Core Insights - Custom Truck One Source, Inc. (CTOS) reported revenue of $528.18 million for the quarter ended December 2025, marking a year-over-year increase of 1.4% and an EPS of $0.09, up from $0.04 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $581.67 million by 9.2%, and the company did not deliver an EPS surprise as the consensus estimate was also $0.09 [1] Revenue Breakdown - Equipment sales generated $353.93 million, compared to the average estimate of $421.83 million from two analysts [4] - Parts sales and services brought in $32.28 million, below the two-analyst average estimate of $39.17 million [4] - Equipment Rental Solutions (ERS) revenue was $207.12 million, exceeding the average estimate of $187.46 million [4] - Truck and Equipment Sales (TES) revenue reached $283.96 million, compared to the average estimate of $368.8 million [4] - Rental revenue amounted to $141.98 million, slightly above the two-analyst average estimate of $139.37 million [4] - ERS rental revenue was $137.15 million, surpassing the average estimate of $134.43 million [4] - ERS equipment sales totaled $69.97 million, exceeding the average estimate of $53.03 million [4] - Aftermarket Parts and Services (APS) rental revenue was $4.83 million, slightly below the average estimate of $4.94 million [4] - APS parts and services revenue was $32.28 million, below the average estimate of $39.17 million [4] - Total APS revenue was $37.11 million, compared to the average estimate of $44.12 million [4] Stock Performance - Shares of Custom Truck One Source have declined by 7.5% over the past month, while the Zacks S&P 500 composite has decreased by 2.3% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]