CoverageForm 410-K10-Q8-K13D13G13F

CTOS · Custom Truck One Source, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · CTOS

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$461.62M-$482.06M$511.48M$422.23M-$447.22M$423.01M$411.31M-
Cost of Revenue$358.56M-$381.31M$408.94M$336.70M-$355.39M$333.75M$320.60M-
Gross Profit$103.06M-$100.75M$102.54M$85.54M-$91.83M$89.27M$90.71M-
R&D----------
SG&A$57.63M-$54.86M$59.16M$59.45M-$54.63M$55.70M$57.99M-
Total Operating Expenses$71.59M-$68.12M$74.61M$73.13M-$68.79M$71.59M$72.34M-
D&A$68.21M---$62.14M---$56.16M-
Operating Income$31.47M-$32.63M$27.93M$12.40M-$23.04M$17.67M$18.37M-
Interest Expense------$16.70M$15.40M$12.90M-
Income Tax$297.0K-($988.0K)$17.48M($7.70M)-($604.0K)$3.07M($1.95M)-
Net Income($4.10M)-($5.76M)($28.38M)($17.79M)-($17.42M)($24.48M)($14.34M)-
EPS - Basic($0.02)-($0.03)($0.13)($0.08)-($0.07)($0.10)($0.06)-
EPS - Diluted($0.02)-($0.03)($0.13)($0.08)-($0.07)($0.10)($0.06)-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$9.61M$6.27M$13.06M$5.26M$5.38M$3.81M$8.44M$8.06M$7.99M$10.31M
Accounts Receivable$203.62M$195.54M$182.22M$188.99M$202.23M$215.87M$176.04M$166.70M$169.30M$215.09M
Inventory$1.02B$930.94M$1.04B$1.09B$1.08B$1.05B$1.20B$1.17B$1.10B$985.79M
Accounts Payable$125.35M$88.37M$107.09M$128.61M$123.59M$88.49M$88.74M$119.79M$119.25M$117.65M
Current Assets$1.26B$1.16B$1.26B$1.33B$1.32B$1.30B$1.41B$1.38B$1.33B$1.27B
Total Assets$3.55B$3.44B$3.54B$3.58B$3.54B$3.50B$3.58B$3.52B$3.45B$3.37B
Current Liabilities$972.76M$873.33M$989.49M$1.06B$1.02B$1.00B$1.10B$1.06B$993.14M$897.39M
Long-term Debt$1.63B$1.62B$1.63B$1.59B$1.59B$1.52B$1.57B$1.53B$1.49B$1.49B
Total Liabilities----------
Stockholders' Equity$805.24M$809.10M$784.68M$790.13M$813.42M$861.31M$837.51M$856.68M$896.68M$917.20M
Retained Earnings($621.68M)($617.58M)($638.46M)($632.70M)($604.32M)($586.53M)($614.10M)($596.69M)($572.21M)($557.87M)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$23.82M---$55.63M---($14.38M)-
Investing Cash Flow($59.23M)---($71.31M)---($33.41M)-
Financing Cash Flow$38.58M---$17.20M---$45.49M-
CapEx----------
Free Cash Flow----------

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin22.3%-20.9%20.0%20.3%-20.5%21.1%22.1%-
Operating margin6.8%-6.8%5.5%2.9%-5.2%4.2%4.5%-
EBITDA margin21.6%---17.7%---18.1%-
Net margin-0.9%--1.2%-5.5%-4.2%--3.9%-5.8%-3.5%-
Free cash flow margin----------
FCF / Net income----------
R&D / Revenue----------
SG&A / Revenue12.5%-11.4%11.6%14.1%-12.2%13.2%14.1%-
Effective tax rate----------
Return on assets-0.1%--0.2%-0.8%-0.5%--0.5%-0.7%-0.4%-
Return on equity-0.5%--0.7%-3.6%-2.2%--2.1%-2.9%-1.6%-
Return on invested capital1.0%-1.1%0.9%0.4%-0.8%0.6%0.6%-
Liquidity
Current ratio1.301.331.271.261.291.301.281.301.341.41
Quick ratio0.250.260.220.230.240.250.190.200.220.31
Cash ratio0.010.010.010.000.010.000.010.010.010.01
Leverage
Debt / Equity2.022.002.082.011.961.761.871.781.661.62
Debt / Assets0.460.470.460.440.450.430.440.430.430.44
Debt / EBITDA16.34---21.37---20.02-
Interest coverage------1.4x1.1x1.4x-
Equity multiplier4.414.254.514.534.364.074.274.113.853.67
Liabilities / Assets----------
Efficiency
Asset turnover0.13-0.140.140.12-0.120.120.12-
Inventory turnover0.35-0.370.380.31-0.300.290.29-
Days sales outstanding161d-138d135d175d-144d144d150d-
Days inventory outstanding1041d-991d972d1166d-1233d1280d1256d-
Days payable outstanding128d-103d115d134d-91d131d136d-
Cash conversion cycle1074d-1027d992d1207d-1286d1293d1271d-
Valuation
P / E----------
P / B1.8x-1.9x1.4x1.2x-1.0x1.2x1.6x-
P / S3.2x-3.0x2.2x2.3x-1.8x2.5x3.4x-
EV / EBITDA31.2x---34.2x---38.7x-
Growth
Revenue growth (YoY)9.3%-7.8%20.9%2.7%-3.0%-7.4%-9.0%-
Revenue CAGR (3y)0.7%-10.4%12.2%4.8%-7.8%4.1%73.8%-
Revenue CAGR (5y)42.6%-47.4%49.5%38.9%-48.3%---
Gross profit growth (YoY)20.5%-9.7%14.9%-5.7%--14.3%-19.3%-17.3%-
Operating income growth (YoY)153.7%-41.6%58.0%-32.5%--39.4%-55.3%-53.9%-
Net income growth (YoY)76.9%-66.9%-15.9%-24.1%-----
EPS growth (YoY)75.0%-57.1%-30.0%-33.3%-----
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)----------
FCF CAGR (5y)----------
Book value growth (YoY)-1.0%-6.1%-6.3%-7.8%-9.3%-6.1%-8.3%-6.8%-0.9%3.2%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$1.94B total
Truck And Equipment Sales Segment$1.10B · 56.3%
Equipment Rental Solutions Segment$701.04M · 36.1%
Aftermarket Parts And Services Segment$147.68M · 7.6%

Product / service

$5.22B total
Sales And Services$1.44B · 27.5%
Equipment Sales$1.30B · 25.0%
Sales And Services Equipment Sales$1.30B · 25.0%
Rental Revenue$506.20M · 9.7%
Rental Revenue Excluding Shipping And Handling$480.59M · 9.2%
Sales And Services Parts And Services$133.28M · 2.6%
Sales And Services Parts And Services Services To Customers$31.00M · 0.6%
Rental Revenue Shipping And Handling$25.60M · 0.5%

Geographic

$1.94B total
US$1.90B · 98.0%
CA$39.60M · 2.0%

Peer comparison

Same SIC group: Services-Equipment Rental & Leasing, NEC

CompanyRevenue (last FY)Net marginROE
UPBD$4.70B1.6%10.5%
MGRC$944.24M16.6%12.6%
URI$16.10B15.5%27.8%
AL$3.02B36.1%12.8%
PRG$2.41B6.1%19.7%

Comparing Custom Truck One Source against the 5 most active filers in the same SIC group.