{"filings":[{"id":2024517,"accession_number":"0001709682-26-000039","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2026-08-03T20:14:07+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Custom Truck One Source Q2 revenue $563.4M (+10.2% YoY), raises FY2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q2 revenue $563.4M (+10.2% YoY); net income $10.4M vs loss of $28.4M in Q2 2025.","Adjusted EBITDA $116.8M (+25.0% YoY); raised FY2026 revenue guidance to $2.1B-$2.2B and Adj. EBITDA to $437.5M-$455M.","SER segment revenue $218.8M (+19.7% YoY); fleet utilization 81.6% (up 400 bps YoY); ending OEC $1.68B (record).","STEM segment external revenue $344.6M (+4.9% YoY); backlog $322M (3.5 months of LTM sales).","Net leverage ratio reduced to 3.85x from 4.02x at Q1 2026; levered free cash flow expected >$50M in 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":988476,"accession_number":"0001709682-26-000034","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2026-06-11T15:18:55+00:00","items":["5.07","9.01"],"status":"ready","headline":"Custom Truck One Source stockholders elect three Class A directors and ratify EY as auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Paul Bader elected with 178.2M votes for, 23.1M withheld; Mark D. Ein with 177.8M for, 23.6M withheld; David Glatt with 176.9M for, 24.4M withheld.","Ernst & Young LLP ratified as independent auditor for FY 2026 with 209.8M votes for, 41K against, 733K abstain.","Broker non-votes on director elections totaled 9.15M for each nominee; no other proposals were voted on."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94883,"accession_number":"0001709682-26-000017","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2026-04-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CTOS Q1 revenue record $461.6M (+9.3% YoY); raises FY 2026 Adjusted EBITDA guidance to $415M-$440M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss narrowed to $4.1M from $17.8M YoY; Adjusted EBITDA $98.0M, up 33.4%.","SER rental fleet utilization 81.4% (+370bps YoY); average OEC on rent up 11.8%.","STEM equipment sales +4.4% YoY; backlog $411.3M, up ~23% from Q4 2025.","FY 2026 EBITDA guidance raised to $415M-$440M; levered FCF expected >$50M.","Net leverage 4.02x; target below 4x by year-end 2026, below 3x in 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":461622000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107574,"accession_number":"0001709682-26-000010","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2026-03-25T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Custom Truck One Source to host webinar April 1 on segment reporting changes","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Webinar scheduled for 9:00 a.m. ET on April 1, 2026 to discuss operating segment realignment.","Presentation materials will be posted on the Events & Presentations page of investors.customtruck.com.","Replay available until May 1, 2026; dial-in 1-800-715-9871 with conference ID 8870161.","Segment reporting changes were previously announced; no financial details provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107573,"accession_number":"0001709682-26-000006","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2026-03-10T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CTOS reports record Q4 revenue $528M, full-year Adj EBITDA $384M, issues strong FY2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $528.2M (record), up 1.4% YoY; full-year revenue $1,944M, up 7.9%.","Q4 net income $20.9M; full-year net loss $31.1M; Adjusted EBITDA Q4 $120.7M (+18.4%), full-year $383.6M (+12.9%).","Fleet utilization 83.6% (highest in ~3 years); total OEC $1.64B record; inventory down >$100M in Q4.","FY2026 guidance: revenue $2,005-2,120M (3-9% growth), Adj EBITDA $410-435M (7-13% growth).","Net leverage 4.3x; targeting below 4x by end-2026, below 3x in 2027; new 2-segment reporting from Q1 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123933,"accession_number":"0001709682-25-000043","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2025-12-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Custom Truck One Source CAO R. Todd Barrett resigns, effective Jan. 16, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chief Accounting Officer R. Todd Barrett resigns effective January 16, 2026.","Resignation is not due to any disagreement with the company on operations, policies, or practices.","No successor has been announced as of the filing date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123932,"accession_number":"0001709682-25-000038","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2025-10-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CTOS Q3 revenue up 8% to $482M, Adj. EBITDA rises 20% to $96M; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $482.1M (+7.8% YoY); net loss narrowed to $5.8M from $17.4M.","Adjusted EBITDA $96.0M, up 19.6% YoY; reaffirms 2025 guidance: revenue $1.97B–$2.06B, Adj. EBITDA $370M–$390M.","ERS rental revenue up 17.7%; avg OEC on rent +16.6% to $1.26B; fleet utilization 79.3% (highest in 2+ years).","TES revenue up 6% but backlog down 29% to $279.8M; expects lower end of TES guidance range.","Plans $50M net rental fleet investment; target inventory reduction of $125M-$150M by year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":1415773000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140598,"accession_number":"0001709682-25-000030","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Custom Truck One Source Q2 revenue $511.5M (+20.9% YoY), Adj EBITDA $93.4M (+16.7%), reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $511.5M (+20.9% YoY); net loss $28.4M vs $24.5M loss in prior year.","Adjusted EBITDA $93.4M (+16.7% YoY); Adjusted Gross Profit $156.5M (+17.0%).","ERS fleet utilization improved to 77.6% (vs 71.7%); average OEC on rent up 16% to $1.21B.","TES signed orders up ~30% YoY; sales backlog $334.8M (down from $478.2M YoY but within normal range).","Reaffirms FY2025 guidance: revenue $1.97-2.06B, Adj EBITDA $370-390M; targets >$50M levered FCF."