CUSTOM TRUCK ONE SOURCE INC (CTOS)
Industrials · specialized equipment rental and sales · NYSE
Custom Truck One Source is a specialized provider of rental equipment and services for the utility, telecommunications, and heavy infrastructure sectors.
What CUSTOM TRUCK ONE SOURCE INC does
Custom Truck One Source provides specialty equipment and related services to the infrastructure, utility, telecommunications, and construction industries. The company operates through an integrated platform offering equipment rental, sales, and parts and service support. Its business model focuses on a specialized fleet, including boom trucks, bucket trucks, cranes, and other vocational vehicles.
Themes: infrastructure construction, equipment rental, utility maintenance equipment, telecommunications infrastructure support
Fundamentals
- Price$9.77 as of 2026-08-21 close
- Market cap$2.2B as of 2026-08-21
- 1-year return+72.0% 2025-08-21 close $5.68 → 2026-08-21 close $9.77
- P/E109.84 as of 2026-08-24
- Net margin+1.1% as of 2026-08-24
- Gross margin+22.1% as of 2026-08-24
- ROE+2.7% as of 2026-08-24
- Debt / equity2.97 as of 2026-08-24
- Revenue growth (YoY)+7.0% as of 2026-08-24
- Revenue CAGR (3y)+7.3% SEC XBRL
- Beta1.46 as of 2026-08-24
- Last reported earnings2026-08-03 SEC EDGAR Form 8-K (Item 2.02)
How CTOS compares in its sector
- price-to-earnings ratiotop 10% 357 covered Industrials peers, as of 2026-08-24
- net profit marginmiddle range 457 covered Industrials peers, as of 2026-08-24
- operating marginmiddle range 457 covered Industrials peers, as of 2026-08-24
- gross marginmiddle range 455 covered Industrials peers, as of 2026-08-24
- return on equitymiddle range 460 covered Industrials peers, as of 2026-08-24
- 3-year revenue CAGRmiddle range 426 covered Industrials peers
Position among covered Industrials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
CTOS is not currently in any published Top 10 list. Its scores are below.
Long-term score
Not scored for the long-term list: no shareholder return data.
Short-term score
48.8 #877 of 1,704 scored · #131 of 283 in Industrials
Setup 76th: no fresh 20-day breakout up or down; catalysts 50th: analysts have raised their average price target by 3.9% since the prior reading; weakest is trend 33rd: the price is 7% below the average price paid over the period covered, so the typical buyer over that stretch is under water.
Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.
How CUSTOM TRUCK ONE SOURCE INC looks technically
CUSTOM TRUCK ONE SOURCE INC (CTOS) is trading 22.7% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 282 trading days ago — a "golden cross", a bullish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 14, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 40, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 7 trading days ago (its momentum flipped negative). It made a new 20-day high about 12 trading days ago. It is 20.1% below its highest point of the past year.
Trend
7
| Distance from the 200-day | it is trading 22.7% above its 200-day average, the long-term trend line — a longer-term uptrend | +22.7% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $10.61 | $10.61 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $7.96 | $7.96 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing high 17 calendar days ago — the swings before that are what the structure reading is measured on | 17 sessions |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 282 trading days ago — a "golden cross", a bullish long-term signal | 282 sessions |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 14, below the 25 that marks a real trend) | 13.9 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 40, neither overbought (above 70) nor oversold (below 30) | 40.2 |
|---|---|---|
| Position in its 14-day range | it is trading near the bottom of its 14-day range ($9.57 to $12.23) — its "stochastic" reading is 7 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions. | 7.5 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bearish about 7 trading days ago (its momentum flipped negative) | 7 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $12.23 | $12.23 |
|---|---|---|
| From the 52-week high | it is 20.1% below its 52-week high (its highest price of the past year) | -20.1% |
| Above the 52-week low | it is 88.6% above its 52-week low (its lowest price of the past year) | +88.6% |
| Below the 52-week high | it is 20.1% below its highest point of the past year | 20.1% |
| Since a 20-day breakout | it made a new 20-day high about 12 trading days ago | 12 sessions |
| Since a 55-day breakout | it made a new 55-day high about 41 trading days ago | 41 sessions |
| All-time high | its highest closing price on record is $12.23 (set on 2026-06-25) | $12.23 |
| Given back of the 52-week move | over the past year its closes ranged ($5.34 to $11.97), and it has given back roughly a third of its rise from last year’s low — 33% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $7.66 to $7.87. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 33.2% |
| From the all-time high | it is 20.1% below its all-time high | -20.1% |
| Nearest price level | it is trading 4.0% below a resistance level at $10.16 — a price it turned at three times since 2026-05-04, most recently on 2026-07-21. Since 2024-08-21 it has 13 such levels below the current price and 3 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +4.0% |
| All-time low | its lowest closing price on record is $1.38 (set on 2020-03-18) | $1.38 |
