secwatch / observer

Custom Truck One Source, Inc. — fact timeline

Source-grounded facts extracted from Custom Truck One Source, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

CTOS Custom Truck One Source, Inc. JSON
Shareholder Votes

Custom Truck One Source, Inc. shareholders approved Ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for fiscal year ending December 31, 2026 at the 2026-06-11 meeting.

“In accordance with the voting results listed below, the appointment of Ernst & Young LLP was ratified by stockholders. For Against Abstain 209,767,213 41,309 733,257”
Shareholder Votes

Custom Truck One Source, Inc. shareholders approved Election of three Class A directors to serve until the 2029 annual meeting at the 2026-06-11 meeting.

“In accordance with the voting results listed below, each of the nominees was elected as a Class A director. Nominee For Withheld Broker Non-Votes Paul Bader 178,245,358 23,142,056 9,154,365”
Earnings Releases

Custom Truck One Source, Inc. reported the three months ended March 31, 2026 results: revenue $461.6 million, net income Net loss of $4.1 million. Guidance raised.

“infrastructure-related end markets, today reported financial results for the three months ended March 31, 2026. CTOS First-Quarter Highlights • Record first quarter revenue of $461.6 million, an increase of $39.4 million, or 9.3%, compared to the first quarter of 2025 • Increased Average OEC on rent by $141.4 million, or 11.8%, compared to the first quarter of 2025 •”
Earnings Releases

Custom Truck One Source, Inc. reported fiscal year ended December 31, 2025 results: revenue $1,944.0 million, net income $31.1 million net loss.

“• Record fourth quarter revenue of $528.2 million, an increase of $7.4 million or 1.4%, compared to the fourth quarter of 2024 • Record full-year revenue of $1,944.0 million, an increase of 7.9%, compared to 2024 • Quarterly net income of $20.9 million, compared to net income of $27.6 million for the fourth quarter of 2024 • Full-year net loss of $31.1 million compared to a net loss of $28.7 million in 2024”
Earnings Releases

Custom Truck One Source, Inc. reported fourth quarter ended December 31, 2025 results: revenue $528.2 million, net income $20.9 million.

“• Record fourth quarter revenue of $528.2 million, an increase of $7.4 million or 1.4%, compared to the fourth quarter of 2024 • Record full-year revenue of $1,944.0 million, an increase of 7.9%, compared to 2024 • Quarterly net income of $20.9 million, compared to net income of $27.6 million for the fourth quarter of 2024 • Full-year net loss of $31.1 million compared to a net loss of $28.7 million in 2024”

Rahman D'Argenio resigned as Director at Custom Truck One Source, Inc..

“Rahman D’Argenio informed Custom Truck One Source, Inc. (the “Company”) of his decision to resign as a member of the Board of Directors (the “Board”) of the Company and the Compensation Committee of the Board, effective August 16, 2024.”
Earnings Releases

Custom Truck One Source, Inc. reported three months ended March 31, 2024 results: revenue $411.3 million, net income Net loss of $14.3 million.

“and other infrastructure-related end markets, today reported financial results for its three months ended March 31, 2024. CTOS First-Quarter Highlights • Total revenue of $411.3 million, a decrease of $40.9 million, or 9.0%, compared to $452.2 million for the first quarter of 2023 primarily due to fewer rental asset sales and lower rental demand from the utility”
Listing & Compliance Notices

Custom Truck One Source, Inc. received a nyse delisting notice notice regarding other (rules 802.01D).

“March 14, 2024, the New York Stock Exchange (the “NYSE”) notified Custom Truck One Source, Inc. (the “Company”), and on March 15, 2024, publicly announced, that the NYSE has determined to (a) commence proceedings to delist the Company’s redeemable warrants listed on the NYSE under the ticker symbol “CTOS.WS,” each exercisable to purchase one share of the Company’s common stock at a price of $11.50 per share (the “Warrants”) and (b) immediately suspend trading in the Warrants due to “abnormally low” trading price levels pursuant to Section 802.01D of the NYSE Listed Company Manual. The Company”
Earnings Releases

Custom Truck One Source, Inc. reported three months ended September 30, 2023 results: revenue $434.4 million, net income $9.2 million. Guidance raised.

