Update shared on 10 Dec 2025
Analysts have modestly adjusted their price target on Custom Truck One Source, nudging it to approximately $7.67 per share as they refine assumptions around the company’s discount rate, long term revenue growth, profit margins, and future earnings multiple.
What's in the News
- Reaffirmed 2025 consolidated revenue guidance in the range of $1.97 billion to $2.06 billion, signaling confidence in the current growth trajectory (Corporate Guidance).
- Updated share repurchase activity, confirming completion of 5,002,759 shares bought back for $23.24 million under the March 12, 2024 authorization, with no shares repurchased in the most recent quarter (Buyback Tranche Update).
- Showcased new equipment at Utility Expo 2025, including the Outback Series of tracked easement machines, the Voyager AMX aluminum service truck, the PalGal Loader/Cable Rolloff unit, and an all electric bucket truck, highlighting continued product innovation and electrification efforts (Product Related Announcements).
- Expanded its national footprint with a new 20,000 square foot Orlando, Florida facility featuring 11 service bays and a relocated rental service operation from Tampa to better serve customers in the Southeast (Business Expansions).
Valuation Changes
- Fair Value Estimate, unchanged at approximately $7.67 per share, indicating no material shift in the intrinsic value assessment.
- Discount Rate, edged down slightly from 12.50% to about 12.30%, reflecting a modestly lower perceived risk profile or cost of capital.
- Revenue Growth, effectively unchanged at roughly 5.86% per year, signaling stable medium term growth expectations.
- Net Profit Margin, steady at around 1.59%, suggesting no meaningful revision to long term profitability assumptions.
- Future P/E, decreased slightly from about 68.22x to 67.86x, pointing to a marginally lower multiple applied to forward earnings.
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