McGrath RentCorp

NasdaqGS:MGRC 주식 리포트

시가총액: US$2.7b

McGrath RentCorp 향후 성장

Future 기준 점검 1/6

McGrath RentCorp은 연간 수입과 매출이 각각 6.6%와 3.6% 증가할 것으로 예상되고 EPS는 연간 6.7%만큼 증가할 것으로 예상됩니다.

핵심 정보

6.6%

이익 성장률

6.75%

EPS 성장률

Trade Distributors 이익 성장13.9%
매출 성장률3.6%
향후 자기자본이익률n/a
애널리스트 커버리지

Low

마지막 업데이트01 May 2026

최근 향후 성장 업데이트

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
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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 Alpha
Seeking 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
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새로운 내러티브 • 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.
분석 기사 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

이익 및 매출 성장 예측

NasdaqGS:MGRC - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20271,0071731872644
12/31/20269661561512294
3/31/2026947155103244N/A
12/31/2025944156152256N/A
9/30/2025931145136212N/A
6/30/2025942252289345N/A
3/31/2025919237293369N/A
12/31/2024911232211374N/A
9/30/202488922592314N/A
6/30/2024866116-79163N/A
3/31/2024856123-106119N/A
12/31/2023832112-11295N/A
9/30/2023793115-3180N/A
6/30/202372410210184N/A
3/31/2023674979178N/A
12/31/202263610363194N/A
9/30/20226299794193N/A
6/30/20226289385180N/A
3/31/202262190122210N/A
12/31/202153585134196N/A
9/30/202159092124185N/A
6/30/202157397134181N/A
3/31/202156499139172N/A
12/31/2020573102128181N/A
9/30/202057197109183N/A
6/30/202058810292194N/A
3/31/20205789951187N/A
12/31/201957097N/A188N/A
9/30/201955695N/A183N/A
6/30/201952687N/A181N/A
3/31/201951583N/A158N/A
12/31/201849879N/A143N/A
9/30/2018487173N/A138N/A
6/30/2018480165N/A127N/A
3/31/2018472160N/A128N/A
12/31/2017462154N/A122N/A
9/30/201744546N/A117N/A
6/30/201743242N/A118N/A
3/31/201742540N/A127N/A
12/31/201642438N/A141N/A
9/30/201642440N/A149N/A
6/30/201641541N/A152N/A
3/31/201640840N/A149N/A
12/31/201540540N/A144N/A
9/30/201541143N/A139N/A
6/30/201541143N/A133N/A

애널리스트 향후 성장 전망

수입 대 저축률: MGRC 의 연간 예상 수익 증가율(6.6%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: MGRC 의 연간 수익(6.6%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: MGRC 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: MGRC 의 수익(연간 3.6%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: MGRC 의 수익(연간 3.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: MGRC의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 05:50
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

McGrath RentCorp는 7명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Manav PatnaikBarclays
Samuel EnglandBerenberg
Daniel MooreCJS Securities, Inc.