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Custom Truck One Source (CTOS)
NYSE:CTOS
Earnings Data
Report Date
Mar 05, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.07Last Year’s EPS
0.12Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflected strong growth in revenue and EBITDA, increased utilization, and a positive outlook for 2026 due to strategic investments and strong demand in the T&D sector. However, challenges were noted in TES segment backlog and gross margin, along with economic uncertainty impacting customer purchase decisions.Company Guidance
Strong Third Quarter Performance
Custom Truck delivered 20% adjusted EBITDA growth and 8% revenue growth versus Q3 2024, driven by strong demand in core T&D markets and excellent execution.
Increased Utilization and Rental Revenue
Average utilization in the quarter was over 79%, up more than 600 basis points versus Q3 of last year, with rental revenue increasing by 18%.
Record OEC on Rent
The company ended the third quarter with over $1.3 billion of OEC on rent, the highest quarter-end level ever, showing a 17% year-over-year increase.
Strong Order Growth
Signed orders from local and regional customers were up more than 40% year-over-year, driving overall order growth of over 30%.
Positive Outlook for 2026
Expectations for increased transmission demand and strategic investment in rental fleet position the company well for continued growth in 2026.
CTOS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CTOS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 28, 2025 | $6.02 | $6.04 | +0.33% |
Jul 30, 2025 | $5.70 | $6.19 | +8.60% |
Apr 30, 2025 | $4.03 | $3.91 | -2.98% |
Mar 04, 2025 | $4.02 | $4.83 | +20.15% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Custom Truck One Source (CTOS) report earnings?
Custom Truck One Source (CTOS) is schdueled to report earning on Mar 05, 2026, After Close (Confirmed).
What is Custom Truck One Source (CTOS) earnings time?
Custom Truck One Source (CTOS) earnings time is at Mar 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CTOS EPS forecast?
CTOS EPS forecast for the fiscal quarter 2025 (Q4) is 0.07.