WillScot (WSC) has room to deliver Q2 revenue upside as manufacturing data and the company's internal job openings point to continued improvement during the quarter, UBS said in a Monday research report.

A quarterly beat should position the company to again raise its 2026 revenue guidance as the narrative of inflecting leasing revenue moves forward. The company expects leasing revenue to inflect in Q4, analysts wrote.

UBS said it expects Q2 revenue of $590 million and EBITDA of $229 million.

The bank maintained a neutral rating on the stock and price target of $29.

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