Custom Truck One Source
CTOS
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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
130% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 27
19% more capital invested
Capital invested by funds: $899M [Q1] → $1.07B (+$175M) [Q2]
0.97% more ownership
Funds ownership: 94.62% [Q1] → 95.59% (+0.97%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
9% less funds holding
Funds holding: 140 [Q1] → 128 (-12) [Q2]
37% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 30
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
JP Morgan
Tami Zakaria
|
$5.5
|
Underweight
Downgraded
|
20 Aug 2025 |
Oppenheimer
Scott Schneeberger
|
$8
|
Outperform
Maintained
|
4 Aug 2025 |
Stifel
Brian Brophy
|
$7
|
Buy
Assumed
|
15 Jul 2025 |
Financial journalist opinion