WillScot Holdings Corp (WSC) Form 8-K — Aug 6, 2026

$WSCForm 8-KItems 2.02, 9.01Filed Aug 6, 2026, 4:18 PM ET0001647088-26-000054Original filing

WillScot Holdings reported second quarter 2026 revenue of $612 million and Adjusted EBITDA of $228 million, exceeding the company's own outlook, and raised its full year 2026 guidance to $2.3 billion in revenue and $920 million in Adjusted EBITDA while lifting Net CAPEX plans to $375 million. Leasing and services revenue grew 6.2% year-over-year to $586 million, with delivery and installation revenue up 25.3%, marking a return to year-over-year total revenue growth and a third consecutive quarter of modular unit activation growth.

Key figures

Eps: 0.26
Revenue: 612151000
Guidance: Raised FY2026 outlook: Revenue $2.3 billion, Adjusted EBITDA $920 million, Net CAPEX $375 million (prior outlook issued May 2026)
Net Income: 46973000
Total Debt: 3495300000
Revenue Yoy: +3.9% (Q2 2026 $612.2M vs Q2 2025 $589.1M)
Total Assets: 5865509000
Cash Position: 18167000
Net Debt: $3,477 million
Net Capex Q2: $114 million
Adjusted EBITDA: $228 million (37.2% margin) vs $248.9 million (42.3%) year-ago
Adjusted Net Income: $52 million vs $60.4 million year-ago
Gross Profit Margin: 50.0%
Operating Cash Flow: $162 million
Adjusted Diluted EPS: $0.28 vs $0.33 year-ago
Adjusted Free Cash Flow: $55 million vs $130 million year-ago (9.0% vs 22.1% margin)
Restructuring Costs Q2: $5.4 million ($16.7 million for six months)
No Debt Maturities Until: August 2028
Abl Facility Availability: approximately $1.5 billion
Net Debt To Adjusted EBITDA: 3.7x on LTM Adjusted EBITDA of $932 million
Return On Invested Capital: 14.4%
Leasing And Services Revenue: $586 million, up 6.2% YoY
Quarterly Dividend Per Share: $0.07 (paid June 17, 2026)
Estimated Annual Cash Interest: approximately $201 million
Weighted Avg Pre Tax Interest Rate: approximately 5.7% (approximately 90% fixed / 10% floating after $1.25 billion of fixed-to-floating swaps)
Delivery And Installation Revenue Growth: up 25.3% YoY

Price after filing

1 day: -0.4%7 days: -13.8%30 days: -25.1%

Close on the filing date to close N calendar days later (from $26.66). Historical, not a forecast.

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