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WillScot Mobile Mini (WSC) investor relations material
WillScot Mobile Mini Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Q3 2025 revenue was $567 million, with Adjusted EBITDA of $243 million at a 42.9% margin, and net income of $43 million; leadership transition announced with Tim Boswell set to become CEO in 2026.
Revenue is primarily recurring from leasing, with diversified end markets including construction, commercial, industrial, and government sectors.
Modular and portable storage units on rent declined year-over-year due to macroeconomic headwinds and lower non-residential construction starts.
Emphasis on shifting revenue mix toward higher-value, differentiated offerings to reduce variability and improve predictability.
Strategic priorities include organic growth, operational excellence, network optimization, and talent development.
Financial highlights
Q3 2025 revenue was $567 million, down 5.8% year-over-year, mainly due to lower units on rent and higher accounts receivable write-offs.
Adjusted EBITDA for Q3 2025 was $243 million (42.9% margin), up 60 bps sequentially but down year-over-year; Adjusted Free Cash Flow was $122 million (21.6% margin).
Gross profit margin for Q3 2025 was 49.7%, down from 53.5% in Q3 2024.
Net income for Q3 2025 was $43 million, up from a prior year loss due to the absence of a $180 million merger termination fee.
Year-to-date adjusted free cash flow reached $397 million (23% margin); net capex investment was $206 million, up 16% year-over-year.
Outlook and guidance
Q4 2025 guidance: revenue of $545 million and adjusted EBITDA of $250 million; full-year 2025 guidance: revenue of $2.26 billion, adjusted EBITDA of $970 million, and adjusted free cash flow of $475 million with net capex of $275 million.
Guidance approach is more conservative, with internal targets set above public guidance to minimize negative surprises.
Management expects continued pressure from lower non-residential construction activity and economic uncertainty.
Revenue guidance reflects expectations for softer end-market demand and seasonal retail trends.
Ongoing network optimization may accelerate non-cash restructuring charges if a multi-year plan is approved.
What is the rationale for fleet disposal plan?
How will organic growth be accelerated?
What changed in guidance philosophy?
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Next WillScot Mobile Mini earnings date
Q4 202520 Feb, 2026
Next WillScot Mobile Mini earnings date
Q4 202520 Feb, 2026
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Frequently asked questions
WillScot Mobile Mini Holdings Corp. operates through three segments: Mobile, Modular, and Storage. It offers portable mobile office spaces for sales offices, job site offices, administrative offices, workshops, and conference rooms; modular buildings for education, healthcare, hospitality and retail industries; temporary classrooms or modular buildings for schools; temporary location buildings for construction companies; specialized learning cottages; campus buildings/temporary modular schools; general purpose modular buildings; and early childhood education buildings. WillScot Mobile Mini Holdings Corp. was incorporated in 2017 and is headquartered in Phoenix, Arizona.
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