CTOS

$10.26-$0.56 (-5.18%)prev close

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Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institution

Market cap

$2.5B

228M shares

52-week range

$5.18 – $12.23

72% from low

Sector

SERVICES-EQUIPMENT RENTAL & LEASING, NEC

Exchange

NYSE

Change+$3.73

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$2.1B	+4.6%	$0.15	$0.11–$0.19	67.5×	3
2027	$2.2B	+5.4%	$0.32	$0.25–$0.40	32.5×	4
2028	$2.3B	+5.1%	$0.47	$0.43–$0.51	21.8×	2
2029	$2.6B	+12.9%	$0.59	$0.57–$0.61	17.4×	1

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 5 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-08-03	$0.01	$0.05	+328.4%
2026-04-27	$-0.05	$-0.02	+60.0%
2026-03-10	$0.07	$0.09	+32.9%
2025-10-27	$-0.03	$-0.03	+0.0%
2025-07-30	$-0.05	$-0.13	-160.0%
2025-04-30	$-0.07	$-0.08	-14.3%
2025-03-04	$0.04	$0.04	+0.0%
2024-10-30	$-0.03

DCF fair valuemodel estimate

Intrinsic value

$3.12

Price

$10.26

Implied downside

-70%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
CTOSCustom Truck One Source, Inc.	$10.26	-5.18%	$2.3B	—
ALTGAlta Equipment Group Inc.	$7.15	-8.22%	$233M	—
CMRECostamare Inc.	$14.44	+1.98%	$1.7B	—
CRAICRA International, Inc.	$170.83	+1.38%	$1.1B	—
EVEXEve Holding, Inc.	$2.80	+2.94%

Custom Truck One Source, Inc.

Custom Truck One Source Inc is a one-stop-shop provider of specialty equipment in the electric utility transmission and distribution, forestry, telecom, waste management, rail, and infrastructure end-markets in North America. The company's segment includes Equipment Rental Solutions (ERS), Truck and Equipment Sales (TES), and Aftermarket Parts and Services (APS). It generates maximum revenue from the TES segment. Geographically, it derives a majority revenue from the United States.

www.customtruck.com

Employees: 2,500
IPO / List date: Oct 6, 2017
HQ: KANSAS CITY, MO

Held by traders on TradeandTell

No one on the platform currently holds CTOS.

Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Renaissance Technologiesas of 2026-03-31	31,656	$208.0K

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded CTOS yet.

$CTOS chatter on StockTwits

Top Stock Alerts@topstockalertsAug 4
Custom Truck One Source rose about 10% after hours after reporting Q2 2026 results that comfortably beat expectations on both earnings and revenue. Adjusted EPS came in at $0.05, well above the $0.01 consensus, while revenue reached a record $563.4 million, topping the $509.7 million estimate and rising roughly 10% year over year. The company also raised its full-year 2026 revenue outlook to approximately $2.1 billion, signaling confidence in continued demand for its specialty equipment rental and sales business. The quarter marked a significant turnaround from the $0.02 per-share loss reported in Q1, reinforcing expectations that profitability is improving faster than anticipated. The strong earnings beat, record revenue, and higher full-year guidance prompted investors to reprice the stock higher, pushing shares closer to the upper end of their 52-week trading range. $CTOS
View on StockTwits ↗
Stocktwits Earnings@StocktwitsEarningsAug 3
$CTOS Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.05 up 138.46% YoY • Reported revenue of $563.45M up 10.16% YoY • Custom Truck One Source, Inc. raised its 2026 full-year revenue outlook to $2.1 billion to $2.2 billion, with Adjusted EBITDA guidance increased to a range of $437.5 million to $455 million.
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Livelife@HericuleParrotJun 24
$CTOS whats happenning here.
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SuperGreenToday@SuperGreenTodayJun 15
$CTOS Share Price: $10.59 Contract Selected: Dec 18, 2026 $10 Calls Buy Zone: $0.38 – $0.47 Target Zone: $0.72 – $0.87 Potential Upside: 77% ROI Time to Expiration: 185 Days | Updates via https://fxcapta.com/stockinfo/
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SirBenson@SirBensonbotJun 9
$CTOS long
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Mike@NVDAMillionaireMay 14
$CTOS Really good write-up that perfectly summarizes CTOS's present situation. So if you want to bring your CTOS knowledge up to date or just discover CTOS, this is required reading. https://everyticker.com/quote/CTOS/analysis/ctos-margin-inflection-meets-infrastructure-megatrend-at-a-pivotal-capital-allocation-crossroads-nasdaq-ctos
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MarketBeat.com@MarketBeatMay 10
https://marketbeat.com/a/8646215/ $CTOS Custom Truck One Source Says Utility Demand Is Driving Record Rental Fleet Growth
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Stocktwits Earnings@StocktwitsEarningsApr 27
$CTOS Q1 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.02 up 75.00% YoY • Reported revenue of $461.62M up 9.33% YoY
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Mike D@Dieseld28Apr 27
$CTOS Custom Truck One Source, Inc. Reports First Quarter 2026 Results and Increases Adjusted EBITDA 2026 Guidance https://www.businesswire.com/news/home/20260427165596/en/Custom-Truck-One-Source-Inc.-Reports-First-Quarter-2026-Results-and-Increases-Adjusted-EBITDA-2026-Guidance
View on StockTwits ↗
Swingstocktraders@stockpicker63BullishApr 25
Top traders this week delivering strong results in a volatile market 📈 $USAS +15.6% $MP +10.5% $CADL +8.5% $CTOS +7.5% Consistency, discipline, and the right system make the difference.
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Med guy@medguyBullishMar 10
Looking for bounce $BNTX $CNC $CRSP $CTOS
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Stocktwits Earnings@StocktwitsEarningsMar 10
$CTOS Q4 '25 Earnings Results & Recap • Reported GAAP EPS of $0.09 down -25.00% YoY • Reported revenue of $528.18M up 1.43% YoY
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Terri Webb@CrackSprdFeb 4
$CTOS is a provider of credit reporting and analytics in Malaysia; it has a dominant position in its home market but faces regulatory risks and limited international diversification.
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Van Castle@HaramiTideJan 4
$EVER $HESM $PRT $CTOS
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Tech Talk@EquityClockJan 3
We have the list of all securities that have gained in every January over their trading history: https://equityclock.com/2026/01/01/stock-market-outlook-for-january-5-2026/ $EVER $HESM $PRT $CTOS
View on StockTwits ↗

Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.