AI brief of an SEC Form 8-K · Custom Truck One Source, Inc. (CTOS)

Custom Truck One Source Q2 revenue up 10.2% to $563.4 million; raises 2026 guidance

Positive Impact 4 of 5 guidance Written later

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.

Key points

  • 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

The filing

CompanyCustom Truck One Source, Inc. (CTOS)
Form8-K, current report
Filed with the SECAug 3, 2026, 4:14 PM ET
Accession number0001709682-26-000039

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:53 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 03, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.