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

36Cr 46Cr 56Cr 64Cr 65Cr

TRS - Ren Telco

14Cr 15Cr 15Cr 14Cr 15Cr

Portable Storage

- - 10Cr 9.45Cr 9.28Cr

Enviroplex

3.21Cr 2.42Cr 2.26Cr 4.58Cr 5.74Cr

Adler Tanks

8.22Cr 9.82Cr - - -

Inter-Segment Sales

-10.14L -10L - - -

Geographical breakdown of sales: McGrath RentCorp

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

United States

59Cr 70Cr 81Cr 89Cr 93Cr

Foreign

2.47Cr 2.94Cr 2.5Cr 1.82Cr 1.89Cr

Executive Committee: McGrath RentCorp

Manager TitleAgeSince
Chief Executive Officer 50 03/04/2026
Director of Finance/CFO 63 01/03/2006
Director of Finance/CFO 57 -
Corporate Officer/Principal 62 01/08/2016
Human Resources Officer 52 01/05/2020

Composition of the Board of Directors: McGrath RentCorp

Director TitleAgeSince
Director/Board Member 63 23/02/2017
Director/Board Member 71 01/01/1998
Director/Board Member 50 03/04/2026
Chairman 71 09/06/2021
Director/Board Member 66 23/07/2018
Director/Board Member 65 04/01/2021
Director/Board Member 41 01/12/2022

Shareholders: McGrath RentCorp

NameStocks%Valuation
River Road Asset Management LLC
8.798 %
21,60,837 8.798 % 262 M $
BlackRock Advisors LLC
7.245 %
17,79,574 7.245 % 215 M $
Vanguard Portfolio Management LLC
5.728 %
14,07,014 5.728 % 170 M $
Vanguard Capital Management LLC
4.52 %
11,10,094 4.52 % 134 M $
DFA Australia Ltd.
3.497 %
8,58,825 3.497 % 104 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.($)
-0.35%+2.84%+2.54%+27.02% 297.25Cr
-0.25%-2.36%+30.96%+136.92% 6.71TCr
+0.87%-0.86%+15.02%+6.84% 3.01TCr
-1.24%+2.03%+10.74%+6.82% 511.38Cr
-1.81%-10.08% - - 432.82Cr
-3.43%-3.21%+20.92%+96.28% 398.98Cr
-1.05%-11.90%+37.94%+386.88% 138.06Cr
+2.54%+9.75%-56.47%-17.97% 137.52Cr
-0.39%-1.17%+46.61%+116.35% 101.51Cr
-5.54%-11.70%+5.58%+11.97% 90Cr
Average -1.07%+1.61%+12.65%+85.68% 1.18TCr
Weighted average by Cap. -0.21%+0.03%+23.72%+92.40%
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
121.02USD
Average target price
145.40USD
Spread / Average Target
+20.15%

Quarterly revenue - Rate of surprise

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