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Side-by-side financial comparison of Hilltop Holdings Inc. (HTH) and WillScot Holdings Corp (WSC). Click either name above to swap in a different company.
WillScot Holdings Corp is the larger business by last-quarter revenue ($566.0M vs $300.5M, roughly 1.9× Hilltop Holdings Inc.). Hilltop Holdings Inc. runs the higher net margin — 13.0% vs -33.1%, a 46.1% gap on every dollar of revenue. Over the past eight quarters, Hilltop Holdings Inc.'s revenue compounded faster (0.6% CAGR vs -1.8%).
Hilltop Holdings Inc. is a financial holding company based in Dallas, Texas. It offers financial products and banking services through three primary subsidiaries: PlainsCapital Bank, PrimeLending, and HilltopSecurities.
WillScot Holdings Corp is a leading provider of modular space solutions and portable storage services across North America. It serves a wide range of sectors including construction, commercial development, education, healthcare, government projects, and special events, offering flexible, scalable temporary and semi-permanent space solutions tailored to diverse client needs.
HTH vs WSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $300.5M | $566.0M |
| Net Profit | $39.0M | $-187.3M |
| Gross Margin | — | 50.4% |
| Operating Margin | — | -32.5% |
| Net Margin | 13.0% | -33.1% |
| Revenue YoY | — | -6.1% |
| Net Profit YoY | -12.4% | -310.0% |
| EPS (diluted) | $0.64 | $-1.02 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $300.5M | — | ||
| Q4 25 | $329.9M | $566.0M | ||
| Q3 25 | $330.2M | $566.8M | ||
| Q2 25 | $303.3M | $589.1M | ||
| Q1 25 | $318.5M | $559.6M | ||
| Q4 24 | $301.1M | $602.5M | ||
| Q3 24 | $305.5M | $601.4M | ||
| Q2 24 | $297.0M | $604.6M |
| Q1 26 | $39.0M | — | ||
| Q4 25 | $41.6M | $-187.3M | ||
| Q3 25 | $45.8M | $43.3M | ||
| Q2 25 | $36.1M | $47.9M | ||
| Q1 25 | $42.1M | $43.1M | ||
| Q4 24 | $35.5M | $89.2M | ||
| Q3 24 | $29.7M | $-70.5M | ||
| Q2 24 | $20.3M | $-46.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 50.4% | ||
| Q3 25 | — | 49.7% | ||
| Q2 25 | — | 50.3% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | — | 53.5% | ||
| Q2 24 | — | 54.1% |
| Q1 26 | — | — | ||
| Q4 25 | 16.1% | -32.5% | ||
| Q3 25 | 18.4% | 21.0% | ||
| Q2 25 | 16.3% | 21.5% | ||
| Q1 25 | 18.1% | 21.3% | ||
| Q4 24 | 14.7% | 28.9% | ||
| Q3 24 | 13.9% | -5.9% | ||
| Q2 24 | 10.0% | -0.9% |
| Q1 26 | 13.0% | — | ||
| Q4 25 | 12.6% | -33.1% | ||
| Q3 25 | 13.9% | 7.6% | ||
| Q2 25 | 11.9% | 8.1% | ||
| Q1 25 | 13.2% | 7.7% | ||
| Q4 24 | 11.8% | 14.8% | ||
| Q3 24 | 9.7% | -11.7% | ||
| Q2 24 | 6.8% | -7.7% |
| Q1 26 | $0.64 | — | ||
| Q4 25 | $0.68 | $-1.02 | ||
| Q3 25 | $0.74 | $0.24 | ||
| Q2 25 | $0.57 | $0.26 | ||
| Q1 25 | $0.65 | $0.23 | ||
| Q4 24 | $0.55 | $0.48 | ||
| Q3 24 | $0.46 | $-0.37 | ||
| Q2 24 | $0.31 | $-0.25 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $14.6M |
| Total DebtLower is stronger | $990.8M | $3.6B |
| Stockholders' EquityBook value | $2.2B | $856.3M |
| Total Assets | $15.7B | $5.8B |
| Debt / EquityLower = less leverage | 0.46× | 4.15× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $14.6M | ||
| Q3 25 | — | $14.8M | ||
| Q2 25 | — | $12.8M | ||
| Q1 25 | — | $10.7M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | — | $11.0M | ||
| Q2 24 | — | $5.9M |
| Q1 26 | $990.8M | — | ||
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $856.3M | ||
| Q3 25 | $2.2B | $1.1B | ||
| Q2 25 | $2.2B | $1.0B | ||
| Q1 25 | $2.2B | $1.0B | ||
| Q4 24 | $2.2B | $1.0B | ||
| Q3 24 | $2.2B | $1.1B | ||
| Q2 24 | $2.1B | $1.2B |
| Q1 26 | $15.7B | — | ||
| Q4 25 | $15.8B | $5.8B | ||
| Q3 25 | $15.6B | $6.1B | ||
| Q2 25 | $15.4B | $6.1B | ||
| Q1 25 | $15.8B | $6.0B | ||
| Q4 24 | $16.3B | $6.0B | ||
| Q3 24 | $15.9B | $6.0B | ||
| Q2 24 | $15.6B | $6.0B |
| Q1 26 | 0.46× | — | ||
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $158.9M |
| Free Cash FlowOCF − Capex | — | $149.7M |
| FCF MarginFCF / Revenue | — | 26.5% |
| Capex IntensityCapex / Revenue | — | 1.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $737.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-38.7M | $158.9M | ||
| Q3 25 | $273.0M | $191.2M | ||
| Q2 25 | $-234.6M | $205.3M | ||
| Q1 25 | $5.8M | $206.6M | ||
| Q4 24 | $273.9M | $178.9M | ||
| Q3 24 | $515.6M | $-1.6M | ||
| Q2 24 | $-435.3M | $175.6M |
| Q1 26 | — | — | ||
| Q4 25 | $-55.5M | $149.7M | ||
| Q3 25 | $271.0M | $186.9M | ||
| Q2 25 | $-234.6M | $199.0M | ||
| Q1 25 | $5.0M | $202.0M | ||
| Q4 24 | $266.8M | $176.6M | ||
| Q3 24 | $513.8M | $-4.9M | ||
| Q2 24 | $-437.3M | $169.4M |
| Q1 26 | — | — | ||
| Q4 25 | -16.8% | 26.5% | ||
| Q3 25 | 82.1% | 33.0% | ||
| Q2 25 | -77.4% | 33.8% | ||
| Q1 25 | 1.6% | 36.1% | ||
| Q4 24 | 88.6% | 29.3% | ||
| Q3 24 | 168.2% | -0.8% | ||
| Q2 24 | -147.2% | 28.0% |
| Q1 26 | — | — | ||
| Q4 25 | 5.1% | 1.6% | ||
| Q3 25 | 0.6% | 0.7% | ||
| Q2 25 | 0.0% | 1.1% | ||
| Q1 25 | 0.3% | 0.8% | ||
| Q4 24 | 2.4% | 0.4% | ||
| Q3 24 | 0.6% | 0.6% | ||
| Q2 24 | 0.7% | 1.0% |
| Q1 26 | — | — | ||
| Q4 25 | -0.93× | — | ||
| Q3 25 | 5.96× | 4.41× | ||
| Q2 25 | -6.50× | 4.28× | ||
| Q1 25 | 0.14× | 4.80× | ||
| Q4 24 | 7.71× | 2.01× | ||
| Q3 24 | 17.36× | — | ||
| Q2 24 | -21.41× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HTH
| Noninterest Income | $188.4M | 63% |
| Net Interest Income | $112.1M | 37% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
