Custom Truck One Source, Inc. — Form 8-K
Filed August 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Custom Truck One Source reported Q2 2026 revenue of $563.4M (+10.2% YoY) with net income of $10.4M vs. loss of $28.4M prior year; Adjusted EBITDA increased 25% to $116.8M. The company raised FY2026 consolidated revenue guidance to $2.1B–$2.2B (from $2.005B–$2.12B) and Adjusted EBITDA to $437.5M–$455M (from $415M–$440M), citing strong transmission & distribution end-market demand. Net leverage improved to 3.85x from 4.31x at year-end 2025.
Why this rating
Strong organic growth (10%+ revenue, 25% EBITDA growth) with meaningful deleveraging (3.85x target ahead of schedule) and raised guidance represent solid operational momentum. Relative to ~$291M market cap, ~$45M mid-point guidance raise is ~15% of market value, materially positive. Execution risk remains on macro end-markets.
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