A Look At Custom Truck One Source (CTOS) Valuation After Raised Guidance And Stronger Quarterly Results
Custom Truck One Source (CTOS) reported strong quarterly results with increased revenue and raised full-year guidance, leading to a significant year-to-date share price return. Despite this momentum, Simply Wall St's analysis suggests the stock is overvalued at its current price of $9.84, with a fair value estimated at $7.67. The valuation narrative is influenced by sustained demand from electricity grid modernization and legislative tailwinds, though high net leverage and softer backlogs remain concerns.
Custom Truck One Source (CTOS) price target increased by 31.37% to 11.39
The price target for Custom Truck One Source (CTOS) has been increased by 31.37% to $11.39. This adjustment reflects a significant positive change in analyst expectations for the company's stock performance.
Custom Truck One Source (CTOS) price target increased by 31.37% to 11.39
This article reports that the price target for Custom Truck One Source (CTOS) has been increased by 31.37%, bringing it to $11.39. No further details are provided in the current content.
Custom Truck One Source (CTOS) Earnings Date and Reports 2026 $CTOS
Custom Truck One Source (CTOS) reported its Q1 2026 earnings on April 27, 2026, with an EPS of -$0.02, surpassing the consensus estimate of -$0.05. The company's revenue increased by 9.3% year-over-year to $461.62 million, exceeding analysts' expectations. CTOS is estimated to release its next earnings report on Wednesday, July 29, 2026, and its EPS is projected to grow by 90.91% in the upcoming year.
Custom Truck One Source (CTOS) price target increased by 31.37% to 11.39
This article reports that the price target for Custom Truck One Source (CTOS) has been increased by 31.37%, bringing the new target to $11.39. Further details regarding the reasons for this increase or who set the new target are not provided in this snippet.
Custom Truck One Source (CTOS) price target increased by 31.37% to 11.39
This article reports that the price target for Custom Truck One Source (CTOS) has been increased by 31.37%, bringing it to $11.39. No further details or context are provided.
Nesco to Acquire Custom Truck One Source
Nesco Holdings, Inc. has announced a definitive agreement to acquire Custom Truck One Source (CTOS) for $1.475 billion, creating a unified provider of specialized truck and heavy equipment solutions. The combined company aims to serve growing infrastructure markets like T&D, 5G, and rail with expanded scale and services. Platinum Equity, LLC, and existing CTOS shareholders, including Blackstone Group, Inc., are committing significant investments to finalize the transaction.
Custom Truck One Source Says Utility Demand Is Driving Record Rental Fleet Growth
Custom Truck One Source (CTOS) is experiencing record growth in its specialty equipment rental fleet, primarily driven by strong demand from the utility sector, particularly for transmission and distribution. The company's CEO, Ryan McMonagle, highlighted that the fleet has grown to 10,400 units, with 75% dedicated to utility equipment. CTOS is also prioritizing deleveraging, aiming to reduce its leverage ratio significantly in the coming years, while benefiting from improving supply chain conditions and a constructive pricing environment.
A Look At Custom Truck One Source (CTOS) Valuation After Earnings Beat And Raised EBITDA Guidance
Custom Truck One Source (CTOS) saw its stock price rise significantly after beating Q1 2026 earnings expectations and raising its adjusted EBITDA outlook, driven by strong rental demand and infrastructure investments. While the stock trades at a discount to one analyst's target, Simply Wall St's narrative suggests it is 24.6% overvalued at $9.55 against a fair value of $7.67, with concerns over net leverage and segment margins. However, its P/S ratio of 1.1x is competitive with peers, suggesting the market might already be pricing it fairly on sales.
Why Custom Truck One Source (CTOS) Is Up 15.6% After Narrowing Losses And Reaffirming 2026 Guidance
Custom Truck One Source (CTOS) stock rose 15.6% after reporting first-quarter 2026 results that showed revenue growth to US$461.62 million and a narrowed net loss of US$4.1 million. The company also reaffirmed its 2026 revenue guidance of US$2.01 billion to US$2.12 billion, indicating confidence in its specialty equipment rental and sales despite recognizing ongoing challenges like high leverage and margin pressure. This performance suggests management's strategy to keep fleet utilization high and support revenue needed for leverage reduction is on track.
5 Must-Read Analyst Questions From Custom Truck One Source’s Q1 Earnings Call
Custom Truck One Source (CTOS) reported strong Q1 results, driven by growth in its rental business, particularly in the transmission and distribution (T&D) markets. The company exceeded analyst estimates for revenue, EPS, and EBITDA, fueled by high equipment utilization and productivity gains. Key analyst questions focused on tariff exposure, cost management, EBITDA guidance conservatism, T&D demand, and equipment pricing trends, all of which management addressed positively.
