The earnings call presented a mixed performance with strong adjusted EBITDA margins, robust free cash flow, and growth in complex product lines as highlights. However, the decline in leasing revenues and uncertainty around macroeconomic factors posed challenges, particularly affecting smaller projects.

Company Guidance -

Q3 2025

During the WillScot Second Quarter 2025 Earnings Call, the company reported an adjusted EBITDA of $249 million, reflecting a 42.3% margin and a sequential increase of 140 basis points. The trailing 12-month adjusted EBITDA margin was noted at 43.8%. The company also highlighted a robust adjusted free cash flow of $130 million at a 22.1% margin for the quarter and 23.6% over the past year. Revenue for the quarter was detailed at $589 million, with leasing revenues at $443 million. On a sequential basis, leasing revenues grew by 2%, marking the first instance of sequential leasing revenue growth since Q3 2023. Modular units on rent were up 4% year-over-year, while climate-controlled storage and FLEX units showed a 30% year-over-year increase. The company raised its free cash flow guidance for the year to a range of $500 million to $550 million, citing tax legislation benefits and improvements in working capital management.

Strong Adjusted EBITDA Margin

Achieved an adjusted EBITDA margin of 42.3%, representing an increase of 140 basis points sequentially. On a trailing 12-month basis, the adjusted EBITDA margin stands at 43.8%.

Robust Free Cash Flow

Generated $130 million in adjusted free cash flow with a 22.1% margin in the quarter and a 23.6% margin over the past 12 months.

Growth in Complex Products

FLEX units on rent increased by 30% year-over-year. Climate-controlled storage units on rent also rose by 30% year-over-year, showing strong performance in these product lines.

Increased Cash from Operations

Cash from operations increased 17% year-over-year to $205 million in Q2, demonstrating strong operational performance despite a flat revenue environment.

Positive Developments in Tax Legislation

Recent tax legislation changes are expected to eliminate meaningful U.S. federal cash taxes for the year, contributing positively to cash flow.

WillScot Mobile Mini Holdings (WSC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

WSC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.31 / -	0.38	―	―	―
Jul 31, 2025	2025 (Q2)	0.35 / 0.27	0.39	-30.77% (-0.12)
May 01, 2025	2025 (Q1)	0.28 / 0.24	0.29	-17.24% (-0.05)
Feb 20, 2025	2024 (Q4)	0.46 / 0.49	0.448	9.37% (+0.04)
Oct 30, 2024	2024 (Q3)	0.45 / 0.38	0.46	-17.39% (-0.08)
Aug 01, 2024	2024 (Q2)	0.39 / 0.39	0.43	-9.30% (-0.04)
May 02, 2024	2024 (Q1)	0.33 / 0.29	0.36	-19.44% (-0.07)
Feb 20, 2024	2023 (Q4)	0.52 / 0.45	0.46	-2.61% (-0.01)
Nov 01, 2023	2023 (Q3)	0.45 / 0.46	0.39	17.95% (+0.07)
Aug 02, 2023	2023 (Q2)	0.41 / 0.43	0.32	34.37% (+0.11)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

WSC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$29.35	$25.33	-13.70%
May 01, 2025	$25.56	$27.23	+6.53%
Feb 20, 2025	$38.48	$35.10	-8.78%
Oct 30, 2024	$38.69	$32.98	-14.76%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does WillScot Mobile Mini Holdings (WSC) report earnings?

WillScot Mobile Mini Holdings (WSC) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is WillScot Mobile Mini Holdings (WSC) earnings time?

WillScot Mobile Mini Holdings (WSC) earnings time is at Oct 29, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is WSC EPS forecast?

WSC EPS forecast for the fiscal quarter 2025 (Q3) is 0.31.

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