What is Custom Truck One Source's market cap?

Custom Truck One Source (CTOS) has a market capitalization of $2.4B and trades on NYSE.

What is Custom Truck One Source's revenue and profitability?

Custom Truck One Source generated $2.0B in trailing twelve-month revenue with a net loss of $56.0M, representing a net margin of -2.2%. Gross margin stands at 21.7%, with free cash flow of $274.0M. These figures are based on the Q1 2026 filing.

Who are Custom Truck One Source's competitors?

Custom Truck One Source's key competitors include United Rentals, Herc Holdings, EquipmentShare.com Inc Class A Common Stock, and others. These companies compete in similar markets and product categories.

Who does Custom Truck One Source partner with?

Custom Truck One Source's notable partners include Terex.

What subsidiaries does Custom Truck One Source have?

Custom Truck One Source's subsidiaries include Custom Truck One Source, L.P., Load King.

Where is Custom Truck One Source headquartered?

Custom Truck One Source is headquartered in United States of America and employs approximately 2,580 people. It has been publicly traded since 2017.

Custom Truck One Source

CTOS

Custom Truck One Source is a leading provider of specialty equipment and services for North American infrastructure industries, including electric utility, telecommunications, and rail.

Market cap

$2.44B+88.7%

Revenue$2.0B+9.4%

Net income-$56.0M-39.7%

Free cash flow$274.0M+42.8%

EPS (diluted)-$0.26-62.5%

Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q1 2026 report

April 27, 2026

Revenue$461.6MBeat by $9.0M EPS-$0.02Beat by $0.03

Read the full report

Next report

Aug 3, 2026 (In 5 days)

Revenue estimate$509.8M

EPS estimate$0.02

Financials

Q1 2026

Income statement

See full

Revenue$461.6M+9.3%

Gross profit$103.1M+20.5%

Operating income$31.5M+154%

Net income-$4.1M+76.9%

EPS (diluted)-$0.02+75.0%

Balance sheet

See full

Cash & equivalents$9.6M+78.6%

Total debt$1.7B+3.1%

Total equity$805.2M-1.0%

Total assets$3.5B+0.1%

Cash flow

See full

Operating cash flow$23.8M-57.2%

CapEx$3.7M+755%

Free cash flow$20.1M-63.6%

Valuation & ratios

Valuation

See full

Market cap$2.44B+88.7%

Enterprise value$4.17B+36.5%

P/S1.2×+0.5×

Profitability

See full

Gross margin21.7%+0.4pp

Operating margin7.3%+0.6pp

FCF margin13.8%+3.2pp

Returns & leverage

See full

Debt / equity2.2×+0.1×

Current ratio1.3×0.0×

Segments

By product

See full

Rental$130.6M+18.4%

Parts sales and services$31.8M-1.0%

Shipping and handling$6.6M+10.6%

By segment

See full

Specialty Truck Equipment and Manufacturing Segment$267.9M—

Specialty Equipment Rentals Segment$193.8M—

By geography

See full

United States$455.0M+10.0%

Canada$6.6M-23.6%

Competitors

By market cap

United Rentals$70.2B+21.3%

Terex$7.9B+133%

Federal Signal$7.2B+9.9%

Everus Construction Group$6.5B+76.2%

Herc Holdings$5.3B+11.7%

EquipmentShare.com, Inc. $4.9B—

Custom Truck One Source$2.4B+80.8%

Alamo Group$2.0B-23.9%

By revenue growth

Everus Construction Group+29.7%

Herc Holdings+28.5%

Federal Signal+23.3%

Terex+17.0%

EquipmentShare.com, Inc. +13.5%

Custom Truck One Source+9.4%

United Rentals+6.9%

Alamo Group+2.3%

By net margin

United Rentals15.67%-0.4pp

Federal Signal11.56%+0.5pp

Alamo Group6.21%-1.0pp

Everus Construction Group5.65%+0.7pp

Terex1.87%-3.1pp

Herc Holdings1.01%-2.7pp

EquipmentShare.com, Inc. -1.29%-2.4pp

Custom Truck One Source-2.22%-0.6pp

Profile

Custom Truck One Source is a leading provider of specialty equipment and services for North American infrastructure industries, including electric utility, telecommunications, and rail. The company operates a differentiated 'one-stop-shop' model that integrates equipment rental, new and used sales, and comprehensive aftermarket support. Its core value proposition centers on large-scale production and customization capabilities that reduce lead times and provide tailored solutions for critical infrastructure maintenance and development.

Competitive position

A market leader with a unique 'one-stop-shop' platform and a structural cost advantage due to large-scale vertical integration and internal production capabilities.

GeographiesUnited States, Canada

Customer segmentsElectric Utilities, Telecommunications, Railroads, Waste Management, Infrastructure Contractors

Business modelEquipment Rental, Direct-to-customer sales, Vertically integrated manufacturing, Aftermarket services

SuppliersVocational chassis manufacturers, Equipment attachment suppliers, Hydraulic component manufacturers, Raw material suppliers for assembly

CustomersInvestor-owned utilities, Class I railroads, Broadband and 5G infrastructure developers, Municipal waste haulers, General infrastructure contractors

CountryUnited States of America

Listed2017

Employees2.6K

CEORyan McMonagle

SectorIndustrials

IndustryRental & Leasing Services

Websitecustomtruck.com

FilingsSEC EDGAR

Ask your AI about Custom Truck One Source.

Connect your AI assistant and dig into the numbers, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Custom Truck One Source's market cap?: Custom Truck One Source (CTOS) has a market capitalization of $2.4B and trades on NYSE.
What is Custom Truck One Source's revenue and profitability?: Custom Truck One Source generated $2.0B in trailing twelve-month revenue with a net loss of $56.0M, representing a net margin of -2.2%. Gross margin stands at 21.7%, with free cash flow of $274.0M. These figures are based on the Q1 2026 filing.
Who are Custom Truck One Source's competitors?: Custom Truck One Source's key competitors include United Rentals, Herc Holdings, EquipmentShare.com Inc Class A Common Stock, and others. These companies compete in similar markets and product categories.
Who does Custom Truck One Source partner with?: Custom Truck One Source's notable partners include Terex.
What subsidiaries does Custom Truck One Source have?: Custom Truck One Source's subsidiaries include Custom Truck One Source, L.P., Load King.
Where is Custom Truck One Source headquartered?: Custom Truck One Source is headquartered in United States of America and employs approximately 2,580 people. It has been publicly traded since 2017.