| Summary of Disaggregates the Company's Revenue by Lease and Non Lease |
The following table disaggregates the Company’s revenues by lease (within the scope of Topic 842) and non-lease revenues (within the scope of Topic 606) and the underlying service provided for the three and six months ended June 30, 2025 and 2024:
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(in thousands) |
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Mobile
Modular |
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Portable Storage |
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TRS-
RenTelco |
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Enviroplex |
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Consolidated |
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Three Months Ended June 30, |
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2025 |
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Leasing |
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$ |
107,971 |
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$ |
17,383 |
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$ |
28,837 |
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$ |
— |
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$ |
154,191 |
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Non-lease: |
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Rental related services |
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7,498 |
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4,123 |
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794 |
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— |
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12,415 |
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Sales |
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40,484 |
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1,712 |
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6,444 |
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19,866 |
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68,506 |
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Other |
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35 |
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128 |
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341 |
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— |
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504 |
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Total non-lease |
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48,017 |
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5,963 |
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7,579 |
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19,866 |
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81,425 |
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Total revenues |
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$ |
155,988 |
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$ |
23,346 |
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$ |
36,416 |
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$ |
19,866 |
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$ |
235,616 |
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2024 |
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Leasing |
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$ |
101,864 |
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$ |
18,366 |
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$ |
26,411 |
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$ |
— |
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$ |
146,641 |
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Non-lease: |
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Rental related services |
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6,727 |
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4,347 |
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709 |
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— |
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11,783 |
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Sales |
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35,930 |
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1,266 |
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5,218 |
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11,373 |
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53,787 |
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Other |
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25 |
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43 |
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332 |
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— |
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400 |
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Total non-lease |
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42,682 |
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5,656 |
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6,259 |
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11,373 |
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65,970 |
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Total revenues |
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$ |
144,546 |
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$ |
24,022 |
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$ |
32,670 |
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$ |
11,373 |
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$ |
212,611 |
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Six Months Ended June 30, |
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2025 |
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Leasing |
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$ |
212,735 |
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$ |
33,975 |
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$ |
55,401 |
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$ |
— |
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$ |
302,111 |
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Non-lease: |
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Rental related services |
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12,127 |
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7,512 |
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1,474 |
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— |
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21,113 |
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Sales |
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62,974 |
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2,956 |
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13,866 |
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27,079 |
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106,875 |
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Other |
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70 |
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169 |
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694 |
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— |
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933 |
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Total non-lease |
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75,171 |
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10,637 |
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16,034 |
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27,079 |
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128,921 |
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Total revenues |
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$ |
287,906 |
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$ |
44,612 |
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$ |
71,435 |
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$ |
27,079 |
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$ |
431,032 |
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2024 |
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Leasing |
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$ |
196,754 |
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$ |
37,395 |
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$ |
52,656 |
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$ |
— |
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$ |
286,805 |
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Non-lease: |
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Rental related services |
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10,999 |
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8,738 |
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1,332 |
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— |
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21,069 |
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Sales |
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61,256 |
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2,478 |
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11,757 |
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13,092 |
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88,583 |
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Other |
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3,122 |
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171 |
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|
688 |
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— |
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3,981 |
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Total non-lease |
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75,377 |
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11,387 |
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13,777 |
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13,092 |
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113,633 |
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Total revenues |
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$ |
272,131 |
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$ |
48,782 |
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$ |
66,433 |
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$ |
13,092 |
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$ |
400,438 |
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