498 | 0.5231 | 0.3276 | 0.393 | 0.4471 | 0.4609 | 0.2747 | 0.3538 | 0.2882 | 0.3222 | |||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -136.01% | +41.44% | -37.50% | +38.46% | -2.02% | -52.21% | +33.40% | +17.97% | -2.27% | +8.07% | +4.92% | +7.18% | +24.40% | +5.70% | +2.27% | -14.43% | -11.48% | -0.76% | -15.01% | +6.31% | -12.63% | -23.69% | +4.09% | -9.99% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | 255.82M | 256.86M | 417.31M | 437.60M | 425.32M | 461.10M | 490.55M | 517.92M | 508.89M | 581.64M | 604.17M | 590.55M | 565.47M | 582.09M | 604.83M | 612.38M | 587.18M | 604.59M | 601.43M | 602.51M | 559.55M | 589.08M | 566.84M | 565.97M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | 258.49M | 256.41M | 411.06M | 421.14M | 419.04M | 434.38M | 468.43M | 493.73M | 477.96M | 527.05M | 584.25M | 589.54M | 533.67M | 582.79M | 612.72M | 619.63M | 579.98M | 611.82M | 617.83M | 606.58M | 555.24M | 587.49M | 578.74M | 545.38M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -1.03% | +0.18% | +1.52% | +3.91% | +1.50% | +6.15% | +4.72% | +4.90% | +6.47% | +10.36% | +3.41% | +0.17% | +5.96% | -0.12% | -1.29% | -1.17% | +1.24% | -1.18% | -2.65% | -0.67% | +0.78% | +0.27% | -2.06% | +3.78% |
Earnings Call
You can ask Aime
What is WillScot Holdings's gross profit margin?What guidance did WillScot Holdings's management provide for the next earnings period?What does WillScot Holdings do and what are its main business segments?Did WillScot Holdings beat or miss consensus estimates last quarter?What is WillScot Holdings's latest dividend and current dividend yield?What is the revenue and EPS growth rate for WillScot Holdings year over year?What factors drove the changes in WillScot Holdings's revenue and profit?What were the key takeaways from WillScot Holdings’s earnings call?
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