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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
McGrath RentCorp
McGrath RentCorp (MGRC) investor relations material
McGrath RentCorp Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary28 Oct, 2026
Executive summary
Q3 revenue rose 7% YoY to $274.6M, net income increased 15% to $48.8M, diluted EPS rose 16% to $2.00, and Adjusted EBITDA increased 10% to $106.5M.
Higher rental operations revenue and sales, led by TRS-RenTelco demand, were partly offset by softer Portable Storage conditions and lower Mobile Modular new equipment sales.
Financial highlights
Q3 gross profit rose 10% to $130.9M; rental operations revenue increased 6% to $189.5M and sales revenue rose 9% to $82.9M.
Nine-month revenue was $694.3M, up 1%; net income was $109.5M, up 3%, and Adjusted EBITDA was $263.4M, up 2% excluding the property-sale gain.
Q3 selling and administrative expenses increased 8% to $56.9M; the effective tax rate was 26.0% versus 27.7%, and the effective interest rate was 5.31% versus 5.81%.
Outlook and guidance
FY26 revenue guidance was reduced to $945M–$960M from $955M–$985M, primarily due to lower Mobile Modular new equipment sales.
Adjusted EBITDA guidance narrowed to $365M–$373M from $363M–$375M, with the midpoint unchanged; rental strength supports expectations.
Gross rental equipment CapEx guidance increased to $270M–$290M from $200M–$220M to support Mobile Modular and TRS-RenTelco rental momentum.
Customer permitting, site-readiness and subcontractor delays pushed modular sales projects out; management expects to set 2027 sales targets cautiously.
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Latest events from McGrath RentCorp
- Rental growth offset by lower sales led to a 6% revenue drop and 4% lower Adjusted EBITDA.MGRC
Q2 2026 - Q3 2024 saw double-digit revenue and EBITDA growth, driven by modular segment strength.MGRCInvestor presentation
- Q1 2026 revenue up 2%, with strong TRS-RenTelco gains but margin and profit pressures persist.MGRCQ1 2026
- Virtual meeting to vote on directors, stock plan amendments, auditor, and executive pay.MGRCProxy filing
- Annual meeting to address director elections, equity plan expansion, auditor ratification, and say-on-pay.MGRCProxy filing
- 2025 revenue and EBITDA rose, with strong Q4 and positive 2026 outlook amid CEO transition.MGRCQ4 2025
- CEO transition in April 2026 supports modular growth and financial resilience.MGRCBarclays 43rd Annual Industrial Select Conference
- Q2 revenue up 5% and Adjusted EBITDA up 9%, but net income down on merger costs.MGRCQ2 2024
- Q3 2024 revenues up 10%, driven by modular and storage growth, with 33 years of dividend increases.MGRCCJS Securities 25th Annual “New Ideas for the New Year” Investor Conference
Next McGrath RentCorp earnings date
Q4 202624 Feb, 2027
McGrath RentCorp
Next McGrath RentCorp earnings date
Q4 202624 Feb, 2027
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Frequently asked questions
McGrath RentCorp rents and sells relocatable modular buildings, electronic testing equipment, and liquid containment tanks. The company serves customers in education, construction, energy, and industrial sectors across the United States. It operates through multiple business segments and brands. The company is headquartered in Livermore, California, and its shares are listed on the NASDAQ.