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Transcript: Custom Truck One Source Q2 2026 Earnings Conference Call

Benzinga Insights

Custom Truck One Source (NYSE:CTOS) released second-quarter financial results and hosted an earnings call on Tuesday. Read the complete transcript below. Benzinga APIs provide real-time access to earnings call

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  1. The Motley Fool Team

    Custom Truck One Source: 3 Key Takeaways for Long-Term Investors

    Custom Truck One Source raised its 2026 earnings guidance for the third time, driven by record equipment demand from electrical grid investments. The company is strategically shifting capital into fleet expansion, investing $210-230 million in rental assets expected to generate $15 million in annual EBITDA by 2027. Management diverted production capacity toward internal fleet rentals over third-party sales, achieving 79% rental gross margins and 81% fleet utilization as transmission demand remains strong.

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  6. SEC EDGAR

    8-K filing — Custom Truck One Source, Inc. (CTOS)

    Filed: 2026-10-26 AccNo: 0001709682-26-000045 Size: 1 MB Item 2.02: Results of Operations and Financial Condition Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits

    CTOS