CTOS logo

CUSTOM TRUCK ONE SOURCE INC

CTOSNYSE
๐Ÿ† #1733 by market capEarnings Oct 26US Equity
$10.80โ–ฒ $0.16 (+1.50%)
Live
1hโ–ฒ 0.0%
24hโ–ฒ 1.5%
7dโ–ผ 2.1%
14dโ–ฒ 11.0%
30dโ–ฒ 1.2%
1yโ–ฒ 81.8%
๐ŸฆMarket Cap
$2.46B
Small Cap
๐Ÿ“ˆRevenue Growth (YoY)
+7.0%
Slowing
๐Ÿ“ŠGross Margin
22.1%
Moderate
๐Ÿ’ตFCF Margin
0.6%
Thin
โš–๏ธP/S Ratio
1.2x
Cheap
Otter Score
51
Weak

Trading Snapshot

Day Range
$10.75 โ€“ $10.95
52-Week Range
$5.18 โ€“ $12.23
Volume
$2.94B
Avg Volume
$3.56B
Shares Outstanding
227.4M
Next Earnings
Sep 10, 2026

Fundamentals Snapshot

Annual Revenue
$1.94B
Last Q Revenue
$563M
P/E Ratio
113.3
P/S Ratio
1.2x
EPS (TTM)
$0.09
Dividend Yield
โ€”

Why Investors Own CTOS

  • โœ“High-growth profile โ€” revenue up +6.7% YoY with expanding US Equity exposure.
  • โœ“Healthy economics โ€” 59% gross margin and 30% free-cash-flow margin.
  • โœ“New products and segments could unlock additional revenue streams.
โš ๏ธ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)
$1.94Bโ–ฒ +7.3% YoY
Gross Margin (TTM)
59.3%โ–ฒ +3.3% YoY
Operating Income (TTM)
$467Mโ–ฒ +7.3% YoY
Free Cash Flow (TTM)
$583Mโ–ฒ +7.3% YoY

About CUSTOM TRUCK ONE SOURCE INC

Custom Truck One Source, Inc. (CTOS) specializes in providing comprehensive services for specialty equipment across North America, serving crucial industries such as electric utility (transmission and distribution), telecommunications, rail, and other infrastructure development sectors. The company's operations are structured into three primary segments: Equipment Rental Solutions, Truck and Equipment Sales, and Aftermarket Parts and Services. Within its Equipment Rental Solutions division, CTOS offers access to a wide array of new and pre-owned specialized machinery for hire, including truck-mounted aerial lifts, various types of cranes, service vehicles, dump trucks, trailers, and digger derricks. The Truck and Equipment Sales segment focuses on the direct sale of new equipment, which can be extensively customized to meet the specific demands of its diverse clientele. Furthermore, the Aftermarket Parts and Services segment ensures ongoing support through equipment maintenance and repair services, along with the provision of specialized replacement parts. Originally founded in 1988 as Nesco Holdings, Inc., the company officially changed its name to Custom Truck One Source, Inc. in April 2021 and maintains its corporate headquarters in Kansas City, Missouri.

๐Ÿฆฆ

Otter Score Breakdown

โ“˜
๐Ÿ’ŽQualityโ˜…โ˜…โ˜…โ˜…โ˜…
๐Ÿš€Growthโ˜…โ˜…โ˜…โ˜…โ˜…
โš–๏ธValuationโ˜…โ˜…โ˜…โ˜…โ˜…
โšกMomentumโ˜…โ˜…โ˜…โ˜…โ˜…
Overall Score
Weak
51/100

Analyst Ratings

โ“˜
Consensus
Buy
12 analysts
Strong Buy4
Buy6
Hold2
Sell0
Strong Sell0
Ratings as of Aug 2026

Latest News & Updates

๐Ÿš€
Benzingaยท7d ago

Oppenheimer Maintains Outperform on Custom Truck One Source, Raises Price Target to $13

Oppenheimer analyst Scott Schneeberger maintains Custom Truck One Source (NYSE:CTOS) with a Outperform and raises the price target from $11 to $13.

SeekingAlphaยท7d ago

Custom Truck One Source, Inc. (CTOS) Q2 2026 Earnings Call Transcript

Custom Truck One Source, Inc. (CTOS) Q2 2026 Earnings Call August 4, 2026 9:00 AM EDTCompany ParticipantsBrian Perman - Vice President of Investor...

Benzingaยท8d ago

Custom Truck One Source Reports Q2 2026 Results: Full Earnings Call Transcript

Custom Truck One Source (NYSE:CTOS) reported second-quarter financial results on Tuesday. The transcript from the company's second-quarter earnings call has been provided below. This transcript is brought to you by

๐Ÿš€
Benzingaยท8d ago

Baird Maintains Neutral on Custom Truck One Source, Raises Price Target to $12

Baird analyst Justin Hauke maintains Custom Truck One Source (NYSE:CTOS) with a Neutral and raises the price target from $10 to $12.

๐Ÿ›ฐ๏ธ
Benzingaยท9d ago

Custom Truck One Source Raises FY2026 Sales Guidance from $2.002B-$2.119B to $2.100B-$2.197B vs $2.048B Est

Custom Truck One Source (NYSE:CTOS) raises FY2026 sales outlook from $2.002 billion-$2.119 billion to $2.100 billion-$2.197 billion vs $2.048 billion estimate.

๐ŸŒŒ
Benzingaยท9d ago

Custom Truck One Source Q2 EPS $0.05 Beats $0.01 Estimate, Sales $563.446M Beat $509.780M Estimate

Custom Truck One Source (NYSE:CTOS) reported quarterly earnings of $0.05 per share which beat the analyst consensus estimate of $0.01 by 400 percent. This is a 138.46 percent increase over losses of $(0.13) per share