v3.26.1
Revenue (Tables)
 6 Months Ended
Jun. 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 six months ended June 30, 2026 and 2025 as follows:
Three Months Ended
June 30,		Six Months Ended
June 30,
(in thousands)2026202520262025
US$571,557 $550,716 $1,089,117 $1,081,762 
Canada32,088 33,119 57,437 56,318 
Mexico8,506 5,248 14,225 10,554 
Total revenues$612,151 $589,083 $1,160,779 $1,148,634 
The Company’s revenue by major product and service line for the three and six months ended June 30, 2026 and 2025 was as follows:
Three Months Ended
June 30,		Six Months Ended
June 30,
(in thousands)2026202520262025
Modular space leasing revenue(a)
$256,829 $251,374 $500,590 $497,238 
Portable storage leasing revenue74,944 79,563 147,467 156,598 
VAPS and third-party leasing revenues(b)
103,386 100,030 200,521 196,369 
Other leasing-related revenue(c)
14,525 11,949 26,628 27,101 
Leasing revenue449,684 442,916 875,206 877,306 
Delivery and installation revenue135,844 108,452 235,366 197,113 
Total leasing and services revenue585,528 551,368 1,110,572 1,074,419 
New unit sales revenue14,587 21,620 23,581 44,057 
Rental unit sales revenue12,036 16,095 26,626 30,158 
Total revenues$612,151 $589,083 $1,160,779 $1,148,634 
(a) Includes revenue from clearspan structures.
(b) Includes $12.6 million and $9.5 million of service revenue for the three months ended June 30, 2026 and 2025, respectively and $22.8 million and $18.7 million of service revenue for the six months ended June 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 $10.3 million and $15.1 million, for the three months ended June 30, 2026 and 2025, respectively and $23.4 million and $25.7 million for the six months ended June 30, 2026 and 2025, respectively.
Schedule of Receivable Allowance for Credit Losses
Activity in the allowance for credit losses for the three and six months ended June 30, 2026 and 2025 was as follows:
Three Months Ended
June 30,		Six Months Ended
June 30,
(in thousands)2026202520262025
Balance at beginning of period$62,389 $100,291 $61,755 $101,693 
Provision for credit losses21,950 7,418 39,737 19,756 
Write-offs to leasing revenue(10,348)(15,072)(23,373)(25,661)
Write-offs to delivery and installation revenue(2,315)(3,522)(5,228)(6,007)
Write-offs to new units sales revenue(545)(587)(1,230)(1,001)
Write-offs to rental units sales revenue(408)(390)(923)(667)
Total write-offs recorded as a reduction to revenue, net of recoveries(13,616)(19,571)(30,754)(33,336)
Foreign currency translation and other14 222 (1)247 
Balance at end of period$70,737 $88,360 $70,737 $88,360