Latest revenue
$461.6M
as of 2026-03-31
Latest net income
$-4.1M
as of 2026-03-31
Net margin
-0.9%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $2.10B
- Enterprise value
- $2.10B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $10.22
- 52-wk low
- $4.19
- Beta
- —
- Shares out
- 227.4M
5-year trend
What this company does
Item 1. Business Company Overview Custom Truck One Source, Inc. (“we,” “our,” “us,” “Custom Truck,” or “the Company”), a Delaware corporation, and its wholly owned subsidiaries are engaged in the business of providing a range of services and products to customers through rentals and sales of specialty equipment, rentals and sales of aftermarket parts and services related to the specialty equipment, and repair, maintenance, and customization services related to that equipment. Immediately following the acquisition by Nesco Holdings II, Inc. of Custom Truck One Source, L.P. (“Custom Truck LP”) on April 1, 2021 (the “Acquisition”), Nesco Holdings, Inc. (“Nesco Holdings”) changed its name to…
AI summary unavailable — showing raw filing excerpt
Generated from CTOS's filing dated 2026-03-10
Key risks
Item 1A. Risk Factors In addition to the other information contained in this Annual Report on Form 10-K, the risk factors discussed herein should be considered carefully in evaluating the Company. Any of these factors could result in a significant or material adverse effect on our business, results of operations and financial condition. Additional risk factors not presently known to us or that we currently deem immaterial may also impair our business results of operations and financial condition. Risks Related to the Company’s Business and Industry Effective management of our rental equipment is vital to our business, and an inability to obtain raw materials, component parts and/or finished…
AI summary unavailable — showing raw filing excerpt
Generated from CTOS's filing dated 2026-03-10
Profitability
Gross margin
21.2%
2.2%Operating margin
6.4%
8.3%Net margin
-1.6%
0.5%Return on equity
-3.8%
15.4%Return on assets
-0.9%
10.3%Leverage
Debt / equity
3.25×
6.1%Long-term debt / equity
2.00×
13.4%Debt / assets
76.5%
1.4%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $461.6M | +9.3% | $-4.1M | +76.9% | -0.9% |
Q4 2025 2025-12-31 | $528.2M | +1.4% | $20.9M | -24.3% | 4.0% |
Q3 2025 2025-09-30 | $482.1M | +7.8% | $-5.8M | +66.9% | -1.2% |
Q2 2025 2025-06-30 | $511.5M | +20.9% | $-28.4M | -15.9% | -5.5% |
Q1 2025 2025-03-31 | $422.2M | +2.7% | $-17.8M | -24.1% | -4.2% |
Q4 2024 2024-12-31 | $520.7M | — | $27.6M | — | 5.3% |
Q3 2024 2024-09-30 | $447.2M | +3.0% | $-17.4M | -289.7% | -3.9% |
Q2 2024 2024-06-30 | $423.0M | -7.4% | $-24.5M | -310.8% | -5.8% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Equipment Rental & Leasing, NEC · SIC 7359
Your notes
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Insider activity
Insider buying
$0
Insider selling
$0
Net activity
+$0
Distinct insiders
0
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns CTOS
Institutional value
$241.4M
Total shares held
36.9M
Distinct holders
88
-67 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | Canvas Wealth Advisors, LLC | 7.0M | $46.1M | -30.7K (-0.4%) | Trimmed |
| 2 | DIMENSIONAL FUND ADVISORS LP | 5.6M | $36.8M | +741.9K (+15.3%) | Added |
| 3 | BlackRock, Inc. | 4.3M | $27.9M | -59.8K (-1.4%) | Trimmed |
| 4 | Allspring Global Investments Holdings, LLC | 3.9M | $25.9M | -287.3K (-6.8%) | Trimmed |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $16.6M | — | New |
| 6 | Boston Partners | 2.0M | $13.2M | -1.8M (-46.8%) | Trimmed |
| 7 | Clearbridge Investments, LLC | 1.4M | $9.2M | -41.2K (-2.8%) | Trimmed |
| 8 | FIRST TRUST ADVISORS LP | 1.3M | $8.5M | +78.5K (+6.4%) | Added |
| 9 | HEARTLAND ADVISORS INC | 1.0M | $6.6M | +300.0K (+42.9%) | Added |
| 10 | First Eagle Investment Management, LLC | 765.8K | $5.0M | -12.1K (-1.6%) | Trimmed |
| 11 | JPMORGAN CHASE & CO | 770.2K | $4.9M | +744.9K (+2938.8%) | Added |
| 12 | JANE STREET GROUP, LLC | 660.5K | $4.3M | +315.5K (+91.5%) | Added |
| 13 | MACKENZIE FINANCIAL CORP | 589.1K | $3.9M | — | New |
| 14 | Russell Investments Group, Ltd. | 542.9K | $3.6M | -396.2K (-42.2%) | Trimmed |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 507.3K | $3.3M | — | New |
| 16 | VANGUARD FIDUCIARY TRUST CO | 404.5K | $2.7M | — | New |
| 17 | Sendero Wealth Management, LLC | 390.8K | $2.6M | +0 (+0.0%) | No change |
| 18 | CITIGROUP INC | 384.7K | $2.5M | -136.6K (-26.2%) | Trimmed |
| 19 | Invesco Ltd. | 244.1K | $1.6M | +7.2K (+3.0%) | Added |
| 20 | SEI INVESTMENTS CO | 227.6K | $1.5M | +59.9K (+35.7%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once CTOS's latest filing finishes processing.