| Above the all-time low | it is 608.0% above its all-time low | +608.0% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are narrower than usual versus its own recent 6-month history (tighter than about 74% of it) | 26th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $0.4996 between its high and its low — about 5.1% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $0.4996 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $9.52 and $11.26 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $9.52 – $10.39 – $11.26 |
| Typical daily range (% of price) | its price moves about 5.1% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 5.1% |
| Stretch from the 200-day average | it is trading 3.6 daily ranges above its 200-day average price (22.7% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 3.6 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.54× |
|---|
Analyst
2
| Change in the average price target | analysts have raised their average price target by 3.9% since the prior reading | +3.9% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
1
| Since a doji | 7 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 7 sessions ago |
|---|
Price gaps
3
| Gap at the open | it opened on 2026-08-21 1.1% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | +1.1% |
|---|---|---|
| Open gap | it gapped 4.2% above the previous close 58 sessions ago and has not traded back through the level it left behind at 9.23 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | +4.2% |
| Gap filled | a 10.9% gap up opened on 2026-08-04 has been "filled" 10 sessions ago — price traded back through the level the gap left behind, and it took 3 sessions to close | 10 sessions ago |
Price streaks
1
| Closing streak | it closed lower in its latest session, after a session that did not close lower — a single down day rather than a run | 1 session down |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 7.6 percentage points (the stock lost 5.2% while the market gained 2.3%) | -7.6% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 2.6 percentage points (the stock gained 5.7% while the market gained 3.1%) | +2.6% |
| vs market, 6 months | over the past 6 months this stock beat the market by 18.5 percentage points (the stock gained 29.6% while the market gained 11.1%) | +18.5% |
| vs market, 12 months | over the past 12 months this stock beat the market by 51.5 percentage points (the stock gained 72.0% while the market gained 20.5%) | +51.5% |
Signal agreement
2
| Bullish technical signals | 4 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, outperforming the market over 6 months, near the bottom of its 14-day range (oversold) — these describe past price behaviour, not a forecast | 4 of 9 |
|---|---|---|
| Bearish technical signals | 2 of the 9 technical signals we can compute for it are currently in a bearish state: MACD momentum is negative, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast | 2 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 7.0% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is thin, spanning 0.0% of the share price, which is taken to mean a barrier that gives way easily. | -7.0% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 11% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $8.79 — a volume-weighted average of daily closes over 155 sessions, not a true tick-by-tick VWAP. | +11.2% |
|---|---|---|
| Vs the average paid since it last reported | the price is 7% below the average price paid since it last reported on 2026-08-03 (its 10-Q), so the typical buyer over that stretch is under water. That average is $10.55 — a volume-weighted average of daily closes over 15 sessions, not a true tick-by-tick VWAP. | -7.4% |
Price levels it has turned at before
CTOS last closed at $9.77 on 2026-08-21. Since 2024-08-21 it has turned at 13 prices below its last close and 3 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $10.16 | Resistance | 4.0% above the last close | turned there three times · 2026-05-04 to 2026-07-21 |
| $11.01 | Resistance | 12.7% above the last close | turned there twice · 2026-07-14 to 2026-07-23 |
| $12.23 | Resistance | 25.2% above the last close | turned there twice · 2026-06-25 to 2026-08-04 |
| $6.75 | Support | 30.9% below the last close | turned there three times · 2025-10-14 to 2026-01-22 |
| $6.60 | Support | 32.5% below the last close | turned there twice · 2025-07-31 to 2025-12-03 |
| $6.30 | Support | 35.5% below the last close | turned there twice · 2025-08-19 to 2025-09-05 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
No Elliott-wave labelling currently fits its swings: the recent highs and lows do not satisfy the three rules a five-wave count has to obey, so there is no count to show rather than a count we are unsure about.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · Pulled back from the 12-month high · trendless / choppy (low ADX) · Analyst price target recently RAISED · beating the market · At the bottom of its 14-day range (stochastic below 20) | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingStrong Buy (1.33 mean, 1=Strong Buy…5=Strong Sell) — 6 analysts
- Mean price target$13.33 range $12.00 – $15.00; median $13.00
Analyst estimates, as of 2026-08-19. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for CTOS
- Consensus EPS estimate$0.00 next reporting period, as of 2026-08-19
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["High levels of indebtedness which could restrict operational flexibility and affect financial health.","Dependence on the availability and terms of floor plan financing to maintain equipment inventory.","Exposure to cyclical demand in construction and infrastructure end-markets."]
What changed in the latest 10-Q
AI-assisted comparison of CTOS's 10-Q filed 2026-04-27 against the prior one filed 2025-10-27.
