Custom Truck One Source, Inc.

NYSE:CTOS 株式レポート

時価総額:US$2.1b

Custom Truck One Source 将来の成長

Future 基準チェック /36

Custom Truck One Source利益と収益がそれぞれ年間47%と3.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.3% 47.1%なると予測されています。

主要情報

47.0%

収益成長率

47.14%

EPS成長率

Trade Distributors 収益成長13.9%
収益成長率3.7%
将来の株主資本利益率6.32%
アナリストカバレッジ

Good

最終更新日08 May 2026

今後の成長に関する最新情報

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...
User avatar
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...

業績と収益の成長予測

NYSE:CTOS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: CTOSは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: CTOS今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: CTOS今後 3 年以内に収益を上げることが予想されます。

収益対市場: CTOSの収益 ( 3.7% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: CTOSの収益 ( 3.7% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: CTOSの 自己資本利益率 は、3年後には低くなると予測されています ( 6.3 %)。


成長企業の発掘

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 09:18
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 HaukeBaird
Manish SomaiyaCantor Fitzgerald & Co.
Timothy TheinCitigroup Inc