McGrath RentCorp Zukünftiges Wachstum
Future Kriterienprüfungen 1/6
Für McGrath RentCorp wird ein Gewinn- und Umsatzwachstum von 6.6% bzw. 3.6% pro Jahr prognostiziert, während der Gewinn je Aktie voraussichtlich um 6.7% pro Jahr steigen soll.
Wichtige Informationen
6.6%
Wachstumsrate der Gewinne
6.75%
EPS-Wachstumsrate
| Trade Distributors Gewinnwachstum | 13.9% |
| Wachstumsrate der Einnahmen | 3.6% |
| Zukünftige Eigenkapitalrendite | n/a |
| Analystenabdeckung | Low |
| Zuletzt aktualisiert | 01 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Seeking Alpha • Mar 18
McGrath RentCorp Remains Attractive Despite Its Plunge
Summary McGrath RentCorp maintains a soft "Buy" rating, supported by resilient revenue growth and ongoing strategic initiatives despite recent share price underperformance. Q4 2025 delivered 5.4% revenue growth and broad-based profitability gains, reversing prior year-over-year margin contraction trends. Mobile Modular and TRS-RenTelco segments drove top-line and profit expansion, with pricing power offsetting lower asset utilization rates. 2026 guidance calls for revenue of $945–$995 million and EBITDA of $360–$378 million, positioning MGRC for continued steady growth. Read the full article on Seeking Alpha
Narrativ-Update • Feb 06
MGRC: Leadership Transition And Steady Assumptions Will Support Future Upside Potential
Analysts have reaffirmed their fair value estimate for McGrath RentCorp at $147.00 per share, citing only minor adjustments to assumptions such as the discount rate and future P/E as the reason for maintaining the target. What's in the News McGrath RentCorp appointed Executive Vice President and Chief Operating Officer Philip B.Analyseartikel • Feb 06
Investor Optimism Abounds McGrath RentCorp (NASDAQ:MGRC) But Growth Is Lacking
It's not a stretch to say that McGrath RentCorp's ( NASDAQ:MGRC ) price-to-earnings (or "P/E") ratio of 20.3x right now...Narrativ-Update • Jan 23
MGRC: Stable Assumptions And Steady Metrics Will Underpin Future Upside Potential
Analysts have maintained their price target for McGrath RentCorp at $147, citing largely unchanged assumptions regarding fair value, discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: Unchanged at $147.0 per share, indicating no adjustment to the core valuation estimate.Narrativ-Update • Jan 09
MGRC: Stable Guidance And Buyback Track Record Will Support Future Resilience
Analysts have maintained their fair value estimate for McGrath RentCorp at about $147.00. They cited only minor adjustments to assumptions such as the discount rate, long term revenue growth, profit margin, and future P/E, which were not significant enough to alter their overall price target view.Narrativ-Update • Dec 23
MGRC: Multi Year Rental Visibility Will Support Stronger EBITDA Resilience
Analysts have nudged their price target on McGrath RentCorp slightly higher to approximately $147.00, citing modest improvements in discount rate assumptions as well as stable expectations for revenue growth, profit margins, and future valuation multiples. What's in the News McGrath RentCorp reported that from July 1, 2025 to September 30, 2025, it repurchased 0 shares for $0 million, and confirmed it has completed a cumulative buyback of 2,690,195 shares, representing 10.54% of shares outstanding for $77.62 million under its May 15, 2008 authorization (company filing) The company raised its full year 2025 total revenue guidance to a range of $935 million to $955 million, compared with prior guidance of $925 million to $960 million, indicating slightly higher confidence in top line performance (company guidance update) Valuation Changes Fair Value Estimate: Unchanged at approximately $147.00 per share, reflecting stable overall valuation assumptions.Narrativ-Update • Dec 08
