CTOS Earnings Date: Mar 9, 2027 (Estimated) — Custom Truck One Source, Inc.
NYSE · Industrials · Rental & Leasing Services
Updated
When is CTOS's next earnings date?
Custom Truck One Source, Inc. (CTOS) is expected to report Q4 2026 earnings on Tuesday, March 9, 2027 at 8:00 AM ET (before market open); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $0.08 on revenue of $582.5M.
How did CTOS do in its last earnings report?
In its most recent report on Oct 26, 2026 (Q3 2026), Custom Truck One Source, Inc. posted EPS of $0.01 versus the $0.01 estimate, an in-line result. Revenue was $495.2M against a $516.6M estimate. The stock's 1-day post-earnings move was +16.6%.
How much does CTOS stock move after earnings?
CTOS beat EPS estimates in 4 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 9.6% (up or down) in the day after earnings.
About Custom Truck One Source, Inc.
Custom Truck One Source, Inc. (CTOS) specializes in providing comprehensive services for specialty equipment across North America, serving crucial industries such as electric utility (transmission and distribution), telecommunications, rail, and other infrastructure development sectors. The company's operations are structured into three primary segments: Equipment Rental Solutions, Truck and Equipment Sales, and Aftermarket Parts and Services. Within its Equipment Rental Solutions division, CTOS offers access to a wide array of new and pre-owned specialized machinery for hire, including truck-mounted aerial lifts, various types of cranes, service vehicles, dump trucks, trailers, and digger derricks. The Truck and Equipment Sales segment focuses on the direct sale of new equipment, which can be extensively customized to meet the specific demands of its diverse clientele. Furthermore, the Aftermarket Parts and Services segment ensures ongoing support through equipment maintenance and repair services, along with the provision of specialized replacement parts. Originally founded in 1988 as Nesco Holdings, Inc., the company officially changed its name to Custom Truck One Source, Inc. in April 2021 and maintains its corporate headquarters in Kansas City, Missouri.
🤖 AI Earnings Analysis
Custom Truck One Source’s Q3 was mixed: revenue rose 2.7% year over year to $495M but missed estimates by $22M, while EPS was in line at $0.01. The industrial equipment lessor’s 8–13% FY2026 revenue-growth outlook is constructive, though the quarterly shortfall tempers confidence.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-26 | Q3 2026 | 0.01 | 0.01 | +0.00% | $495.2M | ➖ Inline | +16.65% | — | — |
| 2026-08-03 | Q2 2026 | 0.01 | 0.05 | +400.00% | $563.4M | ✅ Beat | +3.67% | +0.19% | -16.56% |
| 2026-04-27 | Q1 2026 | -0.05 | -0.02 | +60.00% | $461.6M | ✅ Beat | +2.62% | +8.77% | +11.39% |
| 2026-03-10 | Q4 2025 | 0.07 | 0.09 | +28.57% | $528.2M | ✅ Beat | -11.29% | -3.45% | +9.72% |
| 2025-10-27 | Q3 2025 | -0.02 | -0.03 | -50.00% | $482.1M | ❌ Miss | -10.68% | -13.80% | -8.46% |
| 2025-07-30 | Q2 2025 | -0.04 | -0.13 | -225.00% | $511.5M | ❌ Miss | +8.60% | +2.46% | +7.19% |
| 2025-04-30 | Q1 2025 | -0.05 | -0.08 | -60.00% | $422.2M | ❌ Miss | -2.98% | +2.23% | +6.70% |
| 2025-03-04 | Q4 2024 | 0.05 | 0.12 | +140.00% | $520.7M | ✅ Beat | +20.15% | +22.14% | +9.45% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY26 · $152.7M total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| Rental Revenue, Excluding Shipping And Handling | 94.7% | $144.6M | +20.3% | $118.9M | $110.3M | $114.6M | $120.2M |
| Rental Revenue, Shipping And Handling | 5.3% | $8.1M | +16.7% | $6.6M | $6.0M | $6.2M | $6.9M |
By region
Q3 FY26 · $495.2M total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| UNITED STATES | 97.3% | $482.0M | +2.0% | $507.5M | $413.6M | $499.6M | $472.3M |
| CANADA | 2.7% | $13.2M | +35.9% | $13.2M | $8.7M | $11.9M | $9.7M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.