Custom Truck One Source: 3 Key Takeaways for Long-Term Investors
Management raised adjusted EBITDA guidance to $447.5 million to $460 million. Net rental fleet investment increased to $210 million to $230 million.
The Motley Fool11/4/2026Neutral
CTOS
Custom Truck One Source IncNYSEINDUSTRIALSRENTAL & LEASING SERVICES
Key Statistics
Market Cap
$2.12B
P/E Ratio
71.77
EPS
$0.13
Beta
1.44
52W High
$12.23
52W Low
$5.18
50-Day MA
$9.45
200-Day MA
$8.95
Dividend Yield
—
Profit Margin
1.44%
Forward P/E
30.96
PEG Ratio
—
About Custom Truck One Source Inc
Custom Truck One Source, Inc. provides specialized equipment rental services to the electrical, telecommunications, and railroad transmission and distribution industries in North America. The company is headquartered in Kansas City, Missouri.
Fundamentals
| Revenue (TTM) | $2.05B |
| Gross Profit (TTM) | $463.38M |
| EBITDA | $239.10M |
| Operating Margin | 9.40% |
| Return on Equity | 3.67% |
| Return on Assets | 3.34% |
| Revenue/Share (TTM) | $9.03 |
| Book Value | $3.62 |
| Price-to-Book | 2.57 |
| Price-to-Sales (TTM) | 1.03 |
| EV/Revenue | 2.247 |
| EV/EBITDA | 10.34 |
| Quarterly Earnings Growth (YoY) | -26.50% |
| Quarterly Revenue Growth (YoY) | 2.70% |
| Shares Outstanding | $227.17M |
| Float | $59.74M |
| % Insiders | 4.71% |
| % Institutions | 98.78% |
Historical Volatility
HV 10-Day
98.84%
HV 20-Day
74.06%
HV 30-Day
64.34%
HV 60-Day
51.73%
HV Rank
99.6%
Volatility is currently expanding
Analyst Ratings
Consensus ($13.17 target)
5
Buy1
HoldLatest News
What Custom Truck One Source (CTOS) Said on Its Q3 Earnings Call
Custom Truck One Source NYSE: CTOS reported third-quarter results marked by record rental activity and higher profitability, prompting the company to raise its full-year adjusted EBITDA outlook for the third time in 2026.
MarketBeat10/27/2026Positive
Custom Truck One Source, Inc. (CTOS) Q3 2026 Earnings Call Transcript
Custom Truck One Source, Inc. ( CTOS ) Q3 2026 Earnings Call October 27, 2026 9:00 AM EDT Company Participants Brian Perman - Vice President of Investor Relations Ryan McMonagle - CEO & Director Christopher Eperjesy - Chief Financial Officer Conference Call Participants Michael Shlisky - D.A. Davidson & Co., Research Division Manish Somaiya - Cantor Fitzgerald & Co., Research Division Daniel Hultberg - Oppenheimer & Co. Inc., Research Division Brian Brophy - Stifel, Nicolaus & Company, Incorporated, Research Division Naim Kaplan - Deutsche Bank AG, Research Division Justin Hauke - Robert W.
Seeking Alpha10/27/2026Neutral
Are Auto-Tires-Trucks Stocks Lagging Custom Truck One Source (CTOS) This Year?
Here is how Custom Truck One Source, Inc. (CTOS) and Garrett Motion (GTX) have performed compared to their sector so far this year.
Zacks Investment Research9/29/2026Negative
Custom Truck One Source: Recent Share Price Weakness Presents An Opportunity To Buy
Custom Truck One Source (CTOS) remains a BUY, supported by strong fundamentals and robust power grid buildout driven by AI and infrastructure demand. CTOS delivered a beat-and-raise 2Q26, with revenue up 10.2% and adjusted EBITDA up 25% year-over-year, prompting raised full-year EBITDA guidance. The rental equipment segment drives 76% of EBITDA, benefiting from high operating leverage, pricing power, and a defensible competitive moat.
Seeking Alpha9/13/2026Positive
Is Custom Truck One Source (CTOS) Stock Outpacing Its Auto-Tires-Trucks Peers This Year?
Here is how Custom Truck One Source, Inc. (CTOS) and Dorman Products (DORM) have performed compared to their sector so far this year.
Zacks Investment Research9/10/2026Positive
New Strong Buy Stocks for September 2nd
LCUT, CURI, OSCR, CTOS and CHYM have been added to the Zacks Rank #1 (Strong Buy) List on September 2, 2026.
Zacks Investment Research9/2/2026Positive
Is Custom Truck One Source (CTOS) Outperforming Other Auto-Tires-Trucks Stocks This Year?
Here is how Custom Truck One Source, Inc. (CTOS) and Dorman Products (DORM) have performed compared to their sector so far this year.
Zacks Investment Research8/25/2026Positive
How Much Upside is Left in Custom Truck One Source (CTOS)? Wall Street Analysts Think 25.07%
The mean of analysts' price targets for Custom Truck One Source (CTOS) points to a 25.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Zacks Investment Research8/17/2026Positive
3 Breakout Stocks Poised for Big Gains This August
Breakout candidates SGC, AMCX and CTOS are trading near 52-week highs after passing technical screens. See why they could gain in August.
Zacks Investment Research8/7/2026Positive
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Data last updated: 11/7/2026