WillScot Mobile Mini Holdings Maintains Hold Rating from William Blair Analyst

WillScot Mobile Mini Holdings (WSC) received a Hold rating from William Blair analyst Tim Mulrooney. The company's shares closed at $29.35. Mulrooney maintains a Hold rating on WSC, with an average return of 11.7% and a 70.15% success rate on recommended stocks. The analyst consensus on WSC is a Moderate Buy with an average price target of $34.33.

WillScot Mobile Mini Holdings (WSC) is set to report its second-quarter 2025 earnings after market hours this Thursday. The company's shares have been trading at $29.35, closing slightly below the analyst consensus price target of $34.33. The consensus rating from analysts is a Moderate Buy, reflecting a cautious optimism about the company's performance [2].

WillScot Mobile Mini missed revenue expectations by 0.5% in the previous quarter, reporting revenues of $559.6 million, down 4.7% year-over-year. This was accompanied by a significant miss of analysts' EPS estimates and leasing revenue estimates. Analysts expect revenue to decline 2.8% year-over-year to $587.5 million in the current quarter, with adjusted earnings expected to be $0.35 per share [2].

William Blair analyst Tim Mulrooney maintains a Hold rating on WSC, with an average return of 11.7% and a 70.15% success rate on recommended stocks. Mulrooney's rating reflects a cautious approach to the company's growth prospects, particularly in light of recent performance and the broader economic climate [1].

Peers in the construction and engineering segment, such as Comfort Systems and Orion, have reported positive year-on-year revenue growth, with Comfort Systems delivering a 20.1% increase and Orion reporting a 6.8% rise. This positive sentiment has driven share prices in the segment up by an average of 5.5% over the last month. WillScot Mobile Mini, however, has seen its share price rise by 13.6% during the same period, heading into earnings with an average analyst price target of $36.11 [2].

The company's focus on strategic execution and margin expansion, as highlighted in its recent earnings call, is expected to be a key driver for its performance in the coming quarters. Management has underscored its confidence in large-project demand and operational discipline, which are likely to support the company's free cash flow outlook for 2025 [1].

Investors should pay close attention to the company's ability to navigate macroeconomic headwinds and its progress in addressing working capital and operational efficiency risks. The results will provide insight into WillScot Mobile Mini's ability to maintain its growth trajectory and sustain investor confidence.

References:
[1] https://seekingalpha.com/news/4476197-willscot-outlines-500m-550m-free-cash-flow-target-for-2025-as-large-project-demand-persists
[2] https://finance.yahoo.com/news/willscot-mobile-mini-wsc-reports-030859845.html