Custom Truck One Source, Inc.

Fundamentals4.6
Price Action6.2
News Sentiment6.4
AI Rating
5.8

Key Drivers

  • Cash generation
  • Heavy leverage
  • Interest burden

AI
AI Summary

5.8

CTOS is transitioning from a simple cyclical recovery story to a leverage-constrained cash conversion story: demand and guidance are improving, but the investment case still hinges on whether rising EBITDA can outpace heavy debt service and capex before free cash flow and equity value are meaningfully unlocked.

Turnaround
Leverage
CashFlow‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

4.6

Key Financial Insights:

  • Cash generation
  • Heavy leverage
  • Interest burden

CTOS generates solid operating and free cash flow, but persistent net losses, sub-1x interest coverage, and ~3.0x leverage make the equity case risky despite reasonable sales/EBITDA valuation.

CashFlow
LeverageRisk

Price Behavior

6.2
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Higher-low trend
  • Resistance ceiling
  • Shallow pullback

Over the last month, CTOS has trended higher with steady pullback support near $9.70-$9.55, but repeated failures around $10.00-$10.10 and the latest close at $9.84 suggest consolidation and a need for a clean break above $10.10 to extend the move.

bullish
consolidation
Support Level: $9.70-$9.55
Resistance Level: $10.00-$10.10

Latest close at $9.84 after a push to $10.09 signals fading momentum and near-term consolidation

Sentiment & News

6.4

Key News Insights:

  • Record revenue
  • Raised guidance
  • Strong demand

CTOS beat Q1 expectations with record revenue and a smaller loss, while raising 2026 EBITDA guidance on strong infrastructure demand, signaling a more positive near-term outlook.

earnings
guidance

The better-than-expected quarter and higher outlook should support sentiment and could drive further upside if estimate revisions continue