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Custom Truck One Source Inc (CTOS)

Upturn stock ratingUpturn stock rating
$6.11
Last Close (24-hour delay)
Profit since last BUY32.83%
upturn advisory
Consider higher Upturn Star rating
BUY since 73 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
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Upturn Stock infoUpturn Stock info Stock price based on last close
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Upturn Advisory Summary

08/28/2025: CTOS (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

6 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $7.1

1 Year Target Price $7.1

Analysts Price Target For last 52 week
$7.1 Target price
52w Low $3.03
Current$6.11
52w High $6.64

Analysis of Past Performance

Type Stock
Historic Profit 10.25%
Avg. Invested days 38
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 1.38B USD
Price to earnings Ratio -
1Y Target Price 7.1
Price to earnings Ratio -
1Y Target Price 7.1
Volume (30-day avg) 6
Beta 1.28
52 Weeks Range 3.03 - 6.64
Updated Date 08/28/2025
52 Weeks Range 3.03 - 6.64
Updated Date 08/28/2025
Dividends yield (FY) -
Basic EPS (TTM) -0.16

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2025-07-30
When Before Market
Estimate -0.046
Actual -0.0856

Profitability

Profit Margin -1.89%
Operating Margin (TTM) 6.5%

Management Effectiveness

Return on Assets (TTM) 2.17%
Return on Equity (TTM) -4.37%

Valuation

Trailing PE -
Forward PE 384.62
Enterprise Value 3861315920
Price to Sales(TTM) 0.73
Enterprise Value 3861315920
Price to Sales(TTM) 0.73
Enterprise Value to Revenue 2.03
Enterprise Value to EBITDA 9.95
Shares Outstanding 226560000
Shares Floating 59596499
Shares Outstanding 226560000
Shares Floating 59596499
Percent Insiders 4.51
Percent Institutions 96.71

ai summary icon Upturn AI SWOT

Custom Truck One Source Inc

stock logo

Company Overview

overview logo History and Background

Custom Truck One Source, Inc. was formed through a series of acquisitions and mergers, building a comprehensive provider of specialized truck and equipment solutions. It focuses on the rental, sale, and service of specialized vehicles and equipment.

business area logo Core Business Areas

  • Equipment Rental: Renting specialized trucks and equipment to various industries, including utilities, infrastructure, and energy.
  • Equipment Sales: Selling new and used specialized trucks and equipment.
  • Service and Parts: Providing maintenance, repair, and parts for specialized trucks and equipment.
  • Truck and Equipment Upfitting and Manufacturing: Engineering, designing, and manufacturing specialized trucks and equipment

leadership logo Leadership and Structure

The leadership team consists of experienced executives in the truck and equipment industry. The organizational structure is designed to support its multiple business segments.

Top Products and Market Share

overview logo Key Offerings

  • Competitors: Manitowoc (MTW), Terex (TEX), Liebherr
  • Crane Trucks: Crane trucks for construction, utility, and infrastructure projects. Market share data is difficult to ascertain specifically for Custom Truck One Source, but crane truck market is composed of major players like Manitowoc (MTW), Terex (TEX) and Liebherr. Revenue contribution significant to overall top line.
  • Bucket Trucks: Bucket trucks for utility maintenance and construction. Similar to Crane Trucks, specific market share is difficult to ascertain for Custom Truck One Source. Bucket truck market also includes brands like Altec and Versalift.
  • Competitors: Altec, Versalift
  • Competitors: Vactor Manufacturing, Super Products LLC.
  • Vacuum Trucks: Vacuum trucks for environmental services and industrial cleaning. Important segment for specialized waste management
  • Competitors: Terex (TEX), Altec
  • Digger Derricks: Digger derricks for utility pole installation and maintenance. Essential tool for utility companies.

Market Dynamics

industry overview logo Industry Overview

The specialized truck and equipment market is driven by infrastructure development, utility maintenance, and environmental services. Demand is influenced by economic conditions, government regulations, and technological advancements.

Positioning

Custom Truck One Source aims to be a one-stop shop for specialized truck and equipment solutions, differentiating itself through its comprehensive product and service offerings.

Total Addressable Market (TAM)

The total addressable market for specialized trucks and equipment is estimated to be in the billions of dollars annually. Custom Truck One Source is positioned to capture a significant portion of this market through its diverse offerings and national presence.

Upturn SWOT Analysis

Strengths

  • Comprehensive product and service offerings
  • National footprint
  • Strong relationships with key customers
  • Integrated business model

Weaknesses

  • High capital expenditure requirements
  • Dependence on economic cycles
  • Integration risks from acquisitions

Opportunities

  • Expanding into new geographic markets
  • Developing new technology solutions
  • Acquiring complementary businesses
  • Capitalizing on infrastructure spending

Threats

  • Economic downturns
  • Increased competition
  • Changes in government regulations
  • Supply chain disruptions

Competitors and Market Share

competitor logo Key Competitors

  • Altec
  • Terex (TEX)
  • Manitowoc (MTW)

Competitive Landscape

Custom Truck One Source's comprehensive product and service offerings provide a competitive advantage. However, it faces competition from larger, more established players with greater financial resources.

Major Acquisitions

Hardwicke Truck Center

  • Year: 2021
  • Acquisition Price (USD millions):
  • Strategic Rationale: Expanded Custom Truck's service footprint and product offerings in the Gulf Coast region.

Growth Trajectory and Initiatives

Historical Growth: Historical growth driven by acquisitions and organic expansion. Company has shown significant revenue growth over the past years.

Future Projections: Future growth is projected to be driven by infrastructure spending, utility maintenance, and expansion into new markets. Analyst estimates suggest continued revenue growth.

Recent Initiatives: Recent initiatives include expanding its rental fleet, investing in new technology, and acquiring complementary businesses.

Summary

Custom Truck One Source is a significant player in the specialized truck and equipment market due to its comprehensive range of products and services. It needs to focus on organic growth to grow as fast as acquisitions. Managing its capital expenditure and economic cycles will be crucial for its success. The company will need to continue growing by improving sales and upfitting.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Website
  • Industry Reports
  • Third-Party Research

Disclaimers:

This analysis is based on publicly available information and limited data. It is not financial advice.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Custom Truck One Source Inc

Exchange NYSE
Headquaters Kansas City, MO, United States
IPO Launch date 2017-10-06
CEO & Director Mr. Ryan McMonagle
Sector Industrials
Industry Rental & Leasing Services
Full time employees 2619
Full time employees 2619

Custom Truck One Source, Inc. provides specialty equipment rental and sale services to electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries in the United States and Canada. It operates through three segments: Equipment Rental Solutions (ERS), Truck and Equipment Sales (TES), and Aftermarket Parts and Services (APS). The ERS segment owns new and used specialty equipment, including truck-mounted aerial lifts, cranes, service trucks, dump trucks, trailers, digger derricks, and other machinery and equipment. Its TES segment offers new equipment for sale to be used for end-markets, which can be modified to meet customers specific needs. The APS segment provides truck and equipment maintenance and repair services; and rents and sells specialized tools, including stringing blocks, insulated hot stick, and rigging equipment, as well as sale of specialized aftermarket parts. The company was formerly known as Nesco Holdings, Inc. and changed its name to Custom Truck One Source, Inc. in April 2021. Custom Truck One Source, Inc. was founded in 1988 and is headquartered in Kansas City, Missouri.