WillScot Holdings Corporation provides workspace and portable storage solutions in the United States, Canada, and Mexico.
$18.86+5.72%
报价 2026-11-06
市值
$3.42B
EV
$6.74B
PE (TTM)
–
预期 PE (FY2026)
16.9x
52 周区间距高点 -35.1%
$14.98$29.07
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.0x | 1.07 → 1.27（1.2x） | 14.8 |
| FY+32028-12 | 1.1x | 1.07 → 1.71（1.6x） | 11.1 |
毛利率 48% · TTM 收入 $2328M · 基数 EPS 1.07（调整后）
电话会信号
辅助标签Q3 20262026-11-05
扩产需求加速AI 词频高上调指引供不应求
指引 上调
信心 4
分析师 4
“Low single-digit organic revenue growth for 2027 is achievable, supporting mid-single-digit organic EBITDA growth.”
原文引用（4）
- 扩产：our net capital expenditure outlook for the year is up approximately $125 million versus our outlook at the beginning of the year
- 需求加速：our pending order book for modular has grown and is now up over 20% versus prior year
- 上调指引：we're raising our full year 2026 outlook for revenue and net CapEx to $2.34 billion and $400 million
- 供不应求：we're seeing constraints in the market across labor, logistics and fleet, which we expect will support a favorable pricing environment
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研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| WSCWillScot Holdings Corporation | $3.42B | +5.7% | +2.2% | 50% | – | 12.6x | 5.5x | |
| SNDRSchneider National, Inc. | $4.88B | -1.5% | +6.8% | 6.6% | 50.3x | 9.2x | 25.7x | |
| CARAvis Budget Group, Inc. | $4.2B | -1.3% | -0.8% | 12.4% | – | 6.2x | – | |
| ATMUAtmus Filtration Technologies Inc. | $4.13B | +9.6% | +15.7% | 29.2% | 18.2x | 12.9x | 20.5x | GARP |
| MYRGMYR Group Inc. | $4.09B | +6.6% | +25.4% | 13.6% | 21.2x | 12.7x | 29.9x | |
| EXPOExponent, Inc. | $3.99B | -2.1% | +8.9% | 40.1% | 31.5x | 20.8x | 32.9x | |
| MDUMDU Resources Group, Inc. | $3.92B | +0.5% | +4.0% | 29.9% | 21.6x | 13.0x | – | |
| AGXArgan, Inc. | $3.89B | +6.2% | +48.9% | 19.3% | 30.2x | 23.3x | 10.0x | |
| MWAMueller Water Products, Inc. | $3.75B | -2.4% | +1.9% | 37% | 16.8x | 10.6x | 16.2x | |
| 同行中位数 | – | – | +7.9% | 24.2% | 21.6x | 12.8x | 23.1x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 | 2024-09-30 Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $612.2M | $548.6M | $566M | $566.8M | $589.1M | $559.6M | $602.5M | $601.4M |
| Gross Margin | 50% | 52.1% | 46.2% | 45.3% | 50.3% | 53.7% | 55.8% | 53.5% |
| Operating Margin | 19.2% | 19.7% | 21.1% | 21% | 21.5% | 21.3% | 28.9% | -5.9% |
| Net Income | $47M | $28.1M | $-187.3M | $43.3M | $47.9M | $43.1M | $89.2M | $-70.5M |
| Diluted EPS | 0.26 | 0.15 | -1.03 | 0.24 | 0.26 | 0.23 | 0.48 | -0.37 |
| Operating Cash Flow | $162.3M | $191.1M | $158.9M | $191.2M | $205.3M | $206.6M | $178.9M | $-1.6M |