MGRC Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Strong Cash GenerationSustained operating and free cash flow conversion (~80% of net income) underpins durable financial flexibility. Strong FCF funds dividends, buybacks, fleet reinvestment and M&A optionality, supporting growth execution and resilience through cycles despite historical volatility in some years.
Improved Leverage And LiquidityMaterial deleveraging reduces refinancing and interest-rate sensitivity for a capital-intensive rental model. A stronger balance sheet plus extended credit capacity strengthens the company’s ability to fund capex, absorb utilization dips, and pursue opportunistic M&A or shareholder returns over the medium term.
Operational Momentum In TRS And Mobile ModularConsistent TRS growth and improving Mobile Modular utilization and bookings indicate durable rental demand and pricing power in higher-margin segments. Higher revenue-per-unit and sequential utilization gains support recurring rental revenue, margin resilience, and better fleet ROI over coming quarters.
Bears Say
Enviroplex Revenue And Margin VolatilityA dramatic drop in Enviroplex sales highlights project-timing and demand volatility in that segment. Large swings in project revenue and margin can meaningfully distort company results, increase forecasting risk, and leave utilization and capital recovery sensitive to a small set of large projects.
Persistent Portable Storage SoftnessWeaker small local commercial construction markets have depressed portable storage utilization and margins. Persistent demand softness reduces fleet turnover and pricing leverage, pressuring segment profitability and the return on incremental rental equipment investment over several quarters.
Higher Capital Intensity Raises Execution RiskA step-up in fleet investment materially raises capital intensity and execution demands. Delivering returns requires disciplined deployment and integration; higher capex increases near-term cash needs and magnifies impact of utilization swings, particularly given historical FCF volatility in prior years.
Mcgrath Rentcorp News
MGRC FAQ
What was Mcgrath Rentcorp’s price range in the past 12 months?
Currently, no data Available
What is Mcgrath Rentcorp’s market cap?
Mcgrath Rentcorp’s market cap is $51.40B.
When is Mcgrath Rentcorp’s upcoming earnings report date?
Mcgrath Rentcorp’s upcoming earnings report date is Oct 22, 2026 which is in 83 days.
How were Mcgrath Rentcorp’s earnings last quarter?
Mcgrath Rentcorp released its earnings results on Jul 29, 2026. The company reported $32.771 earnings per share for the quarter, beating the consensus estimate of $25.707 by $7.063.
Is Mcgrath Rentcorp overvalued?
According to Wall Street analysts Mcgrath Rentcorp’s price is currently Undervalued.
Does Mcgrath Rentcorp pay dividends?
Mcgrath Rentcorp does not currently pay dividends.
What is Mcgrath Rentcorp’s EPS estimate?
Mcgrath Rentcorp’s EPS estimate is 32.72.
How many shares outstanding does Mcgrath Rentcorp have?
Currently, no data Available
What happened to Mcgrath Rentcorp’s price movement after its last earnings report?
Mcgrath Rentcorp reported an EPS of $32.771 in its last earnings report, beating expectations of $25.707. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Mcgrath Rentcorp?
Currently, no hedge funds are holding shares in MX:MGRC
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Mcgrath Rentcorp Stock Smart Score
Underperform
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Analyst Consensus
Moderate Buy
Average Price Target:
$2,467.82 (― Upside)
$2,467.82 (― Upside)
Blogger Sentiment
Neutral
MX:MGRC Sentiment 50%
Sector Average 62%
Sector Average 62%
Insider Transactions
Sold Shares
Worth $3.5M over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
5.03%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
6.06%
Trailing 12-Months
Company Description
Mcgrath Rentcorp
McGrath RentCorp (MGRC) operates as a diversified business-to-business provider of rental solutions, serving clients across the United States and internationally. Its primary offerings encompass a range of temporary infrastructure and specialized equipment, including versatile modular structures, portable storage units, advanced electronic testing apparatus, and various liquid and solid containment solutions. The company's operations are divided into four distinct segments: Mobile Modular, TRS-RenTelco, Adler Tanks, and Enviroplex. Mobile Modular specializes in the rental and sale of adaptable modular buildings and portable storage containers. These structures cater to diverse applications such as educational facilities, temporary workplaces, sales outposts, construction site offices, healthcare clinics, and more. TRS-RenTelco focuses on providing (renting and selling) advanced electronic test and measurement equipment. This includes general-purpose instruments like oscilloscopes, amplifiers, and analyzers, primarily catering to the aerospace, defense, electronics, industrial, research, and semiconductor sectors. Additionally, it supplies specialized communication test gear for fiber, copper, and wireless networks, serving equipment manufacturers, installation contractors, field technicians, and communication service providers. Adler Tanks offers rental solutions for various containment needs. Its inventory comprises robust fixed-axle steel tanks for liquids such as groundwater, wastewater, hazardous organic compounds, sewage, and chemical mixtures. The segment also supplies vacuum containers for sludges and solids, dewatering boxes designed to separate liquids from sludge and slurry, and roll-off/trash containers for the interim storage and transport of solid waste. Enviroplex stands out by manufacturing and directly selling portable classroom facilities. Its clientele primarily consists of public school districts and other educational bodies within California. Established in 1979, McGrath RentCorp maintains its headquarters in Livermore, California.
MGRC Company Deck
MGRC Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Neutral
The call conveyed a mixed but constructive tone: clear operational inflection points and strong performance at TRS and improving modular rental trends underpin confidence (rental revenue growth, higher revenue per unit, and sequential utilization improvement). These positives are partially offset by meaningful near-term headwinds — a sharp decline in Enviroplex sales, weakness in portable storage, lower total revenues and modestly lower adjusted EBITDA — driven largely by project timing and soft local construction markets. Management maintained guidance midpoints, increased targeted CapEx for growth areas, and highlighted balance sheet flexibility, suggesting cautious optimism but balanced risks.View all MX:MGRC earnings summaries