For the quarter ended September 2025, WillScot (WSC) reported revenue of $566.84 million, down 5.8% over the same period last year. EPS came in at $0.30, compared to $0.38 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $579.97 million, representing a surprise of -2.26%. The company delivered an EPS surprise of +3.45%, with the consensus EPS estimate being $0.29.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how WillScot performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Average modular space units on rent: 89,390 versus 89,632 estimated by three analysts on average.
- Average portable storage monthly rental rate: $290.00 versus the three-analyst average estimate of $282.89.
- Average portable storage units on rent: 105,792 versus 103,061 estimated by three analysts on average.
- Average modular space monthly rental rate: $1,254.00 versus the three-analyst average estimate of $1,262.65.
- Revenues- Leasing and services revenue- Leasing: $434.22 million versus the two-analyst average estimate of $445.71 million. The reported number represents a year-over-year change of -4.7%.
- Revenues- Leasing and services revenue- Delivery and installation: $98.52 million versus the two-analyst average estimate of $101.63 million. The reported number represents a year-over-year change of -14.2%.
- Revenues- Leasing and services revenue: $532.74 million versus $547.33 million estimated by two analysts on average.
- Revenues- Sales revenue- Rental units: $15.73 million compared to the $14.18 million average estimate based on two analysts. The reported number represents a change of +18.8% year over year.
- Revenues- Sales revenue- New units: $18.37 million compared to the $20.01 million average estimate based on two analysts. The reported number represents a change of +2.9% year over year.
View all Key Company Metrics for WillScot here>>>
Shares of WillScot have returned -8% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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WillScot Holdings Corporation (WSC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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