Custom Truck One Source (CTOS) Will Announce Earnings Tomorrow: Here’s What You Should Know

Custom Truck One Source Set to Announce Earnings

Custom Truck One Source (NYSE:CTOS), a leading distributor of heavy equipment, is scheduled to release its latest financial results this Tuesday before the market opens. Here’s a summary of what investors should know ahead of the announcement.

In the previous quarter, Custom Truck One Source reported $482.1 million in revenue, reflecting a 7.8% increase compared to the same period last year. Although the company fell short of analysts’ revenue projections, it surpassed expectations for both earnings per share and adjusted operating income, marking a strong overall performance.

For the upcoming quarter, analysts are forecasting an 11.6% year-over-year increase in revenue for Custom Truck One Source, a notable improvement from the flat growth recorded in the same quarter last year.

Recent analyst activity has shown little change in estimates over the past month, indicating expectations for steady performance as the company approaches its earnings release. However, Custom Truck One Source has missed Wall Street’s revenue targets several times over the last two years.

Industry Peers Offer Clues

Other companies in the specialty equipment distribution sector have already shared their fourth-quarter results, providing some context for what to expect. SiteOne reported a 3.2% year-over-year revenue increase but fell short of analyst forecasts by 0.9%. In contrast, Hudson Technologies posted a 28.2% revenue jump, beating expectations by 16.5%. Following their reports, SiteOne’s stock rose 7%, while Hudson Technologies saw a 10.6% decline.

Market Trends and Stock Performance

While the excitement following Trump’s November victory initially boosted major indices, concerns over possible tariffs have led to a market reversal in 2025. Specialty equipment distributors have generally lagged behind, with the group’s average share price dropping 8.3% over the past month. Custom Truck One Source’s stock has declined 6.9% during this period and currently trades at $6.43, compared to an average analyst price target of $7.75.

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When a company has excess cash, repurchasing its own shares can be a smart move—provided the valuation is attractive. We’ve identified a bargain stock that’s generating significant free cash flow and actively buying back shares.