CTOS

Heavy equipment distributor Custom Truck One Source (NYSE:CTOS) fell short of the market’s revenue expectations in Q3 2026 as sales rose 2.7% year on year to $495.2 million. On the other hand, the company’s full-year revenue guidance of $2.15 billion at the midpoint came in 1.2% above analysts’ estimates. Its non-GAAP profit of $0.01 per share increased from -$0.03 in the same quarter last year.

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. CEO Ryan McMonagle highlighted record rental fleet utilization and increased fleet investments, stating, “We believe that we are in the early stages of what could be a once in a generation transmi

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. With a Discounted Cash Flow (DCF) view available, the core issue is how the stock’s cash flow profile compares with that recent performance. The stock has returned 82.1% over the past 3 years, s

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. The earnings announcement has clearly affected the share price, with Custom Truck One Source climbing 16.7% on the day to $10.51 and locking in a 7-day share price return of 15.5%. The 1-

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. Shares jumped 16.7% to US$10.51 after the release. The market cheered one thing above all. Rental economics in the Service segment produced

Cantor Fitzgerald analyst Manish A. Somaiya maintains Custom Truck One Source (NYSE:CTOS) with a Overweight and raises the price target from $14 to $15.