Company PositioningWillScot is viewed as a high-quality company, given its attractive competitive position, long lease duration, resilient pricing power, track record of margin expansion, and countercyclical cash flows.
Operational InvestmentThe company continues to invest in its internal commercial and operational capabilities, which would enhance growth and profitability.
Order BookInquiry levels for new orders are healthy and the net order book has continued to build over the last several months.