Custom Truck One SourceCTOS
About: Custom Truck One Source Inc is a one-stop-shop provider of specialty equipment in the electric utility transmission and distribution, forestry, telecom, waste management, rail, and infrastructure end-markets in North America. The company's segment includes Equipment Rental Solutions (ERS), Truck and Equipment Sales (TES), and Aftermarket Parts and Services (APS). It generates maximum revenue from the TES segment. Geographically, it derives a majority revenue from the United States.
Employees: 2,619
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
138% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 13
100% more call options, than puts
Call options by funds: $4K | Put options by funds: $2K
18% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 38
12% more funds holding
Funds holding: 124 [Q4 2024] → 139 (+15) [Q1 2025]
0.57% less ownership
Funds ownership: 95.15% [Q4 2024] → 94.58% (-0.57%) [Q1 2025]
19% less capital invested
Capital invested by funds: $1.12B [Q4 2024] → $899M (-$218M) [Q1 2025]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 2 (-1) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Stifel Brian Brophy | 8%upside $5 | Hold Maintained | 9 Apr 2025 |
Financial journalist opinion









