Custom Truck One Source Inc (CTOS)

Custom Truck One Source's stock (CTOS) has shown positive returns in the past six months. Key events impacting the stock include the Q3 2025 earnings report on October 28, 2025, where CTOS reported an EPS of -$0.03, missing analysts' expectations, but the stock price drifted 7.1% higher following the earnings release. The company reported a total revenue of $422.2 million for Q1 2025, an increase of 2.7% compared to Q1 2024, but also reported a net loss of $17.8 million, an increase of $3.5 million compared to the first quarter of 2024.

Custom Truck One Source manages its national rental fleet to efficiently reposition equipment in response to shifts in regional demand, suggesting that demand can fluctuate. The company has experienced strong demand in its rental business over the past four fiscal quarters, particularly driven by its core utility markets.

Custom Truck One Source, Inc. (CTOS) is a provider of specialized truck and heavy equipment solutions, operating within the Industrial Goods sector. The company offers a "one-stop-shop" business model, providing equipment rental, sales, aftermarket parts and services, equipment customization, remanufacturing, financing solutions, and asset disposal services. CTOS serves a diverse customer base across various infrastructure-related end markets and its rental fleet comprises over 10,000 units.

Custom Truck One Source operates with a coast-to-coast presence across North America, including the United States and Canada, through a network of locations. Its headquarters are located in Kansas City, Missouri.

Custom Truck One Source has cultivated a strong reputation built over many years, and there is no readily available information indicating specific events that have negatively affected the company's brand reputation in the past year.

Custom Truck One Source, Inc. has a significant institutional ownership base, with 270 institutional owners and shareholders holding a total of 228,153,247 shares. Major institutional owners include Platinum Equity Advisors, LLC/DE, Canvas Wealth Advisors, LLC, Boston Partners, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., Dimensional Fund Advisors Lp, BlackRock, Inc., Allspring Global Investments Holdings, LLC, Vanguard Group Inc, and T. Rowe Price Investment Management, Inc.