WillScot Holdings Corporation (WSC) Delivery and installation revenue — Total revenues — Quarterly & Annual

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Other product segments

Modular space leasing revenue

$256.83M+2.2%

VAPS and third party leasing revenues

$103.39M+3.4%

Portable storage leasing revenue

$74.94M-5.8%

New units

$14.59M-32.5%

Other leasing-related revenue

$14.53M+21.6%

VAPS service

$12.6M+32.6%

Rental units

$12.04M-25.2%

Similar metrics at other companies

VMCFreight & Delivery Revenues — Total revenues

-$272.2M-4.6%

VMCTotal Revenues Excluding Freight & Delivery — Total revenues

$1.88B+2.2%

TGE

TGENInstallation Services — Total revenues

$4.64M+9.2%

PRGOther revenue — Total revenues

$39.4M+134%

SNDAResident revenue — Total revenues

$108.43M+36.8%

LNZABiorefining revenue — Total revenues

$6.98M+145%

Other financials

Income statement

Revenue$612.2M+3.9%

Gross profit$306.3M+3.4%

Operating income$117.5M-7.4%

Net income$47.0M-2.0%

EPS (diluted)$0.260.0%

Balance sheet

Cash & equivalents$18.2M+41.4%

Total debt$4.0B-3.6%

Total equity$910.7M-12.0%

Total assets$5.9B-3.9%

Cash flow

Operating cash flow$162.3M-21.0%

CapEx$4.7M-24.6%

Free cash flow$157.5M-20.9%

Valuation

Market cap$4.67B+4.6%

Enterprise value$8.62B+0.6%

P/S2×+0.1×

Profitability

Gross margin50.5%-2.8pp

Operating margin23.3%+12.2pp

Net margin-3%-7.7pp

FCF margin29.7%+5.2pp

Returns & leverage

Return on equity-7.1%-16.9pp

Debt / equity4.4×+0.4×

Current ratio0.8×0.0×

Where this comes from

Reported directly by WillScot Holdings Corporation in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The source filing: WillScot Holdings Corporation’s 10-Q, filed August 6, 2026.

Filed: Aug 6, 2026, 5:01 PM EDT
Fiscal quarter: Q2 FY2026
Calendar quarter: Q2 2026
Accession: 0001647088-26-000056

(in thousands)	Three Months Ended June 30, 2026	Three Months Ended June 30, 2025	Six Months Ended June 30, 2026	Six Months Ended June 30, 2025
VAPS and third-party leasing revenues(b)	103,386	100,030	200,521	196,369
Other leasing-related revenue(c)	14,525	11,949	26,628	27,101
Leasing revenue	449,684	442,916	875,206	877,306
Delivery and installation revenue	135,844	108,452	235,366	197,113
Total leasing and services revenue	585,528	551,368	1,110,572	1,074,419
New unit sales revenue	14,587	21,620	23,581	44,057
Rental unit sales revenue	12,036	16,095	26,626	30,158
Total revenues	$612,151	$589,083	$1,160,779	$1,148,634

Item 1F. Financial Statements

FAQ

What is WillScot Holdings Corporation's delivery and installation revenue — total revenues?: WillScot Holdings Corporation (WSC) reported delivery and installation revenue — total revenues of $135.84M in Q2 2026.
How has WillScot Holdings Corporation's delivery and installation revenue — total revenues changed year-over-year?: WillScot Holdings Corporation's delivery and installation revenue — total revenues increased by 25.3% year-over-year, from $108.45M to $135.84M.
What does delivery and installation revenue — total revenues mean?: This metric represents the total revenue generated from the delivery and installation of modular units and storage solutions. It reflects the company's ability to monetize the logistical support services required to deploy its assets to customer sites. High revenue in this category indicates strong demand for initial setup and deployment services.

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