McGrath RentCorp Croissance future
Future contrôle des critères 1/6
McGrath RentCorp devrait augmenter ses bénéfices et ses revenus de 6.6% et de 3.6% par an respectivement, tandis que le BPA devrait croître de croître de 6.7% par an.
Informations clés
6.6%
Taux de croissance des bénéfices
6.75%
Taux de croissance du BPA
| Trade Distributors croissance des bénéfices | 14.4% |
| Taux de croissance des recettes | 3.6% |
| Rendement futur des capitaux propres | n/a |
| Couverture par les analystes | Low |
| Dernière mise à jour | 01 May 2026 |
Mises à jour récentes de la croissance future
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
Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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
Nouveau récit • 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.Article d’analyse • 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 AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 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 |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de MGRC ( 6.6% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de MGRC ( 6.6% par an) devraient croître plus lentement que le marché US ( 16.8% par an).
Croissance élevée des bénéfices: Les bénéfices de MGRC devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de MGRC ( 3.6% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).
Croissance élevée des revenus: Le chiffre d'affaires de MGRC ( 3.6% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de MGRC devrait être élevé dans 3 ans
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 19:23 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
McGrath RentCorp est couverte par 7 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Manav Patnaik | Barclays |
| Samuel England | Berenberg |
| Daniel Moore | CJS Securities, Inc. |