CTOS · Custom Truck One Source, Inc. · Webcasts, Transcripts & Audio
$9.48
+0.37 (+4.06%)
At close · Oct 1
Return incl. dividend (before tax)
Market Cap
$2.06B
Shares
227.51M
Volume · Oct 1
770.57K
Avg daily vol (3M)
995.77K
Custom Truck One Source, Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for Custom Truck One Source, Inc. (CTOS), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲0.1%
$357.78M
−$2.38M
'22 Q3
22-11-08
▲36.6%
$486.72M
$30.94M
'22 Q4
23-03-14
▲23.4%
$452.16M
$13.80M
'23 Q1
23-05-09
▲26.2%
$456.83M
$11.61M
'23 Q2
23-08-08
▲21.4%
$434.35M
$9.18M
'23 Q3
23-11-07
▲7.2%
$521.75M
$16.12M
'23 Q4
24-03-07
▼9%
$411.31M
−$14.34M
'24 Q1
24-05-02
▼7.4%
$423.01M
−$24.48M
'24 Q2
24-08-01
▲3%
$447.22M
−$17.42M
'24 Q3
24-10-31
▼0.2%
$520.74M
$27.57M
'24 Q4
25-03-05
▲2.7%
$422.23M
−$17.79M
'25 Q1
25-05-01
▲20.9%
$511.48M
−$28.38M
'25 Q2
25-07-31
▲7.8%
$482.06M
−$5.76M
'25 Q3
25-10-28
▲1.4%
$528.18M
$20.88M
'25 Q4
26-03-10
▲9.3%
$461.62M
−$4.10M
'26 Q1
26-04-28
LATEST
▲10.2%
$563.45M
$10.40M
'26 Q2
26-08-04
Earnings call
FY26 · Q2
2026-08-04
Custom Truck One Source, Inc. (CTOS) Q2 2026 Earnings Call Transcript
Positive tone
Full-Year Guidance Raised
Rental Business Momentum
Demand Drivers / Long-Term Outlook
Revenue
$563.45M
▲ 10.2% YoY Diluted EPS
$0.05
Gross margin
22.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-05-05
Custom Truck One Source, Inc. (CTOS) May 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-28
Custom Truck One Source, Inc. (CTOS) Q1 2026 Earnings Call Transcript
Confident tone
Specialty Truck and Equipment Manufacturing (STEM) / Backlog
Free Cash Flow and Inventory
Record Q1 Results and Growth
Revenue
$461.62M
▲ 9.3% YoY Diluted EPS
$-0.02
Gross margin
22.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-03-10
Custom Truck One Source, Inc. (CTOS) Q4 2025 Earnings Call Transcript
Confident tone
Rental business strength and T&D end markets
Segment reporting change to SER and STEM
TES underperformance and tariff-driven pull-forward
Revenue
$528.18M*
▲ 1.4% YoY Gross margin
23.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-28
Custom Truck One Source, Inc. (CTOS) Q3 2025 Earnings Call Transcript
Confident tone
TES segment and vocational sales
ERS rental segment momentum
Capital expenditure and fleet investment
Revenue
$482.06M
▲ 7.8% YoY Diluted EPS
$-0.03
Gross margin
20.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-31
Custom Truck One Source, Inc. (CTOS) Q2 2025 Earnings Call Transcript
Confident tone
TES Segment Performance and Orders
Emission Standards and Regulation
Leverage and Capital Structure
Revenue
$511.48M
▲ 20.9% YoY Diluted EPS
$-0.13
Gross margin
20.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-01
Custom Truck One Source, Inc. (CTOS) Q1 2025 Earnings Call Transcript
Positive tone
Rental Fleet Strength (ERS)
TES Backlog and Order Growth
Tariff Mitigation
Revenue
$422.23M
▲ 2.7% YoY Diluted EPS
$-0.08
Gross margin
20.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-03-05
Custom Truck One Source, Inc. (CTOS) Q4 2024 Earnings Call Transcript
Confident tone
Rental Fleet Performance
TES Segment / Equipment Sales
Utility End Market Demand / T&D Recovery
Revenue
$520.74M*
▼ 0.2% YoY Gross margin
22.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-31
Custom Truck One Source, Inc. (CTOS) Q3 2024 Earnings Call Transcript
Confident tone
2024 guidance
Rental KPI improvement
Fleet growth and capital allocation
Revenue
$447.22M
▲ 3% YoY Diluted EPS
$-0.07
▼ 275% YoY Gross margin
20.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
Custom Truck One Source, Inc. (CTOS) Q2 2024 Earnings Call Transcript
