CTOS Stock - Custom Truck One Source, Inc.
Unlock GoAI Insights for CTOS
Get institutional-grade AI analysis, real-time signals, and deep market intelligence powered by advanced machine learning.
Free 14-day trial • No credit card required
Premium members get real-time SMS alerts
Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $1.80B | $1.87B | $1.57B | $1.17B | $302.74M |
| Gross Profit | $343.43M | $410.09M | $340.39M | $165.65M | $76.44M |
| Gross Margin | 19.1% | 22.0% | 21.6% | 14.2% | 25.3% |
| Operating Income | $120.78M | $185.09M | $129.53M | $9.86M | $17.25M |
| Net Income | $-28,655,000 | $50.71M | $38.91M | $-181,501,000 | $-21,277,000 |
| Net Margin | -1.6% | 2.7% | 2.5% | -15.6% | -7.0% |
| EPS | $-0.12 | $0.21 | $0.16 | $-0.75 | $-0.43 |
Custom Truck One Source, Inc. provides specialty equipment rental services to the electric utility transmission and distribution, telecommunications, rail, other infrastructure-related industries in North America. It operates through Equipment Rental Solutions, Truck and Equipment Sales, and Aftermarket Parts and Services segments. The Equipment Rental Solutions owns new and used specialty equipment, including truck-mounted aerial lifts, cranes, service trucks, dump trucks, trailers, digger derricks, and other machinery and equipment. The Truck and Equipment Sales segment offers new equipment for sale to be used for end-markets which can be modified to meet customers specific needs. The Aftermarket Parts and Services segment provides truck and equipment maintenance and repair services 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. Custom Truck One Source, Inc. was founded in 1988 and is headquartered in Kansas City, Missouri.
Visit WebsiteRating Distribution
Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| August 20th 2025 | JP Morgan | Downgrade | Underweight | $5.5 |
| July 15th 2025 | Stifel | Upgrade | Buy | $7 |
| April 28th 2025 | Robert W. Baird | Downgrade | Neutral | $5 |
| February 16th 2023 | DA Davidson | Initiation | Buy | $12 |
| December 13th 2022 | JP Morgan | Initiation | Neutral | $7.5 |
Earnings History & Surprises
CTOSEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 28, 2026 | — | — | — | — |
Q1 2026 | Mar 3, 2026 | $0.07 | — | — | — |
Q4 2025 | Oct 27, 2025 | $-0.03 | $-0.03 | 0.0% | = MET |
Q3 2025 | Jul 30, 2025 | $-0.05 | $-0.13 | -160.0% | ✗ MISS |
Q2 2025 | Apr 30, 2025 | $-0.07 | $-0.08 | -14.3% | ✗ MISS |
Q1 2025 | Mar 4, 2025 | $0.04 | $0.04 | 0.0% | = MET |
Q4 2024 | Oct 30, 2024 | $-0.03 | $-0.07 | -150.0% | ✗ MISS |
Q3 2024 | Aug 1, 2024 | $-0.01 | $-0.10 | -566.7% | ✗ MISS |
Q2 2024 | May 2, 2024 | $-0.01 | $-0.06 | -328.6% | ✗ MISS |
Q1 2024 | Mar 7, 2024 | $0.11 | $0.07 | -36.4% | ✗ MISS |
Q4 2023 | Nov 7, 2023 | $0.05 | $0.04 | -20.0% | ✗ MISS |
Q3 2023 | Aug 8, 2023 | $0.02 | $0.05 | +160.8% | ✓ BEAT |
Q2 2023 | May 9, 2023 | $0.03 | $0.06 | +102.2% | ✓ BEAT |
Q1 2023 | Mar 14, 2023 | $0.11 | $0.13 | +18.2% | ✓ BEAT |
Q4 2022 | Nov 8, 2022 | $0.06 | $-0.01 | -116.7% | ✗ MISS |
Q3 2022 | Aug 9, 2022 | $0.00 | $0.03 | +1301.9% | ✓ BEAT |
Q2 2022 | May 10, 2022 | $-0.01 | $-0.01 | -63.7% | ✗ MISS |
Q1 2022 | Mar 10, 2022 | $0.04 | $0.03 | -14.9% | ✗ MISS |
Q4 2021 | Nov 9, 2021 | $-0.06 | $-0.08 | -33.3% | ✗ MISS |
Q3 2021 | Aug 12, 2021 | $-0.31 | $-0.22 | +29.0% | ✓ BEAT |
Latest News
Custom Truck One Source Says Expect To Invest Additional $50M In Rental Fleet This Year, Resulting In High-single Digit Fleet Growth This Year; Given Impact Of Macroeconomic Uncertainty And High Interest Rates, Now Expect To Come At Lower End Of 2025 TES Rev Guidance; We Now Expect To Reduce Our Inventory By $125M To $150M Compared To Level At End Of Last Year
➖ NeutralCustom Truck One Source shares are trading lower after the company reported Q3 financial results below estimates.
📉 NegativeCustom Truck One Source Affirms FY2025 Sales Guidance of $1.970B-$2.060B vs $2.007B Est
📈 PositiveCustom Truck One Source Q3 EPS $(0.03), Inline, Sales $482.058M Miss $492.120M Estimate
📉 NegativeJP Morgan Maintains Underweight on Custom Truck One Source, Raises Price Target to $6
➖ NeutralStifel Maintains Buy on Custom Truck One Source, Raises Price Target to $8
📈 PositiveJP Morgan Downgrades Custom Truck One Source to Underweight, Lowers Price Target to $5.5
📉 NegativeFrequently Asked Questions about CTOS
What is CTOS's current stock price?
What is the analyst price target for CTOS?
What sector is Custom Truck One Source, Inc. in?
What is CTOS's market cap?
Does CTOS pay dividends?
Similar Stocks
Industrials SectorExplore stocks similar to CTOS for comparison