Custom Truck One Source（CTOS）株式概要
Custom Truck One Source, Inc.は、米国およびカナダにおいて、送電・配電、電気通信、鉄道、林業、廃棄物管理、その他インフラ関連産業向けに特殊機器のレンタル・販売サービスを提供している。 詳細
報酬
リスク分析
リスクチェックの結果、CTOS 、リスクは検出されなかった。
CTOS Community Fair Values
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Analyst Price Targets
Custom Truck One Source, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$9.24 |
| 52週高値 | US$10.22 |
| 52週安値 | US$4.19 |
| ベータ | 1.41 |
| 1ヶ月の変化 | 10.39% |
| 3ヶ月変化 | 22.55% |
| 1年変化 | 111.44% |
| 3年間の変化 | 40.64% |
| 5年間の変化 | -11.92% |
| IPOからの変化 | 5.60% |
最新ニュース
ナラティブの更新 • 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).分析記事 • 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
ナラティブの更新 • 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).分析記事 • 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...
ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| CTOS | US Trade Distributors | US 市場 | |
|---|---|---|---|
| 7D | -8.4% | -3.8% | -0.8% |
| 1Y | 111.4% | 19.4% | 27.1% |
業界別リターン: CTOS過去 1 年間で19.4 % の収益を上げたUS Trade Distributors業界を上回りました。
リターン対市場: CTOS過去 1 年間で27.1 % の収益を上げたUS市場を上回りました。
価格変動
| 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% |
安定した株価: CTOS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CTOSの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1988 | 2,500 | Ryan McMonagle | www.customtruck.com |
カスタム・トラック・ワン・ソース社（Custom Truck One Source, Inc.）は、米国およびカナダにおいて、送配電、電気通信、鉄道、林業、廃棄物管理、その他インフラ関連産業向けに特殊機器のレンタル・販売サービスを提供している。2つのセグメントで事業を展開している：特殊機器レンタル（SER）、特殊トラック機器・製造（STEM）。同社は、トラック積載型高所作業リフト、クレーン、サービストラック、ダンプトラック、トレーラー、掘削機デリック、その他の機械設備を含む、新品および中古の特殊機器を所有している。同社は、顧客の特定のニーズに合わせて改造可能な、最終市場で使用される新品の機器を販売している。また、トラックや機器のメンテナンスや修理サービス、ストリンギングブロック、断熱ホットスティック、リギング機器などの特殊工具のレンタルや販売、特殊アフターマーケット部品の販売も行っている。同社は以前はNesco Holdings, Inc.として知られ、2021年4月に社名をCustom Truck One Source, Inc.に変更した。同社は1988年に設立され、ミズーリ州カンザスシティに本社を置いている。
Custom Truck One Source, Inc. 基礎のまとめ
| CTOS 基礎統計学 | |
|---|---|
| 時価総額 | US$2.12b |
| 収益（TTM） | -US$17.36m |
| 売上高(TTM) | US$1.98b |
1.1x
P/Sレシオ-121.0x
PER（株価収益率CTOS は割高か？
公正価値と評価分析を参照収益と収入
| CTOS 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.98b |
| 売上原価 | US$1.55b |
| 売上総利益 | US$429.42m |
| その他の費用 | US$446.78m |
| 収益 | -US$17.36m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.076 |
| グロス・マージン | 21.65% |
| 純利益率 | -0.88% |
| 有利子負債／自己資本比率 | 294.8% |
CTOS の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/21 11:40 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Custom Truck One Source, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9
| アナリスト | 機関 |
|---|---|
| Justin Hauke | Baird |
| Manish Somaiya | Cantor Fitzgerald & Co. |
| Timothy Thein | Citigroup Inc |