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":933715000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158306,"accession_number":"0001709682-25-000025","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Custom Truck One Source elects four Class C directors and ratifies EY as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Fred Ross, Georgia Nelson, Mary Jackson, Ryan McMonagle as Class C directors (each >174M votes for).","Ratified Ernst & Young as independent auditor for FY2025; 209,310,495 for, 65,654 against, 487,044 abstain.","Broker non-votes totaled 12,495,142 on director elections."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158305,"accession_number":"0001709682-25-000022","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CTOS Q1 revenue up 2.7% to $422M; net loss widens to $17.8M; reaffirms 2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $422.2M (+2.7% YoY); rental revenue up 9.5% to $116.3M; equipment sales flat.","Net loss of $17.8M vs. $14.3M loss in Q1 2024; adjusted EBITDA $73.4M down 5.1% YoY.","ERS fleet utilization 77.7% (up from 73.3%); average OEC on rent +13% YoY to $1.20B.","TES revenue down 3.1% to $232.5M; sales order backlog $420M as of March 31, 2025.","Reaffirms 2025 guidance: revenue $1.97-$2.06B, adjusted EBITDA $370-$390M; targets $50-$100M levered free cash flow."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":422232000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176684,"accession_number":"0001709682-25-000004","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2025-03-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CTOS Q4 revenue $520.7M (+16.4% seq), full-year net loss $28.7M; guides 2025 revenue $1.97-2.06B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenue $520.7M (up 16.4% seq, flat YoY); Q4 net income $27.6M vs Q3 net loss $17.4M.","Full-year 2024 revenue $1,802.3M (down 3.4% YoY); net loss $28.7M vs net income $50.7M in 2023.","Adjusted EBITDA Q4 $102.0M (up 27.2% seq, down 13.8% YoY); full-year $339.7M (down 20.4%).","2025 guidance: revenue $1.97-2.06B, Adj EBITDA $370-390M, target levered FCF $50-100M and net leverage below 4x.","Sale-leaseback of 8 properties for net cash $52.5M; gain $23.5M recorded in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176683,"accession_number":"0001213900-25-009514","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2025-02-03T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Custom Truck One Source repurchases 8.1M shares at $4.00, 23% discount, from Energy Capital Partners","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Bought 8,143,635 shares from Energy Capital Partners at $4.00/share, a 23% discount to $5.19 close.","Aggregate purchase price of $32,574,540; shares to be held in treasury.","Transaction approved by Board and Audit Committee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193523,"accession_number":"0001709682-24-000072","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CTOS Q3 net loss $17.4M; cuts full-year revenue and EBITDA guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $447.2M, up 5.7% sequentially; net loss $17.4M vs loss $24.5M prior quarter.","Adjusted EBITDA $80.2M, flat sequentially but down 19.9% YoY from $100.2M.","ERS segment revenue down 8.4% YoY to $150.9M; TES revenue up 12.6% YoY to $259.9M.","Full-year revenue guidance cut to $1.80-1.89B; Adjusted EBITDA guidance lowered to $340-350M.","ABL facility upsized to $950M with maturity extended to 2029; OEC on rent up $200M since Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":1281540000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209829,"accession_number":"0001709682-24-000067","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2024-08-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Rahman D'Argenio resigns from Custom Truck One Source board; no replacement designated","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rahman D'Argenio resigned from Board and Compensation Committee effective Aug 16, 2024; not due to any disagreement.","Energy Capital Partners, which nominated D'Argenio, does not intend to designate a replacement but retains right to do so.","Board reduced size from 11 to 10 members upon D'Argenio's departure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209828,"accession_number":"0001709682-24-000060","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2024-08-12T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Custom Truck One Source upsizes revolver to $950M and extends maturity to 