Tim Boswell
President and Chief Executive Officer
Replay available
WillScot Holdings Corporation (WSC) Q1 2026 Earnings Call
WillScot Holdings Corporation (NASDAQ: WSC) Q1 2026 earnings conference call, held 2026-05-07. Replay captured from the company's public earnings webcast.
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Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:04.397 and an over 30% year-over-year increase in commission payouts. 00:00:04.397 -- 00:00:09.443 And that is despite a continued 6% year-over-year decline of non-residential construction 00:00:09.443 -- 00:00:11.626 starts square footage 00:00:11.626 -- 00:00:16.052 and continued contraction of the architectural billings index in the quarter. 00:00:16.052 -- 00:00:21.118 So while we have not seen stabilization across all of our local markets, the favorable 00:00:21.118 -- 00:00:26.405 mix of end-market activity combined with better internal execution are providing 00:00:26.405 -- 00:00:28.806 commercial momentum. 00:00:29.191 -- 00:00:33.516 Operationally, I'm very proud of how our field and central teams are executing across 00:00:33.516 -- 00:00:35.679 multiple priorities. 00:00:35.679 -- 00:00:39.924 We are on track with our network optimization efforts, including real estate and fleet 00:00:39.924 -- 00:00:41.466 dispositions, 00:00:41.466 -- 00:00:46.332 while simultaneously supporting elevated activity levels and fleet investments in high 00:00:46.332 -- 00:00:48.815 demand product categories. 00:00:48.815 -- 00:00:53.981 We are increasing work order volumes to drive unit availability and reduce lead times. 00:00:53.981 -- 00:00:59.431 The ability to reactivate large volumes of vital equipment quickly and cost effectively 00:00:59.431 -- 00:01:04.258 in a rising demand environment is a significant competitive advantage, while we also 00:01:04.258 -- 00:01:09.226 make meaningful and deliberate new fleet investments to further differentiate our offering 00:01:09.226 -- 00:01:11.506 long term. 00:01:11.549 -- 00:01:16.637 And we mobilize this capacity with in-house expertise better than anyone in the industry. 00:01:16.637 -- 00:01:2...