Custom Truck One Source, Inc.

Report azionario NYSE:CTOS

Capitalizzazione di mercato: US$2.1b

Custom Truck One Source Crescita futura

Criteri Future verificati 3/6

Custom Truck One Source prevede che gli utili e i ricavi cresceranno rispettivamente di 47% e 3.7% all'anno. Si prevede che l'EPS crescerà di 47.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 6.3% in 3 anni.

Informazioni chiave

47.0%

Tasso di crescita degli utili

47.14%

Tasso di crescita dell'EPS

Trade Distributors crescita degli utili13.9%
Tasso di crescita dei ricavi3.7%
Rendimento futuro del capitale proprio6.32%
Copertura analitica

Good

Ultimo aggiornamento08 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi 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

Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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 Alpha
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Previsioni di crescita degli utili e dei ricavi

NYSE:CTOS - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20282,221671063862
12/31/20272,143521693026
12/31/20262,048261342766
3/31/20261,983-1746278N/A
12/31/20251,944-3159310N/A
9/30/20251,937-2464345N/A
6/30/20251,902-3621280N/A
3/31/20251,813-32-54192N/A
12/31/20241,802-29-72122N/A
9/30/20241,803-40-13312N/A
6/30/20241,790-14-127-6N/A
3/31/20241,82423-169-49N/A
12/31/20231,86551-166-31N/A
9/30/20231,83066-12039N/A
6/30/20231,75354-11866N/A
3/31/20231,65956-9080N/A
12/31/20221,57339-8946N/A
9/30/20221,4434-6831N/A
6/30/20221,442-14-3560N/A
3/31/20221,455-15733121N/A
12/31/20211,167-18250139N/A
9/30/2021894-18563141N/A
6/30/2021606-1496480N/A
3/31/2021299-333734N/A
12/31/2020303-211443N/A
9/30/2020297-11-1733N/A
6/30/2020290-44-4933N/A
3/31/2020284-36-9112N/A
12/31/2019264-27N/A19N/A
9/30/2019255-34N/A36N/A
6/30/2019257-19N/A36N/A
3/31/2019250-19N/A48N/A
12/31/2018246-16N/A41N/A
12/31/2017204-27N/A17N/A
12/31/2016187-48N/A18N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che CTOS diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che CTOS diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede CTOS diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di CTOS ( 3.7% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di CTOS ( 3.7% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di CTOS sarà basso tra 3 anni ( 6.3 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 14:58
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Custom Truck One Source, Inc. è coperta da 9 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Justin HaukeBaird
Manish SomaiyaCantor Fitzgerald & Co.
Timothy TheinCitigroup Inc