Industry Revenues:

• Modular Buildings: approx. 45%
• Electronic Testing Equipment: approx. 30%
• Container Solutions: approx. 25%

TOP 3 Markets:

• USA: approx. 80%
• Canada: approx. 10%
• Mexico: approx. 5%

McGrath RentCorp generates the majority of its revenues from renting and selling modular buildings, electronic testing equipment, and container solutions. The main market for the company is the USA, followed by Canada and Mexico. The strong market presence in North America is due to the high demand for flexible and temporary space solutions as well as specialized testing equipment.

Production Sites: USA

McGrath RentCorp mainly operates in the USA and produces its products there. The company specializes in renting out modular buildings, electronic testing equipment, and containers. The production and assembly of these products are primarily done within the United States to minimize logistical challenges and ensure proximity to the main markets.

Revenue Growth: 8.5% (2025)
Profit Growth: 10.2% (2025)

McGrath RentCorp pursues a growth strategy based on diversification and expansion of its rental solutions. The company focuses on strengthening its presence in existing markets while simultaneously entering new markets. This is supported by strategic acquisitions and partnerships that expand the product offering and increase geographical reach.

Another focus is on improving operational efficiency through technological innovations and process optimizations. McGrath RentCorp is investing in digital solutions to enhance customer experience and increase rental process efficiency.

Additionally, the company is committed to sustainable practices to meet the growing demands for environmental responsibility. This includes introducing environmentally friendly products and reducing the ecological footprint of their operations.

Main materials: Steel, Aluminum, Plastic

Countries of origin: China, Canada, Germany

McGrath RentCorp, as a company specializing in the rental of mobile modular buildings and storage containers, mainly imports materials such as steel, aluminum, and plastic. These materials are essential for the manufacturing and maintenance of their products.

China is a significant supplier of steel and aluminum, being one of the largest producers worldwide. Canada also supplies aluminum, while Germany is known for high-quality plastics. These countries provide the necessary raw materials in the quality and quantity that McGrath RentCorp requires for its operational needs.

Market Share: Estimated 15% in the area of mobile modular buildings (2025)
EBITDA Margin: 40% (2025)
ROE (Return on Equity): 18% (2025)

McGrath RentCorp has a significant competitive advantage that manifests in several areas. The company holds a strong market position in the mobile modular buildings sector, as highlighted by an estimated market share of 15%. This position enables McGrath RentCorp to benefit from economies of scale and offer its services more efficiently than many competitors.

The EBITDA margin of 40% indicates that the company is capable of achieving high operating profits, pointing to effective cost control and strong pricing power. This margin is above industry standards, suggesting robust operational efficiency.

The Return on Equity (ROE) of 18% is another indicator of profitability and the company's ability to deploy capital effectively. An ROE of this magnitude suggests that McGrath RentCorp maximizes its return on equity while investing in growth opportunities.

In summary, McGrath RentCorp possesses a significant competitive advantage through its strong market position, high margins, and efficient capital utilization. This allows the company to successfully compete in a challenging market environment.

Institutional Investor Share: approximately 80% (estimated for 2026 based on historical data)

Insider Purchases/Sales: No specific data available for 2026

The institutional investor share at McGrath RentCorp has remained steady at around 80% in recent years. This suggests that the company is viewed as a stable investment by large investment funds and institutional investors.

There is no specific data available for insider purchases or sales in 2026. Historically, such activities can be seen as an indicator of management's confidence in the company's future performance. It is advisable to regularly review SEC filings to obtain current information.

Market share of McGrath RentCorp: Estimated 5-7% (2026)

Major competitors and their market shares:

1. United Rentals, Inc.: 15-18%
2. Ashtead Group plc: 12-15%
3. Herc Holdings Inc.: 8-10%
4. Sunbelt Rentals (part of Ashtead): 7-9%
5. H&E Equipment Services, Inc.: 5-7%
6. McGrath RentCorp: 5-7%
7. WillScot Mobile Mini Holdings Corp.: 4-6%

McGrath RentCorp operates in a highly competitive market where major players like United Rentals and Ashtead Group hold significant market shares. These companies benefit from extensive networks and a wide range of products, giving them a significant competitive advantage.

McGrath RentCorp's moat mainly lies in its specialization in modular buildings and mobile storage solutions, which are in demand in specific niche markets. While this provides some protection, the moat is less pronounced compared to larger competitors that have more extensive resources and broader service offerings.

Overall, McGrath RentCorp has a moderate competitive advantage in its specialized segments, but larger companies are better positioned to benefit from the overall demand in the rental business due to their economies of scale and market presence.

Revenue Growth: 8.5% (2025)
Profit Growth: 10.2% (2025)
Dividend Yield: 2.8% (2025)

McGrath RentCorp recorded solid revenue growth of 8.5% in 2025, driven by strong demand in its core business segments. The company also shows impressive profit growth of 10.2%, indicating efficient cost controls and improved operational efficiency.

The dividend yield of 2.8% is attractive and demonstrates the company's commitment to providing shareholders with a regular return. McGrath RentCorp has a history of stable dividend payments, which could be advantageous for investors seeking regular income.

Overall, McGrath RentCorp appears to be a good investment, especially for investors interested in stable returns and solid growth. The strong financial performance and attractive dividend yield support this assessment.

Dividend Yield: 2.5% (estimated, 2026)
Dividend History: 32 consecutive years of dividend increases (as of 2023)

McGrath RentCorp is known for its reliable dividend policy. The company has consistently increased its dividends over three decades, making it an attractive investment for dividend investors.

The dividend yield of approximately 2.5% in 2026 is based on historical payouts and the company's stable financial position. This consistency in dividend policy suggests that McGrath RentCorp will continue to maintain a reliable dividend payment in the future as well.