WillScot (WSC) Stock Rises on Q1 2026 Earnings

WillScot Holdings Corporation (WSC) reported first-quarter 2026 results: revenue of $548.6 million, above the estimate of $523.4 million, while diluted earnings per share were $0.15, slightly below the estimate of $0.16.

Total revenue: $548.6 million (down 1.95% year-over-year).

Gross profit: $285.7 million (down 4.89% year-over-year).

Operating profit: $96.7 million (down 19.07% year-over-year).

Net income attributable to common shareholders: $28.1 million (down 34.68% year-over-year).

Diluted earnings per share: $0.15 (down 34.78% year-over-year).

Cash-flow, capital spending and balance-sheet highlights:

Cash from operating activities: $191.1 million (down 7.53% year-over-year).

Purchases of property, plant and equipment: -$105.6 million (up 36.77% year-over-year).

Cash and cash equivalents: $15.5 million (up 45.55% year-over-year).

Cost of sales: $263.0 million (up 1.45% year-over-year).

Total liabilities: $4.94 billion (down 0.21% year-over-year).

Market reaction:

Shares of WillScot (WSC) moved about 6.78% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

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WillScot Holdings Corporation Hedge Fund Activity

We have seen 162 institutional investors add shares of WillScot Holdings Corporation stock to their portfolio, and 210 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC added 17,414,676 shares (+237.4%) to their portfolio in Q4 2025, for an estimated $327,918,349
PRIMECAP MANAGEMENT CO/CA/ added 2,894,900 shares (+210.9%) to their portfolio in Q4 2025, for an estimated $54,510,966
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 2,667,864 shares (-50.2%) from their portfolio in Q4 2025, for an estimated $50,235,879
TIMUCUAN ASSET MANAGEMENT INC/FL removed 2,636,203 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $49,639,702
AMERIPRISE FINANCIAL INC removed 2,561,241 shares (-76.0%) from their portfolio in Q4 2025, for an estimated $48,228,168
TURTLE CREEK ASSET MANAGEMENT INC. removed 2,546,385 shares (-29.2%) from their portfolio in Q4 2025, for an estimated $47,948,429
ALLIANCEBERNSTEIN L.P. added 2,524,543 shares (+91.7%) to their portfolio in Q4 2025, for an estimated $47,537,144

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.

WillScot Holdings Corporation Analyst Ratings

Wall Street analysts have issued reports on $WSC in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Citigroup issued a "Buy" rating on 01/13/2026
Baird issued a "Outperform" rating on 11/21/2025
DA Davidson issued a "Buy" rating on 11/10/2025

To track analyst ratings and price targets for WillScot Holdings Corporation, check out Quiver Quantitative's $WSC forecast page.

WillScot Holdings Corporation Price Targets

Multiple analysts have issued price targets for $WSC recently. We have seen 7 analysts offer price targets for $WSC in the last 6 months, with a median target of $23.0.

Here are some recent targets:

An analyst from UBS set a target price of $19.0 on 04/08/2026
Kyle Menges from Citigroup set a target price of $23.0 on 03/09/2026
Manav Patnaik from Barclays set a target price of $22.0 on 03/06/2026
Brent Thielman from DA Davidson set a target price of $30.0 on 02/24/2026
Scott Schneeberger from Oppenheimer set a target price of $25.0 on 02/23/2026
Angel Castillo from Morgan Stanley set a target price of $23.0 on 02/23/2026
Andrew Wittmann from Baird set a target price of $23.0 on 01/21/2026