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, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Delaware 82-3430194 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) (St ...

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]

PART I [Business](index=5&type=section&id=Item%201.%20Business) WillScot Mobile Mini is a leading North American provider of flexible workspace and portable storage solutions, focusing on modular and storage segments through leasing and Value-Added Products and Services (VAPS) - The company is a leading provider of flexible workspace and portable storage solutions with approximately **240 branch locations** across North America[16](index=16&type=chunk) - Following divestitures, the company focuses on two core North American segments: Modular Solutions and Storage Solutions[19](index=19&type=chunk) - In 2022, **13 smaller entities** were acquired for **$220.6 million** in cash, adding **14,100 storage** and **4,400 modular units**[20](index=20&type=chunk) Fleet Overview as of December 31, 2022 | Metric | Value | | :--- | :--- | | Total Units | > 364,000 | | Modular Space Units | > 154,000 | | Portable Storage Units | ~ 210,000 | | Fleet Net Book Value | $3.1 billion | | Total Relocatable Space | > 128 million sq. ft. | | Modular Units on Rent | 67% (~103,000) | | Storage Units on Rent | 84% (~176,000) | [Products and Services](index=5&type=section&id=1.1%20Products%20and%20Services) The company provides modular space and portable storage solutions, enhanced by Value-Added Products and Services (VAPS) for customization and customer value - Modular space units have an economic life often exceeding **20 years**, offering turnkey 'Ready to Work' solutions with VAPS[21](index=21&type=chunk)[22](index=22&type=chunk) - Portable storage containers have an estimated useful life of **30 years** and feature patented security systems like the Tri-Cam Locking System®[30](index=30&type=chunk)[31](index=31&type=chunk) - VAPS are a significant advantage, enhancing unit productivity and security, with successful cross-selling into the Storage segment[33](index=33&type=chunk)[57](index=57&type=chunk) [Customers and End Markets](index=8&type=section&id=1.2%20Customers%20and%20End%20Markets) Serving over **85,000 diverse customers** across **15 end markets**, the company's revenue is primarily from commercial/industrial and construction sectors Revenue by End Market (FY 2022) | End Market | Revenue Contribution | | :--- | :--- | | Commercial and Industrial | ~47% | | Construction | ~41% | | Retail and Wholesale Trade (sub-segment) | ~13% | - Customer concentration is low, with the **top 10 customers** accounting for approximately **7% of revenues** in FY 2022[44](index=44&type=chunk) - The company served over **85,000 unique customers** in 2022, ranging from multinational corporations to local businesses[45](index=45&type=chunk) [Business and Growth Strategies](index=13&type=section&id=1.3%20Business%20and%20Growth%20Strategies) Growth strategies focus on VAPS expansion, rental rate optimization, cross-selling, operational efficiency, and accretive acquisitions, supported by disciplined capital deployment - Key strategies include expanding VAPS, optimizing rental rates, cross-selling between segments, and pursuing accretive acquisitions in a fragmented market[82](index=82&type=chunk)[83](index=83&type=chunk)[84](index=84&type=chunk)[87](index=87&type=chunk) - A new, consolidated CRM platform launched in Q1 2023 enhances customer visibility and cross-selling capabilities[62](index=62&type=chunk)[85](index=85&type=chunk) - Approximately **55% of the modular market** and **70% of the portable storage market** are served by regional competitors, indicating significant acquisition opportunities[87](index=87&type=chunk) [Human Capital and ESG](index=14&type=section&id=1.4%20Human%20Capital%20and%20ESG) The company employed approximately **4,500 people** in 2022, focusing on human capital and ESG through safety, I&D, and a circular economy model for asset reuse - Employed approximately **4,500 people** in North America as of December 31, 2022, with **88%** in branch locations[91](index=91&type=chunk) - The ESG strategy emphasizes a circular business model, with modular units reused **seven times** on average over a **20-year life**, extendable to **30 years**[118](index=118&type=chunk) - Safety performance is strong, with a Total Recordable Incident Rate (TRIR) below **1.0** in 2022[125](index=125&type=chunk) - Five Inclusiveness Resource Teams (IRTs) were launched to foster an inclusive and diverse workplace[103](index=103&type=chunk) [Risk Factors](index=20&type=section&id=Item%201A.