Custom Truck One Source

CTOS

Market cap $2.35B

Custom Truck One Source benefits from surging demand for utility infrastructure driven by AI, data centers, and onshoring trends. CTOS's competitive moat lies in its extensive, young fleet and one-stop-shop model, enabling recurring revenue and high client retention. 1Q26 results exceeded expectations: revenue was up 9.3% YoY, adjusted EBITDA was up 33.4% YoY, and full-year EBITDA guidance was raised.

KANSAS CITY, Mo.--(BUSINESS WIRE)--Custom Truck One Source, Inc. (NYSE: CTOS), a leading provider of specialty equipment to the electric utility, telecom, rail, forestry, waste management and other infrastructure-related end markets, today announced that it has been awarded a cooperative purchasing contract through Sourcewell. The contract was awarded following a transparent, competitive solicitation process. Eligible agencies, including municipal transit authorities and state and local governm.

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Custom Truck One Source, Inc. (CTOS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Custom Truck One Source NYSE: CTOS executives outlined a strong demand backdrop for specialty rental equipment, particularly in utility transmission and distribution, during an Oppenheimer fireside chat hosted by Senior Industrial Services Analyst Scott Schneeberger.

KANSAS CITY, Mo.--(BUSINESS WIRE)--Custom Truck One Source, Inc. (NYSE: CTOS) today announced that Chief Executive Officer, Ryan McMonagle, and Chief Financial Officer, Chris Eperjesy, will participate in a fireside chat and meet with institutional investors at the Oppenheimer 21st Annual Industrial Growth Conference on Tuesday, May 5, 2026. The conference is taking place virtually. The fireside chat is scheduled to begin at 10:30 a.m. ET. A link to a live webcast of the fireside chat will be a.

Custom Truck One Source, Inc. (CTOS) Q1 2026 Earnings Call Transcript

The headline numbers for Custom Truck One Source (CTOS) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Custom Truck One Source, Inc. (CTOS) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to a loss of $0.08 per share a year ago.

KANSAS CITY, Mo.--(BUSINESS WIRE)--Custom Truck One Source, Inc. (NYSE: CTOS), a leading provider of specialty equipment to the electric utility, telecom, rail, forestry, waste management and other infrastructure-related end markets, today reported financial results for the three months ended March 31, 2026. CTOS First-Quarter Highlights Record first quarter revenue of $461.6 million, an increase of $39.4 million, or 9.3%, compared to the first quarter of 2025 Increased Average OEC on rent by $.