McGrath RentCorp (MGRC)
NASDAQIndustrialsRental & Leasing ServicesSnapshot 2026-11-05
$127.48-4.05%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsRental & Leasing ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · MGRC
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks MGRC against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Consistent with the first half of this year, we experienced positive business momentum during the quarter, particularly with large commercial projects and progress with our regional expansion efforts.
Stated in 3 of 3 supplied quarters. Management reported: “Consistent with the first half of this year, we experienced positive business momentum during the quarter, particularly with large commercial projects and progress with our regional expansion efforts.” “We experienced positive business momentum during the quarter, particularly with large commercial projects and progress with our regional expansion efforts.” Revenue was $274.606 million in 2026-Q3.
“Consistent with the first half of this year, we experienced positive business momentum during the quarter, particularly with large commercial projects and progress with our regional expansion efforts.”
“We experienced positive business momentum during the quarter, particularly with large commercial projects and progress with our regional expansion efforts.”
“We continued to make progress with our long-term modular growth initiatives, Mobile Modular Plus and Site Related Services, and with broadening our geographic coverage.”
We responded to this momentum with additional capital investments in new rental fleet.
Stated in 3 of 3 supplied quarters. Management reported: “We responded to this momentum with additional capital investments in new rental fleet.” “Gross rental equipment capital expenditures are increasing to support rental operations momentum at Mobile Modular and TRS-RenTelco.”
“We responded to this momentum with additional capital investments in new rental fleet.”
We are focused on disciplined operational execution and capitalizing on our rental operations momentum through the remainder of the year.”
Stated in 3 of 3 supplied quarters. Management reported: “We are focused on disciplined operational execution and capitalizing on our rental operations momentum through the remainder of the year.”” “While there are still some challenges in the macro environment, we remain focused on the growth levers within our control.””
“We are focused on disciplined operational execution and capitalizing on our rental operations momentum through the remainder of the year.””
Maintain and achieve full-year 2026 total revenue guidance in the range of $955 to $985 million.
Manage capital expenditures for rental equipment within the updated 2026 guidance range of $200 to $220 million.
Over the trailing year it converted 1.20x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=6652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
7 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-05.
“Modular utilization improvement and execution on our strategic growth initiatives in the quarter set us up well for the second half of the year.”
“In the meantime, we are focused on disciplined operational execution to make the most of market opportunities.””
“While there are still some challenges in the macro environment, we remain focused on the growth levers within our control.””
“In the meantime, we are focused on disciplined operational execution to make the most of market opportunities.””