Heartland Advisors Inc. Cuts Holdings in Custom Truck One Source, Inc. $CTOS
Heartland Advisors Inc. reduced its stake in Custom Truck One Source, Inc. (NYSE:CTOS) by 37.7% in Q3, selling 423,391 shares and now holding 700,000 shares valued at approximately $4.49 million. Despite this, other institutions like Boston Partners, First Eagle Investment Management, Goldman Sachs, and Kennedy Capital Management notably increased their positions in the company. Custom Truck One Source currently has a market capitalization of $1.63 billion, a negative P/E ratio of -59.92, and a consensus analyst "Hold" rating with an average price target near $7.25.
Custom Truck One Source Announces Fourth Quarter and Full-Year 2025 Earnings Release and Conference Call
Custom Truck One Source, Inc. (NYSE: CTOS) announced it will release its fourth quarter and full-year 2025 financial results before market open on Tuesday, March 10, 2026. Management will host a conference call at 9:00 a.m. ET on the same day to discuss the results. An audio webcast and presentation will be available on the company's investor relations website.
Custom Truck One Source schedules March 10 review of 2025 results
Custom Truck One Source, Inc. (NYSE: CTOS) announced it will release its fourth quarter and full-year 2025 financial results before market open on Tuesday, March 10, 2026. Management will host a conference call at 9:00 a.m. ET on the same day to discuss the results. An audio-only webcast and presentation will be available on their investor relations website.
Custom Truck One Source (CTOS) Is Up 5.7% After New Hiab Distribution Deal Expands U.S. Reach
Custom Truck One Source (CTOS) saw its stock rise 5.7% following a new dealer agreement with Hiab, expanding its sales and service coverage for loader cranes and truck-mounted forklifts across multiple U.S. states. This deal supports CTOS's "one-stop" equipment thesis for infrastructure clients, despite existing concerns about high debt, margin compression, and a recent Chief Accounting Officer resignation. Analysts project Custom Truck One Source to reach $2.3 billion in revenue and $28.6 million in earnings by 2028, with a fair value estimate of $7.67 per share.
Assessing Custom Truck One Source’s Valuation After The Hiab Partnership Expands Its U.S. Reach
Custom Truck One Source (CTOS) has expanded its reach through a new partnership with Hiab, leading to strong recent share price momentum. Despite this, Simply Wall St's valuation narrative suggests the company is 8.9% overvalued at $7.08, with a fair value of $6.50, due to potential financial risks associated with its aggressive fleet expansion and sensitivity to end-market rental demand. However, a different valuation angle based on sales (P/S ratio) suggests a potential margin of safety or market caution, as CTOS's P/S of 0.8x is lower than peers and industry averages.
Hiab appoints Custom Truck One Source as new dealer to secure strategic growth in the Western and Northeastern US
Hiab has signed a strategic dealer agreement with Custom Truck One Source, Inc. to significantly expand its distribution and service network for HIAB loader cranes and MOFFETT truck-mounted forklifts in North America. This partnership will cover sales and services in key Western and Northeastern US states, addressing a long-standing strategic priority for Hiab and strengthening its presence in crucial markets. Custom Truck's extensive network and commitment to service are expected to provide best-in-class product support for Hiab's innovative solutions.
Hiab appoints Custom Truck One Source as new dealer to secure strategic growth in the Western and Northeastern US
Hiab has signed a strategic dealer agreement with Custom Truck One Source to significantly expand its distribution and service network for HIAB loader cranes and MOFFETT truck-mounted forklifts in North America. This partnership will cover sales and services for HIAB loader cranes in 12 states, focusing on the Western US, and MOFFETT truck-mounted forklifts in eight Northeastern states. The collaboration aims to provide extensive market coverage and enhance customer support for Hiab's innovative products through Custom Truck's broad operational footprint and commitment to service excellence.
Hiab appoints Custom Truck One Source
Hiab has designated Custom Truck One Source as a sales and service dealer for its loader cranes and Moffett piggy back forklifts in the Western and Northeast regions of the USA. This partnership expands Hiab's market coverage and strengthens its presence in key areas, building on Custom Truck's extensive network of 41 locations and significant rental fleet. The move is expected to positively impact Hiab's market penetration in the US.
