Custom Truck One Source (CTOS)
Rents, manufactures and services specialty trucks for North American infrastructure work.
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Rents, manufactures, sells and services specialty trucks and equipment for utility, telecom, rail and other infrastructure work across North America. Revenue spans fleet rentals, new and used equipment sales, customization, parts and repair, with results tied to project demand, fleet utilization and equipment supply.
Rents, sells and services specialty trucks and equipment used to build and maintain electric utility, telecommunications, rail, forestry, waste and other infrastructure across North America. Specialty Equipment Rentals manages the fleet and related aftermarket support; Specialty Truck Equipment & Manufacturing produces and sells new and used vocational trucks, trailers and configured equipment, including the Load King brand.
Combines rental inventory with application-specific production, customization, parts, repair and maintenance, giving utilities and contractors one channel for equipment through its operating life. The lineup includes bucket trucks, digger derricks, cranes, service trucks, rail equipment and heavy-haul trailers, supported by a branch network, mobile technicians and third-party service partners.
Demand follows infrastructure construction and maintenance activity, while execution depends on fleet availability and utilization, skilled service capacity, OEM chassis supply and required safety testing for insulated equipment.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 15, 2026 | DA Davidson | Reiterate | Rating: —Target: $9 | Target: $13 |
| Aug 17, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: $13 | Target: $14 |
| Aug 5, 2026 | Oppenheimer | Reiterate | Rating: —Target: $11 | Target: $13 |
| Aug 4, 2026 | Robert W. Baird | Target | Target: $6.50 | Target: $12 |
| May 26, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: $11 | Target: $13 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $10.3M · Total debt $2.43B · Total assets $3.60B · Shareholders' equity $816.0M
- Revenue
- $563.4M
- Operating income
- $52.6M
- Net income
- $10.4M
No dividends on record.
| Institutions | ≈ 97.80% | 222.51M shares | |
|---|---|---|---|
| 190 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 3.65% | 8.30M shares | |
| 12 holders · as of Apr 3, 2026 | |||
| Strategic holders | 0.81% | 1.85M shares | |
| 1 holder · as of Feb 18, 2022 | |||
| Adds to | 102.26% | ||
227.51M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 102.26%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Platinum Equity Advisors, LLC/DEInstitution | 68.90% | 156.74M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 2.71% | 6.17M | as of Jun 30, 2026 |
Mirae Asset Global Etfs Holdings Ltd.Institution | 2.71% | 6.16M | as of Jun 30, 2026 |
Canvas Wealth Advisors, LLCInstitution | 2.63% | 5.98M | as of Jun 30, 2026 |
Mark Ein1Insiderdirector | 2.27% | 5.17M | filed Apr 2, 2026 |
- Reported at 2.30% on Oct 21, 2025, under the 5% line, so no further filing is required.
Insider tradesForm 4
No open-market trades in the last 12 months.
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- Sunbelt Rentals
North American rental scale challenges specialty fleet utilization
- Herc
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- Oshkosh
JLG access equipment and vocational vehicles overlap rental fleets
- Federal Signal
Vacuum, sewer, and infrastructure vehicles overlap CTOS specialty trucks
- Alamo Group
Vacuum, forestry, and vegetation equipment overlap utility truck niches
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Custom Truck One Source | $9.44 | +0.64% | $2.13B | 99.9 | 43.3 | 1.0 | +10.2% |
| Terex | $59.96 | +1.76% | $6.73B | 29.9 | 11.0 | 1.0 | +50.5% |
| United Rentals | $1,050.27 | +1.98% | $64.10B | 24.9 | 20.0 | 3.8 | +11.8% |
| Sunbelt Rentals | $75.54 | +3.69% | $29.86B | 22.0 | 17.4 | 2.6 | — |
| Herc | $145.03 | +3.05% | $4.71B | 95.7 | 17.4 | 1.0 | +20.2% |
| Oshkosh | $142.95 | −0.30% | $8.85B | 16.4 | 10.9 | 0.8 | +6.7% |
| Federal Signal | $116.97 | +1.63% | $7.03B | 24.8 | 21.6 | 2.9 | +18.7% |
| Alamo Group | $167.03 | +1.31% | $2.01B | 19.8 | 15.0 | 1.2 | +7.6% |
| Median | 24.8 | 17.4 | 1.2 | +15.3% |