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Revenue Recognition (Tables)

9 Months Ended

Sep. 30, 2025

Disaggregation of Revenue [Abstract]

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 nine months ended September 30, 2025 and 2024:

(in thousands)		Mobile Modular				Portable Storage				TRS- RenTelco				Enviroplex				Consolidated
Three Months Ended September 30,
2025
Leasing		$	112,056			$	17,725			$	29,098			$	—			$	158,879
Non-lease:
Rental related services			17,072				3,939				743				—				21,754
Sales			52,336				2,693				6,730				13,684				75,443
Other			4				45				318				—				367
Total non-lease			69,412				6,677				7,791				13,684				97,564
Total revenues		$	181,468			$	24,402			$	36,889			$	13,684			$	256,443
2024
Leasing		$	109,249			$	17,486			$	26,524			$	—			$	153,259
Non-lease:
Rental related services			16,131				4,127				755				—				21,013
Sales			65,994				1,411				7,169				17,499				92,073
Other			33				27				353				—				413
Total non-lease			82,158				5,565				8,277				17,499				113,499
Total revenues		$	191,407			$	23,051			$	34,801			$	17,499			$	266,758
Nine Months Ended September 30,
2025
Leasing		$	324,791			$	51,700			$	84,499			$	—			$	460,990
Non-lease:
Rental related services			29,199				11,451				2,217				—				42,867
Sales			115,310				5,649				20,597				40,763				182,319
Other			74				214				1,011				—				1,299
Total non-lease			144,583				17,314				23,825				40,763				226,485
Total revenues		$	469,374			$	69,014			$	108,324			$	40,763			$	687,475
2024
Leasing		$	306,003			$	54,881			$	79,180			$	—			$	440,064
Non-lease:
Rental related services			27,130				12,865				2,087				—				42,082
Sales			127,250				3,889				18,926				30,591				180,656
Other			3,153				200				1,041				—				4,394
Total non-lease			157,533				16,954				22,054				30,591				227,132
Total revenues		$	463,536			$	71,835			$	101,234			$	30,591			$	667,196

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- References

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- Definition

Tabular disclosure of disaggregation of revenue into categories depicting how nature, amount, timing, and uncertainty of revenue and cash flows are affected by economic factor.

+ References

Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef
-Topic 606
-SubTopic 10
-Name Accounting Standards Codification
-Section 50
-Paragraph 5
-Publisher FASB
-URI https://asc.fasb.org/1943274/2147479806/606-10-50-5

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