✨ Free AI Report
McGrath RentCorp: Key Facts, Business Model & Financial Analysis Read the overview below or get the full interactive report with Cyborg Score, analyst debate audio & saved-company playlists — free, no credit card.
Get Free Report →
Home Company Research McGrath RentCorp
Company Research

McGrath RentCorp: Business Overview, Financials & Competitive Analysis

McGrath RentCorp scores 8/10 on the AskCyborg Cyborg Score (Strong). Profitable, dividend-aristocrat equipment rental leader with strong margins, consistent growth, and stable succession planning positioning for sustained value creation. McGrath beat Q4 2025 earnings expectations by $0.28 EPS and exceeded revenue estimates, demonstrating consistent operational execution. The company had a return on equity of 12.59% and net margin of 15.62%.

What is McGrath RentCorp's industry? McGrath RentCorp (mgrc.com) operates in B2B Equipment Rental & Leasing (Modular Solutions, Portable Storage, Electronic Test Equipment). AskCyborg classifies McGrath RentCorp under B2B Equipment Rental & Leasing (Modular Solutions, Portable Storage, Electronic Test Equipment) in its company registry.

McGrath RentCorp is a leading business-to-business rental company in North America with a strong record of profitable business growth. The company's rental product offerings and services are part of the circular suppl...

8/ 10Strong

Cyborg Score thesis

Profitable, dividend-aristocrat equipment rental leader with strong margins, consistent growth, and stable succession planning...

Read the full analyst-debate transcript →
Industry B2B Equipment Rental & Leasing (Modular Solutions, Portable Storage, Electronic Test Equipment)
3 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: September 14, 2026
AI-Verified Research
30+ Page Report

Get the Latest McGrath RentCorp Report

Up-to-date AI-powered research, analyst debate audio & saved-company playlists

Get Current Report Free
✓ No credit card required
or get it by email

Analyst-debate audio for McGrath RentCorp

AskCyborg analysts argue the bull and bear cases for McGrath RentCorp across 11 stress-tested dimensions. Listen on your commute -- faster than reading the 30-page report.

Play the free intro →
Free intro · Pro unlocks the full analyst debate
What's in This Report
McGrath RentCorp OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
Get Interactive Report Freeor start reading below

McGrath RentCorp Overview

Pro stress-test →

McGrath RentCorp is a leading business-to-business rental company in North America with a strong record of profitable business growth. The company's rental product offerings and services are part of the circular supply economy, helping customers work more efficiently and sustainably manage their environmental footprint.

Strategic Profile

Pro stress-test →

McGrath's operations are centered on modular solutions through its Mobile Modular and Mobile Modular Portable Storage businesses, with TRS-RenTelco offering electronic test equipment rental solutions. The company's focus on exceptional customer experiences has underpinned its long-term financial success and supported over 30 consecutive years of annual dividend increases to shareholders, a rare distinction among publicly listed companies.

Competitive Landscape

Pro stress-test →

McGrath operates in the B2B equipment rental sector, competing against companies in modular buildings, portable storage, and test equipment rental. The company maintains competitive advantages through established distribution networks, diverse product offerings across three main business segments, and a 45+ year track record of customer relationships and operational excellence.

Industry Context

McGrath RentCorp operates in B2B Equipment Rental & Leasing (Modular Solutions, Portable Storage, Electronic Test Equipment).

Key facts

Founded: 1979 · Headquarters: Livermore, California · Employees: 1,200+ · Revenue: $734M · Market cap: $2.85B

What the analysts stress-tested

The top findings that survived the multi-agent debate for McGrath RentCorp.

  • Q4 2025 total revenue rose 5% to $257M and Adjusted EBITDA increased 14% to $105M, driven by Mobile Modular and TRS-RenTelco strength
  • Phil Hawkins (COO since 2004) succeeds retiring CEO Joe Hanna effective April 3, 2026, ensuring continuity with long-tenured leadership
+2 more stress-tested counter-arguments unlock with Pro. Read the full analyst debate →

Recent developments

Material events tracked by the AskCyborg corpus.

  • February 2026Q4 2025 earnings beat estimates; CEO succession announced with Phil Hawkins taking over from Joe Hanna
  • February 2026Management issued 2026 guidance targeting $945M-$995M revenue and $360M-$378M Adjusted EBITDA
  • +1 moreTrack every material event for McGrath RentCorp as it happens. Explore monitoring →
Get alerted when McGrath RentCorp has a new material development →

Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

Modular Buildings & Portable StorageDiversified equipment rental including modular buildings→Portable Storage SolutionsModular and portable storage provider→Electronic Test Equipment RentalTest and measurement equipment rental→

Compare McGrath RentCorp with another company

Pick any company in the AskCyborg corpus to see side-by-side Cyborg Scores and insights.

vs
Side-by-side opens in your AskCyborg account

Industry context

McGrath RentCorp operates in B2B Equipment Rental & Leasing (Modular Solutions, Portable Storage, Electronic Test Equipment). See how the rest of the sector scores on the Cyborg framework.

Browse B2B Equipment Rental & Leasing (Modular Solutions, Portable Storage, Electronic Test Equipment) research →
NEW · MCP server

Ask your AI assistant about McGrath RentCorp

Install the free AskCyborg MCP server in Claude, Cursor, Cline, Continue, or Windsurf and ask any of these in-line:

“Compare McGrath RentCorp and its top competitor on Cyborg Score”
“What did McGrath RentCorp do this quarter?”
“Is McGrath RentCorp a defensible business in 5 years?”
Install the MCP server (10 sec) →
Free, anonymous, no API key required

How AskCyborg builds confidence

⚔

Analyst debate, not single-author opinion

Every report is stress-tested by a panel of AI analysts arguing across 11 dimensions. The output is the part of the case that survived pushback.

📊

Recalibrated weekly

The Cyborg Score is recomputed weekly against fresh data. Recent material developments are continuously tracked and surfaced.

🔗

Methodology open at /methodology

The framework, dimensions, and band breakdowns are documented. The same company gets the same score from any analyst running the framework.

🔒

Free tier is free

No credit card to read the research. Pro adds saved-company audio playlists, monitoring, audio briefings on demand, and PDF export for $39/mo annual.

Sources: public filings, regulatory data, news flow, and proprietary analyst signals. Read the methodology →

Frequently asked questions

What does McGrath RentCorp do?+
McGrath RentCorp is a leading business-to-business rental company in North America with a strong record of profitable business growth. The company's rental product offerings and services are part of the circular suppl...
What is McGrath RentCorp's Cyborg Score?+
McGrath RentCorp has a Cyborg Score of 8/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are McGrath RentCorp's main competitors?+
Named competitors include Modular Buildings & Portable Storage, Portable Storage Solutions, Electronic Test Equipment Rental. The full competitive landscape is in the AskCyborg report.
How can I get the full McGrath RentCorp research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the McGrath RentCorp research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

Track McGrath RentCorp over time

Pro members get saved-company audio playlists, Cyborg Score recalibrations, and monitoring for material events across the AskCyborg corpus.

See Pro features
From $39/mo annual

Top-scored companies on AskCyborg

The strongest performers across the analyst-debate framework.

9Advantest Corporation9Anthropic9Apple Inc.9Applied Materials, Inc.9Arista Networks9Aritzia Inc.9ASML Holding N.V.9BAE Systems plc9Barrick Mining Corporation9Berkshire Hathaway Inc.