Why Custom Truck One Source (CTOS) Is Up 15.6% After Narrowing Losses And Reaffirming 2026 Guidance
Custom Truck One Source (CTOS) saw its stock rise by 15.6% after reporting a narrower net loss of US$4.1 million and increased Q1 2026 revenue of US$461.62 million. The company also reaffirmed its 2026 revenue guidance between US$2.01 billion and US$2.12 billion, signaling management's continued confidence in its specialty equipment offerings. While the improvements support its investment narrative, concerns remain regarding high leverage and sensitivity to infrastructure spending slowdowns.
Custom Truck (NYSE: CTOS) raises 2026 EBITDA outlook after strong Q1
Custom Truck One Source (NYSE: CTOS) reported strong first-quarter 2026 results, with revenue up 9.3% to $461.6 million and Adjusted EBITDA increasing 33.4% to $98.0 million. Following this performance, the company raised its full-year 2026 Adjusted EBITDA guidance to $415–$440 million. Management also highlighted improvements in net leverage and a target of over $50 million in levered free cash flow for 2026.
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.
Custom Truck One Source, Inc. (NYSE:CTOS) Just Reported And Analysts Have Been Lifting Their Price Targets
Custom Truck One Source, Inc. (NYSE:CTOS) saw its shares surge 12% after reporting first-quarter results where revenues met expectations and statutory losses per share were significantly smaller than predicted. Following these results, analysts have updated their forecasts, maintaining revenue estimates but substantially increasing earnings per share expectations, leading to a 20% rise in the consensus price target to US$9.79. Despite the positive outlook from analysts, the company's projected revenue growth of 3.3% for 2026 is expected to be slower than its historical growth rate and the industry average.
Oppenheimer Adjusts Price Target on Custom Truck One Source Inc to $11 From $8, Maintains Outperform Rating
Oppenheimer has increased its price target for Custom Truck One Source Inc (CTOS) from $8 to $11, while maintaining an Outperform rating on the stock. This adjustment comes amidst recent financial updates from the company, including its Q1 2026 earnings call and revenue guidance for the full year 2026. The company, a provider of specialty equipment and services, reported a narrower Q1 loss and rising revenue, expecting full-year 2026 revenue between $2 billion and $2.12 billion.
Custom Truck One Source, Inc. (NYSE:CTOS) Just Reported And Analysts Have Been Lifting Their Price Targets
Custom Truck One Source, Inc. (NYSE:CTOS) saw its shares surge 12% after reporting first-quarter results, with revenues in line and statutory losses per share significantly smaller than expected. Analysts have since increased their earnings per share estimates and lifted price targets, showing increased optimism for the company's future despite a projected slowdown in revenue growth compared to historical rates and industry peers.
Custom Truck One Source, Inc. (CTOS) reports Q1 loss, beats revenue estimates
Custom Truck One Source, Inc. (CTOS) reported a Q1 loss but exceeded revenue estimates. This suggests that while the company's profitability faced challenges in the first quarter, its sales performance was stronger than anticipated by analysts. The detailed financial report would shed more light on the factors contributing to these results.
Custom Truck One Source to Participate in the Oppenheimer 21st Annual Industrial Growth Conference
Custom Truck One Source, Inc. (NYSE: CTOS) announced that its CEO, Ryan McMonagle, and CFO, Chris Eperjesy, will attend the Oppenheimer 21st Annual Industrial Growth Conference on Tuesday, May 5, 2026. They are scheduled to participate in a fireside chat and meet with institutional investors. A live webcast of the fireside chat will be available on the company's investor relations website, with a replay archived for 90 days.
Custom Truck One Source CEO, CFO to speak at virtual Oppenheimer event
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 Oppenheimer 21st Annual Industrial Growth Conference. The virtual event is scheduled for Tuesday, May 5, 2026, with the fireside chat beginning at 10:30 a.m. ET. A live webcast and replay will be available on the company's investor relations website.
Custom Truck One Source to Participate in the Oppenheimer 21st Annual Industrial Growth Conference
Custom Truck One Source (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 Oppenheimer 21st Annual Industrial Growth Conference on Tuesday, May 5, 2026. The virtual conference will feature their fireside chat at 10:30 a.m. ET, with a webcast available on the company's investor relations page. A replay of the event will also be archived for 90 days.
