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CTOS logo

Custom Truck One Source, Inc. Stock Price

NYSE:CTOS Community·US$2.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 6 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

CTOS Share Price Performance

US$9.11
3.40 (59.54%)
​
US$11.50
Fair Value
US$9.11
3.40 (59.54%)
20.8% undervalued intrinsic discount
US$11.50
Fair Value
Price US$9.11
AnalystConsensusTarget US$11.50
AnalystLowTarget US$12.00
AnalystHighTarget US$15.00
Mon, 6 Jul 26
Fair ValueUS$11.50
Share Pricen/a

CTOS Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$11.5 20.8% undervalued intrinsic discount

Equipment Expansion And Electrification Will Drive Recurring Revenue And Support Profitability

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$12 24.1% undervalued intrinsic discount

Legacy Diesel Fleets Will Struggle Under Tightening Emissions Rules

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$15 39.3% undervalued intrinsic discount

US Infrastructure Spending And Electrification Will Drive Market Expansion

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
CTOS logo
Custom Truck One Source
24.1% undervalued intrinsic discount

Legacy Diesel Fleets Will Struggle Under Tightening Emissions Rules

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
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CTOS logo
Custom Truck One Source
39.3% undervalued intrinsic discount

US Infrastructure Spending And Electrification Will Drive Market Expansion

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 19 Aug
Read Narrative
CTOS logo
Custom Truck One Source
20.8% undervalued intrinsic discount

Equipment Expansion And Electrification Will Drive Recurring Revenue And Support Profitability

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 6 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
CTOS logo

CTOS: Higher Guidance And Index Additions Will Support A Steadier Outlook

Fair Value: US$12 24.1% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
CTOS logo

CTOS: Grid Modernization Demand And Higher Margins Will Support Stronger Future Earnings

Fair Value: US$15 39.3% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
CTOS logo

CTOS: Index Additions And Sourcewell Contract Will Support Future Upside

Fair Value: US$11.5 20.8% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Moderate growth potential and slightly overvalued.

2 Risks
4 Rewards
View Full Analysis

Custom Truck One Source, Inc. Key Details

US$2.0b

Revenue

US$1.6b

Cost of Revenue

US$450.9m

Gross Profit

US$429.4m

Other Expenses

US$21.4m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.094
22.15%
1.05%
297.3%
View Full Analysis

About CTOS

Founded
1988
Employees
2500
CEO
Ryan McMonagle
WebsiteView website
www.customtruck.com

Custom Truck One Source, Inc. provides specialty equipment rental and sale services to electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries in the United States and Canada. It operates through two segments: Specialty Equipment Rentals (SER); and Specialty Truck Equipment and Manufacturing (STEM). The company owns new and used specialty equipment, including truck-mounted aerial lifts, cranes, service trucks, dump trucks, trailers, digger derricks, and other machinery and equipment. It offers new equipment for sale to be used for end-markets, which can be modified to meet customers specific needs. In addition, the company provides truck and equipment maintenance and repair services; and rents and sells specialized tools, including stringing blocks, insulated hot stick, and rigging equipment, as well as sale of specialized aftermarket parts. The company was formerly known as Nesco Holdings, Inc. and changed its name to Custom Truck One Source, Inc. in April 2021. The company was founded in 1988 and is headquartered in Kansas City, Missouri.

Recent CTOS News & Updates

User avatar
Narrative Update • Sep 03

CTOS: Higher Guidance And Index Additions Will Support A Steadier Outlook

Analysts have updated their price target for Custom Truck One Source from $11.00 to $12.00, citing revised assumptions for revenue growth, profit margins, and a lower future P/E multiple as key drivers of the change. What’s in the News for Custom Truck One Source Custom Truck One Source issued new consolidated earnings guidance for the third quarter of 2026, indicating that revenue is expected to be up year over year but modestly below second quarter levels, with growth guided to the high single digit range.
User avatar
Narrative Update • Aug 19

CTOS: Grid Modernization Demand And Higher Margins Will Support Stronger Future Earnings

Analysts have raised their price target on Custom Truck One Source from $13.00 to $15.00, citing updated assumptions including a revised discount rate, an adjusted revenue growth outlook, a higher profit margin estimate, and a slightly lower future P/E multiple. What’s in the News for Custom Truck One Source Custom Truck One Source reported record Q2 2026 revenue, returned to profit for the quarter, and raised its full year consolidated revenue and adjusted EBITDA outlook.

Recent updates

No updates

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