Custom Truck One SourceCTOS
About: Custom Truck One Source Inc is a one-stop-shop provider of specialty equipment in the electric utility transmission and distribution, forestry, telecom, waste management, rail, and infrastructure end-markets in North America. The company's segment includes Equipment Rental Solutions (ERS), Truck and Equipment Sales (TES), and Aftermarket Parts and Services (APS). It generates maximum revenue from the TES segment. Geographically, it derives a majority revenue from the United States.
Employees: 2,580
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
4,338% more call options, than puts
Call options by funds: $2.09M | Put options by funds: $47K
64% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 28
1.99% more ownership
Funds ownership: 89.35% [Q1] → 91.33% (+1.99%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]
6% less funds holding
Funds holding: 119 [Q1] → 112 (-7) [Q2]
23% less capital invested
Capital invested by funds: $1.25B [Q1] → $957M (-$291M) [Q2]
24% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 29
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Oppenheimer Scott Schneeberger 30% 1-year accuracy 7 / 23 met price target | 77%upside $6 | Outperform Maintained | 7 Aug 2024 |