WillScot Mobile Mini Holdings Corp. (NASDAQ:WSC) Q2 2022 Earnings Conference Call August 4, 2022 10:00 AM ET

Company Participants

Nick Girardi - Senior Director, Treasury and Investor Relations

Brad Soultz - Chief Executive Officer

Tim Boswell - President and Chief Financial Officer

Conference Call Participants

Faiza Alwy - Deutsche Bank

Andy Wittmann - Baird

Manav Patnaik - Barclays Capital

Scott Schneeberger - Oppenheimer

Brent Thielman - D.A. Davidson

Steven Ramsey - Thompson Research

Dillon Cumming - Morgan Stanley

Sean Wondrack - Deutsche Bank

Operator

Welcome to the Second Quarter 2022 WillScot Mobile Mini Earnings Conference Call. My name is Paulie and I will be your operator for today’s call. [Operator Instructions] Please note that this conference is being recorded. I will now turn the call over to Nick Girardi, Senior Director of Treasury and Investor Relations. Nick, you may begin.

Nick Girardi

Good morning and welcome to the WillScot Mobile Mini second quarter 2022 earnings call. Participants on today’s call include Brad Soultz, Chief Executive Officer and Tim Boswell, President and Chief Financial Officer. Today’s present material may be found on the Investor Relations section of the WillScot Mobile Mini website.

Slide 2 contains our Safe Harbor statement. We will be making forward-looking statements during the presentation and our Q&A session. Our business and operations are subject to a variety of risks and uncertainties, many of which are beyond our control. As a result, our actual results may differ materially from today’s comments. For a more complete description of the factors that could cause actual results to differ and other possible risks, please refer to the Safe Harbor statement in our presentation and our filings with the SEC.

With that, I will turn the call over to Brad Soultz.

Brad Soultz

Thanks Nick. Good morning, everyone and thank you for joining us today. I am Brad Soultz, CEO of WillScot Mobile Mini. We continue to execute our idiosyncratic growth strategy across multiple organic and inorganic levers irrespective of end markets and this quarter was no exception.

Before we dive into our performance in Q2, I’d like to start with our capital allocation. Capital allocation is fundamental to our strategy. From the Board to our executive leadership team to our branches, our jobs are to identify opportunities where we can drive the greatest value and returns across our portfolio. This is not just financial capital it is human capital. We have to orient over 5,000 colleagues and our supply chain partners across 300 locations towards the projects that have the biggest bang for their buck. It is an extreme luxury to have a plethora of opportunities in front of us that if reliably executed will continue to drive sustainable growth and returns irrespective of market conditions. .