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 itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$1.94B$1.80B$1.87B$1.57B$1.17B$302.74M
Cost of Revenue$1.53B$1.41B$1.41B$1.19B$957.14M$226.30M
Gross Profit$411.89M$390.27M$454.26M$383.75M$210.01M$76.44M
R&D------
SG&A$230.08M$229.54M$231.40M$210.87M$155.78M$43.46M
Total Operating Expenses$286.95M$263.91M$283.31M$280.44M$251.98M$59.20M
D&A$263.88M$235.84M$218.99M$223.48M$84.89M$3.25M
Operating Income$124.94M$126.36M$170.95M$103.31M($41.97M)$17.25M
Interest Expense--$36.60M$12.60M$5.20M-
Income Tax$2.92M($532.0K)$7.36M$7.83M$4.42M($30.07M)
Net Income($31.05M)($28.66M)$50.71M$38.91M($181.50M)($21.28M)
EPS - Basic($0.14)($0.12)$0.21$0.16($0.43)-
EPS - Diluted($0.14)($0.12)$0.21$0.16($0.43)-

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$6.27M$3.81M$10.31M$14.36M$35.90M$3.41M
Accounts Receivable$195.54M$215.87M$215.09M$193.11M$168.39M$60.93M
Inventory$930.94M$1.05B$985.79M$596.72M$410.54M$31.37M
Accounts Payable$88.37M$88.49M$117.65M$87.25M$91.12M$31.83M
Current Assets$1.16B$1.30B$1.27B$868.25M$656.70M$103.24M
Total Assets$3.44B$3.50B$3.37B$2.94B$2.68B$768.40M
Current Liabilities$873.33M$1.00B$897.39M$634.88M$440.58M$71.35M
Long-term Debt$1.62B$1.52B$1.49B$1.35B$1.31B$715.86M
Total Liabilities------
Stockholders' Equity$809.10M$861.31M$917.20M$888.44M$858.51M($31.07M)
Retained Earnings($617.58M)($586.53M)($557.87M)($608.59M)($647.49M)($465.99M)

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$310.11M$121.98M($30.88M)$45.97M$138.93M$42.83M
Investing Cash Flow($282.46M)($187.49M)($176.60M)($218.94M)($1.43B)($29.31M)
Financing Cash Flow($25.27M)$58.28M$202.88M$153.90M$1.32B($16.41M)
CapEx------
Free Cash Flow------

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin21.2%21.7%24.4%24.4%18.0%25.3%
Operating margin6.4%7.0%9.2%6.6%-3.6%5.7%
EBITDA margin20.0%20.1%20.9%20.8%3.7%6.8%
Net margin-1.6%-1.6%2.7%2.5%-15.6%-7.0%
Free cash flow margin------
FCF / Net income------
R&D / Revenue------
SG&A / Revenue11.8%12.7%12.4%13.4%13.3%14.4%
Effective tax rate--12.7%16.7%--
Return on assets-0.9%-0.8%1.5%1.3%-6.8%-2.8%
Return on equity-3.8%-3.3%5.5%4.4%-21.1%68.5%
Return on invested capital4.1%4.2%6.2%3.8%-1.5%2.0%
Liquidity
Current ratio1.331.301.411.371.491.45
Quick ratio0.260.250.310.430.561.01
Cash ratio0.010.000.010.020.080.05
Leverage
Debt / Equity2.001.761.621.521.52-23.04
Debt / Assets0.470.430.440.460.490.93
Debt / EBITDA4.164.203.814.1530.4834.93
Interest coverage--4.7x8.2x-8.1x-
Equity multiplier4.254.073.673.313.13-24.73
Liabilities / Assets------
Efficiency
Asset turnover0.560.510.550.540.430.39
Inventory turnover1.651.351.431.992.337.21
Days sales outstanding37d44d42d45d53d73d
Days inventory outstanding222d271d255d183d157d51d
Days payable outstanding21d23d30d27d35d51d
Cash conversion cycle237d292d267d201d174d73d
Valuation
P / E--29.4x39.5x--
P / B1.6x1.3x1.7x1.8x0.5x-
P / S0.7x0.6x0.8x1.0x0.3x-
EV / EBITDA7.5x7.3x7.7x8.9x38.8x-
Growth
Revenue growth (YoY)7.9%-3.4%18.6%34.8%285.5%22.9%
Revenue CAGR (3y)7.3%15.6%83.3%85.5%--
Revenue CAGR (5y)45.1%48.9%----
Gross profit growth (YoY)5.5%-14.1%18.4%82.7%174.7%-11.7%
Operating income growth (YoY)-1.1%-26.1%65.5%---52.1%
Net income growth (YoY)-8.4%-30.3%--753.0%21.3%
EPS growth (YoY)-16.7%-31.2%---
EPS CAGR (3y)------
EPS CAGR (5y)------
FCF growth (YoY)------
FCF CAGR (5y)------
Book value growth (YoY)-6.1%-6.1%3.2%3.5%-73.7%

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%

Stability scores

Piotroski F-score

FY 2025 · 9-point quality

5/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

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.