CTOS — Custom Truck One Source, Inc.

NYSE · Industrials · Professional Services · CIK 1709682 ·
Last close
$9.77
Market Cap
$2.22B
52W High
$12.23
52W Low
$9.30
ADV30
1,053,563
Next earnings
2026-10-27
Custom Truck One Source, Inc. provides specialty equipment rental and sale services to electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries in the United States and Canada. It operates through two segments: Specialty Equipment Rentals (SER); and Specialty Truck Equipment and Manufacturing (STEM). The company owns new and used specialty equipment, including truck-mounted aerial lifts, cranes, service trucks, dump trucks, trailers, digger derricks, and other machinery and equipment. It offers new equipment for sale to be used for end-markets, which can be modified to meet customers specific needs. In addition, the company provides truck and equipment maintenance and repair services; and rents and sells specialized tools, including stringing blocks, insulated hot stick, and rigging equipment, as well as sale of specialized aftermarket parts. The company was formerly known as Nesco Holdings, Inc. and changed its name to Custom Truck One Source, Inc. in April 2021. The company was founded in 1988 and is headquartered in Kansas City, Missouri.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Jun 2026 563,446,000 123,974,000 52,613,000 10,399,000 3,604,616,000 10,287,000 2,788,659,000
Mar 2026 461,622,000 103,063,000 35,361,000 -4,102,000 3,547,306,000 9,608,000 2,742,065,000
Dec 2025 528,184,000 123,061,000 56,408,000 20,875,000 3,441,454,000 6,273,000 2,632,351,000
Sep 2025 482,058,000 100,753,000 35,875,000 -5,756,000 3,540,707,000 13,058,000 2,756,025,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$196,945,000
Investing CF
$-248,880,000
Financing CF
$55,917,000
CapEx
$-423,269,000
Dividends Paid
Buybacks
$0
EPS Diluted TTM
$0.09
As of
2026-08-09

Balance + Analyst (yfinance extras)

Retained Earnings
$-611,283,000
Inventory
$1,042,203,000
Receivables
$255,941,000
ST Investments
EBIT TTM
$165,164,000
Pretax Income TTM
$13,435,000
Interest Exp TTM
$151,729,000
Analysts
6

Yahoo Snapshot (yfinance, live)

Total Revenue
$2,035,309,952
EBITDA
$228,414,000
Free Cash Flow
$79,616,000
Enterprise Value
$4,760,592,896
Total Cash
$10,287,000
Total Debt
$2,548,151,040
Shares Out
227,505,535
Trailing EPS
$0.09
Book Value
$3.59
ROE
2.7%
ROA
3.1%
Div Yield

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 1,943,957,000 141,582,000 -31,052,000 3,441,454,000 2,632,351,000 310,112,000
Dec 2024 1,802,280,000 120,781,000 -28,655,000 3,501,967,000 2,640,658,000 121,985,000
Dec 2023 1,865,100,000 185,091,000 50,712,000 3,367,797,000 2,450,594,000 -30,883,000
Dec 2022 1,573,086,000 129,526,000 38,905,000 2,938,212,000 2,049,769,000 45,968,000

TTM Snapshot

Revenues TTM
$1,596,658,000
NetIncome TTM
$-31,143,000
OpCashFlow TTM
$0
Assets (Latest)
$3,501,967,000
Forward EPS
$0.31

Max Pain — expiry 2026-09-18 (volume-derived — Yahoo OI feed degraded)

max pain strike: $10.00 · spot: $9.77 · call volume: 15 · put volume: 52
Expected Move to 2026-09-18: ±$1.02 (10.44%) — implied range $8.75$10.79 · ATM straddle on $10.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
WU Western Union CO $2.28B $7.32
FLYW Flywire Corp $2.36B $19.42
TRTN-PA Triton International Ltd $2.09B $26.14
TDTH Trident Digital Tech Holdings Ltd $2.06B $1.90
PAYO Payoneer Global Inc. $2.41B $7.11

News headlines (Yahoo Finance, 1h cache)

Q2 Earnings Roundup: Custom Truck One Source (NYSE:CTOS) And The Rest Of The Specialty Equipment Distributors Segment
2026-08-18 18:13 · Yahoo
How CTOS’s Q2 Profit Return and Higher 2026 Guidance Will Impact Custom Truck One Source Investors
2026-08-17 04:29 · Yahoo
Custom Truck One Source (CTOS) Q2 2026 Earnings Call Transcript
2026-08-11 01:46 · Yahoo
Zacks.com featured highlights include Superior Group of Companies, AMC Global Media and Custom Truck One Source
2026-08-10 15:21 · Yahoo
Kansas City-based equipment company to pursue $42M expansion, create 200+ jobs
2026-08-07 15:41 · Yahoo
What Makes Custom Truck One Source (CTOS) a New Strong Buy Stock
2026-08-06 16:00 · Yahoo
Are Auto-Tires-Trucks Stocks Lagging Custom Truck One Source (CTOS) This Year?
2026-08-06 13:40 · Yahoo
Custom Truck One Source Q2 Earnings Call Highlights
2026-08-05 05:03 · Yahoo
Custom Truck One Source, Inc. (CTOS) Beats Q2 Earnings and Revenue Estimates
2026-08-03 22:45 · Yahoo
Custom Truck One Source (NYSE:CTOS) Reports Bullish Q2 CY2026, Stock Soars
2026-08-03 21:12 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.