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]

Core Insights - Custom Truck One Source, Inc. (CTOS) reported revenue of $482.06 million for the quarter ended September 2025, reflecting a year-over-year increase of 7.8% [1] - The earnings per share (EPS) was -$0.03, an improvement from -$0.07 in the same quarter last year [1] - The reported revenue fell short of the Zacks Consensus Estimate of $486.77 million, resulting in a surprise of -0.97% [1] - The company did not deliver an EPS surprise, with the consensus EPS estimate also being -$0.03 [1] Revenue Breakdown - Equipment sales revenue was $320.58 million, below the average estimate of $335.62 million from two analysts [4] - Parts sales and services revenue reached $34.33 million, slightly below the estimated $35.09 million [4] - Equipment Rental Solutions (ERS) generated revenue of $169.11 million, exceeding the average estimate of $166.5 million [4] - Truck and Equipment Sales (TES) revenue was $275.42 million, lower than the average estimate of $285.89 million [4] - Rental revenue amounted to $127.14 million, surpassing the average estimate of $120.14 million [4] - ERS rental revenue was $123.95 million, exceeding the estimated $116.78 million [4] - ERS equipment sales revenue was $45.16 million, below the average estimate of $49.72 million [4] - Aftermarket Parts and Services (APS) rental revenue was $3.2 million, slightly below the average estimate of $3.37 million [4] - APS parts and services revenue was $34.33 million, compared to the average estimate of $35.09 million [4] - Total APS revenue was $37.53 million, below the average estimate of $38.46 million [4] Profitability Metrics - Gross profit from Equipment Rental Solutions (ERS) was $50.27 million, exceeding the average estimate of $46.19 million [4] - Gross profit from Aftermarket Parts and Services (APS) was $9.1 million, slightly above the average estimate of $8.83 million [4] Stock Performance - Shares of Custom Truck One Source have returned +7% over the past month, outperforming the Zacks S&P 500 composite's +2.5% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]