Hiab Appoints Custom Truck One Source as New Dealer to Secure Strategic Growth in the Western and Northeastern U.S.
Hiab has partnered with Custom Truck One Source, expanding its North American distribution and service network for HIAB loader cranes and MOFFETT truck-mounted forklifts. This agreement significantly boosts Hiab's coverage in 12 Western states for loader cranes, including key markets like California and Washington, and eight Northeastern states for MOFFETT forklifts, targeting high-volume areas like New York and Massachusetts. Both companies emphasize their commitment to providing customers with best-in-class product support and innovative solutions.
Hiab taps Custom Truck to bring loader cranes to 12 U.S. states
Hiab has partnered with Custom Truck One Source to significantly expand its distribution and service network for HIAB loader cranes and MOFFETT truck-mounted forklifts in the Western and Northeastern U.S. Custom Truck will cover sales and services for HIAB loader cranes in 12 states and MOFFETT forklifts in eight states. This strategic agreement aims to secure extensive market coverage and reinforce Hiab's presence in crucial regions, leveraging Custom Truck's scale and commitment to service.
Hiab Appoints Custom Truck One Source as New Dealer to Secure Strategic Growth in the Western and Northeastern U.S.
Hiab has partnered with Custom Truck One Source, Inc. to significantly expand its distribution and service network for HIAB loader cranes and MOFFETT truck-mounted forklifts. This strategic agreement focuses on expanding market coverage in the Western and Northeastern U.S., leveraging Custom Truck's extensive network and commitment to service. The collaboration aims to meet growing demand for smart, high-performance load handling solutions and provide enhanced product support to customers in key regions.
Custom Truck One Source stock hits 52-week high at 6.99 USD
Custom Truck One Source (CTOS) stock has reached a new 52-week high of $6.99, marking a 31.93% increase over the past year due to strong investor confidence despite the company not being profitable in the last twelve months. Analysts have set price targets suggesting further upside, and the company has continued to expand operations while also announcing the resignation of its Chief Accounting Officer, R. Todd Barrett. Investment firm Stifel has reiterated a Buy rating with an $8.00 price target, signaling continued interest in the company's future prospects.
Custom Truck One Source stock hits 52-week high at 6.99 USD
Custom Truck One Source (CTOS) stock has reached a new 52-week high of $6.99 USD, marking a 31.93% increase over the past year due to strong investor confidence despite the company not being profitable in the last twelve months. Analysts have set price targets suggesting further upside, and the company is expanding operations with earnings scheduled for March 5th. This performance comes alongside the resignation of its Chief Accounting Officer and a reiterated Buy rating from Stifel, indicating continued interest and positive future prospects.
Fluence Energy, BWX, Herc, Nextpower, and Custom Truck One Source Stocks Trade Up, What You Need To Know
Several stocks, including Fluence Energy, BWX, Herc, Nextpower, and Custom Truck One Source, rallied after a broader market rebound driven by a recovery in technology stocks and a bounce in Bitcoin. The surge was also fueled by improved U.S. consumer sentiment and significant AI-related capital expenditure announcements benefiting chipmakers. The Dow Jones Industrial Average crossed the 50,000 threshold for the first time amidst this positive market sentiment.
Custom Truck One Source stock hits 52-week high at 6.79 USD
Custom Truck One Source (CTOS) stock has reached a new 52-week high of $6.79, reflecting a 37.87% increase over the past year. Despite current optimism and revenue growth, InvestingPro analysis suggests the stock might be overvalued, with analysts forecasting negative earnings for the year. The company recently announced a Chief Accounting Officer resignation and received a reiterated "Buy" rating from Stifel with an $8.00 price target.
Custom Truck One Source stock hits 52-week high at 6.79 USD
Custom Truck One Source (CTOS) stock has reached a new 52-week high of $6.79, reflecting a 37.87% increase over the past year. Despite its strong performance, an InvestingPro analysis suggests the stock may be slightly overvalued, with analysts forecasting negative earnings. The company recently announced the resignation of its Chief Accounting Officer and received a reiterated Buy rating with an $8 price target from Stifel.