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving commitments increased from $750M to $950M.","Maturity extended from April 1, 2026 to August 9, 2029.","Financial covenants and negative covenants modified.","Added leverage-based step-down to pricing grid.","Replaced CDOR with Term CORRA for Canadian Dollar loans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209827,"accession_number":"0001709682-24-000052","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Custom Truck Q2 revenue down 7.4% to $423M; net loss $24.5M; lowers FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $24.5M vs income $11.6M YoY; Adjusted EBITDA $80.1M, down 22.4%.","Revenue $423.0M, down 7.4% YoY; rental revenue fell 15.7%; fleet utilization dropped to 71.7% from 81.7%.","FY 2024 guidance lowered: revenue $1.80B-$1.98B, Adj EBITDA $340M-$375M, down from prior target of >$100M levered FCF.","Net leverage ratio 4.11x; availability under credit facility $159.5M; repurchased $16.7M of stock in Q2.","ERS segment revenue $138.4M (-17.9% YoY); TES revenue $247.9M (-1.4% YoY); APS flat at $36.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":834320000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228029,"accession_number":"0001709682-24-000045","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2024-06-14T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"CTOS stockholders approve 6M-share increase to 2019 Omnibus Incentive Plan, re-elect directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment increases plan shares from 14.65M to 20.65M, extends term to 2034.","All three Class B director nominees elected: Heinberg (162M for), Samson (168M), Wolf (167M).","Say-on-pay advisory vote passed with 180.1M for, 2.2M against.","Ratification of Ernst & Young as auditor for FY2024 approved (192.9M for).","Plan amendment was previously disclosed in April 26, 2024 proxy statement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228028,"accession_number":"0001709682-24-000036","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Custom Truck One Source Q1 net loss $14.3M, revenue down 9%, cuts FY 2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $411.3M (-9% YoY); net loss $14.3M vs net income $13.8M in Q1 2023.","Adjusted EBITDA $77.4M, down 26.4% vs Q1 2023 record $105.2M.","ERS rental revenue $103.3M (-9.2%); fleet utilization 73.3% (down from 83.6%).","TES revenue up 14.7% to $239.9M; sales backlog $537.3M (-37.2% YoY).","FY 2024 guidance lowered: revenue $1.95-2.13B, Adj. EBITDA $400-440M, net leverage target <3.5x."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":411307000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246793,"accession_number":"0001709682-24-000018","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2024-03-15T23:59:59+00:00","items":["3.01"],"status":"ready","headline":"NYSE to delist Custom Truck One Source warrants due to abnormally low price; no appeal","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["NYSE notified company on March 14 and announced delisting proceedings for CTOS.WS warrants on March 15, 2024.","Trading suspension in warrants due to 'abnormally low' price per NYSE Section 802.01D.","Company will not appeal the NYSE's delisting determination.","Common stock (CTOS) trading unaffected and continues on NYSE."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246792,"accession_number":"0001709682-24-000014","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2024-03-12T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Custom Truck One Source authorizes $25M stock repurchase program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved repurchase of up to $25 million of common stock.","Repurchases can be made via open market, privately negotiated transactions, or other methods.","Specific timing and size depend on stock prices, market conditions, and other factors.","Company is not obligated to repurchase any particular amount; program may be suspended at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246791,"accession_number":"0001709682-24-000009","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2024-03-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CTOS reports record 2023 revenue $1.87B, net income $50.7M; guides 2024 rev $2.0-2.18B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $521.8M (+7.2% YoY), full-year revenue $1,865.1M (+18.6% YoY); Q4 net income $16.1M vs $30.9M in Q4 2022.","Full-year 2023 Adjusted EBITDA $426.9M (+8.6% YoY); Q4 Adjusted EBITDA $118.4M vs $124.5M in Q4 2022.","2024 guidance: revenue $2.0-2.18B, Adjusted EBITDA $440-470M; targets >$100M levered free cash flow and net leverage <3.0x by year-end.","TES segment Q4 revenue $298.9M (+20.9% YoY) on record production; ERS rental revenue $116.6M (-5.5% YoY) due to lower utilization (77.6% vs 86.3%).","As of Dec 31: total debt $1,517.8M, net leverage 3.5x; availability $194.5M; repurchased $18.9M common stock in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264235,"accession_number":"0001709682-23-000057","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2023-11-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Custom Truck Q3 revenue $434M (+21%), net income $9.2M vs -$2.4M; raises FY revenue guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $434.4M vs $357.8M (+21.4%); net income $9.2M vs