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Custom Truck One Source Inc (CTOS)

US · Industrials · Rental & Leasing Services

$9.33+0.32%
Last close · 2026-11-06

Latest quarter · ended 2026-09-30

Revenue
$495.2M
Revenue YoY
+2.7%
Net profit
$2.3M
EPS
$0.01
EPS estimate
$0.01
Net margin
0.5%

EPS came in at 0.01 against a street estimate of 0.01 — a beat of 0.0%.

Key statistics

Market cap
$2.41B
P/E
81.8
Forward P/E
36.5
P/B
2.93
Book value
$3.62
EPS (TTM)
$0.13
52-week high
$12.23
52-week low
$5.18
50-day MA
$9.41
200-day MA
$8.87
Beta
1.44

Analyst view

Analysts rate Custom Truck One Source Inc a strong buy (5 buy, 1 hold, 0 sell out of 6) with an average price target of $13.17.

From the latest earnings call · 2026-10-27

CONFIDENT CTOS raised EBITDA and SCR guidance as rental demand surged, utilization exceeded 84%, backlog grew, and leverage improved despite higher fleet investment and lower free cash flow. Q3 FY26 Analysts focused on utilization, pricing, margins, backlog, leverage, and deferred STEM deliveries. Management emphasized durable transmission demand, temporary delivery issues, and continued deleveraging. 2026-10-27…

Full summary in the app.

Shareholding

Insiders
4.71%
Institutions
98.81%

Largest institutional holders

FundStake
Platinum Equity Advisors, LLC/DE69.00%
Dimensional Fund Advisors, Inc.2.72%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2.71%
Canvas Wealth Advisors, LLC2.63%
BlackRock Inc2.01%
Allspring Global Investments Holdings, LLC1.19%
Vanguard Capital Management, LLC1.14%
Arrowstreet Capital Limited Partnership0.97%

Recent filings & reports

DocumentDate
Quarterly report · Q3 2026
HEADLINE NUMBERS • Third-quarter 2026 revenue was $495,224, up from $482,058 in the third quarter of 2025. • Nine-month 2026 revenue was $1,520,292,
2026-10-26
Results announced · Q4 2026
HEADLINE NUMBERS • Third-quarter 2026 revenue was $495.2 million, up 2.7% year over year. Rental revenue increased 20.1% to $152.7 million. • Net in
2026-10-26
Quarterly report · Q2 2026
CUSTOM TRUCK ONE SOURCE, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $563.4 million (up 10.1% from $511.5 million in Q2 2025) •
2026-08-03
Results announced · Q3 2026
CUSTOM TRUCK ONE SOURCE, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $563.4 million, up 10.2% from $511.5 million in Q2 2025
2026-08-03
Shareholder vote results · Q2 2026
CUSTOM TRUCK ONE SOURCE, INC. – 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held on June 11, 2026 • Company trades on NYSE under ticke
2026-06-11
Proxy statement · Q4 2025
CUSTOM TRUCK ONE SOURCE, INC. - 2026 PROXY STATEMENT SUMMARY HEADLINE NUMBERS • Record date for voting: April 16, 2026 • Total shares outstanding an
2026-04-29
Quarterly report · Q1 2026
CUSTOM TRUCK ONE SOURCE, INC. - Q1 2026 SUMMARY HEADLINE NUMBERS • Total revenue Q1 2026: $461.6 million (up 9.3% vs. Q1 2025: $422.2 million) • Net
2026-04-27
Results announced · Q2 2026
CUSTOM TRUCK ONE SOURCE, INC. — Q1 2026 SUMMARY HEADLINE NUMBERS • Record Q1 2026 revenue: $461.6 million, up 9.3% year-over-year ($39.4 million inc
2026-04-27

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Data updated 2026-11-07.