Custom Truck One Source (CTOS) Stock Overview
Provides specialty equipment rental and sale services to electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries in the United States and Canada. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 3/6 |
| Past Performance | 0/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
No risks detected for CTOS from our risk checks.
CTOS Community Fair Values
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Analyst Price Targets
Custom Truck One Source, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$9.24 |
| 52 Week High | US$10.22 |
| 52 Week Low | US$4.19 |
| Beta | 1.41 |
| 1 Month Change | 10.39% |
| 3 Month Change | 22.55% |
| 1 Year Change | 111.44% |
| 3 Year Change | 40.64% |
| 5 Year Change | -11.92% |
| Change since IPO | 5.60% |
Recent News & Updates
Narrative Update • May 04
CTOS: Higher Margin Outlook And Buyback Will Contrast With Cautious Future P/E Assumptions
Analysts have adjusted their price target on Custom Truck One Source to reflect an updated fair value of $8.16, based on revised assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Custom Truck One Source reaffirmed consolidated earnings guidance for full year 2026, with revenue expected in a range of $2,005 million to $2,120 million and a stated year-over-year revenue change of 3% to 9% (Corporate guidance).Analysis Article • May 01
Custom Truck One Source, Inc. (NYSE:CTOS) Just Reported And Analysts Have Been Lifting Their Price Targets
It's been a pretty great week for Custom Truck One Source, Inc. ( NYSE:CTOS ) shareholders, with its shares surging 12...Recent updates
Narrative Update • May 04
CTOS: Higher Margin Outlook And Buyback Will Contrast With Cautious Future P/E Assumptions
Analysts have adjusted their price target on Custom Truck One Source to reflect an updated fair value of $8.16, based on revised assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Custom Truck One Source reaffirmed consolidated earnings guidance for full year 2026, with revenue expected in a range of $2,005 million to $2,120 million and a stated year-over-year revenue change of 3% to 9% (Corporate guidance).Analysis Article • May 01
Custom Truck One Source, Inc. (NYSE:CTOS) Just Reported And Analysts Have Been Lifting Their Price Targets
It's been a pretty great week for Custom Truck One Source, Inc. ( NYSE:CTOS ) shareholders, with its shares surging 12...
Narrative Update • Apr 20
CTOS: New Offerings And Partnerships Will Support A Balanced Future Outlook
Analysts have revised their price target on Custom Truck One Source to $7.67, citing unchanged fair value estimates along with slightly lower assumptions for the discount rate and future P/E as key drivers of the update. What's in the News Custom Truck One Source unveiled new Load King Manufacturing offerings at The Work Truck Show 2026, including the Voyager AMX+, Voyager AMX, and Load King Outback 28SC-30, focused on field service and utility applications (Product-Related Announcement).Narrative Update • Apr 06
CTOS: New Products And Buyback Will Support Balanced Outlook At Current Price
Analysts have adjusted their price target on Custom Truck One Source from $6.50 to $6.00, reflecting updated views on discount rates, revenue growth, profit margins, and a lower assumed future P/E multiple. What's in the News Custom Truck One Source unveiled new Load King products at The Work Truck Show 2026, including the Voyager AMX+, the Voyager AMX, and the Load King Outback 28SC-30, aimed at field service and utility work.Narrative Update • Mar 23
CTOS: New Equipment Offerings And Dealer Expansion Will Support Future Upside
Analysts have slightly trimmed their blended price view on Custom Truck One Source to about $7.67 per share from around $7.75, reflecting updated assumptions on revenue growth, profit margins, discount rate, and future P/E expectations. What's in the News Custom Truck One Source unveiled new Load King Manufacturing products at The Work Truck Show 2026, including the Voyager AMX+, the Voyager AMX, and the Load King Outback 28SC-30, targeting field service and utility professionals with lighter-weight builds and operator-focused features (Key Developments).Narrative Update • Mar 08
CTOS: New Equipment Partnerships Will Support Future Upside In Core Operations
Analysts have nudged their fair value estimate for Custom Truck One Source higher from $7.67 to $7.75, citing updated assumptions around discount rate, revenue growth, profit margin, and future P/E as the key drivers of this shift. What's in the News Hiab signed a dealer agreement with Custom Truck One Source to expand the distribution and service network for HIAB loader cranes and MOFFETT truck mounted forklifts.Narrative Update • Feb 22
