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.
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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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.
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.
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.
CTOS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next 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.
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.
Last analyzed: June 27, 2026
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