Stifel raises Custom Truck One Source stock price target on demand
Stifel increased its price target on Custom Truck One Source (NYSE:CTOS) stock to $11.00 from $8.00, maintaining a Buy rating, following strong first-quarter 2026 results driven by demand in the transmission and distribution market. The company also updated its 2026 guidance with a slight increase to adjusted EBITDA, and analysts anticipate profitability this year despite a recent loss per share. This positive outlook is supported by converging tailwinds and increased capital expenditure flexibility from its fleet.
Stifel Nicolaus Issues Positive Forecast for Custom Truck One Source (NYSE:CTOS) Stock Price
Stifel Nicolaus has raised its price target for Custom Truck One Source (NYSE:CTOS) from $8.00 to $11.00, maintaining a "buy" rating and suggesting a 22% upside. Analyst opinions are mixed, with a consensus "Hold" rating, but the company recently surpassed Q1 earnings and revenue estimates. Despite being unprofitable, its shares are trading near a 52-week high, and institutional investors have been adjusting their positions.
Custom Truck One Source, Inc. (NYSE:CTOS) Q1 2026 Earnings Call Transcript
Custom Truck One Source, Inc. (CTOS) reported record Q1 2026 revenue of $462 million and adjusted EBITDA of $98 million, driven by strong performance in its Specialty Equipment Rentals (SER) segment. The company raised its adjusted EBITDA guidance for the full year to $415 million to $440 million, reflecting continued strength in the transmission and distribution markets and operational efficiencies. CTOS is well-positioned with a young rental fleet and strong order backlog, anticipating further growth and free cash flow generation despite macroeconomic uncertainties.
Custom Truck One Source Posts Record Q1 2026 Results
Custom Truck One Source (CTOS) reported record Q1 2026 revenue of $461.6 million, a 9.3% increase year over year, driven by strong performance in key markets and robust demand. The company saw a significant rise in gross profit and adjusted EBITDA, a narrowed net loss, and improved fleet utilization, leading to raised full-year adjusted EBITDA guidance. Despite these strong results, TipRanks' AI Analyst Spark rates CTOS as Neutral due to weak financial fundamentals and unattractive valuation, though it acknowledges positive earnings call outlook and supportive price trends.
[ARS] Custom Truck One Source, Inc. SEC Filing
This article reports an ARS SEC filing by Custom Truck One Source, Inc. (CTOS) on April 28, 2026, viewed as having low impact and neutral sentiment. It provides links to view the full PDF document and the original filing on SEC EDGAR, along with recent news and other SEC filings related to CTOS.
Custom Truck One Source (NYSE: CTOS) schedules 2026 virtual meeting and director elections
Custom Truck One Source (NYSE: CTOS) has scheduled its 2026 virtual annual meeting of stockholders for June 11, 2026, at 9:00 a.m. Eastern Time. Stockholders will vote on electing three Class A directors—Paul Bader, Mark D. Ein, and David Glatt—and ratifying Ernst & Young LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026. The board recommends voting in favor of all nominees and the auditor ratification, with meeting details and proxy materials available online.
Custom Truck One Source (CTOS) Q1 2026 Earnings: Revenue Beat, EBITDA Surge - News and Statistics
Custom Truck One Source (CTOS) reported strong first-quarter 2026 results, exceeding analyst expectations for both revenue and adjusted EBITDA. The company posted sales of $461.6 million, a 9.3% increase year-over-year, and an adjusted EBITDA of $97.99 million, beating estimates by 13.5%. The CEO highlighted record revenue for the quarter and sustained performance in core transmission and distribution markets as key drivers for growth.
Custom Truck One Source's (CTOS) "Buy" Rating Reiterated at DA Davidson
DA Davidson has reiterated a "Buy" rating for Custom Truck One Source (CTOS) with an $8.50 price target, despite the stock trading at $9.04, implying a 6.02% downside. The company recently surpassed earnings expectations, reporting an EPS of ($0.02) against an expected ($0.05) and revenues of $461.6 million, an increase of 9.3% year-over-year. Institutional ownership remains high at over 90%, with a mixed analyst sentiment producing a consensus price target of $8.00.
Custom Truck One Source Narrows Q1 2026 Loss by 66.7%, Beating Estimates
Custom Truck One Source (NYSE:CTOS) exceeded Q1 2026 expectations, reporting a diluted loss of $0.02 per share, significantly narrower than the anticipated $0.06 loss. The company's revenue increased by 9.3% year-over-year to $461.6 million, driven by strong operational progress and high fleet utilization. Management projects full-year revenue of $2.00 billion, indicating confidence in continued growth.
