WillScot Reports Strong Q3 2026 Results Driven by Modular Growth and Enterprise Demand
WillScot (WSC) reported robust third-quarter 2026 financial results, characterized by a 6% year-over-year revenue increase to $601 million. The company's performance was primarily driven by strength in modular activations and a significant 23% surge in delivery and installation revenue, which serves as a leading indicator for future lease growth. Adjusted EBITDA reached $234 million, surpassing management's previous guidance. The company is seeing a strategic shift toward enterprise accounts, which now represent over 30% of total trailing 12-month revenue. This segment is bolstered by longer contract durations and high demand in the data center sector, which currently makes up 18% of the pending order book. Due to this momentum, WillScot has raised its full-year 2026 revenue guidance to $2.34 billion.
Tickers: $WSC
Topics: Capital Expenditures EBITDA Enterprise Account Revenue Modular Activations Revenue Growth