McGrath RentCorp (MGRC) reported first-quarter 2026 results with revenue of $198.5 million, up 1.6% year‑over‑year, missing the consensus revenue estimate of $202.2 million. Diluted earnings per share were $1.10, slightly below the EPS estimate of $1.13.
Cost of sales rose sharply to $101.7 million, a 31.2% increase year‑over‑year, which contributed to the decline in gross profit; the quarter's gross margin was roughly 48.8%. Overall, the company showed modest top‑line growth but faced margin compression and weaker cash from operations while capital spending increased markedly.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
McGrath RentCorp Insider Trading Activity
McGrath RentCorp insiders have traded $MGRC stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $MGRC stock by insiders over the last 6 months:
- GILDA MALEK (SVP, Chief Legal Officer) sold 829 shares for an estimated $88,942
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
McGrath RentCorp Hedge Fund Activity
We have seen 119 institutional investors add shares of McGrath RentCorp stock to their portfolio, and 150 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FRANKLIN RESOURCES INC removed 573,705 shares (-89.5%) from their portfolio in Q4 2025, for an estimated $60,198,865
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 296,765 shares (+690151.2%) to their portfolio in Q4 2025, for an estimated $31,139,551
- CHANNING CAPITAL MANAGEMENT, LLC added 235,311 shares (+39.1%) to their portfolio in Q4 2025, for an estimated $24,691,183
- ALYESKA INVESTMENT GROUP, L.P. added 209,646 shares (+752.5%) to their portfolio in Q4 2025, for an estimated $21,998,154
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 199,544 shares (-74.9%) from their portfolio in Q4 2025, for an estimated $20,938,151
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 168,117 shares (-75.5%) from their portfolio in Q4 2025, for an estimated $17,640,516
- TREDJE AP-FONDEN added 116,708 shares (+inf%) to their portfolio in Q4 2025, for an estimated $12,246,170
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
McGrath RentCorp Government Contracts
We have seen $409,694 of award payments to $MGRC over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- PROVIDE 7,200 RSF OF TRAILER OFFICE SPACE BETWEEN TWO TRAILERS FOR NASA PROJECTS LOCATED ONSITE AT NASA GOD...: $81,288
- HLD OFFICE TRAILER RENTAL. NAICS CODE COMPETED SMALL BUSINESS SET ASIDE UNDER 321991 ON GSA. MCGRATH IS A L...: $47,951
- 2023 COCONINO RENTAL OF 2 MODULAR OFFICE BUILDINGS: $44,982
- MOBILE OFFICE TRAILER FOR THE GLASSY MOUNTAIN HELICOPTER STAFF FOR WILDFIRE AND PRESCRIBED OPERATION READIN...: $41,040
- LEASE OF PREFABRICATED MODULAR OFFICE TRAILER/BUILDING: $20,296
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
