CTOS — Stock Film
STOCK FILMSCENE 1/11CTOS · $9.11
Stock Expert AI presents
CTOS
Custom Truck One Source, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Custom Truck One Source, Inc. What it actually does.

Provides equipment rental solutions for infrastructure projects. Sells new and used specialty equipment. Now — the numbers.

on the stock market since 2017
2,500 employees
$2.1B market value
WHERE DOES THE MONEY COME FROM?
67%Sales and Services, Equipment Sales
Sales and Services, Equipment SalesRental Revenue, Excluding Shipping and Handling 25%Sales and Services, Parts and Services 7%Rental Revenue, Shipping and Handling 1%
67% of all revenue comes from a single line: Sales and Services, Equipment Sales.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$1.9B
The loss that same year:
$31.1M
Sales don’t cover the costs; the gap drains from the cash pile every year.

The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.

THE SALES TREND
Sales are growing overall, with a pause along the way.

Average growth of 14% a year over the last 4 years. Red columns mark years that ended in a loss.

$1.2B
2021
2022
2023
2024
$1.9B
2025
In the vault right now:
$6.3M
DEBT: $2.4B
At this pace, that money lasts less than a year.

Before the clock runs out, either sales must climb sharply or new money must come in. This is the most critical line in the whole picture.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
43
weak

Clearly below the class average.

FINANCIAL STRENGTH
19
very weak

Clearly below the class average.

VALUATION
46
weak

Clearly below the class average.

GROWTH
82
very strong

Sales are growing strongly for its sector.

PRICE MOMENTUM
77
strong

Clearly above the class average — a step short of the very top.

WORTH WATCHING

Financial Strength: The cash-and-debt balance is thin; the buffer for hard times is slim.

Business Quality: Profit power and business quality trail similar companies in the sector.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 24% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/2
Sales keep climbing

Over the last 4 years, sales grew about 14% a year on average.

2
THE BRIGHT SIDE · 2/2
Sales are holding up

The company sells $1.9B a year; the problem isn’t sales — it’s costs running above that number.

1
THE RISKS · 1/2
The losses continue

A loss of $31.1M against $1.9B in annual sales.

2
THE RISKS · 2/2
The cash has a countdown

At the current pace of spending, the cash lasts less than a year. After that, the company needs to find new money.

FINALE · THE GRADE
B
53 / 100 · MoonshotScore

On our five-subject report card, CTOS sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.

The takeaway: CTOS has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.

Analysts’ average target sits above today’s price, yet the valuation grade (46/100) says the stock isn’t cheap.

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This was a film — not investment advice.
Data: FMP & company filings
Sep 12, 2026 · stockexpertai.com · Stock Film