%20Risk%20Factors) The company faces regulatory, integration, economic, operational, and financial risks, including substantial leverage and potential limitations on Net Operating Loss (NOL) utilization - The business is subject to numerous laws and regulations, including antitrust, climate disclosure, cybersecurity, and environmental rules, where noncompliance could materially harm operations[138](index=138&type=chunk)[139](index=139&type=chunk) - Growth through acquisitions presents integration risks, including loss of key employees, undiscovered liabilities, and challenges in implementing uniform standards[153](index=153&type=chunk)[154](index=154&type=chunk)[155](index=155&type=chunk) - Substantial leverage of **$3.1 billion** as of December 31, 2022, could hinder debt servicing and operations, with restrictive debt covenants limiting flexibility[208](index=208&type=chunk)[211](index=211&type=chunk) - Significant US federal and state Net Operating Loss (NOL) carryforwards of **$1.0 billion** and **$484.3 million** respectively, may be limited by ownership changes under Section 382[197](index=197&type=chunk)[198](index=198&type=chunk) [Unresolved Staff Comments](index=31&type=section&id=Item%201B.%20Unresolved%20Staff%20Comments) The company reports no unresolved staff comments - None[217](index=217&type=chunk) [Properties](index=31&type=section&id=Item%202.%20Properties) The company operates approximately **240 branch locations** across North America, with **83% leased**, and believes properties are well-maintained and suitable for growth - The company operates approximately **240 branch locations** and additional drop lots across the US, Canada, and Mexico[218](index=218&type=chunk) - Approximately **83% of branch properties** are leased, with the remaining **17% owned**[218](index=218&type=chunk) [Legal Proceedings](index=32&type=section&id=Item%203.%20Legal%20Proceedings) The company is involved in ordinary course legal proceedings, which management believes will not materially affect its financial position as of December 31, 2022 - The company is involved in various legal proceedings in the ordinary course of business, not expected to materially affect its financial condition as of December 31, 2022[221](index=221&type=chunk) [Mine Safety Disclosures](index=32&type=section&id=Item%204.%20Mine%20Safety%20Disclosures) This item is not applicable to the company - Not applicable[222](index=222&type=chunk) PART II [Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities](index=33&type=section&id=Item%205.%20Market%20for%20Registrant's%20Common%20Equity%2C%20Related%20Stockholder%20Matters%20and%20Issuer%20Purchases%20of%20Equity%20Securities) The company's common stock trades on Nasdaq under "WSC", with **207.95 million shares outstanding** as of December 31, 2022, and an active share repurchase program - The company's common stock is listed on the Nasdaq Capital Market under "WSC", with **207,951,682 shares outstanding** as of December 31, 2022[225](index=225&type=chunk) - A share repurchase program authorizes up to **$1.0 billion**, with **$630.8 million** remaining available as of December 31, 2022[229](index=229&type=chunk) Common Stock Repurchases in Q4 2022 | Period | Shares Purchased (thousands) | Average Price Paid per Share | | :--- | :--- | :--- | | Oct 2022 | 2,471.1 | $41.70 | | Nov 2022 | 1,325.7 | $45.98 | | Dec 2022 | 1,482.5 | $46.15 | | **Total Q4** | **5,279.3** | **$44.03** | [Management's Discussion and Analysis of Financial Condition and Results of Operations](index=35&type=section&id=Item%207.