Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with TTM Technologies (TTMI) being highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [2][10]. Group 1: Earnings Growth - TTM Technologies has a historical EPS growth rate of 12.6%, but projected EPS growth for the current year is expected to be 35.5%, significantly higher than the industry average of 15.9% [5]. Group 2: Asset Utilization - The asset utilization ratio for TTM is 0.76, indicating that the company generates $0.76 in sales for every dollar in assets, which is above the industry average of 0.74, showcasing better efficiency in asset utilization [6]. Group 3: Sales Growth - TTM's sales are projected to grow by 15.4% this year, contrasting sharply with the industry average of 0%, indicating strong sales growth potential [7]. Group 4: Earnings Estimate Revisions - The current-year earnings estimates for TTM have been revised upward, with the Zacks Consensus Estimate increasing by 5% over the past month, suggesting positive momentum in earnings expectations [9]. Group 5: Overall Positioning - TTM has achieved a Zacks Rank of 2 (Buy) and a Growth Score of B, positioning it well for potential outperformance in the growth stock category [10][11].

Core Viewpoint - McGrath RentCorp reported strong second-quarter 2025 earnings, exceeding expectations in both GAAP earnings per share and revenue, while facing some cost and margin pressures [1][2][5] Financial Performance - GAAP EPS for Q2 2025 was $1.46, surpassing the $1.22 estimate, and up 73.8% from $0.84 in Q2 2024 [2] - GAAP revenue reached $235.6 million, exceeding the $220.71 million estimate and representing a 10.8% increase from $212.6 million in Q2 2024 [2] - Adjusted EBITDA was $86.5 million, a 3.3% increase from $83.7 million in Q2 2024 [2] - Net income was $36.0 million, up 74.7% from $20.6 million in Q2 2024 [2] - Income from operations increased by 5.1% to $57.2 million compared to Q2 2024 [2] Business Overview - McGrath RentCorp operates in four main segments: Mobile Modular, Portable Storage, TRS-RenTelco, and Enviroplex, serving various sectors including education, construction, and technology [3] - The company focuses on maintaining strong cash flow, quick investment recovery, and prudent capital allocation [4] Segment Performance - Mobile Modular segment reported rental revenue of $81.9 million (up 5% year over year) and rental-related services revenue of $32.2 million (up 11%) [5] - Portable Storage segment experienced a 5% decline in rental revenue, with utilization dropping to 61.1% [6] - TRS-RenTelco segment saw rental revenue grow 7% to $27.1 million, with utilization increasing to 64.8% [7] Capital Management - The company emphasized asset management, focusing on refurbishing existing fleet rather than new investments [8] - Capital expenditures for rental equipment in the first half of 2025 totaled $50.2 million, with full-year guidance unchanged at $115–$125 million [8] Dividend Information - McGrath RentCorp declared a quarterly dividend of $0.485 per share, up from $0.475 in Q2 2024, reflecting a steady trend of annual increases [9] Future Guidance - Management raised the lower end of full-year 2025 revenue guidance to a range of $925 million to $960 million [10] - The company remains cautious due to uncertainties in commercial construction and potential softness in utilization rates [11]