Assessing Custom Truck One Source (CTOS) Valuation After Recent Share Price Momentum
Custom Truck One Source (CTOS) has seen recent positive share price momentum, with a 1-year return of 25.98%, despite longer-term declines. While a narrative valuation suggests the stock is slightly undervalued at $6.40 compared to a fair value of $6.50, a Discounted Cash Flow (DCF) model indicates it might be trading at a small premium at $6.22. The article encourages investors to consider both views and explore further investment ideas.
Assessing Custom Truck One Source (CTOS) Valuation After Recent Share Price Momentum
Custom Truck One Source (CTOS) has seen recent positive share price momentum, closing at $6.40. While Simply Wall St's narrative suggests the stock is 1.5% undervalued with a fair value of $6.50, their DCF model arrives at a slightly lower fair value of $6.22, indicating a small premium at the current price. Investors are encouraged to consider potential risks like tighter emissions rules and soft rental demand, and to build their own narrative based on deeper analysis.
EFG Asset Management North America Corp. Buys Shares of 274,670 Custom Truck One Source, Inc. $CTOS
EFG Asset Management North America Corp. acquired 274,670 shares of Custom Truck One Source Inc. (NYSE:CTOS) in Q3, valued at approximately $1.76 million, establishing a 0.12% stake in the company. Despite a 7.8% year-over-year revenue increase to $482.1 million, Custom Truck One Source reported a Q3 loss per share of $0.03, missing analyst expectations. Analysts currently have an average "Hold" rating on CTOS with a target price of $7.25, while the stock trades around $6.40 with a market capitalization of $1.45 billion and a high debt-to-equity ratio.
Custom Truck One Source buys back shares at discount
The article reports that Custom Truck One Source has engaged in a share buyback program. The company repurchased its own shares at a discount, indicating a potential strategic move to either boost shareholder value or signal confidence in its stock. Further details regarding the quantity of shares, the discount applied, or the rationale behind the buyback are not provided in this short snippet.
Custom Truck One Source buys back shares at discount
Custom Truck One Source (CTOS) recently executed a significant share repurchase, buying back 11 million shares from an affiliate of Platinum Equity Partners at a 5% discount to the previous day's closing price. This strategic move, valued at $82.5 million, aims to enhance shareholder value and reflects confidence in the company's financial health, despite the CEO's prior statement about not being in a position for buybacks. The repurchase also reduces Platinum Equity's stake in CTOS from 52% to 46% and is expected to be immediately accretive to earnings per share.
Whirlpool, Mobileye, Custom Truck One Source, Saia, and Rush Enterprises Shares Plummet, What You Need To Know
Shares of Whirlpool, Mobileye, Custom Truck One Source, Saia, and Rush Enterprises plummeted after the Dow Jones Industrial Average fell by 0.7%, reflecting lingering market uncertainty despite President Trump backing off tariff threats. Mobileye specifically saw a significant drop due to a cautious 2026 revenue forecast that missed analyst expectations, along with declining quarterly revenue and worsening operating margins. The article suggests that such market overreactions can present buying opportunities for high-quality stocks.
Luxfer, Custom Truck One Source, Terex, Insteel, and DXP Shares Are Soaring, What You Need To Know
Shares of Luxfer, Custom Truck One Source, Terex, Insteel, and DXP all saw significant jumps following an announcement by the US president regarding a framework for a future deal with Greenland, which eased global trade tensions. This news prompted a broad-based market rally, with the S&P 500 gaining 1.2%. The article details the specific percentage gains for each company and provides a brief analysis of Luxfer's recent performance and investor returns.
How Investors Are Reacting To Custom Truck One Source (CTOS) Focused Power Grid Exposure And Capital Choices
Custom Truck One Source (CTOS) is gaining investor attention due to its exposure to power grid and transmission-and-distribution capital spending, supported by its specialized utility equipment fleet. Analysts are reinforcing existing short-term catalysts, focusing on upcoming earnings and the path to free cash flow. Management is currently balancing debt reduction, potential ownership changes, and rental fleet expansion, all of which could impact the company's financial profile and investor perception.
