{"schema_version":"secwatch.filing_event.v1","accession":"0001709682-25-000038","form_type":"8-K","ticker":"CTOS","cik":"0001709682","company_name":"Custom Truck One Source, Inc.","filed_at":"2025-10-27T23:59:59+00:00","discovered_at":"2026-05-14T18:02:40.227268+00:00","generated_at":"2026-05-17T02:12:19.565595+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"CTOS Q3 revenue up 8% to $482M, Adj. EBITDA rises 20% to $96M; reaffirms FY guidance","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001709682-25-000038","json":"https://secwatch.observer/filing/0001709682-25-000038.json","markdown":"https://secwatch.observer/filing/0001709682-25-000038.md","text":"https://secwatch.observer/filing/0001709682-25-000038.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1709682/000170968225000038/0001709682-25-000038-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1709682/000170968225000038/ctos-20251027.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T02:12:19.565595+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}