$CTOS

Custom Truck One Source, Inc.

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No SEC Form 4 filings for $CTOS in the last 30 days.

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Winners And Losers Of Q2: Herc (NYSE:HRI) Vs The Rest Of The Specialty Equipment Distributors Stocks

Herc (HRI) and 7 other specialty equipment distributors reported Q2 earnings. HRI revenue grew 20.2% YoY, beating estimates but missing guidance. Richardson Electronics (RELL) grew 27.6% YoY, beating estimates. SiteOne (SITE) missed estimates, down 4.7% YoY. Alta (ALTG) missed estimates, down 1.2% YoY. Custom Truck One Source (CTOS) grew 10.2% YoY, beating estimates. Group revenues beat by 5.1%, but shares declined 3.6% on average.

Custom Truck One Source (CTOS) Q2 2026 Earnings Call Transcript

Custom Truck One Source (CTOS) reported Q2 2026 revenue of $563.4M, up 10.2%, and adjusted EBITDA of $116.8M, up 25.0%. Net income was $10.4M. Growth was driven by strong demand in transmission and distribution utility markets. The company raised its FY 2026 revenue guidance to $2.1B-$2.2B and adjusted EBITDA to $437.5M-$455M. Management noted potential cost increases due to upcoming EPA standards.

Q2 Earnings Roundup: Custom Truck One Source (NYSE:CTOS) And The Rest Of The Specialty Equipment Distributors Segment

A Q2 earnings roundup covering eight specialty equipment distributors reports group revenues 5.1% above analysts’ consensus. Custom Truck One Source (CTOS) posted $563.4M revenue (+10.2% YoY) and beat expectations; Richardson Electronics (RELL) reported $66.2M (+27.6% YoY) and beat; SiteOne (SITE) revenue $1.53B (+4.7%) missed. Other covered firms include Herc (HRI) and Karat Packaging (KRT).

CTOS sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning CTOS (Custom Truck One Source, Inc.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.

Recent CTOS coverage spans earnings, sector analysis and corporate actions.

What's driving CTOS

  • Strong earnings and guidance raise bullish case.

    tradingview.com · Aug 25, 2026

  • Strong quarter with double‑digit revenue growth and improved margins may support short‑term price upside.

    aol.com · Aug 18, 2026

  • Q2 beat and a higher full-year guidance raise are supportive, but the stock is still down 5.9% since reporting, implying expectations were high.

    stockstory.org · Aug 18, 2026

  • Guidance and operating metrics (utilization, OEC, leverage) suggest improving cash generation and demand durability, supporting a bullish repricing bias.

    fool.com · Aug 11, 2026

  • Guidance lift plus margin expansion signals improving earnings power, with the key risk being backlog softness and whether the T&D “super cycle” sustains.

    financialcontent.com · Aug 5, 2026

alphai scores every news story that mentions CTOS with an AI model for sentiment and relevance, and aggregates insider trades from Custom Truck One Source, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $CTOS

Score

Winners And Losers Of Q2: Herc (NYSE:HRI) Vs The Rest Of The Specialty Equipment Distributors Stocks

Herc (HRI) and 7 other specialty equipment distributors reported Q2 earnings. HRI revenue grew 20.2% YoY, beating estimates but missing guidance. Richardson Electronics (RELL) grew 27.6% YoY, beating estimates. SiteOne (SITE) missed estimates, down 4.7% YoY. Alta (ALTG) missed estimates, down 1.2% YoY. Custom Truck One Source (CTOS) grew 10.2% YoY, beating estimates. Group revenues beat by 5.1%, but shares declined 3.6% on average.

$CTOSMedAI 8/10

Custom Truck One Source (CTOS) Q2 2026 Earnings Call Transcript

Custom Truck One Source (CTOS) reported Q2 2026 revenue of $563.4M, up 10.2%, and adjusted EBITDA of $116.8M, up 25.0%. Net income was $10.4M. Growth was driven by strong demand in transmission and distribution utility markets. The company raised its FY 2026 revenue guidance to $2.1B-$2.2B and adjusted EBITDA to $437.5M-$455M. Management noted potential cost increases due to upcoming EPA standards.