“Total revenue of $434.4 million, an increase of $76.6 million, or 21.4%, compared to $357.8 million for the third quarter of 2022 as a result of continued strong demand across our end markets • Gross profit of $107.2 million, an improvement of $19.0 million, or 21.5%, compared to $88.2 million for the third quarter of 2022 • Adjusted Gross Profit of $149.6 million, an increase of $18.8 million, or 14.4%, compared to $130.8 million for the third quarter of 2022 • Net income of $9.2 million, an increase of $11.6 million, compared to net loss of $2.4 million, in the third quarter of 2022”
Earnings Releases

Custom Truck One Source, Inc. reported three and six months ended June 30, 2023 results: revenue $456.8 million, net income $11.6 million. Guidance raised.

“other infrastructure-related end markets, today reported financial results for its three and six months ended June 30, 2023. CTOS Second-Quarter Highlights • Total revenue of $456.8 million, an increase of $94.7 million or 26.2%, compared to the second quarter of 2022 as a result of continued strong demand across our end markets • Gross profit of $110.6 million, an”
Governance Changes

Custom Truck One Source, Inc.: Stockholders approved amendment and restatement of the Restated Certificate of Incorporation to reflect director voting rights consistent with the Stockholders' Agreement and provide flexibility for the Board to change its size or composition (effective 2023-06-15).

“On June 15, 2023, at the Annual Meeting, the Company’s stockholders approved the amendment and restatement of the Restated Certificate of Incorporation of the Company to reflect director voting rights consistent with the Company’s Amended and Restated Stockholders’ Agreement, which also provides greater flexibility for the Board to change its size or composition without impacting the voting control of Platinum Equity Advisors, LLC’s (“Platinum”) director designees in certain circumstances (as amended and restated, the “Third Amended and Restated Certificate of Incorporation”). The Third Amended and Restated Certificate of Incorporation was filed with the Secretary of State of the State of Delaware and became effective on June 15, 2023”
Shareholder Votes

Custom Truck One Source, Inc. shareholders approved Ratification of Ernst & Young LLP as independent registered public accounting firm for fiscal year ending December 31, 2023. at the 2023-06-15 meeting.

“Proposal Three: To ratify the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for fiscal year ending December 31, 2023.”
Shareholder Votes

Custom Truck One Source, Inc. shareholders approved Approval of the Third Amended and Restated Certificate of Incorporation. at the 2023-06-15 meeting.

“Proposal Two: To approve the Third Amended and Restated Certificate of Incorporation.”
Shareholder Votes

Custom Truck One Source, Inc. shareholders approved Election of four Class A directors to serve until the 2026 annual meeting. at the 2023-06-15 meeting.

“Proposal One: To elect four Class A directors to serve until the 2026 annual meeting of stockholders and until their successors are duly elected and qualified.”

Ryan McMonagle was elected as Class C Director at Custom Truck One Source, Inc..

“On June 19, 2023, the Board elected Ryan McMonagle, the Chief Executive Officer of the Company, as a Class C Director, to serve until the Company’s 2025 annual meeting of stockholders and until his successor is duly elected and qualified or until his earlier death, resignation, disqualification or removal.”

Bryan Kelln resigned as Director at Custom Truck One Source, Inc..

“On June 15, 2023, upon conclusion of the annual meeting of stockholders (the “Annual Meeting”) of Custom Truck One Source, Inc. (the “Company”), Bryan Kelln notified the Company of his decision to resign as a director from the Board of Directors of the Company (the “Board”), effective immediately.”
Earnings Releases

Custom Truck One Source, Inc. updated its first quarter ended March 31, 2023 guidance (raised).

“On May 9, 2023, Custom Truck One Source, Inc. (the "Company") issued a press release announcing its financial results for the quarter ended March 31, 2023.”
Material Agreements

Custom Truck One Source, Inc. entered into Second Amended and Restated Stockholders’ Agreement with certain affiliates of Platinum Equity Advisors, LLC, Energy Capital Partners, LLC, Capitol Acquisition Management IV LLC, Capitol Acquisition Founder IV LLC and certain other stockholders of the Company (effective 2023-04-14).

