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CTOS

Custom Truck One Source, Inc.

At today's price, Custom Truck One Source, Inc. (CTOS) is priced for +7.5% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+7.5% growth
Priced In
within-range

Key Takeaways

At $11.27 the price pays about 18x mid-cycle operating income, which implies roughly 9.5% annual operating-profit growth for five years. Trailing earnings are depressed by the cycle, so the inversion uses through-the-cycle margins, and the implied pace reads as within range. This is a capital-heavy specialty-equipment rental and sales business with a fleet of more than 10,400 units. Net debt of about $1.6 billion runs near 6.4x operating income, the dominant feature of the story, and the compan

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Institutional ownership

163 institutional managers reported holding CTOS in 13F filings for the quarter ended 2026-03-31. 37 opened new positions that quarter. Held by Dimensional Fund Advisors, BlackRock, Vanguard Group, among others. On the short side, 2.5M shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (2.9 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

CTOS has cut its share count 7% over the past five years, spending $111.06M on repurchases. It pays no dividend. Cash returned over the past three years: $96.03M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at CTOS over the trailing three years: 2023: 6 buys totaling $939k; 2024: 8 buys totaling $822k; 2025: 2 buys totaling $65.15M. 13 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

CTOS's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2024-05-03-13.8%+0.2%
2024-08-02-18.8%-17.7%
2024-10-31+12.7%+18.3%
2025-03-05+16.7%-14.7%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

CTOS's latest 8-K filings: 2026-06-11 (items 5.07, 9.01); 2026-04-27 (items 2.02, 7.01, 9.01); 2026-03-25 (items 7.01, 9.01); 2026-03-10 (items 2.02, 7.01, 9.01); 2025-12-23 (items 5.02).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.