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Just reported
Q3 2026 results
From Custom Truck One Source's results release of October 26, 2026; its quarterly report has since been filed.
Revenue
Actual
$495.2M
+2.7% y/y
-12% q/qGuided
—
No guide given
EPS, GAAP
Actual
$0.01
-80% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$38.1M
+17% y/y
-18% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
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The themes Custom Truck One Source is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Rental and Leasing Services
Graded A or B and worth $2B or more: A first, then the largest.
URIUnited Rentals, Inc.$69.6BA+
AERAerCap Holdings N.V.$29.3BA
RRyder System Inc.$10.8BA
GATXGATX Corporation$6.7BA
UHALU-Haul Holding Company$10.7BB
Grade rose recently in Industrials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
CSXCSX CorporationOct 21, 2026CAGraded C, now A
UPSUnited Parcel Service, Inc.Oct 27, 2026CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.Oct 29, 2026BAGraded B, now A- URIUnited Rentals, Inc.Oct 21, 2026CAGraded C, now A
WCNWaste Connections, Inc.Oct 22, 2026BAGraded B, now A
Built from Custom Truck One Source, Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
