UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 001-37552 WILLSCOT MOBILE MINI HOLDINGS CORP. (Exact name of registrant as specified in its charter) (State or other jurisdic ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q | ☒ | QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | | --- | --- | | | For the quarterly period ended March 31, 2021 | | | OR | | ☐ | TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | | | For the transition period from ________ to ________ | Commission File Number: 001-37552 WILLSCOT MOBILE MINI HOLDINGS CORP. (Exact name of registrant as speci ...

Financial Data and Key Metrics Changes - The company reported Q1 2021 adjusted EBITDA of $164 million, representing a 38.5% margin and a 350 basis points expansion year-over-year [17][30] - Revenue for Q1 2021 was $425 million, an increase of $19 million year-over-year on a pro forma basis, with a sequential decline of $13 million due to normal seasonality [29][30] - Free cash flow generated in Q1 was $91 million, with a free cash flow margin of 21%, consistent with the previous quarter's run rate [18][33] Business Line Data and Key Metrics Changes - North American modular and storage leasing revenues increased by 6% year-over-year on a pro forma basis, with average monthly rental rates in the modular segment up 13% year-over-year [11][12] - North America Storage saw a 5% increase in average monthly rates, marking the highest increase in the last 13 quarters [13] - The company achieved a 22% year-over-year increase in average monthly rental rates for North America Modular VAPS [14] Market Data and Key Metrics Changes - The Architectural Billing Index (ABI) was reported at 55 in March, indicating continued growth potential in the construction sector [19] - Deliveries in North America Modular increased by 0.4% year-over-year in Q1, with March 2021 deliveries up 8% compared to March 2020 [23] - The UK market showed strong price performance, with utilization levels approaching 90% and significant price improvements over the last three quarters [52] Company Strategy and Development Direction - The company is focused on capital allocation prioritizing growth, deleveraging, and share repurchases, with an updated share repurchase authorization of $500 million [18][43] - The ERP migration is expected to enhance operational efficiencies and support the execution of cost synergies from the merger [22][60] - The company is exploring additional VAPS opportunities in both modular and storage segments, with a focus on expanding value-added products [14][90] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, raising full-year 2021 guidance for revenue, adjusted EBITDA, and net CapEx due to strong Q1 performance and increasing demand [8][39] - The company anticipates a robust growth environment driven by a balanced mix of volumes, pricing, and value-added products [40] - Management noted that the macroeconomic outlook is improving, which is expected to support growth in 2022 and beyond [42] Other Important Information - The SEC introduced new interpretations regarding SPAC warrants, leading to a restatement of prior financial statements, but this does not impact key operating metrics or capital structure [34][36] - The company redeemed $55 million of senior notes, reducing principal outstanding and refinancing at a lower rate, contributing to a decline in leverage to 3.7 times [37][38] Q&A Session Summary Question: Increase in VAPS market opportunity - Management confirmed the increase in VAPS penetration and pricing, with a potential additional $35 million EBITDA opportunity from ground-level offices [50] Question: Business trends in March - Management noted strong March deliveries in storage, the highest since June 2019, and improvements in order and delivery timing [57] Question: SAP cut-over details - Management provided insights into the extensive planning and testing for the SAP cut-over, emphasizing the operational benefits expected post-migration [60] Question: Core spot rates and pricing assertiveness - Management indicated sustained double-digit rate growth in North American Modular, with core pricing and VAPS contributing significantly [67] Question: Free cash flow contributions from real estate sales - Management clarified that real estate sales are not a core driver of free cash flow, with $11 million from sales in Q1 being higher than normal [71] Question: M&A strategy and share repurchase - Management reassured that the increase in share repurchase authorization does not signal a shift away from M&A, emphasizing a balanced approach to growth [78] Question: UK market developments - Management attributed positive developments in the UK to strong leadership and a tight market environment, with plans for expansion [81]

April 30, 2021 Quarterly Investor Presentation First Quarter 2021 WILLSCOT · MOBILE MINI Safe Harbor Forward Looking Statements This presentation contains forward-looking statements (including the guidance/outlook contained herein) within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Section 21E of the Securities Exchange Act of 1934, as amended. The words "estimates," "expects," "anticipates," "believes," "forecasts," "plans," "intends," "may," "will," "should," "shall," "out ...

mabile mini 105s11M Quarterly Investor Presentation Fourth Quarter 2020 February 26, 2021 WILLSCOT · MOBILE MINI HOLDINGS CORP WILLSCO Safe Harbor Forward Looking Statements This presentation contains forward-looking statements (including the earnings guidance/outlook contained herein) within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Section 21E of the Securities Exchange Act of 1934, as amended. The words "estimates," "expects," "anticipates," "believes," "forecasts," "pl ...

WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC) Q4 2020 Earnings Conference Call February 26, 2021 10:00 AM ET Company Participants Nick Girardi - Director of Treasury & Investor Relations Matt Jacobsen - Vice President of Finance Tim Boswell - Chief Financial Officer Brad Soultz - Chief Executive Officer Kelly Williams - President & Chief Operating Officer Conference Call Participants Ross Gilardi - Bank of America Scott Schneeberger - Oppenheimer Kevin McVeigh - Credit Suisse Courtney Yakavonis - Morgan ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K | (Mark One) | ☒ | ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | | | | | --- | --- | --- | --- | --- | --- | | For the fiscal year ended December 31, 2020 | OR | | | | | | ☐ | TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | For the transition period from ___ to ___ | | | | | Commission File Number: 001-37552 | | | | | | | WILLSCOT | MOBILE | MI ...

WillScot Mobile Mini Holdings Corp (NASDAQ:WSC) Q3 2020 Earnings Conference Call November 6, 2020 10:00 AM ET Company Participants Matt Jacobsen – Vice President of Finance Brad Soultz – Chief Executive Officer Kelly Williams – President and Chief Operating Officer Tim Boswell – Chief Financial Officer Conference Call Participants Andrew Whitman – Baird Ross Gilardi – Bank of America Stanley Elliott – Stifel Scott Schneeberger – Oppenheimer Ashish Sabadra – Deutsche Bank Kevin McVeigh – Credit Suisse Courtn ...

Quarterly Investor Presentation Third Quarter 2020 11/6/2020 WILLSCOT = MOBILE MINI Safe Harbor Forward Looking Statements This presentation contains forward-looking statements (including the earnings guidance/outlook contained herein) within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Section 21E of the Securities Exchange Act of 1934, as amended. The words "estimates," "expects," "anticipates," "believes," "forecasts," "plans," "intends," "may," "will," "should," "shall," ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 001-37552 WILLSCOT MOBILE MINI HOLDINGS CORP. (Exact name of registrant as specified in its charter) (State or other jur ...