MGRC
McGrath RentCorp
Price as of Jul 20, 2026
MGRC earnings
McGrath RentCorp earnings
Reported EPS and revenue history, upcoming estimates and available earnings-call summaries.
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 29, 2026 | $1.13 | $1.10 | -2.7% | $199M | +0.2% |
| Feb 25, 2026 | $1.74 | $2.02 | +16.1% | $257M | +28.8% |
| Oct 23, 2025 | $1.83 | $1.72 | -6.0% | $256M | +0.8% |
| Jul 24, 2025 | $1.30 | $1.46 | +12.3% | $236M | -14.9% |
| Apr 24, 2025 | $1.02 | $1.15 | +12.7% | $195M | +3.4% |
| Feb 19, 2025 | $1.50 | $1.58 | +5.3% | $244M | -1.3% |
| Oct 24, 2024 | $1.39 | $1.87 | +34.5% | $267M | +8.0% |
| Jul 25, 2024 | $1.25 | $0.84 | -32.8% | $213M | +1.1% |
| Apr 25, 2024 | $0.73 | $0.93 | +27.4% | $188M | +9.2% |
| Feb 21, 2024 | $1.37 | $1.30 | -5.1% | $222M | +3.3% |
| Oct 26, 2023 | $1.25 | $1.49 | +19.2% | $244M | +13.5% |
| Jul 27, 2023 | $0.99 | $1.14 | +15.2% | $203M | +4.3% |
Earnings call summary
Q1 FY2026 · April 29, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Joe Hanna mentions it's his final earnings call as CEO, Phil Hawkins will succeed him. Discusses fourth quarter and full year 2025 results, Mobile Modular, portable storage, TRS Rentalco performance. Phil Hawkins talks about business outlook and 2026 plans, key drivers for performance, modular business, portable storage, TRS. Keith Pratt shares financial details, fourth quarter and full-year cash flows, financial outlook for 2026 including revenue, adjusted EBITDA, capital expenditures for each business
Guidance
For the full year 2026, currently expect total revenue between $945 and $995 million. Adjusted EBITDA between $360 and $378 million. Gross rental equipment capital expenditures between $180 and $200 million. Mobile Modular expected to grow adjusted EBITDA in 2026, with approx 5 - 8 million higher operating expenses. Portable storage expected performance comparable to 2025. TRS expected to contribute higher adjusted EBITDA, with increased capital investment. Enviroplex expected revenues, margins, and adjusted EBITDA in more normalized level closer to 2024 levels
Segment performance
For the fourth quarter 2025, total company revenues rose 5%. Adjusted EBITDA increased 14%. Mobile Modular: rental revenues increased 2%, adjusted EBITDA increased 13% to $68.7 million, total revenues 2% to $175.8 million. Portable storage: rental revenues increased 3%, adjusted EBITDA $9.6 million, a decrease of 3% compared to prior year. TRS Rentalco: rental revenue grew 13% in Q4, adjusted EBITDA 23.1 million, an increase of 21% compared to last year, total revenues up 19% to 40.6 million
Earnings history is derived from company filings and calendar data. Call summaries are grouped by reporting period. Latest covered event: 2026-07-29.