MGRC: Multi Year Rental Visibility Will Support Stronger EBITDA Resilience
Analysts have modestly lifted their price target for McGrath RentCorp to $147 from $144, citing expectations for resilient multi year EBITDA growth supported by Mobile Modular rental expansion, improving visibility on revenue per unit, and stabilizing performance in smaller segments. Analyst Commentary Bullish analysts highlight that the updated valuation reflects confidence in McGrath RentCorp’s ability to sustain adjusted EBITDA growth over a multi year horizon, underpinned by its core Mobile Modular rental platform and improving trends in adjacent businesses.Seeking Alpha • Mar 31
McGrath RentCorp: An Attractive Way To Capture Strong Returns
Summary McGrath RentCorp remains a 'Buy' due to its solid financial performance, attractive pricing, and potential for growth despite a failed merger with WillScot Holdings. The Mobile Modular segment drove significant revenue growth from $379.2 million in 2022 to $635.4 million in 2024, showcasing strong investment in rental equipment. Despite weaker performance in the Portage Storage and TRS-RenTelco segments, overall profitability metrics like net income and operating cash flow have more than doubled. For 2025, management expects modest revenue growth and stable EBITDA, indicating continued strength and resilience in MGRC's business model. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
McGrath RentCorp: Modular Segment Should Lead Growth Ahead
Summary McGrath RentCorp faces near-term softness due to weak demand but expects growth from the modular segment. Despite challenges in Portable Storage and TRS segments, disciplined cost management and strong pricing in Mobile Modular should drive margin expansion in FY24. Long-term prospects are promising due to infrastructure investments and market expansion, making the stock a decent buy at current levels. The stock has underperformed but is trading near historical averages; continued growth in the modular segment supports a "BUY" rating. Read the full article on Seeking Alpha
Neues Narrativ • Sep 24
Mobile Modular's Tactical Moves Aim To Enhance Growth And Diversify Revenue Streams Amid Challenges
McGrath RentCorp's emphasis on the Mobile Modular division and customized sales opportunities points to a strategy focused on revenue growth and net margin improvement.Analyseartikel • Sep 18
McGrath RentCorp's (NASDAQ:MGRC) Dividend Will Be $0.475
McGrath RentCorp's ( NASDAQ:MGRC ) investors are due to receive a payment of $0.475 per share on 31st of October. The...Seeking Alpha • Jun 28
McGrath RentCorp: Still In Play, Especially If Bullish On WillScot Mobile
Summary McGrath RentCorp is being acquired by WillScot Mobile Mini Holdings Corp. in a mixed cash and stock transaction, offering shareholders a premium. The merger will create a leading player in the North American turnkey space solutions industry, with significant revenue and rental units. The combined company is attractively priced compared to similar firms, offering potential upside for investors. Read the full article on Seeking AlphaSeeking Alpha • Jun 13
WillScot Mobile - McGrath RentCorp Merger: Potential Double-Digit Returns
