WillScot Holdings Corporation filed its Form 10-Q for the quarterly period ended September 30, 2026, with the SEC on November 5, 2026, reporting third-quarter net income of $51,575 thousand and total revenues of $601,338 thousand.

Key Highlights

  • Total revenues: $601,338 thousand for the three months ended September 30, 2026, compared to $566,841 thousand in the same period of 2025, according to the filing.
  • Net income: $51,575 thousand for Q3 2026, up from $43,332 thousand in Q3 2025, as reported in the condensed consolidated statements of operations.
  • Diluted EPS: $0.28 for the three months ended September 30, 2026, unchanged from $0.24 in Q3 2025 on a basic basis and $0.24 diluted in Q3 2025.
  • Total assets: $5,912,811 thousand as of September 30, 2026, compared to $5,816,167 thousand at December 31, 2025, the company disclosed.
  • Long-term debt: $3,414,111 thousand at September 30, 2026, down from $3,557,074 thousand at December 31, 2025, per the balance sheet.
  • Shares outstanding: 181,685,078 shares of common stock as of October 29, 2026, as stated on the cover page.
  • Restructuring costs: $18,081 thousand for the nine months ended September 30, 2026, compared to $317 thousand in the same period of 2025, according to the filing.

WillScot Holdings Third-Quarter 2026 Financial Results and Balance Sheet Position

According to the Form 10-Q filed on November 5, 2026, WillScot Holdings Corporation (NASDAQ:WSC) reported total revenues of $601,338 thousand for the three months ended September 30, 2026, compared to $566,841 thousand for the same quarter in 2025. Leasing revenue accounted for $451,701 thousand of the quarterly total, while delivery and installation revenue contributed $120,866 thousand. For the nine months ended September 30, 2026, total revenues were $1,762,117 thousand, up from $1,715,475 thousand in the prior-year period.

The company reported operating income of $126,246 thousand for Q3 2026, compared to $118,806 thousand in Q3 2025, the filing disclosed. Interest expense, net, was $53,197 thousand for the quarter, and the company recorded a loss on extinguishment of debt of $1,777 thousand. Income tax expense for the three-month period was $19,697 thousand, resulting in net income of $51,575 thousand. For the nine months ended September 30, 2026, net income was $126,671 thousand, compared to $134,326 thousand in the prior-year nine-month period.

On the balance sheet as of September 30, 2026, the company reported total shareholders' equity of $959,291 thousand, up from $856,254 thousand at December 31, 2025, reflecting accumulated deficit improvement from $(799,954) thousand to $(673,283) thousand over the period, according to the filing. Rental equipment, net, stood at $3,184,873 thousand. The company also reported restructuring costs of $1,383 thousand for Q3 2026 and $18,081 thousand for the nine months ended September 30, 2026, as disclosed in the statements of operations.

What Was Disclosed

WillScot Holdings Corporation filed a quarterly report covering the period ended September 30, 2026, disclosing revenue growth, net income of $51,575 thousand for the quarter, reduced long-term debt, improved shareholders' equity, and elevated restructuring costs relative to the prior-year nine-month period.