Earnings call transcript: Custom Truck One Source Q1 2026 beat forecasts
Custom Truck One Source (CTOS) reported a strong Q1 2026, exceeding revenue and earnings forecasts with a 9% year-over-year revenue increase to $462 million. The company's adjusted EBITDA grew 33% year-over-year to $98 million, driven by its Specialty Equipment Rentals segment, and CTOS raised its full-year adjusted EBITDA guidance. Following the announcement, CTOS shares rose in premarket trading, reflecting investor confidence in its operational efficiency and robust market conditions, particularly in the transmission and distribution sectors.
Record quarter lets Custom Truck One Source raise 2026 EBITDA target
Custom Truck One Source (CTOS) reported record first-quarter revenue and a substantial increase in Adjusted EBITDA, leading them to raise their 2026 Adjusted EBITDA guidance. The strong performance was driven by the Specialty Equipment Rentals (SER) segment, particularly in transmission and distribution markets, and favorable conditions in the Specialty Truck Equipment and Manufacturing (STEM) segment. The company also made progress in reducing its net leverage and anticipates continued growth and cash flow generation throughout 2026.
Custom Truck One Source (CTOS) Q1 earnings: How key metrics compare to Wall Street estimates
The article provides an overview of Custom Truck One Source (CTOS) Q1 earnings, highlighting how key financial metrics align with or differ from Wall Street estimates. It focuses on the company's performance during the first quarter.
Custom Truck One Source (NYSE:CTOS) Announces Earnings Results
Custom Truck One Source (NYSE:CTOS) reported its quarterly earnings, beating analyst expectations with a loss per share of ($0.02) against an estimated ($0.05) and revenue of $461.62 million, surpassing the $448.27 million estimate. Despite the revenue growth of 9.3% year-over-year, the company faces profitability concerns with a negative net margin and return on equity, along with high leverage. Shares saw a slight increase of 0.6%, and the company holds a "Hold" consensus rating from analysts with an average price target of $8.00.
Custom Truck One Source (NYSE: CTOS) grows Q1 2026 revenue but stays in modest loss
Custom Truck One Source (NYSE: CTOS) reported increased revenue for Q1 2026, reaching $461.6 million, a 9.3% rise from Q1 2025, primarily driven by stronger rental activity and new equipment sales. Despite a significant improvement in gross profit and operating income, the company posted a modest net loss of $4.1 million due to high interest and depreciation expenses. CTOS also outlined a new two-segment reporting structure and improved its net leverage ratio.
Custom Truck One Source Inc reports results for the quarter ended March 31 - Earnings Summary
Custom Truck One Source Inc (CTOS) has released its earnings summary for the quarter ended March 31. The report contains the financial results for the specified period.
Custom Truck One Source, Inc. Reports First Quarter 2026 Results and Increases Adjusted EBITDA 2026 Guidance
Custom Truck One Source, Inc. (NYSE: CTOS) reported record first-quarter 2026 revenue of $461.6 million, an increase of 9.3% year-over-year, and a 33.4% increase in Adjusted EBITDA to $98.0 million. The company raised its full-year 2026 Adjusted EBITDA guidance to $415M - $440M, driven by strong performance in electric utility and telecom markets and a highly utilized rental fleet. CTOS ended the quarter with an all-time high total Original Equipment Cost (OEC) of $1.66 billion and focused on continued deleveraging and free cash flow generation.
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.
Custom Truck One Source earnings on deck: Revenue decline looms
Custom Truck One Source is expected to report a sequential revenue decline and a quarterly loss for its first-quarter results, driven by seasonal weakness in the equipment rental market. Despite near-term headwinds, the stock has an Overweight rating from Cantor Fitzgerald, and most analysts rate it a Buy. Investors will focus on management's outlook on demand stabilization, performance under the new two-segment reporting, and potential revenue opportunities from recent product launches and partnerships.
Custom Truck One Source (CTOS) Q1 2026 Earnings Preview: Revenue Growth Expected at 7.6%
Custom Truck One Source (CTOS) is scheduled to release its Q1 2026 earnings on Monday. Analysts anticipate a 7.6% year-over-year revenue growth, an acceleration from the previous year, despite the company's past struggles to meet revenue estimates. Positive sector sentiment and recent strong performances by peers Richardson Electronics and United Rentals suggest a favorable backdrop for CTOS, whose stock has recently outperformed the industrial distributors group.
