Temporary space provider WillScot (NASDAQ:WSC) will be reporting earnings tomorrow after market hours. Here’s what to look for.

WillScot Mobile Mini missed analysts’ revenue expectations by 2.9% last quarter, reporting revenues of $601.4 million, flat year on year. It was a disappointing quarter for the company, with full-year EBITDA guidance missing analysts’ expectations.

Is WillScot Mobile Mini a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting WillScot Mobile Mini’s revenue to decline 1.1% year on year to $605.5 million, a reversal from the 3.7% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.47 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings.

Looking at WillScot Mobile Mini’s peers in the construction and maintenance services segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Construction Partners delivered year-on-year revenue growth of 41.6%, beating analysts’ expectations by 9.7%, and Matrix Service reported revenues up 6.9%, topping estimates by 1.1%. Construction Partners traded down 3.6% following the results while Matrix Service’s stock price was unchanged.

Read our full analysis of Construction Partners’s results here and Matrix Service’s results here.

Valuation multiples for many growth stocks have not yet reverted to their early 2021 highs, but the market has been optimistic as of late due to a soft landing. This is an economic situation where rate hikes successfully quelled inflation but did not send the economy into a recession. Furthermore, recent rate cuts and Donald Trump's triumph in the 2024 Presidential election have been tailwinds for the market, and while some of the construction and maintenance services stocks have shown solid performance, the group has generally underperformed, with share prices down 4.2% on average over the last month. WillScot Mobile Mini’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $43.85 (compared to the current share price of $38.53).

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