{"schema_version":"secwatch.filing_event.v1","accession":"0001709682-26-000039","form_type":"8-K","ticker":"CTOS","cik":"0001709682","company_name":"Custom Truck One Source, Inc.","filed_at":"2026-08-03T20:14:07+00:00","discovered_at":"2026-08-03T20:15:00.332994+00:00","generated_at":"2026-08-03T20:15:08.376567+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Custom Truck One Source Q2 revenue $563.4M (+10.2% YoY), raises FY2026 guidance","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001709682-26-000039","json":"https://secwatch.observer/filing/0001709682-26-000039.json","markdown":"https://secwatch.observer/filing/0001709682-26-000039.md","text":"https://secwatch.observer/filing/0001709682-26-000039.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1709682/000170968226000039/0001709682-26-000039-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1709682/000170968226000039/ctos-20260803.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-03T20:15:08.376567+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"}