US · Industrials · Rental & Leasing Services
EPS came in at 1.37 against a street estimate of 1.46 — a miss of 6.2%.
Analysts rate McGrath RentCorp a strong buy (2 buy, 0 hold, 0 sell out of 2) with an average price target of $145.40.
CONFIDENT McGrath posted rental revenue growth offset by delayed equipment sales. Modular utilization inflected positively for first time in 4 years. TRS surged 17% on data center demand. Guidance midpoints unchanged; ranges tightened. Q2 2026 No material regional divergences called out. Geographic expansion (Pacific Northwest, Midwest, Northeast) driving modular growth; mega projects/data centers scattered nationwide. Analysts pressed on modular inflection durability, Portable Storage recovery timeline, and TRS utilization constraints. Management confirmed inflection is real but non-linear, storage needs construction rebound, and TRS team managing fleet dynamically without constraints. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| River Road Asset Management, LLC | 8.38% |
| BlackRock Inc | 7.94% |
| Vanguard Portfolio Management, LLC | 5.76% |
| Vanguard Capital Management, LLC | 4.54% |
| Dimensional Fund Advisors, Inc. | 3.99% |
| Channing Capital Management, LLC | 3.42% |
| Eminence Capital LLC | 3.30% |
| Victory Capital Management Inc. | 2.89% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 MCGRATH RENTCORP - 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total revenues (6 months ended June 30, 2026): $419.7 million, down 2.6% fro | 2026-07-29 |
| Results announced · Q3 2026 MCGRATH RENTCORP Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Total revenues Q2 2026: $221.1 million, down 6% vs Q2 2025 ($235.6 million) • Net income | 2026-07-29 |
| Shareholder vote results · Q2 2026 MCGRATH RENTCORP (MGRC) - 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held June 3, 2026 • Total votes cast across all proposals: appro | 2026-06-05 |
| Material agreement · Q2 2026 McGRATH RENTCORP (MGRC) - 8-K SUMMARY HEADLINE NUMBERS • New revolving credit facility: $725 million (increased from $650 million previous facility) | 2026-05-11 |
| Quarterly report · Q1 2026 MCGRATH RENTCORP - 10-Q SUMMARY (Q1 2026) HEADLINE NUMBERS • Total Revenues: $198.5 million (Q1 2026) vs. $195.4 million (Q1 2025) — up 1.6% • Net I | 2026-04-29 |
| Results announced · Q2 2026 McGRATH RENTCORP - Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Total revenues: $198.5 million, up 2% YoY (Q1 2025: $195.4 million) • Net income: $27. | 2026-04-29 |
| Proxy statement · Q2 2026 McGRATH RENTCORP PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 (Director Election): Elect 7 directors to serve until 2027 Ann | 2026-04-24 |
| Annual report FY2025 McGRATH RENTCORP – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization (as of June 30, 2025): $2,853,953,135 based on non-aff | 2026-02-25 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.49 / share ex-date Jul 17, 2026 · pay Jul 31, 2026 | 2026-07-17 |
| Dividend | $0.49 / share ex-date Apr 16, 2026 · pay Apr 30, 2026 | 2026-04-16 |
| Dividend | $0.48 / share ex-date Jan 16, 2026 · pay Jan 30, 2026 | 2026-01-16 |
| Dividend | $0.48 / share ex-date Oct 17, 2025 · pay Oct 31, 2025 | 2025-10-17 |
| Announcement | Date |
|---|---|
| 35th consecutive annual dividend increase announced at $0.495 per share McGrath RentCorp reported solid fourth-quarter 2025 results with revenue growing 5% to $256.8 million and net income rising 28% to $49.8 million ($2.02 per share) versus Q4 2024. Full-year 2 | 2026-02-25 |
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Google PlayApp StoreData updated 2026-09-18.