WillScot Holdings Corporation (WSC) Releases Q4 2025 Earnings: Revenue Beats Estimates but Large Net Loss, EPS Miss

WillScot Holdings Corporation (WSC) reported fourth-quarter 2025 results.

Total revenue: $566.0 million, down 6.07% year over year.

Gross profit: $285.5 million, down 15.11% year over year.

Operating result: operating loss of $183.7 million, a decline of 200.4% year over year.

Net income attributable to common shareholders: net loss of $187.3 million, down 309.96% year over year.

Diluted earnings per share: -$1.03.

Cash from operating activities: $191.2 million, up 6.84% year over year.

Capital expenditures (purchases of property, plant and equipment): $85.3 million, up 11.92% year over year.

Cash and cash equivalents: $14.6 million, up 62.06% year over year.

Cost of sales: $280.4 million, up 5.36% year over year.

Total liabilities: $5.0 billion, down 1.12% year over year.

Revenue versus expectations: actual $566.0 million compared with an estimate of $550.8 million — about $15.2 million (roughly 2.8%) above estimates.

EPS versus expectations: actual -$1.03 versus an estimate of $0.33, a substantial shortfall versus consensus.

Key takeaways: revenue modestly beat estimates despite a year-over-year decline; profit measures deteriorated sharply with sizable operating and net losses; operating cash flow strengthened while capital spending increased.

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

WillScot Holdings Corporation Hedge Fund Activity

We have seen 168 institutional investors add shares of WillScot Holdings Corporation stock to their portfolio, and 264 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.

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 6 analysts offer price targets for $WSC in the last 6 months, with a median target of $23.0.

Here are some recent targets:

Andrew Wittmann from Baird set a target price of $23.0 on 01/21/2026
Kyle Menges from Citigroup set a target price of $25.0 on 01/13/2026
Angel Castillo from Morgan Stanley set a target price of $21.0 on 11/13/2025
Manav Patnaik from Barclays set a target price of $18.0 on 11/10/2025
Brent Thielman from DA Davidson set a target price of $32.0 on 11/10/2025
Philip Ng from Jefferies set a target price of $23.0 on 09/29/2025