US · Industrials · Rental & Leasing Services
EPS came in at 0.05 against a street estimate of 0.02 — a beat of 150.0%.
Analysts rate Custom Truck One Source Inc a buy (3 buy, 3 hold, 0 sell out of 6) with an average price target of $13.33.
CONFIDENT CTOS crushed Q2 with $563M revenue (+10% YoY) and $117M adjusted EBITDA (+25% YoY). Raised full-year guidance on transmission/distribution super cycle momentum. SER utilization hit 81.6%; fleet OEC reached record $1.68B. Q2 2026 No geographic breakdown provided. Management noted expansion plans in underserved markets (NY/NJ, Carolinas, Northwest) expected in future years, not 2026. Analysts pressed on guidance cadence (timing pull-forwards), sustainability of high utilization amid capex moderation, and federal tailwind visibility. Management attributed Q2 strength to transmission projects beginning in 2027–2028; maintained T&D super cycle thesis despite infrastructure delays; confirmed low-80s utilization sustainable with young fleet and longer project duration. 2026-08-04…
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| Fund | Stake |
|---|---|
| Platinum Equity Advisors, LLC/DE | 68.90% |
| Dimensional Fund Advisors, Inc. | 2.71% |
| Canvas Wealth Advisors, LLC | 2.63% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.49% |
| BlackRock Inc | 1.87% |
| Alyeska Investment Group, L.P. | 1.24% |
| Allspring Global Investments Holdings, LLC | 1.18% |
| Vanguard Capital Management, LLC | 1.11% |
| Document | Date |
|---|---|
| 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 |
| Reg FD disclosure · Q1 2026 CUSTOM TRUCK ONE SOURCE, INC. (CTOS) – FORM 8-K SUMMARY HEADLINE NUMBERS • Company: Custom Truck One Source, Inc., Delaware corporation • Stock Symbo | 2026-03-25 |
| Annual report FY2025 CUSTOM TRUCK ONE SOURCE, INC. - FORM 10-K SUMMARY HEADLINE NUMBERS • Ticker: CTOS (New York Stock Exchange) • Fiscal Year Ended: December 31, 2025 • | 2026-03-10 |
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Google PlayApp StoreData updated 2026-09-18.