Custom Truck One Source sees FY26 revenue $2.005B-$2.12B, consensus $2.1B

Sees FY26 adjusted EBITDA $410M-$435M. “Looking ahead, our focus in 2026 is on disciplined execution – translating strong end-market demand into profitable growth, free cash flow generation, and further balance sheet improvement. With a younger, highly utilized fleet and improving working capital dynamics, we believe CTOS is positioned to drive higher returns on invested capital while maintaining financial flexibility as we invest selectively to support our customers’ long-term needs, and to translate that into meaningful free cash flow generation,” said Ryan McMonagle, CEO of CTOS.