MGRC · Mcgrath Rentcorp
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. McGrath RentCorp reported Q2 2026 rental operations revenue up 6% YoY, with TRS-RenTelco driving 17% rental revenue growth and Modular utilization inflecting higher sequentially for the first time since 2022, while total revenue declined 6% and adjusted EBITDA fell 4% on lower EnviroPlex and Modular new equipment sales. The company tightened its full-year revenue and EBITDA ranges, raised gross rental equipment CapEx to $200-$220 million, and maintained leverage at 1.65x.
- + TRS-RenTelco rental revenues grew 17% YoY with adjusted EBITDA up 29% and utilization reaching 68.9%, the highest since Q1 2021
- + Modular utilization improved sequentially for the first time since 2022, with units on rent rising for four consecutive months
- + Full-year CapEx raised to $200-$220M to fund incremental TRS investment, with management citing strong runway in data center demand
- + Rental operations revenues grew 6% YoY to $172.5M with strong execution across the two largest rental businesses
- − Total revenue declined 6% and adjusted EBITDA fell 4% YoY due to lower new equipment sales
- − EnviroPlex swung to a $0.5M adjusted EBITDA loss from $4.3M profit as sales revenue fell to $4.6M from $19.9M
- − Net income declined to $33.7M from $36.0M and diluted EPS fell to $1.37 from $1.46
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Rental & Leasing Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MGRC
this stock
Mcgrath Rentcorp
|
$2.77B | +9.0% | +3.7% | 18.2 | 2.1% |
|
URI
United Rentals, Inc.
|
$65.59B | +23.7% | +4.9% | 26.7 | 2.5% |
|
SUNB
Sunbelt Rentals Holdings, Inc.
|
$30.76B | — | +3.4% | — | 2.1% |
|
AER
AerCap Holdings N.V.
|
$22.91B | -0.2% | +6.5% | — | 2.2% |
|
UHAL
U-Haul Holding Co /NV/
|
$11.85B | +19.4% | +3.6% | — | 0.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MGRC | +1.0% | +3.2% | +0.4% | +1.7% | +9.0% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +1.7% | +3.1% | -11.7% | +2.3% | -2.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.