Business description: McGrath RentCorp

McGrath RentCorp is a business-to-business rental company in North America. The Company operates through four segments: Mobile Modular, Portable Storage, TRS-RenTelco and Enviroplex. Mobile Modular segment provides modular buildings in the United States. It provides prefabricated customizable modular buildings, mobile office trailers, portable classrooms, portable sales office buildings, prefab restrooms and more for rent, lease and sale. Portable Storage segment’s rental inventory is comprised of steel containers, which are used to provide a temporary storage solution that is delivered to the customer’s location. TRS-RenTelco segment rents and sells general purpose and communications test equipment. TRS-RenTelco segment’s general purpose test equipment rental inventory includes oscilloscopes, amplifiers, analyzers (spectrum, network and logic), signal source and power source test equipment. Enviroplex segment manufactures modular buildings used primarily as classrooms in California.

Number of employees: 1,306

Sales by Activity: McGrath RentCorp

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Mobile Modular

363M 462M 560M 635M 645M

TRS - Ren Telco

140M 151M 148M 135M 149M

Portable Storage

- - 101M 94.5M 92.81M

Enviroplex

32.1M 24.16M 22.62M 45.83M 57.4M

Adler Tanks

82.24M 98.16M - - -

Inter-Segment Sales

-1.01M -992K - - -

Geographical breakdown of sales: McGrath RentCorp

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

United States

592M 704M 807M 893M 925M

Foreign

24.67M 29.35M 24.96M 18.22M 18.88M

Executive Committee: McGrath RentCorp

Manager TitleAgeSince
Chief Executive Officer 50 2026-04-02
Director of Finance/CFO 63 2006-02-28
Director of Finance/CFO 57 -
Corporate Officer/Principal 62 2016-07-31
Human Resources Officer 52 2020-04-30

Composition of the Board of Directors: McGrath RentCorp

Director TitleAgeSince
Director/Board Member 63 2017-02-22
Director/Board Member 71 1997-12-31
Director/Board Member 50 2026-04-02
Chairman 71 2021-06-08
Director/Board Member 66 2018-07-22
Director/Board Member 65 2021-01-03
Director/Board Member 41 2022-11-30

Shareholders: McGrath RentCorp

NameStocks%Valuation
River Road Asset Management LLC
8.798 %
2,160,837 8.798 % 236 M $
BlackRock Advisors LLC
7.245 %
1,779,574 7.245 % 194 M $
Vanguard Portfolio Management LLC
5.728 %
1,407,014 5.728 % 153 M $
Vanguard Capital Management LLC
4.52 %
1,110,094 4.52 % 121 M $
DFA Australia Ltd.
3.497 %
858,825 3.497 % 94 M $

Company details: McGrath RentCorp

McGrath RentCorp

5700 Las Positas Road

94551-7800, Livermore

+925 606 9200

http://www.mgrc.com
address McGrath RentCorp(MGRC)

Group companies: McGrath RentCorp

NameCategory and Sector
Wholesale Distributors

Commercial Equipment Rental

Change 5-day change 1-year change 3-year change Capi.($)
+1.90%-0.98%-3.80%+29.09% 2.87B
+0.63%-0.28%+33.65%+146.21% 68.63B
+3.58%+3.46%+10.06%+14.79% 30.66B
+2.80%+10.38%-0.10%+6.27% 4.97B
+16.56%-2.81% - - 4.71B
-3.90%-4.99%+18.03%+94.88% 3.82B
-1.91%-2.43%+55.78%+440.50% 1.56B
+2.04%-3.43%-56.98%-22.15% 1.31B
-0.19%-1.16%+54.75%+119.51% 1.03B
+4.28%-8.77%+23.20%+28.79% 998M
Average +2.58%-0.85%+14.95%+95.32% 12.06B
Weighted average by Cap. +1.98%+0.61%+23.88%+101.63%
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
116.76USD
Average target price
145.40USD
Spread / Average Target
+24.53%

Quarterly revenue - Rate of surprise

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