M&T Bank Corp Has $5.40 Million Holdings in Custom Truck One Source, Inc. $CTOS
M&T Bank Corp significantly increased its stake in Custom Truck One Source, Inc. (NYSE:CTOS) by 3,477.5% in the fourth quarter, now holding 938,098 shares valued at approximately $5.40 million. Institutional investors and hedge funds collectively own about 90.07% of the company's stock. Analysts currently hold a consensus "Hold" rating for CTOS, with an average target price of $8.00, despite the company recently beating Q1 EPS estimates but missing revenue expectations.
Custom Truck One Source rated overweight at Cantor Fitzgerald; stock hits 52-week high
Cantor Fitzgerald initiated coverage on Custom Truck One Source (CTOS) with an Overweight rating and a price target of $10. Following this positive outlook, the company's stock experienced a significant jump, reaching a new 52-week high and continuing a multi-day rally.
Custom Truck One Source Inc expected to post a loss of 5 cents a share - Earnings Preview
Custom Truck One Source Inc (CTOS) is projected to report a loss of 5 cents per share. This financial forecast comes as part of an earnings preview, indicating an upcoming earnings announcement for the company. The report suggests analysts are expecting a negative earnings per share for the period.
Custom Truck One Source rated Overweight at Cantor Fitzgerald; stock hits 52-week high (CTOS:NYSE)
Cantor Fitzgerald initiated coverage of Custom Truck One Source (CTOS) with an Overweight rating and an $11 price target, citing the company's strong position to benefit from utility grid upgrades and infrastructure spending. The firm highlighted CTOS's vertically integrated model, expanding utility demand, and expected improvements in revenue, EBITDA, and free cash flow as key drivers for its positive outlook. This news contributed to the stock hitting a 52-week high.
Custom Truck One Source, Inc. (NYSE:CTOS) Receives Average Rating of "Hold" from Brokerages
Custom Truck One Source (NYSE:CTOS) has an average "Hold" rating from eight brokerages, with an average 12-month price target of $8.00. The company recently reported an EPS beat but a revenue miss, alongside negative net margin and return on equity. Institutional investors hold a significant portion of the stock, despite liquidity and leverage concerns.
Custom Truck One Source stock hits 52-week high at 7.76 USD
Custom Truck One Source Inc.'s stock reached a new 52-week high of $7.78 USD, marking a 100% total return over the past year and a 32% year-to-date increase. Despite this, InvestingPro suggests the shares may be overvalued, though analysts predict the company will become profitable this year with an EPS forecast of $0.08 for fiscal 2026. The company recently reported Q4 2025 earnings, exceeding EPS expectations but missing revenue forecasts.
Custom Truck One Source stock hits 52-week high at 7.76 USD By Investing.com
Custom Truck One Source (CTOS) stock has reached a new 52-week high of $7.78, reflecting a 100% one-year total return and a 32% year-to-date surge, despite InvestingPro's fair value analysis suggesting it might be overvalued. Analysts predict profitability this year with an EPS forecast of $0.08 for fiscal 2026, and the company recently exceeded Q4 2025 EPS expectations, though revenue fell short. DA Davidson maintained a Buy rating with an $8.50 price target, projecting double-digit growth for 2026.
Custom Truck One Source (CTOS) Projected to Post Quarterly Earnings on Monday
Custom Truck One Source (CTOS) is expected to report its Q1 2026 earnings on Monday, April 27th, with analysts forecasting a loss of ($0.06) per share and revenue of $448.27 million. In the previous quarter, CTOS beat EPS estimates but missed on revenue, showing uneven profitability with negative net margins. The stock currently trades around $7.61, and Wall Street maintains a "Hold" consensus rating with an average target price of $7.40.
A Look At Custom Truck One Source (CTOS) Valuation As Shares Show Recent Momentum
Custom Truck One Source (CTOS) has shown strong recent stock momentum, with shares up over 20% in both the last month and three months. While a popular narrative suggests the company is 26.8% overvalued with a fair value of $6.00 due to risks like the transition to electric vehicles and environmental regulations, Simply Wall St's DCF model indicates the stock is significantly undervalued with a fair value of $14.59. Investors are encouraged to review both perspectives to determine their own stance on the company's valuation.
Custom Truck One Source sets April 28 call after Q1 results
Custom Truck One Source, Inc. (NYSE: CTOS) announced it will release its first-quarter 2026 financial results after market close on Monday, April 27, 2026. A conference call to discuss the results will be held on Tuesday, April 28, 2026, at 9:00 a.m. ET via a live audio-only webcast. The webcast link and financial presentation will be available on the company's investors website.
