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MGRC Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
116.180
Open
115.600
VWAP
115.99
Vol
67.39K
Mkt Cap
2.82B
Low
115.600
Amount
7.82M
EV/EBITDA(TTM)
14.01
Total Shares
24.56M
EV
3.36B
EV/OCF(TTM)
13.76
P/S(TTM)
2.98
McGrath RentCorp is a business-to-business rental company in North America. The Company operates through four segments: Mobile Modular, Portable Storage, TRS-RenTelco and Enviroplex. Mobile Modular segment provides modular buildings in the United States. It provides prefabricated customizable modular buildings, mobile office trailers, portable classrooms, portable sales office buildings, prefab restrooms and more for rent, lease and sale. Portable Storage segment’s rental inventory is comprised of steel containers, which are used to provide a temporary storage solution that is delivered to the customer’s location. TRS-RenTelco segment rents and sells general purpose and communications test equipment. TRS-RenTelco segment’s general purpose test equipment rental inventory includes oscilloscopes, amplifiers, analyzers (spectrum, network and logic), signal source and power source test equipment. Enviroplex segment manufactures modular buildings used primarily as classrooms in California.
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Events Timeline

(ET)
2026-02-25
16:10:00
McGrath Reports Q4 Revenue of $256.8M
select
2026-02-25
16:10:00
Sees FY26 Adjusted EBITDA of $360M-$378M
select
2026-02-05 (ET)
2026-02-05
16:20:00
McGrath Appoints Hawkins as CEO
select

News

seekingalpha
9.5
04-30seekingalpha
McGrath RentCorp Q1 2026 Earnings Call Insights
  • Revenue Growth: McGrath RentCorp reported a 2% year-over-year increase in total revenues to $199 million in Q1 2026, despite a 1% decline in adjusted EBITDA to $74 million, demonstrating resilience in challenging market conditions.
  • Rental Revenue Performance: Mobile Modular's rental revenues grew by 4%, while TRS saw a significant 13% increase, indicating strong performance in commercial market segments, particularly in supporting data center construction projects.
  • Cost Pressures: Inventory center costs rose by $3.2 million, compressing rental margins from 60% last year to 56%, reflecting challenges in managing high operating costs that may impact future profitability.
  • Future Outlook: The company maintains its full-year revenue guidance between $945 million and $995 million, although geopolitical developments in the Middle East and rising energy prices may introduce uncertainties affecting project timelines, with management remaining cautiously optimistic about market prospects.
NASDAQ.COM
2.0
04-29NASDAQ.COM
McGrath (MGRC) Q1 2026 Earnings Transcript
seekingalpha
9.5
04-29seekingalpha
McGrath RentCorp Q1 Earnings Analysis
  • Earnings Performance: McGrath RentCorp reported Q1 GAAP EPS of $1.10, missing expectations by $0.01, indicating potential pressure on profitability that may affect investor confidence.
  • Revenue Growth: The company achieved Q1 revenue of $198.5 million, reflecting a 1.6% year-over-year increase and beating market expectations by $0.31 million, suggesting a resilient business performance despite challenges.
  • Future Outlook: McGrath RentCorp has set a revenue target of $945 million to $995 million for 2026, demonstrating confidence in future growth, particularly driven by CEO succession and modular expansion strategies.
  • Market Reaction: Despite the revenue beat, the earnings miss may put short-term pressure on the stock price, prompting investors to closely monitor the company's strategic execution and market adaptability.
seekingalpha
9.5
04-28seekingalpha
McGrath RentCorp to Announce Q1 Earnings on April 29
  • Earnings Announcement Schedule: McGrath RentCorp is set to release its Q1 2023 earnings on April 29 after market close, with consensus EPS estimate at $1.13, reflecting a 1.7% year-over-year decline, and revenue estimate at $198.19 million, indicating a 1.4% year-over-year increase.
  • Historical Performance Review: Over the past year, McGrath RentCorp has beaten EPS estimates 75% of the time and revenue estimates 75% of the time, demonstrating its stable profitability and market performance.
  • Expectation Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward revisions, while revenue estimates have had no upward revisions and one downward revision, indicating a cautious market outlook on the company's future performance.
  • Future Outlook: McGrath RentCorp has set a revenue target of $945 million to $995 million for 2026, highlighting the strategic focus on CEO succession and modular expansion, and despite recent stock price declines, the company remains considered attractive.
Newsfilter
9.5
03-26Newsfilter
McGrath RentCorp Announces Q1 2026 Financial Results Release Plans
  • Earnings Release Plan: McGrath RentCorp plans to release its Q1 2026 financial results after market close on April 29, 2026, demonstrating the company's commitment to transparency and investor communication.
  • Conference Call Details: The company will host a conference call at 5:00 PM ET on April 29, 2026, to discuss the financial results, which is expected to attract significant attention from investors and analysts, thereby enhancing market confidence.
  • Sustainability Commitment: McGrath RentCorp's rental products and services are part of the circular supply economy, helping customers work more efficiently and sustainably manage their environmental footprint, reflecting the company's strategic positioning in environmental stewardship.
  • Shareholder Return History: Since its founding in 1979, the company has increased dividends for 35 consecutive years, showcasing its strong financial stability and commitment to shareholders, further solidifying its rare standing among publicly listed companies.
Yahoo Finance
8.5
02-28Yahoo Finance
River Road Acquires New Position in AptarGroup with 917,670 Shares
  • New Investment Position: River Road Asset Management disclosed in an SEC filing dated February 24, 2026, that it acquired 917,670 shares of AptarGroup (NYSE:ATR) valued at $111.92 million, marking a new investment position that reflects confidence in the company's future growth potential.
  • Asset Management Proportion: This acquisition represents 1.23% of River Road's 13F reportable assets under management as of December 31, 2025, highlighting the significance of AptarGroup within its diversified investment portfolio.
  • Financial Performance: AptarGroup reported a 14% year-over-year sales increase in its fourth-quarter report for 2025, with all core segments showing growth, and it has increased dividends for 32 consecutive years, currently yielding 1.29%, indicating strong financial health.
  • Sustainability Commitment: AptarGroup is committed to sourcing 100% of its electricity needs from renewable resources by 2030, aligning with the Science Based Targets Initiative, which attracts environmentally conscious investors, and it is expected that its pharma segment will continue to grow robustly, particularly in injectables and consumer healthcare solutions.
Wall Street analysts forecast MGRC stock price to rise
1 Analyst Rating
Wall Street analysts forecast MGRC stock price to rise
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
143.00
Averages
143.00
High
143.00
Current: 0.000
sliders
Low
143.00
Averages
143.00
High
143.00
Barclays
Overweight
initiated
$140
AI Analysis
2026-02-11
Reason
Barclays
Price Target
$140
AI Analysis
2026-02-11
initiated
Overweight
Reason
Barclays initiated coverage of McGrath RentCorp with an Overweight rating and $140 price target. The firm views the company as a "relatively safer way" to play a potential cyclical recovery in U.S. non-residential construction. McGrath RentCorp's "more conservative" approach to execution and its management of expectations "should resonate well with investors," the analyst tells investors in a research note. Barclays views the company as top national modular solutions provider capable of delivering up to high-single-digit sales growth with upper 30's percent margins.
Oppenheimer
Oppenheimer
Outperform
maintain
$139 -> $143
2025-09-18
Reason
Oppenheimer
Oppenheimer
Price Target
$139 -> $143
2025-09-18
maintain
Outperform
Reason
Oppenheimer raised the firm's price target on McGrath RentCorp to $143 from $139 and keeps an Outperform rating on the shares after recently conducting investor meetings with McGrath's CEO/CFO. The company is poised to deliver relatively resilient and predictable adjusted EBITDA growth over a multi-year period, primarily via its core Mobile Modular rental operations. Mobile Modular's increasing rental revenue/unit, which is partly driven by emerging offerings Mobile Modular Plus/Site Related Services, contributes to revenue growth visibility for years to come given the four-year average duration of its rentals. McGrath's smaller Portable Storage segment appears to be stabilizing, while the company's TRS-RenTelco segment is rebounding, the firm adds.
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Valuation Metrics

