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WillScot (WSC) Reports Q3 Earnings: What Key Metrics Have to Say

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WillScot (WSC - Free Report) reported $601.34 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 6.1%. EPS of $0.29 for the same period compares to $0.30 a year ago.

The reported revenue represents a surprise of +2.84% over the Zacks Consensus Estimate of $584.75 million. With the consensus EPS estimate being $0.28, the EPS surprise was +3.57%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how WillScot performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Average modular space units on rent: 90,441 versus 89,263 estimated by three analysts on average.
  • Average modular space monthly rental rate: $1,276.00 versus the three-analyst average estimate of $1,294.35.
  • Average portable storage monthly rental rate: $289.00 versus $291.67 estimated by three analysts on average.
  • Average portable storage units on rent: 98,741 versus 98,863 estimated by three analysts on average.
  • Revenues- Leasing and services revenue- Leasing: $451.7 million compared to the $444.34 million average estimate based on two analysts. The reported number represents a change of +4% year over year.
  • Revenues- Leasing and services revenue- Delivery and installation: $120.87 million compared to the $111.25 million average estimate based on two analysts. The reported number represents a change of +22.7% year over year.
  • Revenues- Leasing and services revenue: $572.57 million versus the two-analyst average estimate of $555.59 million. The reported number represents a year-over-year change of +7.5%.
  • Revenues- Sales revenue- Rental units: $14.39 million compared to the $12.59 million average estimate based on two analysts. The reported number represents a change of -8.5% year over year.
  • Revenues- Sales revenue- New units: $14.38 million versus the two-analyst average estimate of $16.23 million. The reported number represents a year-over-year change of -21.7%.

View all Key Company Metrics for WillScot here>>>

Shares of WillScot have returned +14.3% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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