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.






