What move does the options market price into WillScot's report?

Implied ±8.5%, either direction.

WSCNasdaqServices-Miscellaneous Equipment Rental & Leasing

WillScot Holdings Corp (WSC) earnings date, market-implied expected move, and options open interest by expiry

19.00

−0.59 · −3.03%

Regular session10:07 ET

Open19.79Volume2.6MMkt cap$3.5BEPS-0.36Div yield1.43%

Day19.00 – 19.980%52-wk14.72 – 29.6629%

WSC

WillScot Holdings Corp

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±8.5%implied · report alone

17.9321.25

straddle ±12.3%

spot 19.59exp Nov 20ATM strike 20ATM straddle 2.82IV 83%

Nov 3 closereport share · term structure

Expected move

Inputs

Next report

Nov 5

after close · in 1 day

est.Q3 FY26

Calendar

Next report

Last report

−5.62%

vs ±12.0% implied · ×0.47

shaded = implied · ▲▼ = realized

Aug 6 '26 · confirmed

Implied vs realized

Linked news

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News

Largest filed tie

13F top-10 QoQ

−3.54%

shares held · 10 largest managers

13F · Jun 30 '26127d lag

372 managers

Top fund weight

0.04%

WSC weight · REVS

N-PORTJul 31 '26

3 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

WillScot (WSC) is expected to report on Nov 5 after close (estimated date).

Implied vs realized

1 report

—≥ implied

Q2 FY26Aug 6 '26confirmed±12.0%▼−5.62%×0.47

quarterimplied−15%0+15%realized×

Q2 FY26±12.0%▼−5.62%×0.47

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 4 expiries · Oct 28 close

0.02OI · 4 expiries · Oct 28 closeP/C open interest · Nov 20 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

889+8%Nov 2016d57,7620%

2,557+2%Dec 1844d0.0736,286+35%0.07

751+12%Jan 1572d0.0611,681+95%0.06

491—Apr 16163d1.93254—1.93

ExpiryPutsCallsP/C

Nov 2016d889+8%57,7620%0.02

Dec 1844d2,557+2%36,286+35%0.07

Jan 1572d751+12%11,681+95%0.06

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±12.3%

Funds 3

REVS±0.0%

VTI±0.0%

VT±0.0%

Dashed = straddleMethod Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

as filedQ2 FY26

7.67%as filednet margin · revenue +11.58% QoQ · +3.92% YoY

Revenue

$612M+11.58% QoQ

Gross profit

$306M+7.21% QoQ

50.03% margin

Operating income

$117M+21.55% QoQ

19.19% margin

Pre-tax income

$64M+48.68% QoQ

Net income

$47M+67.03% QoQ

7.67% margin

Cost of revenue

$306M+16.33% QoQ

Operating expenses

$189M−0.13% QoQ

SG&A $160M

Depreciation $23M

Other operating $45,000

Other operating $5M

Other expense

$53M

Tax

$17M+14.12% QoQ

Revenue$612M+11.58%

Gross profit

$306M+7.21%

50.03% margin

Operating income

$117M+21.55%

19.19% margin

Pre-tax income

$64M+48.68%

Net income

$47M+67.03%

7.67% margin

Cost of revenue

$306M+16.33%

Operating expenses

$189M−0.13%

SG&A $160M

Depreciation $23M

Other operating $45,000

Other expense

$53M

Tax$17M+14.12%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Jun 30 '26 · width = $

Revenue flow

Intraday

15m bars

Long dash = implied range · Nov 3 close · Hatch = extended hours · ▯ up · ▮ downSource: market data · 10:00 ET

Intraday

Event sensitivity

NFP ×2.07· ±4.2% vs ±2.0% · 10 releases

eventrelease day|move|up · n×base

NFPjobs report±4.2%5 of 10×2.07

PPIproducer prices±2.4%4 of 10×1.18

FOMCrate decision±2.1%8 of 24×1.01

CPIconsumer prices±1.8%3 of 10×0.89

GDPgross domestic product±1.6%7 of 19×0.79

PCEpersonal income & outlays±1.6%8 of 19×0.78

CPROFcorporate profits±1.1%5 of 12×0.54

Bar = avg |move| to ±5% · tick = ±2.0% avg day · ×base = |move| ÷ ±2.0% · min 6 releases

Earnings history

EPS 0.26 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Aug 6 '26 · confirmed	0.26	—
Q1 FY26	—	0.15	—
Q3 FY25	—	0.24	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod