---
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"
generated_at: "2026-08-03T20:15:08.376567+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Custom Truck One Source Q2 revenue $563.4M (+10.2% YoY), raises FY2026 guidance

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001709682-26-000039
- JSON: https://secwatch.observer/filing/0001709682-26-000039.json
- Plain text: https://secwatch.observer/filing/0001709682-26-000039.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.