Nama Insights

Custom Truck One Source (CTOS)

Industrials · Rental Leasing Services · NYSE

Custom Truck One Source (CTOS) is a Industrials company in the Rental Leasing Services industry. It has a market capitalization of $2.12B, a trailing price-to-earnings ratio of 31.1 and a free-cash-flow yield of -7.1%. Over the most recent reported fiscal year, revenue grew 7.9%. Nama's AI scorecard rates it Hold, 4.4 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Hold · 4.4/10
The sections balance. As of Nov 7, 2026.
Momentum
Leading · +62.8% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-23.7%
How far the last close sits under the highest price of the past five years.
Market cap$2.12B
Trailing P/E31.1
Price / book2.6
Price / sales1.0
FCF yield-7.1%
Dividend yield—
Gross margin22.6%
Operating margin9.3%
Net margin1.4%
Revenue growth (YoY)+7.9%
Revenue growth (3-yr annual)+7.3%
EPS growth (YoY)—
FCF/share growth (YoY)—
Beta1.4
ExchangeNYSE
SectorIndustrials
IndustryRental Leasing Services

CTOS earnings

Next report: Mar 10, 2027 (Q4 2026, EPS estimate $0.09). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 26, 2026 $0.06 $0.08 — $495.22M
Q2 2026 Aug 3, 2026 $0.09 $0.02 +350.0% $563.45M
Q1 2026 Apr 27, 2026 $0.02 -$0.05 +140.0% $461.62M
Q4 2025 Mar 10, 2026 $0.13 $0.06 +116.7% $528.18M

CTOS analyst price target

Median target $13.00 from 6 analysts, ranging $12.00 – $15.00.

Rental Leasing Services peers

TickerCompanyMarket capP/E
URI United Rentals $65.36B 21.5
SUNB Sunbelt Rentals $31.57B 19.9
AER AerCap $25.76B 8.1
R Ryder System $10.18B 18.8
UHAL-B U-Haul $9.72B 122.2
GATX GATX $6.38B 17.3
HRI Herc Holdings $5.08B 19.9
CAR Avis Budget Group $4.20B —
Explore live CTOS data on Nama Insights →

CTOS FAQ

Is CTOS a buy?
Nama's AI scorecard currently rates Custom Truck One Source Hold (4.4 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is CTOS's P/E ratio?
Custom Truck One Source trades at a trailing price-to-earnings ratio of 31.1.
When does CTOS report earnings?
Custom Truck One Source's next scheduled report is on Mar 10, 2027. Analysts expect EPS of $0.09.
What is the CTOS price target?
The median analyst price target from 6 analysts is $13.00, with a range of $12.00 – $15.00.
Is CTOS Shariah compliant?
Nama's AAOIFI-style screen reads Custom Truck One Source as Not Shariah Compliant. At least one of the three ratios or the industry test failed.