Inve US ▾
WSWSC

What WillScot Holdings promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

15 of 17 judged targets kept · 15 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Q2 FY26 adjusted EBITDA guidanceapproximately $223 millionMar 2026Jun 2026:Adjusted EBITDA for the quarter was $228 million, exceeding our outlook of $223 million
Call transcript, Jun 2026 · no direct link
Achieved
FY26 adjusted EBITDA guidanceapproximately $900 millionDec 2025Jun 2026:We have increased our adjusted EBITDA outlook to approximately $920 million
Call transcript, Jun 2026 · no direct link
Revised Up
FY26 enterprise accounts revenue growth guidancemid- to high single-digit revenue growthDec 2025Jun 2026:enterprise account revenue up 21% year-over-year in the quarter
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open WillScot Holdings’s full ledger

A free account opens 5 company ledgers a month. All 32 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 32 tracked commitments for WillScot Holdings

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.