CTOS — Custom Truck One Source, Inc.

NYSE · Industrials · Professional Services · CIK 1709682 ·
Last close
$10.66
Market Cap
$2.42B
52W High
$10.94
52W Low
$5.75
ADV30
1,005,670
Next earnings
2026-04-27
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
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
Jun 2025 511,483,000 102,542,000 33,234,000 -28,380,000 3,576,924,000 5,259,000 2,786,797,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$278,292,000
Investing CF
$-270,391,000
Financing CF
$-3,889,000
CapEx
$-441,957,000
Dividends Paid
Buybacks
$0
EPS Diluted TTM
$-0.09
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$-621,682,000
Inventory
$1,022,471,000
Receivables
$209,699,000
ST Investments
EBIT TTM
$147,300,000
Pretax Income TTM
$-6,443,000
Interest Exp TTM
$153,743,000
Analysts
7

Yahoo Snapshot (yfinance, live)

Total Revenue
$1,983,346,944
EBITDA
$209,090,000
Free Cash Flow
$109,078,376
Enterprise Value
$4,904,228,864
Total Cash
$9,608,000
Total Debt
$2,489,402,880
Shares Out
227,432,821
Trailing EPS
$-0.08
Book Value
$3.55
ROE
-2.1%
ROA
2.8%
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
$0.28

Max Pain — expiry 2026-06-18

max pain strike: $10.00 · spot: $10.55 · call oi: 3,050 · put oi: 1
Expected Move to 2026-06-18: ±$1.10 (10.43%) — implied range $9.45$11.65 · ATM straddle on $10.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
WU Western Union CO $2.36B $7.55
PAYO Payoneer Global Inc. $2.26B $6.75
ABM ABM INDUSTRIES INC /DE/ $2.69B $45.93
DLO dLocal Ltd $2.18B $12.25
TNET TRINET GROUP, INC. $2.18B $47.38

News headlines (Yahoo Finance, 1h cache)

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2026-06-11 16:57 · Yahoo
Assessing Custom Truck One Source (CTOS) Valuation After New Sourcewell Contract And Ongoing Profitability Concerns
2026-06-04 10:11 · Yahoo
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2026-05-29 20:40 · Yahoo
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2026-05-28 13:40 · Yahoo
Custom Truck One Source Awarded Sourcewell Cooperative Contract
2026-05-27 14:00 · Yahoo
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2026-05-22 20:36 · Yahoo
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Recent Insider Activity

No insider activity indexed for this ticker.