WSCHIGH SIGNALFINANCIAL10-K

WSC experienced a dramatic swing from $28.1M net income to -$53.0M net loss, driven by a 40% surge in interest expense and significant operational decline.

The 288% deterioration in profitability combined with a 40% spike in interest costs suggests WSC is facing mounting financial pressure, likely from higher debt levels or rising rates. The company's shift from reporting Tank and Pump discontinued operations to only UK Storage Solutions indicates recent divestitures may not have sufficiently addressed underlying financial stress.

Comparing 2026-02-19 vs 2025-02-20View on EDGAR →
FINANCIAL ANALYSIS

WSC's financial profile deteriorated significantly with net income swinging from positive $28.1M to a -$53.0M loss, primarily driven by interest expense surging 40% to $205.0M while operating income fell 31% and gross profit declined 11%. Despite strong operating cash flow growth of 36% to $762.0M, stockholders' equity contracted 16% to $856.3M, suggesting the company is burning through shareholder value. The combination of rising debt costs, declining operational performance, and shrinking equity base signals mounting financial stress despite improved cash generation.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
-288.4%
$28.1M-$53.0M

Net income declined 288.4% — review whether driven by operations, interest costs, or non-recurring items.

Cash & Equivalents
Balance Sheet
+62.1%
$9.0M$14.6M

Cash position surged 62.1% — strong cash generation or capital raise providing significant financial cushion.

Interest Expense
P&L
+40.2%
$146.3M$205.0M

Interest expense surged 40.2% — significant debt increase or rising rates materially impacting earnings.

Operating Cash Flow
Cash Flow
+35.7%
$561.6M$762.0M

Operating cash flow surged 35.7% — exceptional cash generation, highest quality earnings signal.

Capital Expenditure
Cash Flow
+32%
$18.4M$24.3M

Capital expenditure jumped 32% — major investment cycle underway; assess returns on deployment.

Operating Income
P&L
-31.2%
$263.9M$181.5M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Stockholders Equity
Balance Sheet
-15.9%
$1.0B$856.3M

Equity decreased 15.9% — buybacks or losses reducing book value, monitor solvency ratios.

Gross Profit
P&L
-10.6%
$1.3B$1.2B

Gross margin compression — rising input costs, pricing pressure, or unfavorable product mix shift.

LANGUAGE CHANGES
NEW — 2026-02-19
PRIOR — 2025-02-20
ADDED
Shares of Common Stock, par value $0.0001 per sha re, outstan ding: 180,854,438 shares at February 13, 2026.
We offer our customers a thoughtfully curated selection of solutions intended to improve the overall customer experience by making modular space and portable storage units more productive, comfortable, safe and secure for our customers with Value-Added Products ( VAPS ), such as workstations, furniture, appliances, media packages, power and solar solutions, telematics, connectivity and data solutions, security and protection products, entrance packages, electrical and lighting products, organization and space optimization assets, perimeter solutions, and other items.
The accompanying consolidated financial statements present the historical financial results of the former UK Storage Solutions segment as discontinued operations in 2023.
to WillScot Holdings Corporation." Products and Services Our Company tagline emphasizes our commitment to bring expertise and execution to deliver turnkey space solutions that are right for the project and right for the timeline: "Right from the Start." Modular Space Solutions Our modular space units meet a broad range of customer needs.
Remanufacturing typically involves cleaning, removing rust and dents, repairing floors and sidewalls, painting, and adding company logos or signs and may include further customization by adding our patented Tri Cam Locking System , which features a waist level opening lever and interlocking bars to provide easy access for the customer without sacrificing security.
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REMOVED
Shares of Common Stock, par value $0.0001 per sha re, outstan ding: 183,575,055 shares at February 13, 2025.
WillScot resulted from the merger of WillScot Corporation and Mobile Mini, Inc.
On September 30, 2022, the Company completed the sale of its former Tank and Pump Solutions ("Tank and Pump") segment.
The accompanying consolidated financial statements present the historical financial results of the former Tank and Pump and UK Storage Solutions segments as discontinued operations for all periods presented.
to WillScot Holdings Corporation." Products and Services The Company name change in 2024 to WillScot Holdings Corporation was part of a strategic rebranding that unified the Company's portfolio of brands under the WillScot name, aligning our go-to-market strategy to streamline the customer experience and optimize operations.
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