CTOS · Custom Truck One Source, Inc.
$10.53
+0.27 (+2.63%)
At close · Aug 14
Market Cap
$2.37B
Shares
227.51M
Custom Truck One Source, Inc. Earnings Call Transcripts
Every quarterly earnings call for Custom Truck One Source, Inc. (CTOS) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
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. Second Quarter 2026 Earnings Conference Call
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
Oppenheimer 21st Annual Industrial Growth Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-28
Custom Truck One Source, Inc. Q1 FY2026 Earnings Call
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. Q4 FY2025 Earnings Call
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. Q3 FY2025 Earnings Call
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. Q2 FY2025 Earnings Call
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. Q1 FY2025 Earnings Call
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. Q4 FY2024 Earnings Call
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. Q3 FY2024 Earnings Call
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. Q2 FY2024 Earnings Call
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. Q1 FY2024 Earnings Call
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. Q4 FY2023 Earnings Call
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. Q3 FY2023 Earnings Call
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. Q2 FY2023 Earnings Call
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. Q1 FY2023 Earnings Call
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. Q4 FY2022 Earnings Call
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. Q3 FY2022 Earnings Call
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. Q2 FY2022 Earnings Call
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. Q1 FY2022 Earnings Call
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. Q4 FY2021 Earnings Call
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. Q3 FY2021 Earnings Call
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. Q2 FY2021 Earnings Call
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. Q1 FY2021 Earnings Call
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. Q3 FY2020 Earnings Call
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. Q2 FY2020 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. Q1 FY2020 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. Q4 FY2019 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 earnings calls
Key facts
CIK
1709682
CUSIP
23204X103
13F (30d)
145 filings
132 filers
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