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Upturn AI Summary - About
Custom Truck One Source Inc(CTOS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CTOS
09/25/2026: CTOS (3-star) is currently NOT-A-BUY. Pass it for now.
Custom Truck One Source Inc is a provider of specialized vocational trucks and equipment, serving the critical utility and telecommunications infrastructure sectors. The company is known for its integrated 'single-source' model that combines rental, sales, and parts support, which fosters strong customer retention. Its primary growth story involves capitalizing on long-term infrastructure grid modernization and broadband expansion trends. However, investors must monitor significant risks, including high debt levels from previous M&A activity, interest rate sensitivity, and intense competition from major OEMs. The stock may best suit investors looking for infrastructure-sector exposure, though it is currently characterized by moderate risk and a focus on operational deleveraging rather than dividend income.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers exposure to infrastructure tailwinds, but growth is tempered by capital intensity. |
| Momentum investor | Weak fit | Momentum is generally tied to broader industrial sector performance and interest rate stability. |
| Value investor | Strong fit | The stock may present value opportunities if the company successfully de-leverages and improves margins. |
| Dividend investor | Weak fit | The company does not pay a dividend, focusing instead on debt management and expansion. |
| Low-risk investor | Weak fit | High debt and cyclical exposure make this stock unsuitable for conservative, low-volatility portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is highly sensitive to industrial demand cycles and macroeconomic shifts. |
| Valuation risk | Medium | Market perception of growth versus debt burden drives significant valuation fluctuations. |
| Competition risk (OEMs) | Medium / high | Direct-to-customer competition from major manufacturers like Altec and Terex is significant. |
| Business quality | Medium | Service-heavy businesses require disciplined execution to maintain strong, sustainable margins. |
| Dividend income | Low / none | No dividend is currently paid, providing no income safety net for investors. |
| Execution risk | Medium / high | The long-term success depends on integrating services and maintaining a vast, complex fleet. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 43.63% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.10B USD | Price to earnings Ratio 102.56 | 1Y Target Price 13.33 |
Price to earnings Ratio 102.56 | 1Y Target Price 13.33 | ||
Volume (30-day avg) 888.7K shares | Beta 1.35 | 52 Weeks Range 5.18 - 12.23 | Updated Date 09/25/2026 |
52 Weeks Range 5.18 - 12.23 | Updated Date 09/25/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.09 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Equipment Rental | Rental of bucket trucks, cranes, and digger derricks to utilities. | This is a recurring revenue stream driven by short-term infrastructure projects. |
| Equipment Sales | Sale of new and used specialized vocational trucks. | Provides large cash inflows but is cyclical depending on client capital budgets. |
| Aftermarket Parts & Services | Maintenance, parts, and repairs for the fleet. | High-margin support business that builds long-term customer relationships. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 102.56 | Forward PE 32.79 | Enterprise Value 4.70B | Price to Sales(TTM) 1.03 |
Enterprise Value 4.70B | Price to Sales(TTM) 1.03 | ||
Enterprise Value to Revenue 2.31 | Enterprise Value to EBITDA 10.73 | Shares Outstanding 227.51M | Shares Floating 60.07M |
Shares Outstanding 227.51M | Shares Floating 60.07M | ||
Percent Insiders 4.7 | Percent Institutions 98.53 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Custom Truck One Source Inc
Exchange NYSE | Headquarters 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 2500 | Website https://www.customtruck.com |
Full time employees 2500 | Website https://www.customtruck.com | ||
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 two segments: Specialty Equipment Rentals (SER); and Specialty Truck Equipment and Manufacturing (STEM). The company owns new and used specialty equipment, including truck-mounted aerial lifts, cranes, service trucks, dump trucks, trailers, digger derricks, and other machinery and equipment. It offers new equipment for sale to be used for end-markets, which can be modified to meet customers specific needs. In addition, the company 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. The company was founded in 1988 and is headquartered in Kansas City, Missouri.
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