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WillScot Mobile Mini (WSC) investor relations material
WillScot Mobile Mini Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Q2 2025 revenue was $589M, with Adjusted EBITDA of $249M (42.3% margin), and net income of $48M, reflecting broadly in-line performance with expectations.
Leasing revenues improved 2% sequentially but declined 3–3.4% year-over-year, as higher rates offset lower units on rent.
Over 75% of revenue is from recurring leasing, supporting predictable cash flow.
Strategic focus on enterprise accounts, large projects, VAPS penetration, and technology investments.
Long-term targets reaffirmed: $3B revenue, $1.5B Adjusted EBITDA, $700M–$900M free cash flow in 3–5 years.
Financial highlights
Q2 2025 revenue was $589M, down 2.6–3% year-over-year; leasing revenue $443M, down 3–3.4% year-over-year but up 2% sequentially.
Adjusted EBITDA was $249M, down 5.6–6% year-over-year; margin at 42.3%, up 140 bps sequentially.
Adjusted Free Cash Flow for Q2 2025 was $130M (22.1% margin); LTM Adjusted Free Cash Flow was $555M (24% margin).
Gross profit for Q2 2025 was $296M, with a margin of 50.3%.
Net income for Q2 2025 was $48M, up from a net loss of $47M in Q2 2024.
Outlook and guidance
FY 2025 revenue guidance narrowed to $2.3B–$2.35B; Adjusted EBITDA guidance to $1.0B–$1.02B.
Adjusted Free Cash Flow for FY 2025 expected at $500M–$550M, aided by tax legislation.
Net CAPEX for FY 2025 projected at $250M–$300M.
No inflection in units on rent expected by year-end; improvement anticipated in 2026.
Management targets $3B revenue, $1.5B Adjusted EBITDA, and $700M–$900M Adjusted Free Cash Flow in 3–5 years.
How did modular & storage rates impact leasing?
Why did Net Debt to Adj. EBITDA increase?
Elaborate on end market demand expectations.
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Next WillScot Mobile Mini earnings date
Q3 20256 Nov, 2025
Next WillScot Mobile Mini earnings date
Q3 20256 Nov, 2025
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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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