Custom Truck One Source (CTOS)

• Market cap: $848M
• 1 day: -1.05%
• 5 days: 7.43%
• 1 month: -21.50%
• 3 months: -25.10%
• 6 months: 14.63%
• Year to date: -22.31%
• 1 year: -28.38%
• 5 years: 59.32%
• 10 years: -57.03%
• Sector: Industrials
• Industry: Rental & Leasing Services

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: 2,619

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

237% more call options, than puts

Call options by funds: $64K | Put options by funds: $19K

47% more capital invested

Capital invested by funds: $759M [Q3] → $1.12B (+$357M) [Q4]

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2.09% more ownership

Funds ownership: 93.06% [Q3] → 95.15% (+2.09%) [Q4]

2% more funds holding

Funds holding: 121 [Q3] → 123 (+2) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]

13% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 45

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $5 33% upside
• Avg. target: $5.50 46% upside
• High target: $6 60% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Stifel Brian Brophy 31% 1-year accuracy 9 / 29 met price target	33% upside $5	Hold Maintained	9 Apr 2025
Oppenheimer Scott Schneeberger 14% 1-year accuracy 4 / 29 met price target	60% upside $6	Outperform Maintained	6 Mar 2025