loss of $2.4M.","Adjusted EBITDA $100.2M vs $91.6M (+9.3%); net leverage ratio 3.3x.","TES segment revenue up 34% YoY; fleet utilization 78.9% (80.5% at quarter end).","Full-year revenue guidance raised to $1,765M-$1,870M; Adjusted EBITDA reaffirmed $425M-$445M.","Repurchased $15.8M of common stock during Q3; leverage target delay to '24."],"consensus_eps_estimate":null,"consensus_eps_actual":0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":1343346000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":281478,"accession_number":"0001709682-23-000051","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2023-09-20T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"CTOS board approves $25M stock repurchase program","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board authorized up to $25M in share repurchases on September 14, 2023.","Repurchases may be executed through open market, privately negotiated transactions, or other methods.","Program does not obligate purchase of any specific amount; may be suspended or discontinued at any time.","Timing and size depend on stock price, market conditions, and other considerations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":281477,"accession_number":"0001709682-23-000047","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2023-08-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CTOS Q2 revenue up 26% to $457M; FY2023 guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $456.8M (+26.2% YoY); Adj. EBITDA $103.2M (+20.8% YoY).","Net income $11.6M (-14.8% YoY) on higher interest expense and warrant valuation changes.","FY2023 guidance raised: revenue $1,725M-$1,830M; Adj. EBITDA $425M-$445M.","Net leverage ratio reduced to 3.3x from 3.4x QoQ; $254.5M revolver availability.","Appointed Paul Jolas as EVP, General Counsel, replacing Adam Haubenreich."],"consensus_eps_estimate":null,"consensus_eps_actual":0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":908993000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":300292,"accession_number":"0001213900-23-050028","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2023-06-20T23:59:59+00:00","items":["5.02","5.03","5.07","9.01"],"status":"ready","headline":"Custom Truck One Source: director resigns, CEO elected to board; charter amendment approved at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Director Bryan Kelln resigned effective June 15, 2023; CEO Ryan McMonagle elected Class C director on June 19, 2023.","Stockholders approved Third Amended and Restated Certificate of Incorporation, reflecting voting rights consistent with stockholders' agreement.","Four Class A directors elected: Paul Bader, Rahman D'Argenio, Mark D. Ein, David Glatt (all with 176M+ votes for).","Ernst & Young LLP ratified as independent auditor for FY2023 with 205.9M votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":300291,"accession_number":"0001709682-23-000042","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Custom Truck Q1 rev $452M (+23% YoY); net income $13.8M vs loss; raises FY23 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $452.2M, up 23.4% YoY; rental revenue +8.4%, equipment sales +32.6%.","Net income $13.8M vs net loss $3.3M in Q1 2022; Adjusted EBITDA $105.2M, +15% YoY.","Full-year 2023 guidance raised: revenue $1,635M-$1,755M, Adj. EBITDA $420M-$440M.","Sales order backlog $855M, +13.4% from Dec 2022; net leverage ratio improved to 3.4x.","ERS segment gross profit $66.3M (+25.2% YoY); TES gross profit $34.1M (+43.4% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":452163000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":300290,"accession_number":"0001213900-23-029927","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2023-04-14T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Custom Truck One Source amends stockholders' agreement, removes Blackstone as party","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Removes Blackstone Group and its affiliates as stockholders of the Company.","Clarifies the number of votes to which each board director is entitled.","Agreement becomes effective upon stockholder approval of Third Amended Certificate at June 15, 2023 annual meeting.","No financial terms or material changes to governance structure beyond administrative updates."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":320330,"accession_number":"0001709682-23-000007","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2023-03-14T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CTOS reports record Q4 revenue $486.7M, net income $30.9M, CEO transition to McMonagle","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $486.7M (+36.6% YoY); full-year revenue $1,573.1M (+34.8%).","Q4 net income $30.9M vs loss $3.7M in Q4 2021; net leverage reduced to 3.5x.","Q4 Adj. EBITDA $124.5M (27.7% margin); full-year Adj. EBITDA $392.98M.","CEO Fred Ross retiring; Ryan McMonagle becomes CEO effective March 20, 2023.","FY2023 guidance: revenue $1.61-1.73B, Adj. EBITDA $415-435M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338480,"accession_number":"0001213900-22-078238","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-12-07T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Custom Truck One Source appoints Ryan McMonagle CEO, Fred Ross to Founder role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Fred