CTOS

Custom Truck One Source’s third quarter was marked by strong performance in its rental business, which management credited to continued high demand in the transmission and distribution (T&D) end markets.

Custom Truck One Source has logged a sharp share price run in recent years, which naturally puts the focus on whether the current US$10.51 level lines up with the cash the business is expected to generate.

Custom Truck One Source (CTOS) just put fresh numbers on the board, reporting third quarter 2026 results and updating full year guidance that gives investors more detail on revenue and profitability expectations.

Custom Truck One Source came into this Q3 2026 print with a reputation as a high-growth utility and infrastructure equipment platform, trading on a rich 81x P/E and a stock that had already climbed over the past month. The fresh numbers did not scare traders.

Custom Truck One Source (NYSE:CTOS) reported third-quarter results marked by record rental activity and higher profitability, prompting the company to raise its full-year adjusted EBITDA outlook for the third time in 2026.

Rental revenue surged 20% as fleet utilization hit 81.5%, signaling strong transmission demand.

Moby summary of Custom Truck One Source, Inc.'s Q3 2026 earnings call

Custom Truck One Source (CTOS) delivered earnings and revenue surprises of 0.00% and -4.78%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Heavy equipment distributor Custom Truck One Source (NYSE:CTOS) missed Wall Street’s revenue expectations in Q3 2026 as revenue rose 2.7% year on year to $495.2 million.

Heavy equipment distributor Custom Truck One Source (NYSE:CTOS) will be reporting results this Monday after market close. Here’s what to expect.