Every material Form 8-K Custom Truck One Source, Inc. has filed with the SEC since April 27, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Custom Truck One Source reported third-quarter 2026 revenue of $495.2 million, up 2.7% from a year earlier, and net income of $2.3 million compared with a net loss of $5.8 million in the same quarter of 2025. The company raised its 2026 Adjusted EBITDA and SER segment revenue guidance, but cut its 2026 levered free cash flow outlook to slightly positive from prior guidance of more than $50 million, as it increases rental fleet investment.
Q3 2026 revenue of $495.2 million, up from $482.1 million in Q3 2025; net income of $2.3 million versus a net loss of $5.8 million a year earlier
Q3 2026 Adjusted EBITDA of $110.9 million, up 15.6% year over year
2026 Adjusted EBITDA guidance raised to $447.5 million to $460 million from $437.5 million to $455 million
2026 levered free cash flow now expected to be slightly positive, versus prior guidance of more than $50 million; net rental fleet investment raised to $210 million to $230 million
Custom Truck One Source reported second-quarter 2026 revenue of $563.4 million, up 10.2% from a year earlier, and net income of $10.4 million, compared with a net loss of $28.4 million in the second quarter of 2025. The company raised its full-year 2026 revenue and Adjusted EBITDA guidance, but said third-quarter revenue and Adjusted EBITDA are expected to be modestly below the second quarter because some sales were delivered earlier than planned.
Q2 2026 revenue of $563.4 million, up $52.0 million or 10.2%; Adjusted EBITDA of $116.8 million, up 25.0%
Net income of $10.4 million, or $0.05 per diluted share, versus a net loss of $28.4 million, or $(0.13) per share, a year earlier
2026 revenue guidance raised to $2.1 billion to $2.2 billion from $2.005 billion to $2.12 billion; Adjusted EBITDA guidance raised to $437.5 million to $455 million from $415 million to $440 million
Net leverage ratio of 3.85x at June 30, 2026, down from 4.31x at year-end 2025
Custom Truck One Source (CTOS) reported first-quarter 2026 revenue of $461.6 million, up 9.3% from a year earlier, and Adjusted EBITDA of $98.0 million, up 33.4%. The company narrowed its net loss to $4.1 million and raised its full-year 2026 Adjusted EBITDA guidance to $415 million to $440 million, while reaffirming its 2026 revenue outlook of $2,005 million to $2,120 million.
First-quarter revenue was $461.6 million, up $39.4 million, or 9.3%, from the first quarter of 2025.
Net loss was $4.1 million, compared with a net loss of $17.8 million a year earlier.
Adjusted EBITDA was $98.0 million, up $24.6 million, or 33.4%; the company's 2026 Adjusted EBITDA guidance rose to $415 million to $440 million from $410 million to $435 million.
Consolidated 2026 revenue outlook was reaffirmed at $2,005 million to $2,120 million; the company posted an investor presentation on its website on April 27, 2026.
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