%20Management's%20Discussion%20and%20Analysis%20of%20Financial%20Condition%20and%20Results%20of%20Operations) FY 2022 saw strong financial performance with **total revenues up 28.1% to $2.14 billion** and **Adjusted EBITDA up 36.1% to $883.9 million**, driven by organic growth, acquisitions, and strategic divestitures FY 2022 Key Financial Performance (Continuing Operations) | Metric | FY 2022 | Change vs FY 2021 | | :--- | :--- | :--- | | Total Revenues | $2,142.6M | +28.1% | | Leasing Revenue | $1,621.7M | +29.5% | | Income from Continuing Operations | $276.3M | +140.5% | | Adjusted EBITDA | $883.9M | +36.1% | | Free Cash Flow | $330.3M | +9.0% | - Key drivers for 2022 performance included a **3.5% increase** in average modular units on rent and a **24.9% increase** in average portable storage units on rent, with rental rates increasing **18.3%** for modular and **24.7%** for storage[242](index=242&type=chunk) - The company completed the sale of its Tank and Pump segment and agreed to sell its UK Storage Solutions segment, focusing on core North American businesses[235](index=235&type=chunk)[236](index=236&type=chunk) - Capital deployed in 2022 included **$220.6 million** for **13 acquisitions** and **$756.9 million** for common stock and equivalent repurchases[240](index=240&type=chunk)[248](index=248&type=chunk) [Consolidated Results of Operations](index=41&type=section&id=7.1%20Consolidated%20Results%20of%20Operations) In 2022, total revenues increased **28.1% to $2.14 billion**, gross profit grew **34.4% to $1.14 billion**, and net income from continuing operations rose to **$276.3 million** Consolidated Results of Operations (in thousands) | Metric | 2022 | 2021 | | :--- | :--- | :--- | | Total revenues | $2,142,623 | $1,672,980 | | Gross profit | $1,135,482 | $844,703 | | Operating income | $511,482 | $300,377 | | Income from continuing operations | $276,341 | $114,895 | - Revenue increase was driven by a **15.7% increase** in total average units on rent and improved pricing, with modular rates up **18.3%** and portable storage rates up **24.7%** year-over-year[282](index=282&type=chunk)[283](index=283&type=chunk) - SG&A expense increased **22.2% to $567.2 million**, driven by higher employee costs, legal/professional fees, and stock compensation, despite decreased integration costs[286](index=286&type=chunk) [Business Segments](index=46&type=section&id=7.2%20Business%20Segments) In 2022, the Modular segment revenue grew **19.5% to $1.39 billion**, and the Storage segment revenue grew **47.6% to $750.8 million**, both driven by strong rental rate increases Segment Performance - Year Ended Dec 31, 2022 | Segment | Revenue (in millions) | YoY Change | Adjusted EBITDA (in millions) | YoY Change | | :--- | :--- | :--- | :--- | :--- | | Modular | $1,391.8 | +19.5% | $529.1 | +25.1% | | Storage | $750.8 | +47.6% | $354.8 | +56.6% | - Modular segment growth was primarily driven by a **$148 increase** (**+18.3%**) in average monthly rental rate to **$957**[242](index=242&type=chunk)[319](index=319&type=chunk) - Storage segment growth was driven by a **31.6% increase** in average units on rent and a **23.9% increase** in average monthly rental rate to **$192**[242](index=242&type=chunk)[327](index=327&type=chunk) [Liquidity and Capital Resources](index=55&type=section&id=7.3%20Liquidity%20and%20Capital%20Resources) The company's liquidity is supported by **$744.7 million** in net cash from operations and **$1.0 billion** available under its ABL Facility, with total debt at **$3.1 billion** Cash Flow Summary (in thousands) | Cash Flow | 2022 | 2021 | | :--- | :--- | :--- | | Net cash from operating activities | $744,658 | $539,902 | | Net cash from investing activities | $(309,333) | $(384,047) | | Net cash from financing activities | $(429,368) | $(167,887) | - As of December 31, 2022, the company had **$1.0 billion** of available borrowing capacity under its ABL Facility[357](index=357&type=chunk) - Material cash requirements include debt service on **$3.1 billion** of total debt and operating lease obligations of **$258.5 million**[368](index=368&type=chunk)[369](index=369&type=chunk) [Quantitative and Qualitative Disclosures About Market Risk](index=61&type=section&id=Item%207A.