How Investors Are Reacting To Custom Truck One Source (CTOS) Focused Power Grid Exposure And Capital Choices
The article discusses how investors are reacting to Custom Truck One Source (CTOS)'s focused exposure to power grid spending, supported by its specialized utility equipment fleet. Analysts are highlighting the company's efforts to balance debt reduction, potential ownership changes, and rental fleet expansion. Different fair value estimates from private investors indicate varying expectations, emphasizing the sensitivity of the stock to changes in these factors.
How Investors Are Reacting To Custom Truck One Source (CTOS) Focused Power Grid Exposure And Capital Choices
Custom Truck One Source (CTOS) is gaining analyst attention due to its focus on power grid and T&D spending, supported by its specialized utility equipment and North American presence. Management's efforts to balance debt reduction, potential ownership changes, and rental fleet expansion are key factors influencing the company's financial profile and investor sentiment. While the stock shows upward movement, its fair value estimates vary significantly among investors, highlighting the sensitivity of its narrative to changes in expectations.
Custom Truck One Source, Inc. (CTOS): A Bull Case Theory
This article summarizes a bullish thesis on Custom Truck One Source, Inc. (CTOS), a specialty truck dealership and rental company, highlighting its strong ties to the power grid and transmission-and-distribution (T&D) capex supercycle. Despite its current valuation and elevated leverage, CTOS benefits from customization capabilities, a diversified customer base, and favorable financing dynamics. Analysts believe sustained organic growth and debt reduction could lead to a significant rerating and compelling upside.
Custom Truck One Source (NYSE:CTOS) Price Target Raised to $6.50
JPMorgan Chase & Co. raised its price target for Custom Truck One Source (NYSE:CTOS) to $6.50 from $6.00, maintaining an "underweight" rating, which implies a modest 2.44% upside. Despite this, the company's Q3 earnings missed estimates with an EPS of -$0.03 against an expected -$0.02 and revenue of $482.1M versus $492.1M expected, alongside a high debt-to-equity ratio of 2.08. The consensus among analysts remains a "Hold" with an average target of $7.25, reflecting mixed views on the stock's future.
Will Zacks’ Value Upgrade and Earnings Outlook Shift Custom Truck One Source's (CTOS) Rental‑Leverage Narrative?
Zacks recently upgraded Custom Truck One Source (CTOS) to a "Buy" with an "A" grade for value, highlighting its favorable price-to-book ratio and potentially undervalued status. This assessment supports the existing investment narrative centered on equipment rental demand, leverage reduction, and improved profitability. The company's reaffirmed 2025 revenue guidance of US$1,970 million to US$2,060 million is seen as a crucial factor for reducing net leverage and managing interest costs, despite ongoing concerns about elevated leverage.
Custom Truck One Source signals readiness for 2026 expansion
Custom Truck One Source, a key player in construction and utility equipment supply, is preparing for significant growth in 2026. The company is poised for expansion in sectors such as heavy equipment, construction, boom trucks, utility, forestry, telecom, and waste management. This proactive strategy reflects Custom Truck One Source's confidence in navigating the evolving market landscape and its commitment to clients and partners.
Kansas City public company will see departure of chief accounting officer
Custom Truck One Source's chief accounting officer, Adam Vogler, is set to leave the company in January. Vogler was part of the company as it transitioned from a family-owned business to a public entity through a nearly $1.5 billion deal. This departure follows a period of significant change for the Kansas City-based firm.
Custom Truck One Source announces chief accounting officer resignation
This article announces the resignation of the chief accounting officer at Custom Truck One Source. No further details are provided as the content is incomplete.
Custom Truck One Source chief accounting officer to resign in January
Custom Truck One Source, Inc. announced that R. Todd Barrett will resign as Chief Accounting Officer, effective January 16, 2026, a decision not related to company disagreements. This follows the company's recent Q3 2025 earnings which slightly missed EPS and revenue forecasts, primarily due to underperformance in their Truck and Equipment Sales segment. Despite this, Stifel reiterated a Buy rating and an $8.00 price target for CTOS.
Custom Truck One Source chief accounting officer to resign in January
Custom Truck One Source (NYSE:CTOS) announced that its Chief Accounting Officer, R. Todd Barrett, will resign effective January 16, 2026, a decision unrelated to any company disagreements. This comes as the company reported a slight miss on Q3 2025 earnings and revenue, though Stifel reiterated a Buy rating due to potential for outperformance.
