Custom Truck One Source (CTOS)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from CTOS's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Custom Truck One Source's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $1.2B | $1.6B | $1.9B | $1.8B | $1.9B |
| Net income | -$182M | $39M | $51M | -$29M | -$31M |
| Free cash flow | — | — | — | — | — |
| EPS (diluted) | -$0.75 | $0.16 | $0.21 | -$0.12 | -$0.14 |
| Operating margin | -3.6% | 6.6% | 9.2% | 7.0% | 6.4% |
Where the revenue comes from
Revenue by segments, fiscal 2025. Every breakdown, year by year.
Superinvestors who own CTOS
From each investor's latest 13F filing (what a 13F shows). 4 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Hersh Cohen ClearBridge Investments |
Trimmed | $12M | 0.01% | Q2 2026 |
| Jean-Marie Eveillard First Eagle Investment Management |
Added | $10M | 0.02% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | $9M | 0.00% | Q2 2026 |
| Will Nasgovitz Heartland Advisors |
Trimmed | $8M | 0.37% | Q2 2026 |
Insider buying
Open-market purchases by Custom Truck One Source's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you. Every purchase since records began.
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In the full deep dive
Questions
Are Custom Truck One Source insiders buying the stock?
No open-market insider purchases of CTOS in the last 12 months, according to SEC Form 4 filings.
Which superinvestors own Custom Truck One Source?
4 of the superinvestors Investingly tracks hold CTOS in their latest 13F, including Hersh Cohen, Jean-Marie Eveillard, Cliff Asness.
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Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.