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McGrath RentCorp Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $1.13 |
| EPS actual | $1.10 |
| EPS Surprise | -2.65% |
| Revenue estimate | 198.191M |
| Revenue actual | 198.542M |
| Revenue Surprise | 0.177% |
| Release date | Feb 25, 2026 |
| EPS estimate | $1.74 |
| EPS actual | $2.02 |
| EPS Surprise | 16.09% |
| Revenue estimate | 254.32M |
| Revenue actual | 256.76M |
| Revenue Surprise | 0.96% |
| Release date | Oct 23, 2025 |
| EPS estimate | $1.83 |
| EPS actual | $1.72 |
| EPS Surprise | -6.01% |
| Revenue estimate | 254.32M |
| Revenue actual | 256.443M |
| Revenue Surprise | 0.83% |
| Release date | Jul 24, 2025 |
| EPS estimate | $1.30 |
| EPS actual | $1.46 |
| EPS Surprise | 12.31% |
| Revenue estimate | 276.779M |
| Revenue actual | 235.616M |
| Revenue Surprise | -14.87% |
Last 4 Quarters for McGrath RentCorp
Below you can see how MGRC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 24, 2025 |
| Price on release | $115.96 |
| EPS estimate | $1.30 |
| EPS actual | $1.46 |
| EPS surprise | 12.31% |
| Date | Price |
|---|---|
| Jul 18, 2025 | $113.92 |
| Jul 21, 2025 | $113.60 |
| Jul 22, 2025 | $114.44 |
| Jul 23, 2025 | $115.05 |
| Jul 24, 2025 | $115.96 |
| Jul 25, 2025 | $124.50 |
| Jul 28, 2025 | $126.25 |
| Jul 29, 2025 | $127.77 |
| Jul 30, 2025 | $126.27 |
| 4 days before | 1.79% |
| 4 days after | 8.89% |
| On release day | 7.36% |
| Change in period | 10.84% |
| Release date | Oct 23, 2025 |
| Price on release | $120.38 |
| EPS estimate | $1.83 |
| EPS actual | $1.72 |
| EPS surprise | -6.01% |
| Date | Price |
|---|---|
| Oct 17, 2025 | $118.95 |
| Oct 20, 2025 | $119.91 |
| Oct 21, 2025 | $120.92 |
| Oct 22, 2025 | $122.20 |
| Oct 23, 2025 | $120.38 |
| Oct 24, 2025 | $114.50 |
| Oct 27, 2025 | $114.40 |
| Oct 28, 2025 | $113.04 |
| Oct 29, 2025 | $111.19 |
| 4 days before | 1.20% |
| 4 days after | -7.63% |
| On release day | -4.88% |
| Change in period | -6.52% |
| Release date | Feb 25, 2026 |
| Price on release | $115.69 |
| EPS estimate | $1.74 |
| EPS actual | $2.02 |
| EPS surprise | 16.09% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $113.87 |
| Feb 20, 2026 | $112.77 |
| Feb 23, 2026 | $113.07 |
| Feb 24, 2026 | $114.48 |
| Feb 25, 2026 | $115.69 |
| Feb 26, 2026 | $114.93 |
| Feb 27, 2026 | $110.95 |
| Mar 02, 2026 | $110.20 |
| Mar 03, 2026 | $108.25 |
| 4 days before | 1.60% |
| 4 days after | -6.43% |
| On release day | -0.657% |
| Change in period | -4.94% |
| Release date | Apr 29, 2026 |
| Price on release | $118.80 |
| EPS estimate | $1.13 |
| EPS actual | $1.10 |
| EPS surprise | -2.65% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $115.00 |
| Apr 24, 2026 | $115.82 |
| Apr 27, 2026 | $118.11 |
| Apr 28, 2026 | $120.04 |
| Apr 29, 2026 | $118.80 |
| Apr 30, 2026 | $110.55 |
| May 01, 2026 | $109.38 |
| May 04, 2026 | $111.47 |
| May 05, 2026 | $113.06 |
| 4 days before | 3.30% |
| 4 days after | -4.83% |
| On release day | -6.94% |
| Change in period | -1.69% |
McGrath RentCorp Earnings Call Transcript Summary of Q1 2026
McGrath RentCorp reported a modestly positive start to 2026: total revenues rose 2% to $199M while adjusted EBITDA was essentially flat, down 1% to $74M. Rental revenue grew across all divisions: Mobile Modular rental revenue +4% (commercial segments including government, manufacturing, health care and data centers drove growth), Portable Storage rental revenue was roughly flat, and TRS rental revenue grew 13% with utilization at TRS the highest Q1 level since 2021. Headwinds included higher equipment preparation/inventory center costs (compressing modular and storage rental margins), softer modular sales and a large Y/Y decline in Enviroplex sales (lumpy business; 2025 was an exceptional comp). Fleet utilization remains below peak (Mobile Modular avg. utilization ~70% vs 74.6% prior year; Portable Storage ~58.6%), though pricing per unit showed improvement (Mobile Modular monthly revenue per unit +7%). Cash flow remained healthy: operating cash was $42M, gross rental equipment purchases increased to $45M to fund geographic expansion and TRS demand, net borrowings were $546M and funded-debt-to-adjusted-EBITDA was ~1.51x. Management closed a small modular acquisition in early April and completed $12M of share repurchases in March; a large repurchase authorization remains. Guidance for FY2026 was reaffirmed: revenue $945–995M, adjusted EBITDA $360–378M, and rental equipment CapEx $180–200M. Risks called out include geopolitical uncertainty (Middle East) and potential for sustained higher energy costs that could pressure operating costs, though no material impacts were seen in Q1.
