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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.
WillScot Mobile Mini
WillScot Mobile Mini (WSC) investor relations material
WillScot Mobile Mini Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary6 Aug, 2026
Executive summary
Q2 2026 revenue reached $612 million, up 4% year-over-year, with strong commercial and operational execution, and net income of $47 million; Adjusted EBITDA was $228 million (37.2% margin), with margins compressed by growth investments.
Leasing and services revenue grew 6% year-over-year, driven by a 25% increase in delivery and installation revenue from large projects and events.
Strategic investments in fleet, staffing, and technology, along with the Network Optimization Plan, are positioning the business for continued momentum into 2027.
Major end markets include construction, commercial/industrial, energy, and government, with a diversified customer base and over 130,000 modular units and 174,000 storage units in fleet.
Raised full-year 2026 outlook for revenue, Adjusted EBITDA, and Net CAPEX due to strong commercial momentum and robust order book.
Financial highlights
Q2 2026 total revenue was $612 million, up 4% year-over-year; net income was $47 million (down 2% year-over-year); Adjusted EBITDA was $228 million (down 8% year-over-year); Adjusted Net Income was $52 million.
Delivery and installation revenue rose over 25% year-over-year; modular activations up 16%; modular pending orders up 13%.
Gross profit margin for Q2 2026 was 50.0%; Adjusted EBITDA margin was 37.2%.
Net cash from operations was $162 million; Adjusted Free Cash Flow was $55 million; Net CAPEX for Q2 2026 was $114 million.
Return on Invested Capital for Q2 2026 LTM was 14.4%.
Outlook and guidance
Full-year 2026 revenue outlook raised to $2.3 billion, with Adjusted EBITDA outlook increased to $920 million and Net CAPEX to $375 million.
Q3 2026 revenue expected at $585 million (up 3% year-over-year), Adjusted EBITDA at $232 million (39.7% margin).
Net CAPEX outlook for 2026 increased to $375 million to support large project pipeline into 2027.
Targeting VAPS to comprise 20–25% of total revenue within 3–5 years.
Expect sequential margin expansion in H2 2026 as upfront costs and revenue mix impacts moderate.
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Latest events from WillScot Mobile Mini
- Operational improvements and network optimization drive margin expansion amid market headwinds.WSC
Bank of America Leveraged Finance Conference - All five proposals passed with a strong quorum and no shareholder questions submitted.WSCAGM 2026
- Q1 2026 beat expectations, raising 2026 outlook as project demand and capital returns drive growth.WSCQ1 2026
- Proxy covers director elections, compensation, auditor ratification, and new incentive plan approval.WSCProxy filing
- Stockholders will elect directors, approve executive pay, and ratify the auditor for 2026.WSCProxy filing
- Q3 2025 saw lower revenue but strong margins, stable leasing, and ongoing optimization efforts.WSCQ3 2025
- Targets $3B revenue, $1.5B EBITDA, $700M FCF in 3–5 years via growth, M&A, and innovation.WSCInvestor Day 2025
- Q1 2025 revenue and EBITDA declined, but cash flow and 2025 outlook remain strong.WSCQ1 2025
- 2024 saw record revenue, robust margins, and new dividend, with steady growth targeted for 2025.WSCQ4 2024
Next WillScot Mobile Mini earnings date
Q3 20265 Nov, 2026
WillScot Mobile Mini
Next WillScot Mobile Mini earnings date
Q3 20265 Nov, 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.