Management's Discussion & Analysis (MD&A)
- Added:
- Reference to 'Annual Report for the year ended December 31, 2025' in newer filing (2026-04-27) in the Forward-Looking Statements section
- Removed:
- Reference to 'Annual Report for the year ended December 31, 2024' in older filing (2025-10-27) in the Forward-Looking Statements section
- Reworded:
- Risk factor punctuation change in newer filing (2026-04-27): 'any further increase in the cost of new equipment that we purchase for use in our rental fleet or for sale as inventory, and aging or obsolescence' (no semicolon after 'inventory') vs. older filing (2025-10-27): 'any further increase in the cost of new equipment that we purchase for use in our rental fleet or for sale as inventory; and aging or obsolescence' (semicolon present after 'inventory')
- Risk factor wording change in newer filing (2026-04-27): 'we are subject to a series of risks related to climate change, and increased attention to' vs. older filing (2025-10-27): 'we are subject to a series of risks related to climate change; and increased attention to' (semicolon vs. comma before 'and increased attention')
- Reporting segments structure changed in newer filing (2026-04-27): 'Beginning January 1, 2026, we manage the business in two reporting segments: Specialty Equipment Rentals ("SER") and Specialty Truck Equipment & Manufacturing ("STEM")' vs. older filing (2025-10-27): 'We manage the business in three reporting segments: Equipment Rental Solutions ("ERS"), Truck and Equipment Sales ("TES") and Aftermarket Parts and Services ("APS")'
- Notes:
- The newer filing text appears truncated at the end of the Depreciation of rental equipment section, potentially affecting completeness of comparison for that section
- The older filing text is also truncated, making full comparison of the depreciation section impossible
Risk Factors
- Added:
- Newer filing includes only Q1 2026 and Q1 2025 comparative periods; older filing includes Q3 2025, Q3 2024, nine months ended September 30, 2025, and nine months ended September 30, 2024
- Removed:
- Nine-month comparative financial data removed from newer filing
- Reworded:
- Income statement presentation changed from three quarters and nine months comparison (older) to single quarter comparison (newer)
- Balance sheet comparison date changed from September 30, 2025 vs December 31, 2024 (older) to March 31, 2026 vs December 31, 2025 (newer)
- Cash flow statement changed from nine months ended September 30, 2025 vs 2024 (older) to three months ended March 31, 2026 vs 2025 (newer)
- Stockholders' Equity statement changed from multi-period presentation ending September 30, 2025 (older) to periods ending March 31, 2026 (newer)
- Notes:
- The comparison is between a Q1 2026 10-Q (filed April 27, 2026) and a Q3 2025 10-Q (filed October 27, 2025), representing different interim periods rather than revisions of the same period
- Financial data values differ due to different reporting periods, not due to restatement or correction of previously reported figures
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
No open-market insider purchases or sales are on record for CTOS — recent Form 4 activity was compensation-related (awards, option exercises, or tax withholding), not open-market buying or selling.
View full insider trading history → View SEC Form 3/4/5 filingsOnly open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
5 institutional 13F filers reported holding CTOS as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 6,157,302
- Reported value $40,453,476
reported quarterly holdings change (2025-12-31 → 2026-03-31): 1 new, 3 increased, 1 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
CTOS had 3,509,945 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
CTOS had 1.54% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 2.98 days to cover at the same settlement.
- Reported short interest (shares) 3,509,945
- Short interest (% of shares outstanding) 1.54%
- Prior settlement (shares) 3,260,019
- Reported change 7.67%
- Days to cover (reported) 2.98
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- United Rentals (URI)
- Sunbelt Rentals
- Terex (TEX)
- Altec (private)
- Manitowoc (MTW)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
Compare CTOS vs…
Frequently asked questions
What does CUSTOM TRUCK ONE SOURCE INC (CTOS) do?
Custom Truck One Source provides specialty equipment and related services to the infrastructure, utility, telecommunications, and construction industries. The company operates through an integrated platform offering equipment rental, sales, and parts and service support. Its business model focuses on a specialized fleet, including boom trucks, bucket trucks, cranes, and other vocational vehicles.
What sector is CUSTOM TRUCK ONE SOURCE INC (CTOS) in?
CUSTOM TRUCK ONE SOURCE INC (CTOS) is classified in the Industrials sector. Its industry is specialized equipment rental and sales. It trades on NYSE.
Who are CUSTOM TRUCK ONE SOURCE INC's (CTOS) competitors?
Notable peers of CUSTOM TRUCK ONE SOURCE INC (CTOS) include United Rentals, Sunbelt Rentals, Terex, Altec (private) and Manitowoc. This peer set is informational only — not financial advice.
Is CUSTOM TRUCK ONE SOURCE INC (CTOS) overbought or oversold right now?
CUSTOM TRUCK ONE SOURCE INC (CTOS) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 40, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on CTOS come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.