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CTOS Custom Truck One Source, Inc.

USIndustrials
$10.55+3.13%ClosedMarket Cap: $2.40B

As of 2026-07-10 16:00

Why CTOS matters now

Custom Truck One Source, Inc. (CTOS) is a US stock in Industrials. The latest InvestLog snapshot shows $10.55 with +3.13% on the session and $2.40B in market capitalization; recent performance reads 1-month +21.71% and YTD +95.66%.

The latest financial table shown here is Q1 2026, with revenue of $461.6M, net income of $-4.1M, and EPS of $-0.02. Investors can compare that operating picture with valuation signals such as P/E unavailable and FCF yield -1.3%.

The latest indexable market news headline is "Custom Truck One Source: Driven By AI Power" from Seeking Alpha.

Additional event context on this page matters because analyst consensus is Buy with a median target of $13.00; recent insider activity includes Ross Joe P. filing M-Exempt. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

PEG

P/B

3.17

P/S

1.29

EV/EBITDA

13.79

DCF Value

$2.74

FCF Yield

-1.3%

Div Yield

0.0%

Margins & Returns

Gross Margin

19.9%

Operating Margin

7.9%

Net Margin

-0.9%

ROE

-2.2%

ROA

-0.5%

ROIC

4.7%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$461.6M$-4.1M$-0.02
Q4 2025$528.2M$20.9M$0.09
FY 2025$1.94B$-31.1M$-0.14
Q3 2025$482.1M$-5.8M$-0.03

Analyst Ratings

Consensus

Buy

Target (Consensus)

$12.33

Target (Median)

$13.00

Target Range

$11.00 - $13.00

Strong Buy: 0Buy: 5Hold: 1Sell: 0Strong Sell: 0
Cantor FitzgeraldOverweight
2026-05-26
DA DavidsonBuy
2026-05-01
JP MorganUnderweight
2026-04-29
StifelBuy
2026-04-29
JP MorganUnderweight
2026-03-11

Trading Activity

Insider Trades

Ross Joe P.officer: President - Sales
Sell2026-04-03
Ross Joe P.officer: President - Sales
Sell2026-04-03
Ross Joe P.officer: President - Sales
Sell2026-04-03
Ross Joe P.officer: President - Sales
Sell2026-04-03
Ross Joe P.officer: President - Sales
Sell2026-04-03

Company Info

Sector

Industrials

Industry

Rental & Leasing Services

Country

US

Exchange

Beta

1.39

Custom Truck One Source, Inc. (CTOS) specializes in providing comprehensive services for specialty equipment across North America, serving crucial industries such as electric utility (transmission and distribution), telecommunications, rail, and other infrastructure development sectors. The company's operations are structured into three primary segments: Equipment Rental Solutions, Truck and Equipment Sales, and Aftermarket Parts and Services. Within its Equipment Rental Solutions division, CTOS offers access to a wide array of new and pre-owned specialized machinery for hire, including truck-mounted aerial lifts, various types of cranes, service vehicles, dump trucks, trailers, and digger derricks. The Truck and Equipment Sales segment focuses on the direct sale of new equipment, which can be extensively customized to meet the specific demands of its diverse clientele. Furthermore, the Aftermarket Parts and Services segment ensures ongoing support through equipment maintenance and repair services, along with the provision of specialized replacement parts. Originally founded in 1988 as Nesco Holdings, Inc., the company officially changed its name to Custom Truck One Source, Inc. in April 2021 and maintains its corporate headquarters in Kansas City, Missouri.