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WillScot Holdings Corporation WSC Delivery revenue — Revenue

Other product segments

Modular space leasing revenue
$243.76M-0.9%
Delivery and installation revenue
$99.52M—
VAPS and third party leasing revenues
$97.14M+0.8%
Portable storage leasing revenue
$72.52M-5.9%
Rental units
$14.59M+3.7%
Other leasing-related revenue
$12.1M-20.1%
VAPS service
$10.2M+10.9%
New units
$8.99M-59.9%

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$15.51M+0.6%

Other financials

Income statement

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Revenue$548.6M-2.0%
Gross profit$285.7M-4.9%
Operating income$96.7M-19.1%
Net income$28.1M-34.7%
EPS (diluted)$0.15-34.8%

Balance sheet

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Cash & equivalents$15.5M+45.5%
Total debt$4.0B-1.1%
Total equity$870.5M-13.9%
Total assets$5.8B-2.5%

Cash flow

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Operating cash flow$191.1M-7.5%
CapEx$3.6M-21.7%
Free cash flow$187.4M-7.2%

Valuation

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Market cap$5.22B-38.5%
Enterprise value$9.19B-22.1%
P/S2.3×-1.3×

Profitability

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Gross margin50.6%-3.7pp
Operating margin23.3%+12.2pp
Net margin-3%-3.6pp
FCF margin31.8%+8.7pp

Returns & leverage

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Return on equity-7.2%-8.5pp
Debt / equity4.6×+0.6×
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:RevenueFromContractWithCustomerIncludingAssessedTax.

The official record: WillScot Holdings Corporation’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is WillScot Holdings Corporation's delivery revenue — revenue?
WillScot Holdings Corporation (WSC) reported delivery revenue — revenue of $46.88M in Q1 2026.
How has WillScot Holdings Corporation's delivery revenue — revenue changed year-over-year?
WillScot Holdings Corporation's delivery revenue — revenue decreased by 4.4% year-over-year, from $49.04M to $46.88M.
What is the long-term trend for WillScot Holdings Corporation's delivery revenue — revenue?
Over 3 years (2022 to 2025), WillScot Holdings Corporation's delivery revenue — revenue has grown at a -8.4% compound annual growth rate (CAGR), from $267.32M to $205.67M.
What does delivery revenue — revenue mean?
This metric represents the total gross income generated from the transportation and logistical deployment of modular units and storage containers to customer sites. It reflects the company's ability to monetize the physical movement and setup of its rental assets. Growth in this area indicates increased demand for initial site installations or relocations of existing equipment.