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Upturn AI SWOT - About
CTOS 
Custom Truck One Source Inc (CTOS)
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Upturn Advisory Summary
09/16/2025: CTOS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
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
| 3 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.58% | Avg. Invested days 40 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.31B 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 1.23 | 52 Weeks Range 3.03 - 6.64 | Updated Date 09/16/2025 |
52 Weeks Range 3.03 - 6.64 | Updated Date 09/16/2025 | ||
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 - | When - | Estimate - | Actual - |
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 63.29 | Enterprise Value 3797879236 | Price to Sales(TTM) 0.69 |
Enterprise Value 3797879236 | Price to Sales(TTM) 0.69 | ||
Enterprise Value to Revenue 2 | Enterprise Value to EBITDA 9.79 | Shares Outstanding 226560000 | Shares Floating 59596499 |
Shares Outstanding 226560000 | Shares Floating 59596499 | ||
Percent Insiders 4.51 | Percent Institutions 96.72 |
Upturn AI SWOT
Custom Truck One Source Inc
Company Overview
History and Background
Custom Truck One Source, Inc. was founded in 1996. The company has grown through acquisitions and organic expansion to become a leading provider of specialized truck and equipment solutions.
Core Business Areas
- Equipment Rental: Rents a diverse fleet of specialized trucks and equipment to various industries, including utilities, energy, infrastructure, and forestry.
- Equipment Sales: Sells new and used specialized trucks and equipment, often customized to meet specific customer requirements.
- Service and Maintenance: Provides comprehensive service, maintenance, and repair services for its fleet and customer-owned equipment.
- Parts Sales: Sells parts for specialized trucks and equipment.
Leadership and Structure
Fred Ross is the CEO. The company operates with a functional organizational structure, with key divisions focusing on sales, rental, service, and parts.
Top Products and Market Share
Key Offerings
- Crane Trucks: Crane trucks are a significant product line. Market share data is fragmented across numerous regional and specialty providers, making a precise figure unavailable. Competitors include Manitex, Elliott Equipment, and Terex (defunct). Revenue generated from crane trucks is significant, though not publicly broken out.
- Aerial Devices: Aerial devices, including bucket trucks and boom lifts, are key rental and sales items. Market share information isn't broken down publicly. Competitors include Altec, Versalift, and Time Manufacturing. The revenue contribution from aerial devices is a substantial portion of the overall rental business.
- Digger Derricks: Digger derricks, used primarily by utility companies, are another crucial product. Competitors include Elliott Equipment, Terex Utilities, and Altec. Market share data is fragmented.
Market Dynamics
Industry Overview
The specialized truck and equipment rental and sales industry is driven by infrastructure development, utility maintenance, energy sector activity, and forestry operations. Demand is influenced by economic cycles, government spending, and technological advancements.
Positioning
Custom Truck One Source is a leading player in the specialized truck and equipment market, known for its diverse fleet, customization capabilities, and comprehensive service offerings. Its competitive advantage lies in its scale and integrated business model.
Total Addressable Market (TAM)
The total addressable market is estimated to be in the billions of dollars annually. Custom Truck One Source is positioned to capture a significant portion of this TAM through its diverse offerings and national presence.
Upturn SWOT Analysis
Strengths
- Large and diverse fleet
- Integrated business model (rental, sales, service)
- National footprint
- Strong relationships with key suppliers
- Customization capabilities
Weaknesses
- High capital expenditure requirements
- Exposure to economic cycles
- Dependence on key industries (utilities, energy)
- Integration risks from acquisitions
- Debt level
Opportunities
- Increased infrastructure spending
- Growth in renewable energy sector
- Expansion into new geographic markets
- Technological advancements (e.g., electric vehicles)
- Consolidation in the industry
Threats
- Economic downturns
- Fluctuations in energy prices
- Increased competition
- Supply chain disruptions
- Changes in regulations
Competitors and Market Share
Key Competitors
- Altec Inc.
- Terex Utilities
- Manitex International (MNTX)
- Elliott Equipment Company
Competitive Landscape
Custom Truck One Source competes on fleet size, service capabilities, and customization options. Its integrated business model provides a competitive advantage.
Major Acquisitions
Load King
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded manufacturing capabilities and product offerings in specialized trailers and equipment.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by acquisitions and organic expansion.
Future Projections: Future projections are not publicly available.
Recent Initiatives: Recent initiatives include fleet expansion, technology upgrades, and strategic acquisitions.
Summary
Custom Truck One Source is a key player in the specialized truck and equipment market with a diversified business model. Its large fleet and integrated services are strengths, but it's exposed to economic cycles. Opportunities exist in infrastructure and renewable energy, but competition and economic downturns pose threats. Because the company is private, financial analysis is not possible.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- Press Releases
- Market Analysis
Disclaimers:
This analysis is based on publicly available information and estimates. Financial data is limited due to the company's private status. Market share data is approximate and based on industry estimates.
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.
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 | Website https://www.customtruck.com |
Full time employees 2619 | 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 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.
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