$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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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.

Custom Truck One Source (NYSE:CTOS) Reports Bullish Q2 CY2026, Stock Soars

Custom Truck One Source (NYSE:CTOS) reported Q2 CY2026 revenue of $563.4 million, up 10.2% year over year and 8.8% above estimates, according to the company. Full-year revenue guidance midpoint was $2.15 billion, 4.6% above analysts’ estimates. GAAP EPS was $0.05, above consensus, and the stock rose about 10% to $11.69 after results.

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.

CTOS sentiment & insider activity

Over the past 7 days, alphai's AI scored 5 news stories mentioning CTOS (Custom Truck One Source, Inc.). Coverage has skewed bullish: 4 bullish, 1 neutral, and 0 bearish.

Recent CTOS coverage spans earnings, financial news and corporate actions.

What's driving CTOS

  • 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

  • Beat on revenue, EPS, and full-year revenue guidance likely supports near-term momentum and re-rates expectations.

    financialcontent.com · Aug 3, 2026

  • The earnings and guidance beat is a direct repricing catalyst for CTOS, with the raised full-year outlook likely supporting higher near-term expectations.

    investing.com · Aug 3, 2026

  • Guidance increase plus leverage improvement suggests improving cash generation and reduced credit risk, likely supportive for near-term sentiment.

    SEC EDGAR 8-K · Aug 3, 2026

  • Earnings are the near-term catalyst, but the article is primarily a preview using prior-quarter results and consensus expectations rather than new disclosures.

    financialcontent.com · Aug 2, 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
$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. EX-99.1 2 ex991q22026pressrelease.htm EX-99.1 Document 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

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.

$CTOSMed

CTOS Maintained by DA Davidson -- Price Target Raised to $12.00

DA Davidson has maintained a "Buy" rating for Custom Truck One Source (CTOS) and raised its price target from $8.50 to $12.00, reflecting increased confidence in the company's future. Despite this positive analyst outlook, GuruFocus indicates that CTOS is currently 59.5% overvalued with a GF Value™ of $6.34 against its trading price of $10.11, suggesting caution for investors. The company holds a GF Score™ of 75/100, highlighting strong growth potential, though its financial strength is rated lower at 3/10.

$CTOSMed

JPMorgan Chase & Co. Forecasts Strong Price Appreciation for Custom Truck One Source (NYSE:CTOS) Stock

JPMorgan Chase & Co. has raised its price target for Custom Truck One Source (NYSE:CTOS) from $6.00 to $8.00, though it maintains an "underweight" rating on the stock, indicating a potential downside of 12.61%. Despite this, other analysts like Cantor Fitzgerald and Stifel Nicolaus have set higher price targets of $11.00 with "overweight" or "buy" ratings, contributing to a consensus "Hold" rating and an average target price of $8.83 for CTOS. The company recently reported better-than-expected Q1 earnings, with revenue up 9.3% year-over-year and a raised adjusted EBITDA target for 2026.

Custom Truck One Source stock hits 52-week high at 8.97 USD

Custom Truck One Source Inc.'s stock reached a 52-week high of $8.97, reflecting strong investor confidence and a 112.65% increase over the past year. Despite trading above its Fair Value according to InvestingPro analysis, the company's strategic initiatives have resonated with investors. This comes after the company exceeded fourth-quarter EPS expectations, although revenue fell short of forecasts, with DA Davidson maintaining a Buy rating.

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