Ross to retire as CEO effective March 20, 2023; will continue as Founder and Board member.","Ryan McMonagle, current President & COO, appointed CEO effective March 20, 2023.","McMonagle employment agreement: base salary $850,000, annual bonus target 50% of base, initial 5-year term.","Ross employment agreement as Founder: base salary $800,000, annual bonus target 50% of base, one-year term.","Succession part of Board's planned transition; McMonagle joined CTOS in 2015 as CFO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338479,"accession_number":"0001709682-22-000095","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-11-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CTOS Q3 2022: Revenue $357.8M, gross profit +35.1%, net loss narrows to $2.4M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $357.8M, flat YoY; gross profit $88.2M, up 35.1% from $65.3M in Q3 2021.","Net loss narrowed to $2.4M from $20.5M; Adjusted EBITDA $91.6M, up from $84.4M.","Equipment Rental Solutions rental revenue +6.5%; fleet utilization 83.8% vs 81.4%.","Sales order backlog $709.2M, over 100% increase YoY despite supply chain constraints.","Updated FY2022 guidance: revenue $1,505-1,585M, Adj EBITDA $385-395M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":1086362000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":338478,"accession_number":"0001709682-22-000090","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-11-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Custom Truck One Source CFO to present at Deutsche Bank Industrials Conference on Nov 14","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CFO Chris Eperjesy will participate in a fireside chat at the Deutsche Bank 2022 Industrials Conference.","Fireside chat scheduled for 1:10 p.m. ET on Monday, November 14, 2022.","Live webcast and replay (30 days) available at investors.customtruck.com."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":355842,"accession_number":"0001709682-22-000079","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-08-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CTOS Q2 net income $13.6M, Adj EBITDA $85.4M; raises FY guidance; appoints CFO, $30M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $362.1M (down 3.5% YoY); rental revenue up 13.7% to $112.1M; gross profit $82.8M (+77.3% YoY).","Net income $13.6M vs net loss $129.4M in Q2 2021; first positive net income since the merger.","FY 2022 guidance: revenue $1.54-1.65B, Adj EBITDA $385-400M; ERS and APS segment guidance reaffirmed.","Christopher J. Eperjesy appointed CFO effective Aug 15, 2022; Todd Barrett to continue as CAO.","Board authorized $30M stock repurchase program; sales order backlog $663.6M (+198% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":728582000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":355841,"accession_number":"0001213900-22-044773","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-08-04T23:59:59+00:00","items":["5.02","7.01","8.01","9.01"],"status":"ready","headline":"Custom Truck One Source appoints new CFO and authorizes $30M stock repurchase","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Christopher Eperjesy named CFO effective Aug 15, 2022; Todd Barrett remains CAO.","Eperjesy compensation: $585k base, 65% bonus target, 180k RSUs, $200k signing bonus, $150k relocation.","Board authorizes $30M stock repurchase program; repurchases dependent on market conditions.","Eperjesy previously CFO at Clarios International and Cooper Tire & Rubber.","Repurchase program demonstrates Board's confidence in long-term growth opportunities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":355840,"accession_number":"0001709682-22-000074","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-07-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Custom Truck One Source schedules Q2 2022 earnings release for Aug 9, 2022","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q2 2022 results to be released after market close on Tuesday, August 9, 2022.","Conference call at 5:00 p.m. EDT on August 9; webcast on investors.customtruck.com.","Replay available until Aug 16, 2022 via dial-in with passcode 10019703."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374125,"accession_number":"0001709682-22-000071","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-06-16T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Custom Truck One Source stockholders elect four Class C directors, ratify auditor, approve ESPP at 2022 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Four Class C directors elected: Bryan Kelln, Georgia Nelson, Fred Ross, Mary Jackson, each with >195M votes for.","Ernst & Young LLP ratified as independent auditor for FY2022: 224,753,174 for, 10,799 against.","2022 Employee Stock Purchase Plan approved: 215,583,515 for, 48,920 against, 9,419,704 broker non-votes.","No broker non-votes on auditor ratification; all proposals passed with substantial majorities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374124,"accession_number":"0001709682-22-000069","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-06-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Custom Truck One Source to present at Stifel 2022 Cross Sector Insight Conference","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["President & COO Ryan McMonagle and Interim CFO Todd Barrett to participate in fireside chat on June 8, 2022 at 4:45 p.m. EDT.","Company will also host private investor meetings at the conference.","A live webcast of the fireside chat will be available on the Company's investor relations website; replay for 30 days.","No financial results or guidance were announced in the press release."