Update shared on 26 Nov 2025
Analysts have raised their price target for Custom Truck One Source, citing improved revenue growth projections and a slightly higher profit margin. They now estimate fair value at $7.67 per share, up from previous expectations.
What's in the News
- Reaffirmed 2025 consolidated earnings guidance, projecting revenue between $1,970 million and $2,060 million (Corporate Guidance).
- Completed share buyback program announced in March 2024, with over 5 million shares repurchased for $23.24 million (Buyback Update).
- Showcased new equipment at Utility Expo 2025, featuring the Outback Series tracked easement machines, Voyager AMX service truck, PalGal Loader/Cable Rolloff, and an all-electric bucket truck (Product Announcement).
- Opened a new 20,000-square foot location in Orlando, Florida, to expand regional service and relocate truck rental operations from Tampa (Business Expansion).
Valuation Changes
- Consensus Analyst Price Target: Remained stable at $7.67 per share compared to prior estimates.
- Discount Rate: Increased slightly from 12.39% to 12.5%.
- Revenue Growth: Improved from 5.54% to 5.86%.
- Net Profit Margin: Rose from 1.48% to 1.59%.
- Future P/E: Edged higher from 66.92x to 68.22x.
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