WSC News & Events

WillScot announced that its fencing and perimeter-security offering is now available nationwide. "Expanding our fencing offering nationally strengthens our ability to support customers from the very start of their projects," said Tim Boswell, President and Chief Executive Officer of WillScot. "By bringing perimeter security directly into our offering, we're making it easier for customers to plan, scale, and protect their sites, while unlocking new ways to deliver the full value of our modular and storage solutions across the markets we serve."

Reports Q4 revenue $565.97M, consensus $545.34M. Tim Boswell, president and CEO of WillScot, commented, "We ended 2025 in a solid position to execute our strategic priorities entering 2026. Market activity remains heavily bifurcated with significant demand across mega projects in our industrial sectors compared to overall non-residential construction square footage starts down 12% year-over-year in the quarter and down 6% for the year. Our team is focused on executing the commercial and operational initiatives that are within our control and showing encouraging results entering 2026. Modular activations were up 3% year-over-year in the fourth quarter and pending orders across all products were up more than 10% year-over-year entering January with further strength since. This reflects growing demand for modular complexes and Flex for larger projects, as well as strong order growth for traditional and cold storage, particularly in our retail vertical. We continue to expect that our Enterprise Accounts portfolio will deliver high single digit revenue growth in 2026. And improved staffing and systems enabling our field sales organization are potential tailwinds entering 2026. Operationally, we are progressing initiatives across our field and shared services teams, which are driving an improved customer experience, resilient margins, and outstanding free cash flow generation."