US · Industrials · Rental & Leasing Services
EPS came in at 2.00 against a street estimate of 1.80 — a beat of 11.1%.
Analysts rate McGrath RentCorp a buy (3 buy, 0 hold, 0 sell out of 3) with an average price target of $146.60.
MIXED Q3 showed strong rental momentum and higher EBITDA, led by TRS and large modular projects, but weaker new-equipment sales and small-project demand remain headwinds. Q3 FY26 Demand was strongest in larger commercial projects and AI/data-center-related markets, while smaller local commercial construction remained challenged. Analysts focused on weak new-equipment sales, rising CapEx, utilization and demand drivers. Management emphasized delayed customer projects, strong rental bookings and a particularly attractive TRS opportunity. 2026-10-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.57% |
| River Road Asset Management, LLC | 8.40% |
| Vanguard Portfolio Management, LLC | 5.85% |
| Vanguard Capital Management, LLC | 4.54% |
| Dimensional Fund Advisors, Inc. | 4.00% |
| Channing Capital Management, LLC | 3.43% |
| Victory Capital Management Inc. | 2.89% |
| Geode Capital Management, LLC | 2.77% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • McGrath RentCorp issued $75 million of unsecured 6.53% Series H Senior Notes on November 2, 2026. • The notes mature on November | 2026-11-04 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 total revenue increased 7.1% to $274.606 million from $256.443 million. • Third-quarter net income rose 15.4% | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 total revenue was $274.6 million, up 7% year over year. • Net income was $48.8 million, or $2.00 per diluted s | 2026-10-28 |
| 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 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.49 / share ex-date Oct 16, 2026 · pay Oct 30, 2026 | 2026-10-16 |
| 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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Open in the appGoogle PlayApp StoreData updated 2026-11-07.