Custom Truck One Source Q2 revenue $511.5M (+20.9% YoY), Adj EBITDA $93.4M (+16.7%), reaffirms FY guidance

Custom Truck One Source, Inc.

2025-Q2 EPS reported -$0.20 revenue$933,715,000

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.

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.