McGrath RentCorp Gestione
Criteri Gestione verificati 4/4
McGrath RentCorp Il CEO è Phil Hawkins, nominato in Apr2026, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 1.72M, composta da 29.1% di stipendio e 70.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.1% delle azioni della società, per un valore di $ 2.93M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 6.1 anni e 7.9 anni.
Informazioni chiave
Phil Hawkins
Amministratore delegato
US$1.7m
Compenso totale
| Percentuale dello stipendio del CEO | 29.09% |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 0.1% |
| Durata media del management | 6.1yrs |
| Durata media del Consiglio di amministrazione | 7.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Articolo di analisi • 9h
McGrath RentCorp (MGRC) Stock Could Be 22.3% Below Fair Value As Expansion Narrative Builds
How McGrath RentCorp stock has been performing McGrath RentCorp (MGRC) has drawn investor attention after a period of steady share price movement, with the stock last closing at US$114.18 and posting mixed short term and longer term returns. Over the past day, McGrath RentCorp declined 0.79%, while it gained 4.46% over the past week and 2.17% over the past month. Looking further back, the stock is up 8.21% over the past 3 months, with a 3.29% total return over the past year and a 27.09% total...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
Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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
Nuova narrazione • 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.Articolo di analisi • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$155m |
| Dec 31 2025 | US$2m | US$500k | US$156m |
| Sep 30 2025 | n/a | n/a | US$145m |
| Jun 30 2025 | n/a | n/a | US$252m |
| Mar 31 2025 | n/a | n/a | US$237m |
| Dec 31 2024 | US$1m | US$450k | US$232m |
| Sep 30 2024 | n/a | n/a | US$225m |
| Jun 30 2024 | n/a | n/a | US$116m |
| Mar 31 2024 | n/a | n/a | US$123m |
| Dec 31 2023 | US$1m | US$380k | US$112m |
| Sep 30 2023 | n/a | n/a | US$115m |
| Jun 30 2023 | n/a | n/a | US$102m |
| Mar 31 2023 | n/a | n/a | US$97m |
| Dec 31 2022 | US$915k | US$350k | US$103m |
| Sep 30 2022 | n/a | n/a | US$97m |
| Jun 30 2022 | n/a | n/a | US$93m |
| Mar 31 2022 | n/a | n/a | US$90m |
| Dec 31 2021 | US$898k | US$318k | US$85m |
| Sep 30 2021 | n/a | n/a | US$92m |
| Jun 30 2021 | n/a | n/a | US$97m |
| Mar 31 2021 | n/a | n/a | US$99m |
| Dec 31 2020 | US$818k | US$310k | US$102m |
| Sep 30 2020 | n/a | n/a | US$97m |
| Jun 30 2020 | n/a | n/a | US$102m |
| Mar 31 2020 | n/a | n/a | US$99m |
| Dec 31 2019 | US$842k | US$299k | US$97m |
Compensazione vs Mercato: La retribuzione totale di Phil ($USD 1.72M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 6.94M ).
Compensazione vs guadagni: La retribuzione di Phil è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Phil Hawkins (50 yo)
less than a year
Mandato
US$1,718,813
Compensazione
Mr. Philip B. Hawkins, also known as Phil, is President, CEO & Director of McGrath RentCorp from April 3, 2026 and was its Executive Vice President and Chief Operating Officer from January 2025 to April 3,...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | less than a year | US$1.72m | 0.10% $ 2.9m | |
| Executive VP | 20.3yrs | US$3.38m | 0.20% $ 5.6m | |
| Senior VP | 3.3yrs | US$1.57m | 0.012% $ 338.7k | |
| Senior VP & Chief Strategy Officer | 4.3yrs | US$1.11m | 0.057% $ 1.6m | |
| Senior VP & Chief Accounting Officer | 20.3yrs | Nessun dato | 0.050% $ 1.4m | |
| Senior VP & Chief Human Resources Officer | 6.1yrs | Nessun dato | 0.030% $ 846.6k | |
| Senior Vice President of Mobile Modular | less than a year | Nessun dato | 0.030% $ 847.2k | |
| VP & Division Manager of TRS-RenTelco | 14.6yrs | US$620.50k | 0.066% $ 1.9m | |
| VP & Division Manager of Mobile Modular Portable Storage | 9.8yrs | US$841.22k | 0.10% $ 2.8m |
6.1yrs
Durata media
57yo
Età media
Gestione esperta: Il team dirigenziale di MGRC è esperto e expertise (durata media dell'incarico 6.1 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | less than a year | US$1.72m | 0.10% $ 2.9m | |
| Independent Chairman of the Board | 8.9yrs | US$300.18k | 0.056% $ 1.6m | |
| Independent Director | 28.4yrs | US$244.68k | 0.041% $ 1.2m | |
| Director | 9.3yrs | US$6.52m | 0% $ 0 | |
| Independent Director | 5.4yrs | US$237.18k | 0.026% $ 748.0k | |
| Independent Director | 7.9yrs | US$246.18k | 0.029% $ 805.6k | |
| Independent Director | 3.5yrs | US$229.68k | 0.014% $ 402.8k |
7.9yrs
Durata media
65yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MGRC sono considerati esperti (durata media dell'incarico 7.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/15 15:25 |
| Prezzo dell'azione a fine giornata | 2026/06/15 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
McGrath RentCorp è coperta da 7 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Manav Patnaik | Barclays |
| Samuel England | Berenberg |
| Daniel Moore | CJS Securities, Inc. |