CTOS: Expanded Distribution Pact Will Sustain Rich Multiple Despite Modest Assumption Tweaks
Analysts have made small adjustments to their price targets for Custom Truck One Source, maintaining a fair value estimate of $6.50. They have modestly refined assumptions around the discount rate, revenue growth, profit margins, and future P/E ratio to reflect updated views on the company’s risk and earnings profile.Narrative Update • Feb 08
CTOS: Modest Assumption Shifts Will Support A Steady Fair Value Outlook
Analysts have lifted their price target on Custom Truck One Source to US$6.50 from US$6.50, citing slightly lower discount rate assumptions, marginally higher revenue growth and profit margin expectations, and a modestly reduced future P/E estimate as key drivers of the revised view. Valuation Changes Fair Value: Price target held steady at US$6.50, with no change from the prior estimate.Narrative Update • Jan 25
CTOS: Steady Guidance And Completed Buybacks Will Support A Balanced Outlook
Analysts have lifted their fair value estimate for Custom Truck One Source from US$6.00 to US$6.50, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Management reaffirmed consolidated earnings guidance for 2025, with expected revenue in a range of US$1.97b to US$2.06b (company guidance).Narrative Update • Jan 10
CTOS: Steady Guidance And Buybacks Will Support A Balanced Outlook
Analysts have nudged their price target on Custom Truck One Source to US$6.00. The update reflects slightly higher assumptions for revenue growth and profit margins, along with a modestly lower future P/E multiple.Narrative Update • Dec 24
CTOS: Profitability And Electrification Initiatives Will Support A Balanced Outlook
Analysts have modestly raised their price target on Custom Truck One Source from approximately 5.50 dollars to 6.00 dollars, reflecting expectations for stronger profit margins despite a slowdown in projected revenue growth and a normalization in future valuation multiples. What's in the News Reaffirmed 2025 revenue guidance in the range of 1.97 billion to 2.06 billion dollars, signaling confidence in the existing growth trajectory despite a moderating demand backdrop (company guidance).Narrative Update • Dec 10
CTOS: Orlando Expansion Will Drive Future Upside In Core Operations
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).Narrative Update • Nov 26
CTOS: New Facility And Buyback Completion Will Support Future Upside
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.Narrative Update • Nov 12
CTOS: Revenue Guidance And New Facility Expansion Will Drive Upside
Analysts have raised their price target for Custom Truck One Source from $7.58 to $7.67 per share. They cited improved outlooks on revenue growth and profit margins, which more than offset a higher discount rate and slightly lower future price-to-earnings expectations.Narrative Update • Oct 28
Equipment Expansion And Electrification Will Drive Recurring Revenue And Support Profitability
Analysts have slightly increased their price target for Custom Truck One Source from $7.50 to $7.58, citing modest adjustments to growth projections and valuation assumptions. What's in the News Unveiled new advanced equipment at Utility Expo 2025, including the Outback Series of tracked easement machines, Voyager AMX aluminum service truck, PalGal Loader/Cable Rolloff, and an all-electric bucket truck.Narrative Update • Oct 14
Electricity Grid Modernization And Fleet Investments Will Secure Recurring Revenues
Analysts have raised their price target for Custom Truck One Source from $7.10 to $7.50, citing incremental improvements in profit margin forecasts and a slightly lower discount rate as the primary drivers of the upward revision. What's in the News Unveiled advanced equipment at Utility Expo 2025, including the Outback Series of off-road tracked machines, the Voyager AMX aluminum service truck, the PalGal Loader/Cable Rolloff, and an all-electric bucket truck.Analysis Article • Jul 16
Improved Revenues Required Before Custom Truck One Source, Inc. (NYSE:CTOS) Shares Find Their Feet
When you see that almost half of the companies in the Trade Distributors industry in the United States have...Analysis Article • Jun 27
Is Custom Truck One Source (NYSE:CTOS) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...New Narrative • May 28
US Infrastructure Investments Will Drive Rental Utilization
Strong infrastructure and utility sector demand, coupled with labor shortages, is driving robust rental utilization, backlog, and recurring revenue growth.Analysis Article • May 22
Is Custom Truck One Source, Inc. (NYSE:CTOS) Trading At A 40% Discount?
