CoverageForm 410-K10-Q8-K13D13G13F

MGRC · McGrath Rentcorp - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · MGRC

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$198.54M-$256.44M$235.62M$195.42M-$266.76M$212.61M$187.83M-
Cost of Revenue$101.65M-$137.19M$124.90M$98.98M-$142.78M$109.20M$94.56M-
Gross Profit$96.89M-$119.26M$110.71M$96.44M-$123.98M$103.42M$93.27M-
R&D----------
SG&A$53.49M-$52.54M$53.54M$50.87M-$49.30M$61.37M$59.82M-
Total Operating Expenses----------
D&A$27.82M---$26.40M---$27.19M-
Operating Income$43.40M-$66.72M$57.17M$45.57M-$74.68M$42.05M$42.73M-
Interest Expense$6.50M-$8.18M$7.79M$8.16M-$12.64M$13.04M$12.70M-
Income Tax$9.84M-$16.21M$13.48M$9.21M-$53.50M$8.36M$7.05M-
Net Income$27.03M-$42.30M$35.97M$28.21M-$149.32M$20.62M$22.85M-
EPS - Basic$1.10-$1.72$1.46$1.15-$6.08$0.84$0.93-
EPS - Diluted$1.10-$1.72$1.46$1.15-$6.08$0.84$0.93-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$2.36M$295.0K$7.26M$1.47M$3.39M$807.0K$4.06M$9.40M$1.91M$877.0K
Accounts Receivable----------
Inventory$11.14M$8.03M$13.42M$12.30M$17.11M$14.30M$22.29M$28.21M$15.43M-
Accounts Payable----------
Current Assets----------
Total Assets$2.38B$2.36B$2.35B$2.33B$2.24B$2.28B$2.29B$2.32B$2.26B$2.22B
Current Liabilities----------
Long-term Debt----------
Total Liabilities$1.14B$1.12B$1.15B$1.16B$1.11B$1.15B$1.19B$1.36B$1.32B$1.28B
Stockholders' Equity$1.24B$1.24B$1.20B$1.16B$1.14B$1.12B$1.09B$954.23M$943.02M$933.80M
Retained Earnings$1.12B$1.12B$1.08B$1.05B$1.02B$1.01B$980.24M$842.67M$833.82M$822.80M

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$42.37M---$53.88M---$59.42M-
Investing Cash Flow($41.01M)---($2.70M)---($78.11M)-
Financing Cash Flow$708.0K---($48.59M)---$19.73M-
CapEx$8.04M---$3.99M---$25.28M-
Free Cash Flow$34.33M---$49.89M---$34.14M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin48.8%-46.5%47.0%49.3%-46.5%48.6%49.7%-
Operating margin21.9%-26.0%24.3%23.3%-28.0%19.8%22.8%-
EBITDA margin35.9%---36.8%---37.2%-
Net margin13.6%-16.5%15.3%14.4%-56.0%9.7%12.2%-
Free cash flow margin17.3%---25.5%---18.2%-
FCF / Net income1.27---1.77---1.49-
R&D / Revenue----------
SG&A / Revenue26.9%-20.5%22.7%26.0%-18.5%28.9%31.8%-
Effective tax rate26.7%-27.7%27.3%24.6%-26.4%28.8%23.6%-
Return on assets1.1%-1.8%1.5%1.3%-6.5%0.9%1.0%-
Return on equity2.2%-3.5%3.1%2.5%-13.6%2.2%2.4%-
Return on invested capital----------
Liquidity
Current ratio----------
Quick ratio----------
Cash ratio----------
Leverage
Debt / Equity----------
Debt / Assets----------
Debt / EBITDA----------
Interest coverage6.7x-8.2x7.3x5.6x-5.9x3.2x3.4x-
Equity multiplier1.921.911.972.001.972.032.092.432.402.37
Liabilities / Assets0.480.480.490.500.490.510.520.590.580.58
Efficiency
Asset turnover0.08-0.110.100.09-0.120.090.08-
Inventory turnover9.12-10.2210.165.78-6.413.876.13-
Days sales outstanding----------
Days inventory outstanding40d-36d36d63d-57d94d60d-
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E100.3x-68.2x79.4x96.9x-17.3x126.8x132.7x-
P / B2.2x-2.4x2.5x2.4x-2.4x2.7x3.2x-
P / S13.7x-11.3x12.1x14.0x-9.7x12.3x16.1x-
EV / EBITDA38.2x---38.1x---43.3x-
Growth
Revenue growth (YoY)1.6%--3.9%10.8%4.0%-9.5%4.7%14.7%-
Revenue CAGR (3y)6.6%-8.5%10.0%10.4%-15.5%13.2%15.7%-
Revenue CAGR (5y)10.4%-10.4%11.3%8.6%-9.0%10.8%9.0%-
Gross profit growth (YoY)0.5%--3.8%7.1%3.4%-11.2%9.3%20.6%-
Operating income growth (YoY)-4.8%--10.7%36.0%6.6%-12.2%-11.6%115.1%-
Net income growth (YoY)-4.2%--71.7%74.5%23.5%-269.9%-32.6%-68.1%-
EPS growth (YoY)-4.3%--71.7%73.8%23.7%-268.5%-32.8%-68.2%-
EPS CAGR (3y)-27.8%-11.2%10.9%14.3%-85.7%0.0%9.4%-
EPS CAGR (5y)9.2%-8.4%9.7%7.3%-35.7%1.2%4.4%-
FCF growth (YoY)-31.2%---46.1%---18.3%-
FCF CAGR (5y)-1.3%---3.3%---3.8%-
Book value growth (YoY)8.8%10.1%9.3%21.9%20.5%20.3%20.0%8.4%9.7%16.2%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$944.24M total
Mobile Modular$645.13M · 68.3%
Trs Ren Telco$148.89M · 15.8%
Portable Storage$92.81M · 9.8%
Enviroplex$57.40M · 6.1%

Product / service

$701.07M total
Product$269.20M · 38.4%
Non Lease Revenues$211.24M · 30.1%
Non Lease Sales$170.67M · 24.3%
Non Lease Rental Related Services$40.33M · 5.8%
Product And Service Other$9.40M · 1.3%
Non Lease Other$235.0K · 0.0%

Peer comparison

Same SIC group: Services-Equipment Rental & Leasing, NEC

CompanyRevenue (last FY)Net marginROE
UPBD$4.70B1.6%10.5%
URI$16.10B15.5%27.8%
AL$3.02B36.1%12.8%
CTOS$1.94B-1.6%-3.8%
PRG$2.41B6.1%19.7%

Comparing MCGRATH RENTCORP against the 5 most active filers in the same SIC group.

Dividends

$1.95/share trailing 12 months · +2.1% YoY

Ex-datePer share
Apr 16, 2026$0.4950
Jan 16, 2026$0.4850
Oct 17, 2025$0.4850
Jul 17, 2025$0.4850
Apr 16, 2025$0.4850
Jan 17, 2025$0.4750
Oct 17, 2024$0.4750
Jul 17, 2024$0.4750
Apr 15, 2024$0.4750
Jan 16, 2024$0.4650
Oct 16, 2023$0.4650
Jul 14, 2023$0.4650
Apr 13, 2023$0.4650
Jan 13, 2023$0.4550
Oct 14, 2022$0.4550
Jul 14, 2022$0.4550
Apr 13, 2022$0.4550
Jan 13, 2022$0.4350
Oct 14, 2021$0.4350
Jul 15, 2021$0.4350
Apr 14, 2021$0.4350
Jan 14, 2021$0.4200
Oct 15, 2020$0.4200
Jul 16, 2020$0.4200