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374123,"accession_number":"0001709682-22-000062","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-05-10T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CTOS Q1 revenue $366.5M, Adj. EBITDA $91.5M; maintains full-year outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $366.5M; gross profit $84.5M (+8.5% vs Q4 2021).","Net loss of $3.3M, improved from $3.7M in Q4 2021.","Adjusted EBITDA $91.5M vs $95.6M Q4 2021; pro forma Adj. EBITDA up 25.5% YoY.","Sales order backlog grew 42.4% to $586.4M; closed HiRail acquisition for ~$51.6M.","Pro forma rental revenue up 8.9% YoY; fleet utilization 82.5%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":366476000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374122,"accession_number":"0001709682-22-000051","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-04-27T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"CTOS management to present at Oppenheimer Industrial Growth Conference on May 4","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CEO Fred Ross, COO Ryan McMonagle, CFO Brad Meader, CAO Todd Barrett to participate.","Fireside chat scheduled for 12:45 p.m. EDT on May 4, 2022.","Private investor meetings will also be held at the conference.","Live webcast and 30-day replay available on investors.customtruck.com."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374121,"accession_number":"0001213900-22-021694","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-04-26T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"Custom Truck One Source posts preliminary Q1 revenue $363M-$366M; appoints interim CFO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary Q1 2022 revenue $363M-$366M, net loss $8M-$10M, Adjusted EBITDA $90M-$93M.","CFO Brad Meader resigns effective May 13, 2022; Todd Barrett named interim CFO.","Barrett receives $275k base salary, $10k/mo interim stipend, $100k one-time bonus.","Full Q1 2022 results scheduled for release May 10, 2022 after market close."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":366476000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374120,"accession_number":"0001709682-22-000047","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-04-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Custom Truck One Source schedules Q1 2022 earnings release and call for May 10","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q1 2022 results to be released after market close on Tuesday, May 10, 2022.","Conference call at 5:00 p.m. EDT on May 10; dial-in: 1-877-425-9470 or 1-201-389-0878.","Webcast and financial presentation available at investors.customtruck.com.","Replay available until May 17 via 1-844-512-2921, passcode 13729071."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374119,"accession_number":"0001709682-22-000044","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-04-11T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Custom Truck One Source appoints Vice Admiral Mary Jackson to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed as Class C Director effective April 8, 2022, to serve until 2022 annual meeting.","Appointed to Audit and Compensation Committees; Board determined independent under NYSE/SEC rules.","Former U.S. Navy Vice Admiral with logistics and supply-chain expertise cited by Chairman.","Company entered standard indemnification agreement; director fees per prior proxy (June 2021)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392731,"accession_number":"0001709682-22-000039","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-03-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Custom Truck One Source management to present at Sidoti Spring 2022 Virtual Conference on March 23","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CEO Fred Ross, COO Ryan McMonagle, and CFO Brad Meader to present on March 23, 2022 at 11:30 a.m. ET.","Live webcast accessible via investor relations website; replay available for 90 days.","Presentation to discuss business, financial performance, and forward-looking information.","No financial results or material operational updates disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392730,"accession_number":"0001709682-22-000029","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-03-10T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"CTOS reports FY2021 pro forma revenue up 9.4% to $1.48B; Adj. EBITDA up 9.5%; issues 2022 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Pro forma FY revenue $1,483.6M (+9.4% YoY); pro forma Adj. EBITDA $323.1M (+9.5% YoY).","Q4 total revenue $356.4M; Adj. EBITDA $95.6M vs $84.4M in Q3 2021.","Q4 net loss $3.7M (improved from $20.5M in Q3); FY net loss $181.5M includes $61.7M debt extinguishment.","2022 guidance: revenue $1,565M-$1,750M; Adj. EBITDA $385M-$410M.","Sales order backlog $411.6M (+21.6% sequentially); fleet utilization 83.7%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392729,"accession_number":"0001709682-22-000024","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-02-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Custom Truck One Source to report Q4/FY2021 results on March 10, 2022 after market close","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Earnings release scheduled for Thursday, March 10, 2022 after market close.","Conference call at 5:00 pm ET on same day; dial-in: 1-877-425-9470 or 1-201-389-0878.","Webcast and financial presentation available at investors.customtruck.com.","Replay available until March 17, 2022 via 1-844-512-2921 passcode 13727136."