Key Insights The projected fair value for Custom Truck One Source is US$7.31 based on 2 Stage Free Cash Flow to Equity...Analysis Article • May 02
Custom Truck One Source (NYSE:CTOS) Has Some Way To Go To Become A Multi-Bagger
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Analysis Article • Apr 11
Little Excitement Around Custom Truck One Source, Inc.'s (NYSE:CTOS) Revenues As Shares Take 28% Pounding
Custom Truck One Source, Inc. ( NYSE:CTOS ) shares have had a horrible month, losing 28% after a relatively good period...Analysis Article • Feb 25
Investors Still Waiting For A Pull Back In Custom Truck One Source, Inc. (NYSE:CTOS)
With a median price-to-sales (or "P/S") ratio of close to 1x in the Trade Distributors industry in the United States...Analysis Article • Feb 04
Is Custom Truck One Source (NYSE:CTOS) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Jan 29
Custom Truck One Source: My Downgrade To Buy Reflects State Of Demand
Summary Custom Truck One Source is expected to see share price growth over the next 12 months, despite recent declines in revenue and earnings. Q3 2024 results showed declines in revenue, net income, and EBITDA, but management remains optimistic about a return to growth in 2025. Given the mixed performance and future growth potential, I have downgraded my rating from Strong Buy to Buy, awaiting consistent profitable growth. Read the full article on Seeking AlphaAnalysis Article • Nov 27
Custom Truck One Source's (NYSE:CTOS) Returns Have Hit A Wall
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Analysis Article • Nov 06
Custom Truck One Source, Inc. (NYSE:CTOS) Looks Just Right With A 30% Price Jump
Custom Truck One Source, Inc. ( NYSE:CTOS ) shares have had a really impressive month, gaining 30% after a shaky period...Analysis Article • Oct 29
Does Custom Truck One Source (NYSE:CTOS) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysis Article • Aug 31
Not Many Are Piling Into Custom Truck One Source, Inc. (NYSE:CTOS) Just Yet
When you see that almost half of the companies in the Trade Distributors industry in the United States have...Analysis Article • Jul 15
Is Custom Truck One Source, Inc. (NYSE:CTOS) Expensive For A Reason? A Look At Its Intrinsic Value
Key Insights Custom Truck One Source's estimated fair value is US$3.50 based on 2 Stage Free Cash Flow to Equity Custom...Analysis Article • May 04
Custom Truck One Source, Inc. (NYSE:CTOS) Shares Slammed 30% But Getting In Cheap Might Be Difficult Regardless
Unfortunately for some shareholders, the Custom Truck One Source, Inc. ( NYSE:CTOS ) share price has dived 30% in the...Analysis Article • Apr 11
Is Custom Truck One Source (NYSE:CTOS) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Shareholder Returns
| CTOS | US Trade Distributors | US Market | |
|---|---|---|---|
| 7D | -8.4% | -3.8% | -0.8% |
| 1Y | 111.4% | 19.4% | 27.1% |
Return vs Industry: CTOS exceeded the US Trade Distributors industry which returned 19.9% over the past year.
Return vs Market: CTOS exceeded the US Market which returned 26.7% over the past year.
Price Volatility
| CTOS volatility | |
|---|---|
| CTOS Average Weekly Movement | 7.2% |
| Trade Distributors Industry Average Movement | 7.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: CTOS has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: CTOS's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1988 | 2,500 | Ryan McMonagle | www.customtruck.com |
Custom Truck One Source, Inc. provides specialty equipment rental and sale services to electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries in the United States and Canada. It operates through two segments: Specialty Equipment Rentals (SER); and Specialty Truck Equipment and Manufacturing (STEM). The company owns new and used specialty equipment, including truck-mounted aerial lifts, cranes, service trucks, dump trucks, trailers, digger derricks, and other machinery and equipment.
Custom Truck One Source, Inc. Fundamentals Summary
| CTOS fundamental statistics | |
|---|---|
| Market cap | US$2.12b |
| Earnings (TTM) | -US$17.36m |
| Revenue (TTM) | US$1.98b |
1.1x
P/S Ratio-121.0x
P/E RatioIs CTOS overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| CTOS income statement (TTM) | |
|---|---|
| Revenue | US$1.98b |
| Cost of Revenue | US$1.55b |
| Gross Profit | US$429.42m |
| Other Expenses | US$446.78m |
| Earnings | -US$17.36m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.076 |
| Gross Margin | 21.65% |
| Net Profit Margin | -0.88% |
| Debt/Equity Ratio | 294.8% |
How did CTOS perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/21 10:50 |
| End of Day Share Price | 2026/05/21 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Custom Truck One Source, Inc. is covered by 9 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Justin Hauke | Baird |
| Manish Somaiya | Cantor Fitzgerald & Co. |
| Timothy Thein | Citigroup Inc |