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WillScot Holdings Corporation (WSC) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
WillScot Holdings reported Q4 2025 earnings with revenue of $565.97 million, a 6.07% year-over-year decline but exceeding estimates by $20.63 million. EPS of $0.29 missed analyst expectations by $0.04, reflecting weaker-than-projected profitability despite the revenue beat. CEO Tim Boswell and CFO Matt Jacobsen led the February 19, 2026, call, emphasizing operational challenges amid market headwinds while outlining cost-cutting measures. Analysts from firms like Morgan Stanley and Barclays questioned growth strategies, with concerns over declining margins and demand softness in modular construction. The company reiterated cautious 2026 guidance, citing macroeconomic uncertainty and supply chain pressures as key risks to near-term performance.
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SA Transcripts158.52K FollowersFollow5ShareSaveCommentsQ4: 2026-02-19 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $0.29 misses by $0.04 | Revenue of $565.97M (-6.07% Y/Y) beats by $20.63M WillScot Holdings Corporation (WSC) Q4 2025 Earnings Call February 19, 2026 5:30 PM EST Company Participants Charles Wohlhuter - Senior Director of Investor RelationsTimothy Boswell - CEO, President & DirectorMatthew Jacobsen - Executive VP & CFO Conference Call Participants Andrew J. Wittmann - Robert W. Baird & Co. Incorporated, Research DivisionAngel Castillo Malpica - Morgan Stanley, Research DivisionSteven Ramsey - Thompson Research Group, LLCKyle Menges - Citigroup Inc., Research DivisionBenjamin Luke McFadden - William Blair & Company L.L.C., Research DivisionJohn Ronan Kennedy - Barclays Bank PLC, Research DivisionFaiza Alwy - Deutsche Bank AG, Research DivisionPhilip Ng - Jefferies LLC, Research DivisionDaniel Hultberg - Oppenheimer & Co. Inc., Research Division Presentation Operator Welcome to the Fourth Quarter 2025 WillScot Earnings Conference Call. My name is Sherry, and I will be your operator for today's call. [Operator Instructions] Please note that this conference is being recorded. I will now turn the call over to Charlie Wohlhuter. Charlie, you may begin. Charles WohlhuterSenior Director of Investor Relations All right. Thank you, Sherry, and good afternoon, everyone, and welcome to our fourth quarter and year-end 2025 earnings call. With me in the room today are Worthing Jackman, Executive Chairman; Tim Boswell, President and Chief Executive Officer; and Matt Jacobsen, Chief Financial Officer. Today's presentation materials may be found in our Investor Relations website at investors.willscot.com. Before we begin, I'd like to direct your attention to Slide #2, containing our safe harbor statements. We will be making forward-looking statements during the presentation and our Q&A session. Our business and operations are subject to a variety of risks and uncertainties, many of which are beyond our control. As a result, our actual results may differ materially from comments made on today's call. For more comprehensive review of the factors that could cause actual results to differ and other possible risks, please refer to

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