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392728,"accession_number":"0001709682-22-000021","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-02-15T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Custom Truck One Source management to present at Citi 2022 Industrial Tech Conference on Feb 22","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["President & COO Ryan McMonagle and CFO Brad Meader to speak at Citi conference on Feb 22, 2022 at 4:20 p.m. ET.","Fireside chat will be webcast live via investor relations website; replay available for 30 days.","Presentation may include discussion of business, financial performance, and forward-looking information."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392727,"accession_number":"0001709682-22-000015","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-01-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Custom Truck One Source completes $46M acquisition of HiRail Leasing Group","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired HiRail Leasing Group for $46.0 million, subject to fleet and other customary adjustments.","HiRail has over 600 rental units and is among the largest rail equipment rental providers in Canada.","Adds two new locations in Ontario and Alberta, expanding Custom Truck's geographic footprint in Canada.","Acquisition funded with cash on hand and drawings on existing credit facility; expected to be immediately accretive.","Strengthens rental segment and relationships with leading Canadian rail customers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":392726,"accession_number":"0001709682-22-000010","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2022-01-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Custom Truck One Source management to present at CJS Securities conference on Jan 12","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CEO Fred Ross, COO Ryan McMonagle, and CFO Brad Meader to present at CJS conference.","Presentation scheduled for January 12, 2022, at 8:00 a.m. Eastern Time.","Live webcast available on company's investor relations website; replay for 30 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":411123,"accession_number":"0001709682-21-000078","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2021-12-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director John-Paul Munfa resigns from Custom Truck One Source board due to Blackstone stake reduction","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John-Paul Munfa resigned from the Board and Compensation Committee effective December 6, 2021.","Resignation follows reduction in Common Stock ownership by Blackstone-affiliated funds.","No disagreement with company or management cited; Board plans to fill vacancy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":411122,"accession_number":"0001213900-21-061279","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2021-11-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Selling stockholders sell 12.3M shares in secondary offering at $8.47/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Selling stockholders sold 12,322,975 shares at $8.47025 per share; underwriters have 30-day option for up to 1,848,446 additional shares.","Company did not sell any shares and will receive no proceeds from the offering.","Offering closed on November 22, 2021, under an effective shelf registration statement on Form S-3.","Underwriting agreement with Citigroup and other underwriters includes customary representations, warranties, and indemnification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":411121,"accession_number":"0001709682-21-000076","cik":1709682,"company_name":"Custom Truck One Source, Inc.","ticker":"CTOS","form_type":"8-K","filed_at":"2021-11-15T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Custom Truck One Source reports pro forma net loss of $87.9M on $1.13B revenue for nine months ending Sep 2021","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Pro forma net loss $87.9M ($0.36 diluted EPS loss); combined revenue $1.127B.","Acquisition of Custom Truck LP closed April 1, 2021; total consideration includes $920M in 5.5% senior secured notes due 2029 and $750M ABL facility.","Issued 148.6M shares to Platinum for $743M and 28M shares to PIPE investors for $140M.","Pro forma operating income $9.2M; revenue breakdown: rental $307.9M, equipment sales $728.8M, parts/services $90.5M.","Transaction and other expenses of $7.7M after adjustment; interest expense net $59.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2218607204.383947,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-11-15T23:59:59+00:00|411121"}