Q2 Earnings Roundup: Custom Truck One Source (NYSE:CTOS) And The Rest Of The Specialty Equipment Distributors Segment

A Q2 earnings roundup covering eight specialty equipment distributors reports group revenues 5.1% above analysts’ consensus. Custom Truck One Source (CTOS) posted $563.4M revenue (+10.2% YoY) and beat expectations; Richardson Electronics (RELL) reported $66.2M (+27.6% YoY) and beat; SiteOne (SITE) revenue $1.53B (+4.7%) missed. Other covered firms include Herc (HRI) and Karat Packaging (KRT).

$CTOSHighAI 9/10

Custom Truck One Source (CTOS) Q2 2026 Earnings Call Transcript

Custom Truck One Source (CTOS) reported Q2 2026 revenue of $563.4 million (+10.2% Y/Y) and adjusted EBITDA of $116.8 million (+25%). Net income was $10.4 million ($0.05/share). Management cited record equipment sales and 81.6% fleet utilization. FY2026 guidance calls for revenue of $2.1B-$2.2B and adjusted EBITDA of $437.5M-$455M.

$CTOSMedAI 8/10

CTOS Q2 Deep Dive: Secular Demand and Margin Expansion Drive Upbeat Outlook

Custom Truck One Source (CTOS) reported Q2 CY2026 revenue of $563.4 million, up 10.2% year on year and above analysts’ $517.7 million estimate. Non-GAAP EPS was $0.09 versus $0.02 expected. Full-year revenue guidance was raised to $2.15 billion at the midpoint, and EBITDA guidance to $446.3 million. Management cited strong transmission and distribution demand and margin expansion.

$CTOSHighAI 9/10

Why is Custom Truck One Source stock up today?

Custom Truck One Source (CTOS) shares rose about 9.9% in after-hours after the company reported Q2 2026 results. Adjusted EPS was $0.05 vs $0.01 expected, and revenue hit a record $563.4 million vs $509.7 million expected. The company raised full-year 2026 revenue guidance to $2.1 billion.

Custom Truck One Source, Inc. (CTOS): Results of Operations and Financial Condition

Custom Truck One Source, Inc. (CTOS) filed an SEC Form 8-K — Results of Operations and Financial Condition. EXHIBIT 99.1 Custom Truck One Source, Inc. Reports Second Quarter 2026 Results and Increases Full Year 2026 Revenue and Adjusted EBITDA Guidance KANSAS CITY, Mo. August 3, 2026 – (BUSINESS WIRE) – Custom Truck One Source, Inc. (NYSE: CTOS), a leading provider of specialty equipme

Custom Truck One Source Earnings: What To Look For From CTOS

Custom Truck One Source (NYSE: CTOS) is set to report earnings Monday after the bell. The article notes last quarter’s revenue of $461.6 million, up 9.3% year on year, and that it beat analysts’ EPS and EBITDA estimates. For the upcoming quarter, revenue growth is expected to rise 1.2%. The average analyst price target is $11.50 versus $10.16.

$CTOSLow

Custom Truck One Source, Inc. (CTOS): Submission of Matters to a Vote of Security Holders

Custom Truck One Source, Inc. (CTOS) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. ctos-20260611 FALSE 0001709682 0001709682 2026-06-11 2026-06-11 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported):

Waste Management Stocks To Watch Now – May 26th

MarketBeat’s stock screener highlights Waste Management (WM), GFL Environmental (GFL), and Custom Truck One Source (CTOS) as waste-management stocks to watch. The article says these names had the highest dollar trading volume among peers in recent days. It describes each company’s waste services and related equipment/aftermarket offerings, noting the sector is often viewed as relatively defensive.

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