CTOSNYSEServices-Equipment Rental & Leasing, NECFiscal year ends December 31
Custom Truck One Source, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$9.11+0.03 (+0.33%)
Close on Oct 19, 2026
- Market cap
- $2.09B
- P/E (TTM)
- 101.2
- Dividend yield
- –
Custom Truck One Source, Inc. revenue by segment
By business segment
| Revenue | Q2 26 | Q1 26 | Q4 25 | Q3 25 | Q2 25 | Q1 25 | Q4 24 | Q3 24 | Q2 24 | Q1 24 | Q4 23 | Q3 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEM | $344.63M | $267.86M | – | – | $328.66M | $255.15M | – | – | – | – | – | – | 61.2% | +4.9% |
| SER | $218.82M | $193.76M | – | – | $182.83M | $167.08M | – | – | – | – | – | – | 38.8% | +19.7% |
| ERS | – | – | $207.12M | $169.11M | $170.47M | $154.35M | $172.48M | $150.89M | $138.41M | $136.03M | $184.62M | $167.10M | – | – |
| TES | – | – | $283.96M | $275.42M | $303.37M | $232.48M | $307.71M | $259.90M | $247.92M | $239.86M | $298.94M | $230.90M | – | – |
| Aftermarket Parts and Services Segment [Member] | – | – | $37.11M | $37.53M | $37.64M | $35.40M | $40.55M | $36.43M | $36.68M | $35.42M | $38.19M | $36.35M | – | – |
By product or service
| Revenue | Q2 26 | Q1 26 | Q4 25 | Q3 25 | Q2 25 | Q1 25 | Q4 24 | Q3 24 | Q2 24 | Q1 24 | Q4 23 | Q3 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total sales and services | $418.39M | $324.41M | $386.20M | $354.92M | $390.67M | $305.97M | $395.28M | $338.90M | $320.02M | $305.14M | $401.51M | $316.14M | 74.3% | +7.1% |
| Equipment sales | $383.56M | $292.63M | $353.93M | $320.58M | $356.11M | $273.86M | $359.33M | $305.48M | $285.63M | $272.60M | $366.97M | $283.08M | 68.1% | +7.7% |
| Equipment sales | $383.56M | $292.63M | $353.93M | $320.58M | $356.11M | $273.86M | $359.33M | $305.48M | $285.63M | $272.60M | $366.97M | $283.08M | 68.1% | +7.7% |
| Total rental revenue | $145.06M | $137.22M | – | – | $120.81M | $116.26M | – | – | – | – | – | – | 25.7% | +20.1% |
| Rental | $137.24M | $130.61M | $135.47M | $120.20M | $114.64M | $110.29M | $118.88M | $103.70M | $98.21M | $101.51M | $113.80M | $112.37M | 24.4% | +19.7% |
| Parts and services | $34.83M | $31.77M | $32.28M | $34.33M | $34.56M | $32.11M | $35.95M | $33.42M | $34.38M | $32.53M | $34.54M | $33.07M | 6.2% | +0.8% |
| Shipping and handling | $7.82M | $6.61M | $6.51M | $6.94M | $6.18M | $5.98M | $6.58M | $4.62M | $4.79M | $4.66M | $6.44M | $5.84M | 1.4% | +26.6% |
| Total rental revenue | – | – | $141.98M | $127.14M | $120.81M | $116.26M | $125.46M | $108.32M | $103.00M | $106.17M | $120.24M | $118.21M | – | – |
By region
| Revenue | Q2 26 | Q1 26 | Q4 25 | Q3 25 | Q2 25 | Q1 25 | Q4 24 | Q3 24 | Q2 24 | Q1 24 | Q4 23 | Q3 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| United States | $553.24M | $454.99M | $518.89M | $472.33M | $499.58M | $413.55M | $507.54M | $435.92M | $414.07M | $397.70M | $511.18M | $424.51M | 98.2% | +10.7% |
| Canada | $10.21M | $6.63M | $9.30M | $9.73M | $11.90M | $8.68M | $13.20M | $11.30M | $8.95M | $13.61M | $10.58M | $9.84M | 1.8% | -14.2% |
From the segment and revenue-disaggregation notes of Custom Truck One Source's 10-K and 10-Q filings (XBRL). Fourth-quarter figures are the fiscal year less the first nine months. Segment names follow the company's own labels and can change when it reorganizes.