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

Custom Truck One Source Q3 revenue rises 2.7%, raises 2026 Adjusted EBITDA guidance

Mixed Impact 4 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyCustom Truck One Source, Inc. (CTOS)
Form8-K, current report
Filed with the SECOct 26, 2026, 4:13 PM ET
Accession number0001709682-26-000045

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 October 26, 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.