McGrath RentCorp
MGRC
NASDAQ·Industrials·Rental & Leasing Services·Mkt cap $2.7B
$111.59
▲ +1.54%
P/E
17.94
Mkt Cap
$2.7B
52-Wk Range
$94.99–$126.42
52-Week Range
$94.99 - $126.42
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 9.6% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Diversified revenue streams across four specialized segments reduce dependence on single markets or economic cycles
- Large distributed fleet of specialized equipment creates high barriers to entry and switching costs for customers
- Established relationships with essential service sectors (education, construction, environmental) provide stable recurring rental revenue
- Integrated business model combining rentals with equipment sales maximizes asset utilization and profitability
- Geographic and operational scale enables efficient fleet management and rapid customer response across North America
Bear Case
1 risk
- Low volatility (beta 0.4).
Growth
Stable outlook
Positive revenue trend
Value
Attractively priced below Rental & Leasing peer average
Momentum
Stable
+2.1% over 3m
Quality
Strong
Strong fundamentals
Dividend
Modest
1.76% yield
Smart-money signal
Who's buying MGRC right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 22, 2026
JUL 29, 2026
Reported EPS of $1.37 vs $1.47 consensus (-6.8% surprise). Revenue of $221.1M vs $236.5M expected (-6.5%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-6.8%
Revenue trend · last 8Q
—
+10%
+4%
+11%
-4%
+5%
+2%
-6%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$266.8M
$243.7M
$195.4M
$235.6M
$256.4M
$256.8M
$198.5M
$221.1M
Margins · last 8Q
Gross
48.8%
Operating
24.1%
Profit
15.2%
Wall Street consensus
Analyst coverage
Live ratings and price targets aggregated across covering analysts.
vs Industry
How MGRC stacks vs Rental & Leasing Services
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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