Custom Truck One Source Gestion
Gestion contrôle des critères 3/4
Le PDG Custom Truck One Source est Ryan McMonagle, nommé en Mar2023, a un mandat de 3.25 ans. La rémunération annuelle totale est $ 2.58M, composée du salaire de 33% et des bonus 67%, y compris les actions et options de la société. détient directement 0.31% des actions de la société, d'une valeur de $ 7.83M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.6 ans et 5.2 ans.
Informations clés
Ryan McMonagle
Directeur général
US$2.6m
Rémunération totale
| Pourcentage du salaire du PDG | 32.98% |
| Durée du mandat du directeur général | 3.3yrs |
| Propriété du PDG | 0.3% |
| Durée moyenne d'occupation des postes de direction | 4.6yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.2yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jun 22
CTOS: Sourcewell Contract And Margin Expansion Will Drive Stronger Future Earnings
Analysts have kept their $13.00 price target for Custom Truck One Source unchanged, citing updated assumptions that include a slightly lower discount rate, modestly higher revenue growth and profit margin expectations, and a somewhat lower future P/E multiple. What’s in the News for Custom Truck One Source Custom Truck One Source secured a cooperative purchasing contract through Sourcewell following a competitive solicitation process.Article d’analyse • Jun 19
Custom Truck One Source (CTOS) Stock Could Be 47% Overvalued After Sourcewell Contract Win
Custom Truck One Source (CTOS) drew fresh attention after announcing a cooperative purchasing contract with Sourcewell, an agreement that management says could broaden relationships with government agencies across North America and increase interest in the stock. See our latest analysis for Custom Truck One Source. That Sourcewell contract headlines a very strong run for Custom Truck One Source, with a 1 month share price return of 21.71% and a 90 day share price return of 85.36%. The 1 year...
Mise à jour du récit • Jun 08
CTOS: Sourcewell Contract And Guidance Will Support A More Confident Margin Outlook
Analysts have adjusted their price target on Custom Truck One Source to $10.00, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that they see as better aligning the stock with its current outlook. What's in the News Custom Truck One Source was awarded a cooperative purchasing contract through Sourcewell after a competitive solicitation process.Mise à jour du récit • May 25
CTOS: Future Margin Expansion Will Drive Stronger Earnings Power
Analysts have raised their fair value estimate for Custom Truck One Source from $9.00 to $13.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and a lower future P/E multiple as the primary drivers of this change. What's in the News Reaffirmed full year 2026 consolidated earnings guidance, with revenue expected in a range of $2,005 million to $2,120 million, implying 3% to 9% year over year growth (company guidance).Mise à jour du récit • 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).Article d’analyse • 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...
Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Nouveau récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$17m |
| Dec 31 2025 | US$3m | US$850k | -US$31m |
| Sep 30 2025 | n/a | n/a | -US$24m |
| Jun 30 2025 | n/a | n/a | -US$36m |
| Mar 31 2025 | n/a | n/a | -US$32m |
| Dec 31 2024 | US$1m | US$850k | -US$29m |
| Sep 30 2024 | n/a | n/a | -US$40m |
| Jun 30 2024 | n/a | n/a | -US$14m |
| Mar 31 2024 | n/a | n/a | US$23m |
| Dec 31 2023 | US$2m | US$838k | US$51m |
| Sep 30 2023 | n/a | n/a | US$66m |
| Jun 30 2023 | n/a | n/a | US$54m |
| Mar 31 2023 | n/a | n/a | US$56m |
| Dec 31 2022 | US$4m | US$800k | US$39m |
| Sep 30 2022 | n/a | n/a | US$4m |
| Jun 30 2022 | n/a | n/a | -US$14m |
| Mar 31 2022 | n/a | n/a | -US$157m |
| Dec 31 2021 | US$6m | US$469k | -US$182m |
Rémunération vs marché: La rémunération totale de Ryan ($USD 2.58M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 6.98M ).
Rémunération et revenus: La rémunération de Ryan a augmenté alors que l'entreprise n'est pas rentable.
PDG
Ryan McMonagle (48 yo)
3.3yrs
Titularisation
US$2,577,511
Compensation
Mr. Ryan McMonagle is Director of United Way of Greater Kansas City. Mr. McMonagle serves as Chief Executive Officer of Custom Truck One Source, Inc. since March 20, 2023 and as its Director from June 19,...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 3.3yrs | US$2.58m | 0.31% $ 7.8m | |
| Chief Financial Officer | 3.8yrs | US$1.57m | 0.12% $ 3.2m | |
| Executive VP | 2.9yrs | US$1.15m | 0.036% $ 913.2k | |
| President of Sales | 5.4yrs | US$1.41m | 0.29% $ 7.4m | |
| President of Rentals | 5.4yrs | US$1.47m | 0.16% $ 4.1m | |
| Founder & Director | no data | US$4.42m | 1.12% $ 28.6m | |
| Chief Information Officer | no data | pas de données | pas de données | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| Executive Vice President of Parts | 5.4yrs | pas de données | pas de données |
4.6yrs
Durée moyenne de l'emploi
59.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de CTOS est considérée comme expérimentée (ancienneté moyenne 4.6 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 3yrs | US$2.58m | 0.31% $ 7.8m | |
| Founder & Director | 5.2yrs | US$4.42m | 1.12% $ 28.6m | |
| Independent Director | 7.4yrs | US$212.81k | 2.27% $ 58.1m | |
| Independent Director | 5.2yrs | US$212.81k | 0.053% $ 1.4m | |
| Director | 5.2yrs | pas de données | pas de données | |
| Independent Chairman of the Board | 5.2yrs | US$403.05k | 0.23% $ 5.8m | |
| Director | 5.2yrs | pas de données | pas de données | |
| Director | 5.2yrs | pas de données | pas de données | |
| Independent Director | 5.2yrs | US$212.81k | 0.058% $ 1.5m | |
| Independent Director | 4.2yrs | US$212.81k | 0.036% $ 922.9k |
5.2yrs
Durée moyenne de l'emploi
59yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de CTOS sont considérés comme expérimentés (ancienneté moyenne 5.2 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/24 08:03 |
| Cours de l'action en fin de journée | 2026/06/24 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Custom Truck One Source, Inc. est couverte par 9 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Justin Hauke | Baird |
| Manish Somaiya | Cantor Fitzgerald & Co. |
| Timothy Thein | Citigroup Inc |