Custom Truck One Source chief accounting officer to resign in January
Custom Truck One Source (NYSE:CTOS) announced that its Chief Accounting Officer, R. Todd Barrett, will resign effective January 16, 2026. The company clarified that the resignation is not due to any disagreements regarding operations, policies, or practices. This news comes after the company recently reported slightly lower-than-expected Q3 2025 earnings and revenue, though Stifel reiterated a Buy rating on the stock.
Custom Truck One Source chief accounting officer to resign in January
Custom Truck One Source, Inc. (NYSE:CTOS) announced that its Chief Accounting Officer, R. Todd Barrett, will resign effective January 16, 2026. This resignation is not due to any disagreements with the company's operations. The company, which operates in the equipment rental and leasing sector, recently reported a slight miss on Q3 2025 earnings per share and revenue.
Custom Truck One Source Announces Chief Accounting Officer Resignation
Custom Truck One Source, Inc. announced the resignation of R. Todd Barrett as Chief Accounting Officer, effective January 16, 2026. The company stated that his resignation is not due to any disagreement with the company. This information was based on an SEC filing from December 23, 2025.
Stock Traders Buy Large Volume of Custom Truck One Source Put Options (NYSE:CTOS)
Stock traders engaged in unusually high put option activity for Custom Truck One Source (NYSE:CTOS) on Thursday, with 2,765 put options acquired, a 1,174% increase from average daily volume. The company's shares traded at $6.15, with analysts holding a consensus "Hold" rating and a target price of $7.13, despite recent negative EPS and net margin. Institutional investors hold a significant portion of the stock.
The Toro Company, Custom Truck One Source, U-Haul, Kadant, and TopBuild Shares Skyrocket, What You Need To Know
Shares of The Toro Company, Custom Truck One Source, U-Haul, Kadant, and TopBuild skyrocketed after the Federal Reserve lowered its benchmark interest rate, signaling a more accommodative monetary policy. This dovish action, combined with signals from Chair Jerome Powell, sent the Dow Jones Industrial Average and S&P 500 surging. The market reacted bullishly to the Fed's decision to expand its balance sheet and shift focus towards economic growth, despite the official forecast only predicting one cut for the next year.
Kennedy Capital Management LLC Purchases 197,258 Shares of Custom Truck One Source, Inc. $CTOS
Kennedy Capital Management LLC significantly increased its stake in Custom Truck One Source, Inc. (NYSE:CTOS) by 360.1% in Q2, acquiring an additional 197,258 shares. The firm now owns 252,031 shares valued at approximately $1.245 million. Despite this accumulation, CTOS recently missed Q3 earnings and revenue estimates, holds negative margins, and has an average analyst rating of "Hold" with a target price of $7.13.
Is CTOS’s Earnings Beat And Higher Guidance Altering The Investment Case For Custom Truck One Source (CTOS)?
Custom Truck One Source (CTOS) reported a recent quarter with a slight revenue miss but an earnings per share beat and strong adjusted operating income. The company also raised its full-year guidance, suggesting management's confidence in operational improvements and demand. This update may influence the investment narrative, particularly regarding its reliance on long-term infrastructure demand versus the pressures of high leverage and thin free cash flow.
Custom Truck One Source: Navigating a 7.9% Price Dip on NYSE
Custom Truck One Source (NYSE: CTOS-WT) recently experienced a 7.9% price reduction on the NYSE, dropping to $0.105, influenced by high volatility and sector-wide economic challenges. Despite this, the company operates within the resilient Industrials sector, showcasing a 5.95% year-to-date increase. While concerns exist regarding potential overvaluation due to a high price-to-book ratio and negative earnings, its robust liquidity and stable debt management highlight varying investor sentiments.
Custom Truck One Source to Participate in the BofA Securities 2025 Leveraged Finance Conference
Custom Truck One Source, Inc. (NYSE: CTOS) announced that its CEO, Ryan McMonagle, and CFO, Chris Eperjesy, will participate in a fireside chat and meet with institutional investors at the BofA Securities 2025 Leveraged Finance Conference on Tuesday, December 2, 2025, at 11:30 a.m. ET. A live audio-only webcast of the presentation will be available on the Company’s Investor Relations website, with a replay archived for 30 days. Custom Truck One Source is a leading provider of specialty equipment and services to various infrastructure markets in North America.
