Industrials
Custom Truck One Source, Inc.(CTOS)
Live Price
Offline$11.27
+6.22% today
1Y Change
+114.63%
Window
Jun 25, 2025 β Jun 15, 2026
- Market Cap
- $2.26B
- Revenue Growth
- +7.9%
- EPS Growth
- -16.7%
- Dividend Yield
- 0.0%
Coverage: 244 bars Β· Jun 25, 2025 β Jun 15, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Custom Truck One Source, Inc. (CTOS) is a Industrials stock with a market cap of $2.26B and listed on NYSE. The stock last traded around $11.27 and up 114.6% across the available one-year price window (Jun 25, 2025 β Jun 15, 2026). Baseline metrics include revenue growth of +7.9%, EPS growth of -16.7%, a dividend yield of 0.0%. What stands out right now is revenue +7.9%, EPS -16.7%, free cash flow +69.6% with operating margin 7.9% and ROIC 4.7%. Valuation is more restrained than many high-expectation growth names at price/sales 1.1. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines CTOS price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Industrials peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+7.9% vs +6.8% peer median
Operating Margin
Below sector median
+7.9% vs +16.9% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 29, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +7.9% and EPS is at -16.7%, with operating margin around 7.9%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +2.4% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 29, 2026 | β | +7.9% | +9.2% | +7.1% |
2026 Mar 10, 2026 | +32.9% | +6.2% | +11.7% | +23.7% |
2025 Oct 27, 2025 | +0.0% | -10.7% | -13.8% | -17.1% |
Benchmark Edge
CTOS vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
CTOS
β
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
CTOS Max Drawdown
-25.13%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for CTOS and SPY.
Company Overview
Custom Truck One Source, Inc.
NYSE
Custom Truck One Source, Inc. is a leading provider of specialty equipment solutions focused on supporting critical infrastructure sectors in North America. As a diversified industrial company, it delivers equipment rental, sales, and comprehensive aftermarket services across electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries. The business operates through three core segments: Equipment Rental Solutions, Truck and Equipment Sales, and Aftermarket Parts and Services. Its extensive fleet encompasses truck-mounted aerial lifts, cranes, digger derricks, trailers, and other specialized equipment, enabling clients to maintain, construct, and upgrade essential networks and facilities. Custom Truck One Source's integrated platform allows customers access to tailored rental programs, new and used equipment with modification options, as well as ongoing maintenance, repair, and specialized tools. Founded in 1988 and headquartered in Kansas City, Missouri, the company has established itself as a βone-stop-shopβ for national accounts and local contractors, offering logistical flexibility and operational efficiency. Its continued investment in fleet modernization and service quality underscores its role as a backbone for infrastructure development and maintenance in industrial markets.
- Leadership
- Mr. Ryan McMonagle
- Employees
- 2.5k
- Street Address
- 7701 Independence Avenue
- Mailing
- Kansas City, MO, 64125
- Region
- Kansas City, MO, United States
- Last Updated
- May 8, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- β
- EV/EBITDA
- 12.8
- Price/Sales
- 1.1
- Price/Book
- 2.8
Growth
- Revenue
- +7.9%
- EPS
- -16.7%
- Free Cash Flow
- +69.6%
Profitability
- Gross Margin
- 19.9%
- Operating Margin
- 7.9%
- Net Margin
- -0.9%
- ROE
- -2.2%
- ROIC
- 4.7%
Balance Sheet
- Debt/Equity
- 3.09
- Current Ratio
- 1.30
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.