Custom Truck One Source, Inc.

NYSE:CTOS 株式レポート

時価総額:US$2.3b

Custom Truck One Source マネジメント

マネジメント 基準チェック /34

Custom Truck One Sourceの CEO はRyan McMonagleで、 Mar2023年に任命され、 の在任期間は 3.33年です。 の年間総報酬は$ 2.58Mで、 33%給与と67%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.31%を直接所有しており、その価値は$ 7.18M 。経営陣と取締役会の平均在任期間はそれぞれ4.7年と5.3年です。

主要情報

Ryan McMonagle

最高経営責任者

US$2.6m

報酬総額

CEO給与比率32.98%
CEO在任期間3.3yrs
CEOの所有権0.3%
経営陣の平均在職期間4.7yrs
取締役会の平均在任期間5.3yrs

経営陣の近況

Recent updates

ナラティブ更新 Jul 06

CTOS: Index Additions And Sourcewell Contract Will Support Future Upside

Analysts have lifted their fair value estimate for Custom Truck One Source from $7.67 to $11.50, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that support a higher long term price target. What’s in the News for Custom Truck One Source Custom Truck One Source was added as a constituent to multiple Russell growth benchmarks, including the Russell 3000 Growth, Russell 3000E Growth, Russell 2500 Growth, Russell 2000 Growth, and Russell Small Cap Comp Growth indices.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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).
ナラティブ更新 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...
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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...

CEO報酬分析

Custom Truck One Source の収益と比較して、Ryan McMonagle の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

-US$17m

Dec 31 2025US$3mUS$850k

-US$31m

Sep 30 2025n/an/a

-US$24m

Jun 30 2025n/an/a

-US$36m

Mar 31 2025n/an/a

-US$32m

Dec 31 2024US$1mUS$850k

-US$29m

Sep 30 2024n/an/a

-US$40m

Jun 30 2024n/an/a

-US$14m

Mar 31 2024n/an/a

US$23m

Dec 31 2023US$2mUS$838k

US$51m

Sep 30 2023n/an/a

US$66m

Jun 30 2023n/an/a

US$54m

Mar 31 2023n/an/a

US$56m

Dec 31 2022US$4mUS$800k

US$39m

Sep 30 2022n/an/a

US$4m

Jun 30 2022n/an/a

-US$14m

Mar 31 2022n/an/a

-US$157m

Dec 31 2021US$6mUS$469k

-US$182m

報酬と市場: Ryanの 総報酬 ($USD 2.58M ) は、 US市場 ($USD 5.17M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Ryanの報酬は増加しましたが、会社は利益を上げていません。


CEO

Ryan McMonagle (48 yo)

3.3yrs
在職期間
US$2,577,511
報酬

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,...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Ryan McMonagle
CEO & Director3.3yrsUS$2.58m0.31%
$ 7.2m
Christopher Eperjesy
Chief Financial Officer3.9yrsUS$1.57m0.12%
$ 2.9m
Paul Jolas
Executive VP3yrsUS$1.15m0.036%
$ 836.9k
Joseph Ross
President of Sales5.5yrsUS$1.41m0.29%
$ 6.8m
Thomas Rich
President of Rentals5.5yrsUS$1.47m0.16%
$ 3.7m
Fredrick Ross
Founder & Directorno dataUS$4.42m1.12%
$ 26.2m
Jim Carlsen
Chief Information Officerno dataデータなしデータなし
Brian Perman
Vice President of Investor Relationsno dataデータなしデータなし
Michael Turner
Executive Vice President of Parts5.5yrsデータなしデータなし
4.7yrs
平均在職期間
59.5yo
平均年齢

経験豊富な経営陣: CTOSの経営陣は 経験豊富 であると考えられます ( 4.7年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Ryan McMonagle
CEO & Director3.1yrsUS$2.58m0.31%
$ 7.2m
Fredrick Ross
Founder & Director5.3yrsUS$4.42m1.12%
$ 26.2m
Mark Ein
Independent Director7.5yrsUS$212.81k2.27%
$ 53.3m
Paul Bader
Independent Director5.3yrsUS$212.81k0.053%
$ 1.2m
Louis Samson
Director5.3yrsデータなしデータなし
Marshall Heinberg
Independent Chairman of the Board5.3yrsUS$403.05k0.23%
$ 5.3m
David Glatt
Director5.3yrsデータなしデータなし
David Wolf
Director5.3yrsデータなしデータなし
Georgia Nelson
Independent Director5.3yrsUS$212.81k0.058%
$ 1.4m
Mary Jackson
Independent Director4.3yrsUS$212.81k0.036%
$ 845.8k
5.3yrs
平均在職期間
59yo
平均年齢

経験豊富なボード: CTOSの 取締役会経験豊富 であると考えられます ( 5.3年の平均在任期間)。


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2026/07/22 05:54
終値2026/07/22 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

この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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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
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Manish SomaiyaCantor Fitzgerald & Co.
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