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Just reported
Q3 2026 results
From Mcgrath Rentcorp's results release of October 28, 2026; its quarterly report has since been filed.
Revenue
Actual
$274.6M
+7.1% y/y
+24% q/qGuided
—
No guide given
EPS, GAAP
Actual
$2.00
+16% y/y
+46% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$73.9M
+11% y/y
+39% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Mcgrath Rentcorp is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Rental and Leasing Services
Graded A or B and worth $2B or more: A first, then the largest.
URIUnited Rentals, Inc.$70.5BA+
AERAerCap Holdings N.V.$29.4BA
RRyder System Inc.$10.7BA
GATXGATX Corporation$6.6BA
UHALU-Haul Holding Company$10.8BB
Grade rose recently in Industrials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
CSXCSX CorporationOct 21, 2026CAGraded C, now A
UPSUnited Parcel Service, Inc.Oct 27, 2026CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.Oct 29, 2026BAGraded B, now A- URIUnited Rentals, Inc.Oct 21, 2026CAGraded C, now A
WCNWaste Connections, Inc.Oct 22, 2026BAGraded B, now A
How it makes money
- Modular buildings and related services (Mobile Modular)68%
- Electronic test equipment (TRS-RenTelco)20%
- Portable storage and office containers (Portable Storage)11%
- Manufactured portable classrooms (Enviroplex)2%
Shares of revenue are estimates for quarter ended 2026-03-31, not figures from a filing.
Competes with
What it sells6
Relocatable modular buildings
Moveable buildings fitted out for uses such as classrooms, temporary offices, clinics and construction-site offices.
Steel storage containers
Weather-resistant containers delivered to a customer’s location for secure, temporary storage.
Office containers
Modified or purpose-built containers that provide ground-level office space.
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General-purpose electronic test equipment
Instruments such as oscilloscopes and analyzers used to develop products, check manufacturing processes and test electrical equipment.
Communications test equipment
Equipment used to test voice, data, fiber-optic and wireless networks and related products.
Portable classrooms built by Enviroplex
New modular classrooms made for California schools and other education customers.
Who buys it5
- Public and private schools, colleges and universities rent modular classrooms and other temporary school space; some also buy classrooms.
- Construction, industrial, commercial, retail, energy and healthcare businesses rent storage containers for use at their sites.
- Companies in aerospace, defense, communications, manufacturing and semiconductor industries rent or buy electronic test equipment.
Show 2 more
- Government agencies, contractors and businesses rent modular offices and other temporary buildings for projects or changing space needs.
- California school districts and other education customers buy portable classrooms built by Enviroplex.
What it stands on, and what could break it
What the business leans on
- 1Mobile Modular buys new buildings from outside manufacturers; one manufacturer supplied 27% of its new modular units (2025, high).
- 2Classroom demand depends in part on public-school budgets, facility bond funding, student populations and school construction plans.
- 3Demand for electronic test equipment depends on activity in aerospace, defense, communications, manufacturing and semiconductor industries, as well as equipment makers’ product support.
What could go wrong
- 1Cuts or delays in public-school funding and facility bond projects can reduce demand and pricing for modular classrooms.
- 2Changes in construction activity can affect demand and rental prices for modular buildings and portable storage containers.
- 3Slower activity in industries that use test equipment can reduce rental demand, while new technology or discontinued manufacturer support can make equipment obsolete.
About Mcgrath Rentcorp
McGrath RentCorp rents relocatable buildings used as classrooms, offices and other temporary space. It also rents steel storage and office containers, and electronic instruments used to test electrical and communications equipment. The company sells new and used rental equipment, while Enviroplex builds and sells portable classrooms to California schools and other education organizations.
- Head office
- Livermore, California
- Founded
- 1979
- Employees
- 1,306 (2025-12-31, high)
- Listed on
- NASDAQ Global Select Market
- Financial year ends
- December 31
Built from Mcgrath Rentcorp’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
