Core Viewpoint - Baird downgraded WillScot Holdings Corporation to Neutral from Outperform, citing sluggish rental rates and revenue growth, while raising its price target to $23 from $22 [1] Group 1: Company Performance - WillScot's rental rates and revenue growth are described as "sluggish" according to Baird's research note [1] - A quarterly survey of National Portable Storage Association members indicates a more balanced setup for WillScot as it approaches its initial 2026 guidance, although estimates for 2026 continue to trend lower [1] Group 2: Dividend Information - WillScot offers a quarterly dividend of $0.07 per share, resulting in a dividend yield of 1.39% as of January 29 [2] - The CEO stated that the introduction of a quarterly dividend is a method for the company to return excess capital to shareholders, reflecting the strength of its cash flows and balance sheet [2] - The board plans to regularly review the dividend program with the intention of increasing the payout over time, with dividends expected to be paid on the third Wednesday of the last month of each quarter [3] Group 3: Company Overview - WillScot Holdings Corporation operates as a leading provider of turnkey space solutions in North America, offering products such as modular office complexes, mobile offices, classrooms, temporary restrooms, portable storage containers, protective buildings, climate-controlled units, and clearspan structures [4]

Core Insights - WillScot Holdings Corporation is a leader in innovative temporary space solutions and will participate in upcoming investor conferences [1][4] Company Overview - WillScot is listed on the Nasdaq under the ticker symbol "WSC" and is the premier provider of turnkey space solutions in North America [2] - The company offers a comprehensive range of products including modular office complexes, mobile offices, classrooms, temporary restrooms, portable storage containers, protective buildings, climate-controlled units, and clearspan structures [2] - WillScot operates from approximately 260 branch locations and additional drop lots across the United States, Canada, and Mexico, serving diverse customer segments across all sectors of the economy [2]

Company Overview - WillScot (WSC) is expected to report a year-over-year decline in earnings, with a projected EPS of $0.29, reflecting a decrease of 23.7% compared to the previous year [3] - Revenues are anticipated to be $579.97 million, down 3.6% from the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for release on November 6, and the stock may rise if actual results exceed expectations, while a miss could lead to a decline [2] - The consensus EPS estimate has been revised down by 9.71% over the last 30 days, indicating a reassessment by analysts [4] Earnings Surprise Prediction - The Most Accurate Estimate for WillScot is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.68% [12] - However, the stock holds a Zacks Rank of 4, complicating predictions of an earnings beat [12] Historical Performance - In the last reported quarter, WillScot was expected to post earnings of $0.36 per share but only achieved $0.27, resulting in a surprise of -25.00% [13] - Over the past four quarters, the company has only beaten consensus EPS estimates once [14] Industry Comparison - In the Zacks Real Estate - Operations industry, Jones Lang LaSalle (JLL) is expected to report earnings of $4.24 per share, indicating a year-over-year increase of 21.1% [18] - JLL's revenue is projected to be $6.46 billion, up 10% from the previous year, with an Earnings ESP of +0.95% [19]

Core Viewpoint - WillScot Holdings Corporation will release its first quarter 2025 financial results on May 1, 2025, after market close, followed by a conference call and webcast to discuss the results [1]. Company Overview - WillScot is a leading provider of innovative temporary flexible space solutions in North America, listed on the Nasdaq under the ticker symbol "WSC" [3]. - The company offers a comprehensive range of products including modular office complexes, mobile offices, classrooms, temporary restrooms, portable storage containers, protective buildings, climate-controlled units, and clearspan structures, along with furnishings and supplementary services [3]. - Headquartered in Phoenix, Arizona, WillScot operates approximately 260 branch locations and additional drop lots across the United States, Canada, and Mexico, serving diverse customer segments across all sectors of the economy [3].