CTOS at a glance
Custom Truck One Source, Inc. (CTOS, SEC CIK 1709682) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and Form 4 insider filings as recently as April 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Custom Truck One Source, Inc. (CTOS) reported revenue of $1.4 billion (up 6.4% from FY2024) and a net loss of $31.1 million. Diluted EPS was -$0.14.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding Custom Truck One Source, Inc. (CTOS) shares worth $295.7 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.4B
- +6.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 26 funds
- $295.7M · −1 vs prior quarter
- Latest 8-K
- Aug 3, 2026
- Item 2.02 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $563.4M, up 10.2% YoY from $511.5M
- Gross margin 22.0% vs 20.0% YoY; operating income $46.6M vs $27.9M
- SER strongest disclosed segment: revenue $221.0M, up 9.4%; adjusted EBITDA $117.2M, up 26.2%
- Rental revenue $145.1M, up 20.1%; fleet utilization 81.6% vs 77.6%
- Sales backlog $322.5M, down 3.7% YoY; risks include tariffs, labor costs, supply-chain disruptions, and interest rates
Risk Factors
- No material changes to risk factors from the December 31, 2025 Form 10-K
- Carried-forward risks remain unchanged; quarterly filing provides no updated regulatory, operational, competitive, or financial risk details
AI summary of the CTOS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release issued August 3, 2026 and furnished as Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Updated investor presentation posted August 3, 2026, providing refreshed company information to investors
- Regulation FD disclosure directs investors to Custom Truck’s website for presentation details
Item EX-99.1: Item EX-99.1
- Record Q2 revenue $563.4M, up 10.2%, with Adjusted EBITDA $116.8M, up 25.0%, signaling strong operating leverage
- Rental momentum strengthened: utilization 81.6% vs 77.6%, OEC on rent up 13.1%, and yield improved to 39.4%
Item 5.07: Submission of Matters to a Vote of Security Holders
- Annual meeting held June 11, 2026, with all three Class A director nominees elected through 2029
- Paul Bader received 178,245,358 votes; Mark D. Ein 177,818,159; David Glatt 176,968,280
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results for quarter ended March 31, 2026, announced April 27, 2026
- Full financial results furnished in Exhibit 99.1 for investor review
Item 7.01: Regulation FD Disclosure
- Updated investor presentation posted April 27, 2026
- Investor materials available at customtruck.com
Item EX-99.1: Item EX-99.1
- Q1 revenue $461.6M, up 9.3%, while Adjusted EBITDA reached $98.0M, up 33.4%, signaling substantial operating leverage
- Rental momentum strengthened: utilization 81.4% versus 77.7%, average OEC on rent $1.34B, and rental revenue up 18%
AI summaries of CTOS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CTOS
Don't miss the next CTOS filing
- Alerts as it files. A push when CTOS files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut CTOS, by share count.
- Ask anything. An AI agent that reads every CTOS filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| McMonagle Ryan | F | Apr 1, 2026 | 54,906 | $6.62 |
| JOLAS PAUL M | M | Apr 1, 2026 | 50,625 | - |
| JOLAS PAUL M | F | Apr 1, 2026 | 19,923 | $6.62 |
| JOLAS PAUL M | M | Apr 1, 2026 | 16,875 | - |
| JOLAS PAUL M | M | Apr 1, 2026 | 16,875 | - |
| JOLAS PAUL M | M | Apr 1, 2026 | 16,875 | - |
| JOLAS PAUL M | A | Apr 1, 2026 | 72,500 | - |
| Eperjesy Christopher J | M | Apr 1, 2026 | 90,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.4B | $1.4B |
| Gross Profit | $454.3M | $390.3M | $411.9M |
| Operating Income | $170.9M | $126.4M | $124.9M |
| Net Income | $50.7M | -$28.7M | -$31.1M |
| Gross Margin | - | 28.7% | 28.5% |
| Op. Margin | - | 9.3% | 8.6% |
| Net Margin | - | -2.1% | -2.1% |
| Balance Sheet | |||
| Total Assets | - | $3.5B | $3.4B |
| Equity | - | $861.3M | $809.1M |
| ROE | - | -3.3% | -3.8% |
| Per Share | |||
| EPS | $0.21 | $-0.12 | $-0.14 |
| Cash Flow | |||
| Operating CF | - | $122.0M | $310.1M |
Source: XBRL data in Custom Truck One Source, Inc. (CTOS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CTOS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $295.7M |
| Q1 2026 | 27 | $136.1M |
| Q4 2025 | 23 | $108.0M |
| Q3 2025 | 22 | $115.7M |
| Q2 2025 | 22 | $78.6M |
| Q1 2025 | 21 | $50.3M |
| Q4 2024 | 15 | $47.1M |
| Q3 2024 | 14 | $18.5M |
- Goldman Sachs Group+1.36M (+264%)
- JPMorgan Chase & Co+817.1K (+106%)
- Dimensional Fund Advisors+569.7K (+10%)
- Vanguard Portfolio Management LLC+447.4K (+88%)
- D.E. Shaw & Co+440.9K (+241%)
- Citadel Advisors LLC−257.1K (-92%)
- M&T Bank−12.6K (-45%)
- Two Sigma Investments−11.0K (-36%)
- Bank of America Corp−2.4K (-0%)
- BNY Mellon−252 (-0%)
- Prudential Financial+29.9K
- Mangrove Partners+19.7K
- Millennium Management−257.8K
- Renaissance Technologies LLC−31.7K
- Truist Financial−15.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 170 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CTOS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-Q | Aug 3, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 8-K | Apr 27, 2026 | - | Analysis | - |
| 10-Q | Apr 27, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 3, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Mar 26, 2026 | - | - | - |
| 4 | Mar 26, 2026 | - | - | - |
| 4 | Mar 26, 2026 | - | - | - |
| 4 | Mar 26, 2026 | - | - | - |
| 4 | Mar 26, 2026 | - | - | - |
| 4 | Mar 26, 2026 | - | - | - |
| 8-K | Mar 25, 2026 | - | - | - |
| 10-K | Mar 10, 2026 | Dec 31, 2025 | - | |
| 8-K | Mar 10, 2026 | - | Analysis | - |
| 8-K | Dec 23, 2025 | - | - |
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CTOS SEC filings: frequently asked questions
Which institutions hold CTOS stock?
As of June 30, 2026, the largest Custom Truck One Source, Inc. (CTOS) holders among the 13F filers tracked by SignalX were Dimensional Fund Advisors ($72.9 million), BlackRock ($54.0 million), Vanguard Capital Management LLC ($30.5 million), Goldman Sachs Group ($22.2 million), JPMorgan Chase & Co ($19.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CTOS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Custom Truck One Source, Inc. (CTOS) reported revenue of $1.4 billion (up 6.4% from FY2024) and a net loss of $31.1 million. Diluted EPS was -$0.14. The figures come from the XBRL data in the 10-K.
What did CTOS report in its latest 8-K?
Custom Truck One Source, Inc. (CTOS) filed an 8-K on August 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Q2 2026 results for quarter ended June 30, 2026.
What are the latest CTOS SEC filings?
Custom Truck One Source, Inc. (CTOS) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 3, 2026, an 8-K current report on August 3, 2026 and a Form 4 insider filing on April 3, 2026.
What is CTOS's SEC CIK number?
Custom Truck One Source, Inc. (CTOS)'s SEC Central Index Key (CIK) is 1709682. EDGAR lists every CTOS filing under that number.
Ask anything about CTOS
The research agent reads CTOS's filings, financials, insider trades and 13F holders, then answers with sources.