The current forward P/E ratio for McGrath RentCorp (MGRC.O) is 17.61, compared to its 5-year average forward P/E of 19.20. For a more detailed relative valuation and DCF analysis to assess McGrath RentCorp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
19.20
Current PE
17.61
Overvalued PE
21.37
Undervalued PE
17.04

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
9.42
Current EV/EBITDA
10.22
Overvalued EV/EBITDA
10.21
Undervalued EV/EBITDA
8.63

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.93
Current PS
2.80
Overvalued PS
3.18
Undervalued PS
2.69

Financials

AI Analysis
Annual
Quarterly

Whales Holding MGRC

H
Hawk Ridge Capital Management LP
Holding
MGRC
+15.73%
3M Return
R
River Road Asset Management, LLC
Holding
MGRC
-0.33%
3M Return
C
Channing Capital Management, LLC
Holding
MGRC
-1.17%
3M Return
S
Snyder Capital Management, L.P.
Holding
MGRC
-1.26%
3M Return
E
Eminence Capital, LP
Holding
MGRC
-1.49%
3M Return

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Frequently Asked Questions

What is McGrath RentCorp (MGRC) stock price today?

The current price of MGRC is 116.18 USD — it has increased 1.34

What is McGrath RentCorp (MGRC)'s business?

McGrath RentCorp is a business-to-business rental company in North America. The Company operates through four segments: Mobile Modular, Portable Storage, TRS-RenTelco and Enviroplex. Mobile Modular segment provides modular buildings in the United States. It provides prefabricated customizable modular buildings, mobile office trailers, portable classrooms, portable sales office buildings, prefab restrooms and more for rent, lease and sale. Portable Storage segment’s rental inventory is comprised of steel containers, which are used to provide a temporary storage solution that is delivered to the customer’s location. TRS-RenTelco segment rents and sells general purpose and communications test equipment. TRS-RenTelco segment’s general purpose test equipment rental inventory includes oscilloscopes, amplifiers, analyzers (spectrum, network and logic), signal source and power source test equipment. Enviroplex segment manufactures modular buildings used primarily as classrooms in California.

What is the price predicton of MGRC Stock?

Wall Street analysts forecast MGRC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MGRC is143.00 USD with a low forecast of 143.00 USD and a high forecast of 143.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is McGrath RentCorp (MGRC)'s revenue for the last quarter?

McGrath RentCorp revenue for the last quarter amounts to 198.54M USD, increased 1.60

What is McGrath RentCorp (MGRC)'s earnings per share (EPS) for the last quarter?

McGrath RentCorp. EPS for the last quarter amounts to 1.10 USD, decreased -4.35

How many employees does McGrath RentCorp (MGRC). have?

McGrath RentCorp (MGRC) has 1306 emplpoyees as of May 11 2026.

What is McGrath RentCorp (MGRC) market cap?

Today MGRC has the market capitalization of 2.82B USD.