%20Quantitative%20and%20Qualitative%20Disclosures%20About%20Market%20Risk) The company faces interest rate risk from its **$2.0 billion ABL Facility**, mitigated by **$750 million** in interest rate swaps, and foreign currency risk from Canadian and Mexican operations - The company is exposed to interest rate risk from its ABL Facility, with **$2.0 billion** outstanding at December 31, 2022; a **100 basis point increase** would raise annual interest expense by approximately **$16.3 million**[402](index=402&type=chunk) - In January 2023, interest rate swaps on a notional amount of **$750.0 million** were executed to hedge ABL Facility variable rates, fixing the rate at **3.44%** for that portion[403](index=403&type=chunk)[649](index=649&type=chunk) - Foreign currency risk exists from Canadian and Mexican operations, which generated approximately **7% of consolidated net revenues** in 2022, without formal hedging arrangements[183](index=183&type=chunk)[404](index=404&type=chunk)[405](index=405&type=chunk) [Financial Statements and Supplementary Data](index=62&type=section&id=Item%208.%20Financial%20Statements%20and%20Supplementary%20Data) This section presents the audited consolidated financial statements for FY 2022, with an unqualified opinion from Ernst & Young LLP on both financial statements and internal controls [Report of Independent Registered Public Accounting Firm](index=62&type=section&id=Report%20of%20Independent%20Registered%20Public%20Accounting%20Firm) Ernst & Young LLP issued an unqualified opinion on the financial statements, identifying the allowance for credit losses as a critical audit matter - Ernst & Young LLP issued an unqualified opinion, affirming fair presentation of financial statements in conformity with U.S. GAAP[411](index=411&type=chunk) - The 'Allowance for Credit Losses' was identified as a Critical Audit Matter due to subjective judgments in assessing historical write-off experience and economic conditions[415](index=415&type=chunk)[417](index=417&type=chunk) [Consolidated Financial Statements](index=64&type=section&id=Consolidated%20Financial%20Statements) As of December 31, 2022, total assets were **$5.83 billion** and total liabilities **$4.26 billion**, with FY 2022 revenue at **$2.14 billion** and net income at **$339.5 million** Consolidated Balance Sheet Highlights (in thousands) | Account | Dec 31, 2022 | Dec 31, 2021 | | :--- | :--- | :--- | | Total Assets | $5,827,651 | $5,773,599 | | Rental equipment, net | $3,077,287 | $2,777,800 | | Goodwill | $1,011,429 | $1,013,601 | | Total Liabilities | $4,262,351 | $3,776,836 | | Long-term debt | $3,063,042 | $2,671,831 | | Total Shareholders' Equity | $1,565,300 | $1,996,763 | Consolidated Statement of Operations Highlights (in thousands) | Account | 2022 | 2021 | 2020 | | :--- | :--- | :--- | :--- | | Total revenues | $2,142,623 | $1,672,980 | $1,272,991 | | Net income | $339,540 | $160,144 | $74,127 | | Diluted EPS | $1.53 | $0.69 | $0.25 | [Notes to the Consolidated Financial Statements](index=70&type=section&id=Notes%20to%20the%20Consolidated%20Financial%20Statements) Notes detail divestitures, **$220.6 million** in acquisitions, revenue breakdown, **$3.1 billion** debt structure, **$756.9 million** share repurchases, and segment performance - The company completed the sale of its Tank and Pump segment and agreed to sell its UK Storage Solutions segment, both reported as discontinued operations[513](index=513&type=chunk)[515](index=515&type=chunk) - In 2022, **13 smaller entities** were acquired for **$220.6 million** in cash, adding approximately **14,100 storage** and **4,400 modular units**[511](index=511&type=chunk) - As of December 31, 2022, total debt was **$3.1 billion**, primarily comprising a **$2.0 billion** ABL Facility, **$526.5 million** in 6.125% Secured Notes due 2025, and **$500 million** in 4.625% Secured Notes due 2028[208](index=208&type=chunk)[551](index=551&type=chunk) - During 2022, the company repurchased **19,854,424 shares** of common stock and equivalents for **$756.9 million** under its share repurchase program[581](index=581&type=chunk) [Changes in and Disagreements with Accountants on Accounting and Financial Disclosure](index=109&type=section&id=Item%209.%20Changes%20in%20and%20Disagreements%20with%20Accountants%20on%20Accounting%20and%20Financial%20Disclosure) The company reports no changes in or disagreements with its accountants regarding accounting principles or financial disclosure - None[650](index=650&type=chunk) [Controls and Procedures](index=109&type=section&id=Item%209A.