McGrath RentCorp Yönetim
Yönetim kriter kontrolleri 4/4
McGrath RentCorp CEO'su Phil Hawkins, Apr2026 tarihinde atandı, in görev süresi bir yıldan az. in toplam yıllık tazminatı $ 1.72M olup, şirket hissesi ve opsiyonları dahil olmak üzere 29.1% maaş ve 70.9% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.1% ine doğrudan sahiptir ve bu hisseler $ 2.80M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 6 yıl ve 7.8 yıldır.
Anahtar bilgiler
Phil Hawkins
İcra Kurulu Başkanı
US$1.7m
Toplam tazminat
| CEO maaş yüzdesi | 29.09% |
| CEO görev süresi | less than a year |
| CEO sahipliği | 0.1% |
| Yönetim ortalama görev süresi | 6yrs |
| Yönetim Kurulu ortalama görev süresi | 7.8yrs |
Son yönetim güncellemeleri
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
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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
Yeni Anlatı • 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.Analiz Makalesi • 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 AlphaCEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| 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$97m |
Tazminat ve Piyasa: Phil 'nin toplam tazminatı ($USD 1.72M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 7.05M ).
Tazminat ve Kazançlar: Phil 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Phil Hawkins (49 yo)
less than a year
Görev süresi
US$1,718,813
Tazminat
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,...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | less than a year | US$1.72m | 0.10% $ 2.8m | |
| Executive VP | 20.2yrs | US$3.38m | 0.20% $ 5.3m | |
| Senior VP | 3.2yrs | US$1.57m | 0.012% $ 322.7k | |
| Senior VP & Chief Strategy Officer | 4.3yrs | US$1.11m | 0.059% $ 1.6m | |
| Senior VP & Chief Accounting Officer | 20.2yrs | Veri yok | 0.050% $ 1.3m | |
| Senior VP & Chief Human Resources Officer | 6yrs | Veri yok | 0.030% $ 806.8k | |
| Senior Vice President of Mobile Modular | less than a year | Veri yok | 0.030% $ 807.4k | |
| VP & Division Manager of TRS-RenTelco | 14.5yrs | US$620.50k | 0.066% $ 1.8m | |
| VP & Division Manager of Mobile Modular Portable Storage | 9.8yrs | US$841.22k | 0.10% $ 2.7m |
6.0yrs
Ortalama Görev Süresi
56yo
Ortalama Yaş
Deneyimli Yönetim: MGRC 'un yönetim ekibi deneyimli ve deneyimlidir ( 6 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | less than a year | US$1.72m | 0.10% $ 2.8m | |
| Independent Chairman of the Board | 8.8yrs | US$300.18k | 0.056% $ 1.5m | |
| Independent Director | 28.3yrs | US$244.68k | 0.041% $ 1.1m | |
| Director | 9.3yrs | US$6.52m | 0.64% $ 17.2m | |
| Independent Director | 5.3yrs | US$237.18k | 0.026% $ 712.8k | |
| Independent Director | 7.8yrs | US$246.18k | 0.029% $ 767.8k | |
| Independent Director | 3.4yrs | US$229.68k | 0.014% $ 383.9k |
7.8yrs
Ortalama Görev Süresi
64yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: MGRC 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 7.8 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/22 09:12 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
McGrath RentCorp 7 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Manav Patnaik | Barclays |
| Samuel England | Berenberg |
| Daniel Moore | CJS Securities, Inc. |