Boston Partners Raises Stake in Custom Truck One Source, Inc. $CTOS
Boston Partners significantly increased its stake in Custom Truck One Source (CTOS) by 19.6% in the second quarter, bringing their total ownership to 1.68% of the company's stock. Despite this, Custom Truck One Source has recently missed earnings estimates and analysts remain cautious, with a consensus "Hold" rating and a target price of $7.13. Other institutional investors also adjusted their holdings in the company.
Custom Truck One Source, Inc. Reports Third Quarter 2025 Results and Reaffirms 2025 Guidance
Custom Truck One Source, Inc. (NYSE: CTOS) announced strong financial results for the third quarter of 2025, with an 8% increase in total revenue to $482.1 million and a 20% increase in Adjusted EBITDA to $96.0 million, driven by growth in core T&D markets. The company reaffirmed its full-year 2025 consolidated revenue and Adjusted EBITDA guidance, citing continued robust demand for vocational vehicles and expectations for high-single-digit fleet growth. Despite a decrease in TES backlog, CTOS remains confident in its ability to benefit from infrastructure investments and power demand for data centers and grid upgrades.
Custom Truck One Source and Load King Manufacturing Unveil Newest Equipment at Utility Expo 2025
Custom Truck One Source (NYSE: CTOS) and its manufacturing arm, Load King Manufacturing, showcased new equipment at Utility Expo 2025, highlighting innovation in utility, infrastructure, and construction industries. Key unveilings included the Outback Series of tracked easement machines, the lightweight Voyager® AMX aluminum service truck, the heavy-duty PalGal Loader/Cable Rolloff, and an all-electric bucket truck. These new products are available nationwide through CTOS offering sales, rentals, and in-house financing.
Custom Truck One Source Announces Opening of New Orlando, Florida Location to Serve Growing Demand
Custom Truck One Source, Inc. announced the opening of a new 20,000 square foot facility with 11 service bays in Orlando, Florida, effective October 1, 2025. This strategic move aims to better serve customers in Florida and the broader Southeast region by relocating rental service operations from Tampa to Orlando. CEO Ryan McMonagle emphasized that this decision reflects the company's long-term vision and commitment to supporting its business, employees, and customers.
Custom Truck One Source, Inc. Reports Fourth Quarter and Full-Year 2024 Results
Custom Truck One Source, Inc. reported its fourth-quarter and full-year 2024 financial results, showing sequential improvements in revenue, net income, and Adjusted EBITDA for Q4, driven by strong performance in utility, infrastructure, rail, and telecom markets. Despite a full-year revenue decrease compared to 2023, the company achieved record quarterly and annual revenue for its TES segment and is optimistic about fiscal 2025 growth, supported by strategic investments and an improved supply chain. The company also provided a positive outlook for 2025, anticipating revenue between $1,970 million and $2,060 million and Adjusted EBITDA between $370 million and $390 million, along with significant free cash flow generation and debt reduction.
Custom Truck One Source Reports Strong Q3 2025 Growth
Custom Truck One Source, Inc. (CTOS) reported strong Q3 2025 earnings, with revenue increasing by 7.8% to $482.1 million and adjusted EBITDA growing by 19.6% to $96.0 million, while net loss decreased significantly. The company reaffirmed its 2025 financial guidance, expecting continued strong demand in core utility markets and plans for further investment in its rental fleet and production capabilities.
Custom Truck One Source (NYSE:CTOS) Misses Q3 Revenue Estimates, Stock Drops
Custom Truck One Source (NYSE:CTOS) reported Q3 CY2025 revenue of $482.1 million, missing analyst estimates, though sales grew 7.8% year-on-year. The company's GAAP loss per share was in line with expectations, and full-year revenue and EBITDA guidance were close to or above analyst estimates respectively. Despite a "softer quarter" and a stock drop, the company's long-term sales growth and improved operating margin were noted.
