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Stock impact report

Yahoo Finance [Yahoo! Finance]

Custom Truck One Source, Inc. (CTOS) 
Company Research Source: Yahoo! Finance
Management pointed to continued strength in the rental business, highlighting record utilization rates and ongoing demand in transmission and distribution (T&D) markets. CEO Ryan McMonagle described customer activity in the rental segment as “the highest in almost three years,” with the fleet utilization peaking at nearly 84%. However, management acknowledged that equipment sales (TES) faced headwinds from customers pulling forward purchases earlier in the year, as well as some deferred deliveries. Is now the time to buy CTOS? Find out in our full research report (it's free). Custom Truck One Source (CTOS) Q4 CY2025 Highlights: Revenue: $528.2 million vs analyst estimates of $581 million (1.4% year-on-year growth, 9.1% miss) Adjusted EPS: $0.13 vs analyst estimates of $0.06 (significant beat) Adjusted EBITDA: $120.7 million vs analyst estimates of $115.8 million (22.9% margin, 4.2% beat) EBITDA guidance for the upcoming financial year 2026 is $422.5 million at the midpoint Show less Read more
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