Summary McGrath RentCorp and WillScot Mobile Mini Holdings Corp. are set to merge, with the contribution appearing significantly larger than the current market price of McGrath. The FTC recently approved the transaction after requesting additional information, but many investors may not be aware of the news. The merger is expected to be approved by shareholders, as the valuation of 9.5x adjusted EBITDA is in line with industry precedents. Read the full article on Seeking AlphaSeeking Alpha • Jan 31
WillScot's Offer Undervalues McGrath
Summary WillScot's offer values McGrath as a standalone entity but undervalues its contribution to enlarged entity. Attractive business proposition for private markets, counterbid possible from financial sponsors or larger industry players. Economics support counter offer at higher premium to undisturbed price. Read the full article on Seeking AlphaGewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2027 | 1,007 | 173 | 187 | 264 | 4 |
| 12/31/2026 | 966 | 156 | 151 | 229 | 4 |
| 3/31/2026 | 947 | 155 | 103 | 244 | N/A |
| 12/31/2025 | 944 | 156 | 152 | 256 | N/A |
| 9/30/2025 | 931 | 145 | 136 | 212 | N/A |
| 6/30/2025 | 942 | 252 | 289 | 345 | N/A |
| 3/31/2025 | 919 | 237 | 293 | 369 | N/A |
| 12/31/2024 | 911 | 232 | 211 | 374 | N/A |
| 9/30/2024 | 889 | 225 | 92 | 314 | N/A |
| 6/30/2024 | 866 | 116 | -79 | 163 | N/A |
| 3/31/2024 | 856 | 123 | -106 | 119 | N/A |
| 12/31/2023 | 832 | 112 | -112 | 95 | N/A |
| 9/30/2023 | 793 | 115 | -3 | 180 | N/A |
| 6/30/2023 | 724 | 102 | 10 | 184 | N/A |
| 3/31/2023 | 674 | 97 | 9 | 178 | N/A |
| 12/31/2022 | 636 | 103 | 63 | 194 | N/A |
| 9/30/2022 | 629 | 97 | 94 | 193 | N/A |
| 6/30/2022 | 628 | 93 | 85 | 180 | N/A |
| 3/31/2022 | 621 | 90 | 122 | 210 | N/A |
| 12/31/2021 | 535 | 85 | 134 | 196 | N/A |
| 9/30/2021 | 590 | 92 | 124 | 185 | N/A |
| 6/30/2021 | 573 | 97 | 134 | 181 | N/A |
| 3/31/2021 | 564 | 99 | 139 | 172 | N/A |
| 12/31/2020 | 573 | 102 | 128 | 181 | N/A |
| 9/30/2020 | 571 | 97 | 109 | 183 | N/A |
| 6/30/2020 | 588 | 102 | 92 | 194 | N/A |
| 3/31/2020 | 578 | 99 | 51 | 187 | N/A |
| 12/31/2019 | 570 | 97 | N/A | 188 | N/A |
| 9/30/2019 | 556 | 95 | N/A | 183 | N/A |
| 6/30/2019 | 526 | 87 | N/A | 181 | N/A |
| 3/31/2019 | 515 | 83 | N/A | 158 | N/A |
| 12/31/2018 | 498 | 79 | N/A | 143 | N/A |
| 9/30/2018 | 487 | 173 | N/A | 138 | N/A |
| 6/30/2018 | 480 | 165 | N/A | 127 | N/A |
| 3/31/2018 | 472 | 160 | N/A | 128 | N/A |
| 12/31/2017 | 462 | 154 | N/A | 122 | N/A |
| 9/30/2017 | 445 | 46 | N/A | 117 | N/A |
| 6/30/2017 | 432 | 42 | N/A | 118 | N/A |
| 3/31/2017 | 425 | 40 | N/A | 127 | N/A |
| 12/31/2016 | 424 | 38 | N/A | 141 | N/A |
| 9/30/2016 | 424 | 40 | N/A | 149 | N/A |
| 6/30/2016 | 415 | 41 | N/A | 152 | N/A |
| 3/31/2016 | 408 | 40 | N/A | 149 | N/A |
| 12/31/2015 | 405 | 40 | N/A | 144 | N/A |
| 9/30/2015 | 411 | 43 | N/A | 139 | N/A |
| 6/30/2015 | 411 | 43 | N/A | 133 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: MGRCDas prognostizierte Gewinnwachstum (6.6% pro Jahr) liegt über der Sparquote (3.5%).
Ertrag vs. Markt: MGRCDie Erträge des Unternehmens (6.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (16.8% pro Jahr).
Hohe Wachstumserträge: MGRCDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: MGRCDie Einnahmen des Unternehmens (3.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.7% pro Jahr).
Hohe Wachstumseinnahmen: MGRCDie Einnahmen des Unternehmens (3.6% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von MGRC in 3 Jahren voraussichtlich hoch sein wird
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/26 18:47 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
McGrath RentCorp wird von 7 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Manav Patnaik | Barclays |
| Samuel England | Berenberg |
| Daniel Moore | CJS Securities, Inc. |