McGrath RentCorp (MGRC)

Over the past six months, McGrath RentCorp's stock price has experienced some fluctuations. In Q3 2025, McGrath RentCorp reported earnings per share (EPS) of $1.72, missing the consensus estimate, and revenue was down 3.9% year-over-year, also missing analysts' expectations; however, management revised its full-year 2025 total revenue guidance upward. On December 12, 2025, McGrath RentCorp declared a quarterly dividend of $0.485 per share. On December 15, 2025, SVP Gilda Malek sold 829 shares of the company's stock. In Q1 2025, total revenues increased 4% year-over-year, and adjusted EBITDA rose 3%.

Demand seasonality for McGrath RentCorp's products and services is influenced by factors in the construction and education sectors. Demand for modular buildings can be tied to construction seasons and the academic calendar. The Portable Storage segment has faced some softness due to weaker demand conditions. The Electronic Test Equipment segment has shown signs of recovery. Enviroplex's demand is likely tied to the needs and budgets of public school districts and educational institutions.

McGrath RentCorp (MGRC) is a diversified business-to-business rental company that operates primarily in the rental and leasing services sector. Founded in 1979, the company provides flexible, reliable modular solutions and generates revenue by leasing and selling a diversified fleet of equipment. The Mobile Modular segment focuses on renting and selling relocatable modular buildings and offers Mobile Modular Plus site services. The Portable Storage segment provides steel containers for temporary storage solutions. TRS-RenTelco rents and sells high-value electronic test equipment. Enviroplex manufactures and sells portable classrooms, and Kitchens To Go provides ready-to-deploy kitchens.

McGrath RentCorp has a significant presence across North America, with an extensive network of regional offices, service centers, and inventory centers throughout the United States and Canada. The company's headquarters are located in Livermore, California, and approximately 99% of its revenues are generated in the North American market.

McGrath RentCorp has an established brand reputation, recognized for its reliability and quality of service in the equipment rental sector. The company emphasizes customer service and a values-driven culture. The company's strategic direction focuses on being a comprehensive solutions provider and expanding its offerings, which contributes to its reputation.

McGrath RentCorp's ownership structure is heavily weighted towards institutional investors, who own approximately 92.05% of the company's stock. Major institutional owners include Vanguard Group Inc., River Road Asset Management, LLC, and BlackRock, Inc. Individual ownership, particularly by insiders, is relatively small, with insiders owning about 1.4% of the stock. Robert P. McGrath, the company's founder, is the largest individual shareholder.