| 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, 2026 and 2025:
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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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2026 |
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Leasing |
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$ |
112,522 |
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$ |
17,342 |
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$ |
32,847 |
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$ |
— |
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$ |
162,711 |
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Non-lease: |
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Rental related services |
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6,711 |
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4,235 |
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1,180 |
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— |
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12,126 |
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Sales |
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31,179 |
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1,853 |
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8,152 |
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4,616 |
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45,800 |
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Other |
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12 |
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89 |
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374 |
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— |
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475 |
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Total non-lease |
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37,902 |
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6,177 |
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9,706 |
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4,616 |
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58,401 |
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Total revenues |
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$ |
150,424 |
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$ |
23,519 |
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$ |
42,553 |
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$ |
4,616 |
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$ |
221,112 |
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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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Six Months Ended June 30, |
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2026 |
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Leasing |
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$ |
220,286 |
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$ |
34,100 |
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$ |
62,731 |
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$ |
— |
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$ |
317,117 |
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Non-lease: |
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Rental related services |
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12,411 |
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7,792 |
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2,088 |
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— |
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22,291 |
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Sales |
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52,074 |
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3,457 |
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15,673 |
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8,120 |
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79,324 |
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Other |
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55 |
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100 |
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767 |
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— |
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922 |
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Total non-lease |
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64,540 |
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11,349 |
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18,528 |
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8,120 |
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102,537 |
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Total revenues |
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$ |
284,826 |
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$ |
45,449 |
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$ |
81,259 |
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$ |
8,120 |
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$ |
419,654 |
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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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