WSC
Market read
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Invalidation: The isolated read changes if WSC's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Net CAPEX increased $66.3 million, or 48.4%, to $203.1 million for the six months ended June 30, 2026 from $136.8 million for the six months ended June 30, 2025, primarily driven by the increase in capital expenditures for rental equipment.”10-Q · Aug 6, 2026 ↗
“The increase was primarily due to a $81.9 million increase in repayments of borrowings, net of receipts from borrowings.”10-Q · Aug 6, 2026 ↗
“The decrease was partially offset by a $66.2 million increase in the purchase of rental equipment and refurbishments during the six months ended June 30, 2026 as a result of increased investments in refurbishments and new fleet investments in FLEX and complex…”10-Q · Aug 6, 2026 ↗
“In addition, we are exposed to gains and losses resulting from fluctuations in foreign currency exchange rates on transactions generated by our foreign subsidiaries in currencies other than their local currencies.”10-Q · Aug 6, 2026 ↗
Valuation discipline
Price/sales 1.5× · EV/sales 1.5×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for WSC. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-06 against the comparable filing from 2025-07-31.
Capital and cash conversion
Inventory growth exceeded revenue growth and inventory intensity increased.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
“The decrease was driven by increased cost of leasing of $20.7 million, increased SG&A of $12.5 million, and decreased new and rental unit sales gross profit of $9.7 million.”
“Cost of sales decreased by $14.3 million, or 32.2%, primarily driven by lower sales volume.”
“Cost of sales decreased by $5.9 million, or 27.8%, primarily driven by lower sales volume.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
No filing peers are available for this name yet.
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What is moving around it
WSC is currently a Leader in the organic co-movement group Modular Space Rentals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
This group is retained as the last observed read for WSC; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.