WillScot Holdings (WSC) Q1 FY26 earnings call

WillScot delivered a solid first quarter, exceeding its adjusted EBITDA outlook, driven by strong activation volumes and large, complex project demand, particularly within enterprise accounts. The company raised its full-year guidance, now expecting leasing revenue to inflect to year-over-year growth in the second half of 2026, despite continued softness in local markets. Strategic investments in fleet and operational efficiencies are positioning the company for future growth and improved performance.