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Custom Truck One Source, Inc.

CTOSIndustrialsNASDAQ

Rental & Leasing Services

PriceMA150MA200
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Financials · Annual
Revenue
$1.94B
+7.9% YoY
Net Income
-$31.1M
-8.4% YoY
EBITDA
$393.4M
+5.2% YoY
Free Cash Flow
$109.1M

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About Custom Truck One Source, Inc.

Part of the industrials sector, Custom Truck One Source, Inc. (CTOS) is listed under Rental & Leasing Services. The company carries a $2.22B market cap, placing it firmly in the mid-cap category. It operates through two segments: Specialty Equipment Rentals (SER); and Specialty Truck Equipment and Manufacturing (STEM).

Key stats
Market Cap$2.22B
Fwd P/E35.35
EPS$-0.08
Beta1.41
52W Change+127.4%
ROE-2.1%
Analysis

The company holds $9.6M in cash, though total debt stands at $2.49B. This level of leverage is common in the industry but worth monitoring as interest rate conditions evolve. Free cash flow comes in at $109.1M, providing flexibility for reinvestment, buybacks, or dividends. Consistent free cash flow generation is often considered a sign of operational health. Return on equity stands at -2.1%, which is negative for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 2.8% is on the lower side, which is common in asset-heavy industries. Revenue has grown from $1.57B (2022) to $1.94B (2025), reflecting a 24% increase over the period.

The debt-to-cash ratio suggests meaningful leverage on the balance sheet, a factor worth monitoring if credit conditions tighten. These risk factors are not exhaustive — macroeconomic shifts, regulatory changes, and competitive dynamics can all influence Custom Truck One Source, Inc.'s trajectory.

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