“On April 14, 2023, Custom Truck One Source, Inc. (the “Company”), certain affiliates of Platinum Equity Advisors, LLC (“Platinum”), Energy Capital Partners, LLC (“ECP”), Capitol Acquisition Management IV LLC and Capitol Acquisition Founder IV LLC (together, “Capitol”) and certain other stockholders of the Company entered into a Second Amended and Restated Stockholders’ Agreement (the “Second Amended and Restated Stockholders’ Agreement”)”
Earnings Releases

Custom Truck One Source, Inc. reported the fiscal year ended December 31, 2022 results: revenue $1,573.1 million, net income $38.9 million.

“for the fourth quarter and full year ended December 31, 2022. CTOS Fourth-Quarter and Full-Year Highlights • Total quarterly revenue of $486.7 million and annual revenue of $1,573.1 million, driven primarily by growth and continued strong demand from our end markets • Quarterly gross profit improvement of $50.4 million, or 64.7%, to $128.3 million compared to $77.9”
Earnings Releases

Custom Truck One Source, Inc. reported the fourth quarter ended December 31, 2022 results: revenue $486.7 million, net income $30.9 million.

“markets, today reported financial results for the fourth quarter and full year ended December 31, 2022. CTOS Fourth-Quarter and Full-Year Highlights • Total quarterly revenue of $486.7 million and annual revenue of $1,573.1 million, driven primarily by growth and continued strong demand from our end markets • Quarterly gross profit improvement of $50.4 million, or”

Ryan McMonagle was appointed as Chief Executive Officer at Custom Truck One Source, Inc..

“On December 7, 2022, the Board of Directors (the “Board”) of Custom Truck One Source, Inc. (the “Company”) appointed Ryan McMonagle as Chief Executive Officer, effective March 20, 2023, as part of the Board’s succession plan.”

Fred Ross changed role as Chief Executive Officer at Custom Truck One Source, Inc..

“Mr. McMonagle succeeds Fred Ross, the Company’s Chief Executive Officer, who notified the Board on December 7, 2022 that he would be retiring as Chief Executive Officer, effective March 20, 2023.”
Earnings Releases

Custom Truck One Source, Inc. reported the quarter ended September 30, 2022 results: revenue $357.8 million, net income $2.4 million.

“and rentals of parts, tools and other supplies to our customers, as well as our aftermarket repair service operations. CTOS Third Quarter Highlights • Total quarterly revenue of $357.8 million, with growth in rental revenue of 5.4% compared to third quarter 2021 from continued strong rental demand • Quarterly gross profit improvement of $22.9 million, or 35.1%, to”

Todd Barrett changed role as Interim Chief Financial Officer at Custom Truck One Source, Inc..

“Mr. Eperjesy succeeds Todd Barrett, who will no longer serve as Interim Chief Financial Officer, effective August 15, 2022, and will continue to serve as Chief Accounting Officer of the Company.”

Christopher J. Eperjesy was appointed as Chief Financial Officer at Custom Truck One Source, Inc..

“On August 1, 2022, the Board of Directors (the “Board”) of Custom Truck One Source, Inc. (the “Company”) appointed Christopher J. Eperjesy to serve as Chief Financial Officer of the Company, effective August 15, 2022.”

Todd Barrett was appointed as Interim Chief Financial Officer at Custom Truck One Source, Inc..

“appointed Todd Barrett to serve as Interim Chief Financial Officer of the Company, effective May 13, 2022.”

Bradley Meader departed as Chief Financial Officer at Custom Truck One Source, Inc..

“Bradley Meader, who is stepping down as Chief Financial Officer, effective May 13, 2022.”

Mary M. Jackson was appointed as Class C Director at Custom Truck One Source, Inc..

“appointed Mary M. Jackson to the Board as a Class C Director”

John-Paul Munfa resigned as Director at Custom Truck One Source, Inc..

“On December 6, 2021, John-Paul Munfa notified the Board of Directors (the “Board”) of Custom Truck One Source, Inc. (the “Company”) of his decision to resign from the Board and the Compensation Committee of the Board, effective December 6, 2021.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.