%20Controls%20and%20Procedures) Management concluded disclosure controls and internal control over financial reporting (ICFR) were effective as of December 31, 2022, with an unqualified auditor opinion - Management, including the CEO and CFO, concluded that disclosure controls and procedures were effective as of December 31, 2022[651](index=651&type=chunk) - Management assessed internal control over financial reporting (ICFR) as effective as of December 31, 2022, with Ernst & Young LLP issuing an unqualified opinion[654](index=654&type=chunk)[655](index=655&type=chunk)[660](index=660&type=chunk) [Other Information](index=111&type=section&id=Item%209B.%20Other%20Information) No other information is reported for this item - None[667](index=667&type=chunk) PART III [Directors, Executive Officers and Corporate Governance](index=111&type=section&id=Item%2010.%20Directors%2C%20Executive%20Officers%20and%20Corporate%20Governance) Information on directors, executive officers, and corporate governance is incorporated by reference from the 2023 proxy statement - Required information is incorporated by reference from the registrant's definitive proxy statement for the 2023 annual meeting of stockholders[668](index=668&type=chunk) [Executive Compensation](index=111&type=section&id=Item%2011.%20Executive%20Compensation) Information regarding executive compensation is incorporated by reference from the company's definitive proxy statement for the 2023 annual meeting - Required information is incorporated by reference from the registrant's definitive proxy statement for the 2023 annual meeting of stockholders[669](index=669&type=chunk) [Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters](index=111&type=section&id=Item%2012.%20Security%20Ownership%20of%20Certain%20Beneficial%20Owners%20and%20Management%20and%20Related%20Stockholder%20Matters) Security ownership information is incorporated by reference, with **3,344,121 securities** issuable under equity plans at a **$13.60 weighted-average exercise price** as of December 31, 2022 Equity Compensation Plan Information as of December 31, 2022 | Plan Category | Securities to be issued upon exercise | Weighted-average exercise price | Securities remaining available for future issuance | | :--- | :--- | :--- | :--- | | Approved by security holders | 3,344,121 | $13.60 | 3,999,228 | | Not approved by security holders | N/A | N/A | N/A | | **Total** | **3,344,121** | **$13.60** | **3,999,228** | - Securities to be issued include **0.5 million stock options**, **0.8 million RSUs**, **2.0 million performance-based RSUs**, and **0.04 million RSAs**[673](index=673&type=chunk) [Certain Relationships and Related Transactions, and Director Independence](index=112&type=section&id=Item%2013.%20Certain%20Relationships%20and%20Related%20Transactions%2C%20and%20Director%20Independence) Information on director independence and related party transactions is incorporated by reference from the 2023 proxy statement - Required information is incorporated by reference from the registrant's definitive proxy statement for the 2023 annual meeting of stockholders[676](index=676&type=chunk) [Principal Accountant Fees and Services](index=112&type=section&id=Item%2014.%20Principal%20Accountant%20Fees%20and%20Services) Information regarding principal accountant fees and services is incorporated by reference from the 2023 proxy statement - Required information is incorporated by reference from the registrant's definitive proxy statement for the 2023 annual meeting of stockholders[677](index=677&type=chunk) PART IV [Exhibits and Financial Statement Schedules](index=113&type=section&id=Item%2015.%20Exhibits%20and%20Financial%20Statement%20Schedules) This section lists all documents filed as part of the Form 10-K, including consolidated financial statements, notes, and an index of exhibits - This section contains the list of consolidated financial statements filed with the report[680](index=680&type=chunk) - All financial statement schedules were omitted as the required information is either not applicable or included elsewhere[681](index=681&type=chunk) - A detailed Exhibit Index lists all filed documents, including governance, debt, employment, and certification agreements[683](index=683&type=chunk)[685](index=685&type=chunk)

| --- | --- | |----------------------------------|-------| | | | | 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 ...