Cautious tone
Fleet rental utilization and OEC
TES segment and production
Utility end market softness
Revenue
$423.01M
▼ 7.4% YoY Diluted EPS
$-0.10
▼ 300% YoY Gross margin
21.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Custom Truck One Source, Inc. (CTOS) Q1 2024 Earnings Call Transcript
Positive tone
T&D/utility end market delays
TES segment strength
Fleet utilization and OEC
Revenue
$411.31M
▼ 9% YoY Diluted EPS
$-0.06
▼ 200% YoY Gross margin
22.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-03-07
Custom Truck One Source, Inc. (CTOS) Q4 2023 Earnings Call Transcript
Positive tone
Utility / transmission end market and project delays
Fleet utilization and ERS performance
2024 financial guidance and revenue outlook
Revenue
$521.75M*
▲ 7.2% YoY Gross margin
24.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-07
Custom Truck One Source, Inc. (CTOS) Q3 2023 Earnings Call Transcript
Revenue
$434.35M
▲ 21.4% YoY Diluted EPS
$0.04
Gross margin
24.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-08
Custom Truck One Source, Inc. (CTOS) Q2 2023 Earnings Call Transcript
Revenue
$456.83M
▲ 26.2% YoY Diluted EPS
$0.05
▲ 0% YoY Gross margin
24.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-09
Custom Truck One Source, Inc. (CTOS) Q1 2023 Earnings Call Transcript
Revenue
$452.16M
▲ 23.4% YoY Diluted EPS
$0.06
Gross margin
24.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-03-14
Custom Truck One Source, Inc. (CTOS) Q4 2022 Earnings Call Transcript
Revenue
$486.72M*
▲ 36.6% YoY Gross margin
26.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-08
Custom Truck One Source, Inc. (CTOS) Q3 2022 Earnings Call Transcript
Revenue
$357.78M
▲ 0.1% YoY Diluted EPS
$-0.01
Gross margin
24.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-09
Custom Truck One Source, Inc. (CTOS) Q2 2022 Earnings Call Transcript
Revenue
$362.11M
▼ 3.5% YoY Diluted EPS
$0.05
Gross margin
22.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-10
Custom Truck One Source, Inc. (CTOS) Q1 2022 Earnings Call Transcript
Revenue
$366.48M
▲ 368% YoY Diluted EPS
$-0.01
Gross margin
23.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-03-10
Custom Truck One Source, Inc. (CTOS) Q4 2021 Earnings Call Transcript
Revenue
$356.44M*
▲ 328.1% YoY Gross margin
21.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-09
Custom Truck One Source, Inc. (CTOS) Q3 2021 Earnings Call Transcript
Revenue
$357.31M
▲ 415.9% YoY Diluted EPS
$-0.08
▼ 125.8% YoY Gross margin
18.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-12
Custom Truck One Source, Inc. (CTOS) Q2 2021 Earnings Call Transcript
Revenue
$375.11M
▲ 447.8% YoY Diluted EPS
$-0.53
Gross margin
12.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-12
Custom Truck One Source, Inc. (CTOS) Q1 2021 Earnings Call Transcript
Revenue
$78.30M
▼ 4.2% YoY Diluted EPS
$-0.57
Gross margin
25.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q3
2020-11-10
Custom Truck One Source, Inc. (CTOS) Q3 2020 Earnings Call Transcript
Revenue
$69.26M
▲ 10.9% YoY Diluted EPS
$0.31
Gross margin
22.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-06
Custom Truck One Source, Inc. (CTOS) Q2 2020 Earnings Call
Revenue
$68.48M
▲ 9% YoY Diluted EPS
$-0.27
Gross margin
23.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-07
Custom Truck One Source, Inc. (CTOS) Q1 2020 Earnings Call
Revenue
$81.74M
▲ 32.9% YoY Diluted EPS
$-0.33
Gross margin
26.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-03-12
Custom Truck One Source, Inc. (CTOS) Q4 2019 Earnings Call
Revenue
$77.25M
▲ 12.5% YoY Gross margin
31.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 webcasts