Industrials
McGrath RentCorp(MGRC)
Live Price
Offline$118.19
+3.89% today
1Y Change
+1.34%
Window
Jun 26, 2025 โ Jun 18, 2026
- Market Cap
- $2.69B
- Revenue Growth
- +3.7%
- EPS Growth
- -32.7%
- Dividend Yield
- 1.8%
Coverage: 246 bars ยท Jun 26, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
McGrath RentCorp (MGRC) is a Industrials stock with a market cap of $2.69B and listed on NASDAQ. The stock last traded around $118.19 and up 1.3% across the available one-year price window (Jun 26, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +3.7%, EPS growth of -32.7%, a dividend yield of 1.8%. What stands out right now is revenue +3.7%, EPS -32.7%, free cash flow -36.8% with operating margin 25.5% and ROIC 8.4%. The dividend is present but secondary, with a yield around 1.8%. Valuation is more restrained than many high-expectation growth names at P/E 17.4 and price/sales 2.8. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines MGRC price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Industrials peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+3.7% vs +6.8% peer median
Operating Margin
Above sector median
+25.5% vs +16.9% peer median
P/E
Below sector median
17.4 vs 36.7 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 29, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +3.7% and EPS is at -32.7%, with operating margin around 25.5%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 1.8%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -6.0% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 29, 2026 | โ | -6.9% | -4.8% | -6.3% |
2026 Feb 25, 2026 | +16.1% | -0.7% | -4.0% | -5.4% |
2025 Oct 23, 2025 | -6.0% | -4.9% | -9.2% | -20.3% |
Benchmark Edge
MGRC vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
MGRC
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
MGRC Max Drawdown
-25.18%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for MGRC and SPY.
Company Overview
McGrath RentCorp
NASDAQ Global Select
McGrath RentCorp operates as a business to business rental company in the United States and internationally. It rents and sells relocatable modular buildings, portable storage containers, electronic test equipment and related accessories, and liquid and solid containment tanks and boxes. The company operates through four segments: Mobile Modular, TRS-RenTelco, Adler Tanks, and Enviroplex. The Mobile Modular segment rents and sells modular buildings designed for use as classrooms, temporary offices adjacent to existing facilities, sales offices, construction field offices, restroom buildings, health care clinics, child care facilities, office spaces, and various other purposes; and portable storage containers. The TRS-RenTelco segment rents and sells general purpose electronic test equipment, such as oscilloscopes, amplifiers, analyzers, signal source, and power source test equipment primarily to aerospace, defense, electronics, industrial, research, and semiconductor industries. It also provides communications test equipment, including network and transmission test equipment for various fiber, copper, and wireless networks to the manufacturers of communications equipment and products, electrical and communications installation contractors, field technicians, and service providers. The Adler Tanks segment rents fixed axle steel tanks for storing groundwater, wastewater, volatile organic liquids, sewage, slurry and bio sludge, oil and water mixtures, and chemicals; vacuum containers for sludge and solid materials; dewatering boxes for the separation of water contained in sludge and slurry; and roll-off and trash boxes for temporary storage and transportation of solid waste. The Enviroplex segment manufactures and sells portable classrooms directly to public school districts and other educational institutions in California. The company was incorporated in 1979 and is headquartered in Livermore, California.
- Leadership
- Philip Hawkins
- IPO Date
- Nov 13, 1984
- Employees
- 1.2k
- Street Address
- 5700 Las Positas Road
- Mailing
- Livermore, CA, 94551-7800
- Region
- Livermore, CA, US
- Reporting Currency
- USD
- Investor Line
- 925 606 9200
- Last Updated
- May 2, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 17.4
- EV/EBITDA
- 9.2
- Price/Sales
- 2.8
- Price/Book
- 2.2
Growth
- Revenue
- +3.7%
- EPS
- -32.7%
- Free Cash Flow
- -36.8%
Profitability
- Gross Margin
- 45.9%
- Operating Margin
- 25.5%
- Net Margin
- 16.4%
- ROE
- 12.8%
- ROIC
- 8.4%
Balance Sheet
- Debt/Equity
- 0.44
- Current Ratio
- 0.84
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.