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Custom Truck One Source, Inc.
CTOS
NYSE·Industrials·Rental & Leasing Services·Mkt cap $2.5B
$10.04
▼ -9.06%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$4.97 - $12.23
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 120.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Specialized equipment expertise and integrated service model serving niche infrastructure markets
- Diversified revenue streams across rentals, sales, and aftermarket services reducing cyclical exposure
- Established customer relationships with major utilities and infrastructure operators requiring reliable equipment partners
- Customization capabilities enabling tailored solutions for specific customer operational needs
- Fleet ownership model providing control over equipment availability and maintenance quality
Bear Case
2 risks
- Average volatility.
- Extreme premium - high expectations embedded
Growth
Turning profitable
Infrastructure modernization and grid upgrades driven by aging utility infrastructure and renewable energy transition
Value
Extreme premium - high expectations embedded
Momentum
Hot
+67.5% over 3m
Quality
Thin
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying CTOS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Jul 29, 2026
APR 27, 2026
Reported EPS of -$0.02 vs -$0.05 consensus (+60.0% surprise). Revenue of $461.6M vs $452.7M expected (+2.0%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+60.0%
Next: Jul 29, 2026
Revenue trend · last 8Q
—
—
-0%
+3%
+21%
+8%
+1%
+9%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$423.0M
$447.2M
$520.7M
$422.2M
$511.5M
$482.1M
$528.2M
$461.6M
Margins · last 8Q
Gross
—
Operating
—
Profit
-0.9%
Wall Street consensus
4 analysts · 75% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
75%
Hold
0%
Sell
25%
Median Price Target
$12.00
▲ +19.5% vs $10.04
Latest: Capital One Financial · $13.00 · May 26, 2026
3 analysts covering
vs Industry
How CTOS stacks vs Rental & Leasing Services
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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