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WillScot Mobile Mini
WillScot Mobile Mini (WSC) investor relations material
WillScot Mobile Mini Bank of America Leveraged Finance Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Bank of America Leveraged Finance Conference summary2 Dec, 2025
Business overview and recent developments
Largest turnkey temporary space provider in North America, serving construction, education, commercial, and retail markets.
Generates $2.25 billion in revenue with 43% EBITDA margins and strong free cash flow conversion.
Capital allocation: 25% to reinvestment, 25% to M&A, 50% to leverage management and shareholder returns, including a new dividend.
Facing a non-residential construction slowdown for three years, focusing on operational improvements and internal growth levers.
Market dynamics and growth outlook
Large enterprise projects remain strong, with enterprise accounts up 9% year-over-year, but smaller projects (80% of business) remain weak.
Architectural Billings Index improved from 43 to 47, indicating slight market recovery.
Sales team increased by 10% to drive internal growth and return to organic volume growth in the next few quarters.
Operational strategy and network optimization
Announced network optimization: selling 10% of rental fleet and reducing acreage to save $20–$30 million in real estate costs.
Integration of storage and modular operations under single management to drive efficiency.
Utilization rates expected to rise to 60% for storage and mid-to-upper 60s for modular, with targets below 85% to avoid constraining demand.
Sales team growth: How to drive volume in 2026?
Network optimization: Real estate cost savings impact?
Leverage target: How to reach 2.5x-3.25x?
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Next WillScot Mobile Mini earnings date
Q4 202520 Feb, 2026
WillScot Mobile Mini
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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