MGRC — McGrath RentCorp

✨ Hidden Gem

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About McGrath RentCorp

McGrath RentCorp operates as a business-to-business rental company in the United States and internationally. The company also engages in renting and selling relocatable modular buildings, portable storage containers, and electronic test equipment. The company operates through four segments: Mobile Modular, Portable Storage, TRS-RenTelco, and Enviroplex. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$111.68
Market Cap$2.69B
Float24.2M
Shares Outstanding24.6M
P/E (Forward)17.09
P/E (TTM)17.44
Price/Sales (TTM)2.84
vs. Analyst Target+30.2% to analyst PT
Profit Margin16.38%
Operating Margin (TTM)21.86%
Revenue (TTM)$947M
Earnings Growth (YoY)-4.30%
Dividend Rate1.9%
Analyst Target Price$145.40 (2 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $573M $102M $264M $235M
2021 $617M $89.7M $266M $239M
2022 $636M $115M $259M $258M
2023 $832M $175M $394M $299M
2024 $911M $232M $435M $468M
2025 $944M $156M $435M $351M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $236M $36.0M
Sep 2025 $256M $42.3M
Dec 2025 $257M $49.8M
Mar 2026 $199M $27.0M

Ownership & Float

Insider Ownership1.2%
Institutional Ownership92.8%
Short Float1.3%
% of All Funds Holding2.91%
Number of Funds Holding239

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$112.19Near-term / short-term trend
Weekly40-Week SMA$111.57Medium-term trend
Weekly80-Week SMA$113.69Cyclical trend (business cycle)
Weekly200-Week SMA$106.80Secular trend (multi-year)
Monthly10-Month SMA$110.94Near-term monthly trend
Monthly20-Month SMA$113.63Medium-term monthly trend
Monthly40-Month SMA$109.44Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Volume shelf data not available.

Historical Earnings Reactions (119 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.25% 0.16% 52.10% 9.32% -10.00%
1 Day 0.93% 0.10% 51.26% 21.23% -15.51%
1 Week 0.38% 0.21% 52.10% 23.63% -30.96%
2 Weeks 0.38% 0.45% 52.94% 22.80% -30.14%
1 Month 1.87% 2.81% 58.47% 25.35% -32.72%

Next earnings: July 18, 2026 (50 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan0.3%47.6%42
Feb0.2%52.4%42
Mar2.5%59.5%42
Apr0.7%52.4%42
May2.1%56.1%41
Jun2.7%63.4%41
Jul-1.2%46.3%41
Aug0.3%48.8%41
Sep1.4%51.2%41
Oct1.0%58.5%41
Nov2.2%65.9%41
Dec4.4%64.3%42

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.03% 43.1% 1975
Tuesday 0.16% 45.9% 2146
Wednesday 0.11% 44.4% 2144
Thursday 0.04% 44.7% 2103
Friday 0.10% 43.6% 2093

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 92.8%

Insider Transactions — Smart Summary

Total insider ownership: 1.2%

12-Month Insider Activity Summary

Total Filings9
Net Value-$3.9M
Net Shares Change-43,426
% of Float-0.2%
C-Suite Filings7
Clusters Detected2

Key Insiders

NameTitleNet ValueFilingsActivity
HANNA JOSEPH F -$3.0M 2 2 sell
PRATT KEITH E Executive VP and CFO -$1.3M 1 1 sell
Whitney David M SVP, Chief Accounting Officer -$373,641.699 2 2 sell
VAN TREASE KRISTINA Chief Strategy Officer -$373,641.699 2 2 sell
Box Kimberly Ann -$177,748.5 1 1 sell
Malek Gilda SVP, Chief Legal Officer -$88,942.83 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-07-31 – 2025-08-08 3 3 -$3.3M 2 C-suite
2026-05-05 – 2026-05-19 3 3 -$1.2M 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-19 Whitney David M SVP, Chief Accounting Officer -$61,985.162 Transaction at $115.00, now -2.9%
2026-05-19 VAN TREASE KRISTINA Chief Strategy Officer -$61,985.162 Transaction at $115.00, now -2.9%
2026-05-05 HANNA JOSEPH F -$1.1M Transaction at $112.47, now -0.7%
2025-12-16 Malek Gilda SVP, Chief Legal Officer -$88,942.83 Transaction at $107.29, now +4.1%
2025-07-31 PRATT KEITH E Executive VP and CFO -$1.3M Transaction at $126.11, now -11.4%
2025-06-06 Whitney David M SVP, Chief Accounting Officer -$311,656.538 Transaction at $114.54, now -2.5%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for McGrath RentCorp (MGRC) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for MGRC on Trend Edge →