Financial Data and Key Metrics Changes - For the full year 2022, revenue reached $2.14 billion, an increase of 28% year-over-year, with net income of $276 million, up 141%, and adjusted EBITDA of $884 million, up 36% year-over-year, all representing company records [8][26][28] - In Q4 2022, total revenues were $591 million, up 28%, and adjusted EBITDA increased 43% to $268 million, with an adjusted EBITDA margin expanding by 480 basis points to over 45%, a company record [26][29] - Free cash flow for Q4 was $123 million at a 20% margin, with a full-year free cash flow margin of 14% [27][35] Business Line Data and Key Metrics Changes - The Modular team achieved an 18% year-over-year increase in average monthly rates in 2022, while the Storage team delivered 24% year-over-year growth [13][14] - Value-Added Products and Services (VAPS) opportunities alone support $500 million of future growth, with the Modular team exceeding $400 of VAPS revenue per month per module unit delivered [9][10] - Delivery and installation revenue increased by 23% in Q4 due to strong pricing and volumes, contributing to gross margin expansion [31] Market Data and Key Metrics Changes - The company reported a 3.1x net debt to EBITDA ratio pro forma for the U.K. divestiture, the lowest level in the last 10 years [28][37] - The weighted average cost of debt is 5.5%, with 60% of the debt being fixed rate [38] Company Strategy and Development Direction - The company has divested the Tank and Pump and U.K. segments, focusing on its core modular space and storage solutions in North America [5][6] - The strategy emphasizes safe and frugal growth in lease revenues through driving units on rent, rate optimization, and value-added products and services [6][20] - The company plans to continue its disciplined M&A strategy, having closed 13 acquisitions in 2022, with a strong pipeline for future acquisitions [18][80] Management's Comments on Operating Environment and Future Outlook - Management expects revenue growth of 9% to 16% in 2023, with adjusted EBITDA projected to be between $1 billion and $1.05 billion, reflecting a stable market environment [43][44] - The company anticipates low single-digit volume growth in the Modular business and 3% to 4% growth in the Storage business, with a focus on maintaining pricing and value-added products [44][67] - Management expressed confidence in achieving and surpassing milestones in 2023, despite potential macroeconomic uncertainties [51][49] Other Important Information - The company has created $1.6 billion of capital availability on a leverage-neutral basis over the last 12 months, with significant capital allocated to net CapEx and share repurchases [39][40] - The company expects to see a reduction in net CapEx by about $25 million or 7% in 2023, driven by a more normal seasonal pattern [47][76] Q&A Session Summary Question: Demand outlook and compounding pace - Management noted that while demand expectations have moderated, there is still significant backlog and robust customer expectations for the year [56][57] Question: EBITDA margin expansion sources - Management indicated that EBITDA margin expansion is expected to come roughly half from gross margin improvements and half from SG&A leverage [59][61] Question: Pricing dynamics in Storage - Management acknowledged strong seasonal impacts on pricing in Q4, with expectations for moderation in Q1 but confidence in sustaining double-digit rate growth over the long term [68][71] Question: CapEx guidance and asset classes - Management outlined that approximately half of CapEx will go into Modular refurbishment, with a focus on maintaining balance sheet neutrality [74][76] Question: M&A activity outlook - Management expressed a continued appetite for acquisitions, with a strong pipeline supporting ongoing investment [82][95] Question: Logistics and delivery margin initiatives - Management highlighted that the majority of margin improvements in 2022 were rate-driven, with further potential for cost efficiencies in the future [85][86]

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, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___ to ___ WILLSCOT MOBILE MINI HOLDINGS CORP. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation) (I.R.S. Employ ...

| --- | --- | |----------------------------------|-------| | | | | Quarterly Investor | | | Presentation Fourth Quarter 2022 | | | | | | | | | | | 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," ...

| --- | --- | --- | --- | |--------------------------------------|-------|-------|-------| | | | | | | NOVEMBER 8, 2021 | | | | | | | | | | | | | | | 2021 Investor Day | | | | | WILLSCOT ▪ MOBILE MINI HOLDINGS CORP | | | | | WILLSCOT | | | | 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 ...

Willscot Mobile Mini Holdings Corp (NASDAQ:WSC) Q3 2022 Earnings Conference Call November 3, 2022 10:00 AM ET Company Participants Nick Girardi - Director, Treasury & IR Bradley Soultz - CEO & Director Timothy Boswell - President & CFO Conference Call Participants Andrew Wittmann - Robert W. Baird & Co. Scott Schneeberger - Oppenheimer John Kennedy - Barclays Bank Stanley Elliott - Stifel, Nicolaus & Company Brent Thielman - D.A. Davidson & Co. Sean Wondrack - Deutsche Bank Faiza Alwy - Deutsche Bank Steven ...

(State or other jurisdiction of incorporation) (I.R.S. Employer Identification No.) Delaware 82-3430194 4646 E Van Buren St., Suite 400 Phoenix, Arizona 85008 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, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ ...

| --- | --- | --- | --- | |----------------------------------|-------|-------|-------| | August 4, 2022 | | | | | Quarterly Investor | | | | | Presentation Second Quarter 2022 | | | | | | | | | | | | | | 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 "estima ...

WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC) Q2 2022 Earnings Conference Call August 4, 2022 10:00 AM ET Company Participants Nick Girardi - Senior Director, Treasury and Investor Relations Brad Soultz - Chief Executive Officer Tim Boswell - President and Chief Financial Officer Conference Call Participants Faiza Alwy - Deutsche Bank Andy Wittmann - Baird Manav Patnaik - Barclays Capital Scott Schneeberger - Oppenheimer Brent Thielman - D.A. Davidson Steven Ramsey - Thompson Research Dillon Cumming - Mo ...

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, 2022 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 ...

WSC Board of Directors Say-On- Pay Outreach and Engagement May 2022 – June 2022 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," ...