v3.26.3
Revenue (Tables)
 9 Months Ended
Sep. 30, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue
The Company had total revenue in the following geographic areas for the three and nine months ended September 30, 2026 and 2025 as follows:
Three Months Ended
September 30,		Nine Months Ended
September 30,
(in thousands)2026202520262025
US$564,129 $533,085 $1,653,246 $1,614,847 
Canada30,519 28,453 87,956 84,771 
Mexico6,690 5,303 20,915 15,857 
Total revenues$601,338 $566,841 $1,762,117 $1,715,475 
The Company’s revenue by major product and service line for the three and nine months ended September 30, 2026 and 2025 was as follows:
Three Months Ended
September 30,		Nine Months Ended
September 30,
(in thousands)2026202520262025
Modular space leasing revenue(a)
$256,311 $250,754 $756,901 $747,993 
Portable storage leasing revenue74,183 79,756 221,650 236,354 
VAPS and third-party leasing revenues(b)
104,378 100,217 304,899 296,587 
Other leasing-related revenue(c)
16,829 3,497 43,457 30,596 
Leasing revenue451,701 434,224 1,326,907 1,311,530 
Delivery and installation revenue120,866 98,517 356,232 295,630 
Total leasing and services revenue572,567 532,741 1,683,139 1,607,160 
New unit sales revenue14,377 18,370 37,958 62,427 
Rental unit sales revenue14,394 15,730 41,020 45,888 
Total revenues$601,338 $566,841 $1,762,117 $1,715,475 
(a) Includes revenue from clearspan structures.
(b) Includes $12.3 million and $9.6 million of service revenue for the three months ended September 30, 2026 and 2025, respectively, and $35.1 million and $28.3 million of service revenue for the nine months ended September 30, 2026 and 2025, respectively.
(c) Includes primarily damage billings, delinquent payment charges, other processing fees associated with leasing arrangements, and is partially offset by write-offs of specific uncollectible lease receivables recorded as a reduction to revenue of $7.0 million and $24.5 million for the three months ended September 30, 2026 and 2025, respectively, and $30.3 million and $50.2 million for the nine months ended September 30, 2026 and 2025, respectively.
Schedule of Receivable Allowance for Credit Losses
Activity in the allowance for credit losses for the three and nine months ended September 30, 2026 and 2025 was as follows:
Three Months Ended
September 30,		Nine Months Ended
September 30,
(in thousands)2026202520262025
Balance at beginning of period$70,737 $88,360 $61,755 $101,693 
Provision for credit losses9,388 17,823 49,126 37,579 
Write-offs to leasing revenue(6,957)(24,510)(30,330)(50,172)
Write-offs to delivery and installation revenue(1,556)(5,730)(6,785)(11,737)
Write-offs to new units sales revenue(366)(955)(1,596)(1,956)
Write-offs to rental units sales revenue(275)(637)(1,197)(1,303)
Total write-offs recorded as a reduction to revenue, net of recoveries(9,154)(31,832)(39,908)(65,168)
Foreign currency translation and other(66)(26)(68)221 
Balance at end of period$70,905 $74,325 $70,905 $74,325