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WillScot Mobile Mini
WillScot Mobile Mini (WSC) investor relations material
WillScot Mobile Mini Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Q4 2025 revenue was $566M, with adjusted EBITDA of $250M (44.2% margin); full-year 2025 revenue reached $2.28B and adjusted EBITDA $971M (42.6% margin), reflecting a challenging macro environment, elevated write-offs, and a large non-cash restructuring charge.
Modular leasing revenues remained stable year-over-year, while portable storage was impacted by seasonality and lower volumes; VAPS penetration increased to 17.8% of total revenue.
Order momentum was driven by enterprise accounts, mega-projects (notably data centers), and improved local sales execution, with modular activations up 3% and the order book up over 10% entering 2026.
Leadership transition completed with a new CEO, emphasizing disciplined execution, operational excellence, and strategic alignment for growth and shareholder value.
Conservative 2026 outlook provided, reflecting market headwinds, a focus on organic growth, and operational efficiency.
Financial highlights
Q4 2025 revenue: $566M; adjusted EBITDA: $250M (44.2% margin); full-year 2025 revenue: $2.28B; adjusted EBITDA: $971M (42.6% margin).
Adjusted Free Cash Flow for 2025: $489M (21.4% margin); Q4: $91M (16.1% margin); net cash from operating activities for 2025: $762M (33.4% margin).
Net CAPEX for 2025 was $273M, reflecting investment in higher-value product categories.
Returned $151M to shareholders in 2025 via repurchases and dividends; reduced debt by $146M.
Net debt at year-end was $3.57B, with a net debt to adjusted EBITDA ratio of 3.7x and $1.4B in available liquidity.
Outlook and guidance
2026 revenue guidance: ~$2.175B–$2.18B; adjusted EBITDA: $900M, reflecting a $50M headwind in traditional storage.
Q1 2026 guidance: $515M revenue, $200M adjusted EBITDA.
Net CAPEX for 2026 projected at $275M, front-loaded to support demand and higher-value products.
Adjusted Free Cash Flow for 2026 projected at ~$415M, excluding $35M in network optimization costs.
Guidance is conservative and does not assume improvement in business trends; potential for upside if commercial momentum sustains.
Network Optimization: Future profit impact?
Factors driving conservative 2026 outlook?
Mega project strategy offsetting market weakness?
Data center demand impact on 2026 growth?
Network optimization plan's long-term benefits?
Local sales changes driving order trends?
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Latest events from WillScot Mobile Mini
- Organic growth, enterprise expansion, and value-added products drive future performance.WSC
24th Annual Diversified Industrials & Services Conference3 Feb 2026 - Q2 2024 delivered 4% revenue growth, strong margins, and progress on the McGrath acquisition.WSCQ2 20242 Feb 2026
- Record Adjusted EBITDA margin and strong cash flow achieved despite merger-related net loss.WSCQ3 202417 Jan 2026
- Operational improvements and network optimization drive efficiency amid market headwinds.WSCBank of America Leveraged Finance Conference7 Jan 2026
- 2024 delivered record results and margins; 2025 targets steady growth and new dividend.WSCQ4 202429 Dec 2025
- Q1 2025 revenue and EBITDA declined, but cash flow and order book strength supported stable guidance.WSCQ1 202524 Dec 2025
- Targets $3B revenue, $1.5B EBITDA, and $700M FCF in 3–5 years via organic growth and M&A.WSCInvestor Day 20252 Dec 2025
- Record revenues, new growth targets, and strong governance highlight this year's proxy.WSCProxy Filing1 Dec 2025
- Q2 2025 delivered strong cash flow and margins, with narrowed guidance amid mixed demand.WSCQ2 202516 Nov 2025
Next WillScot Mobile Mini earnings date
Q1 202630 Apr, 2026
WillScot Mobile Mini
Next WillScot Mobile Mini earnings date
Q1 202630 Apr, 2026
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