Welcome to our dedicated page for Custom Truck One Source SEC filings (Ticker: CTOS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Custom Truck One Source, Inc. (NYSE: CTOS) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. CTOS operates as a provider of specialty equipment, rentals, parts and services to electric utility transmission and distribution, telecommunications, rail and other infrastructure-related end markets in North America, and its filings offer detailed insight into this business.
Investors can review current reports on Form 8-K, which the company uses to furnish earnings press releases and other material events. For example, CTOS has filed 8-Ks to announce quarterly financial results for periods ended June 30 and September 30, 2025, and to disclose an officer’s planned resignation. These filings often incorporate press releases that discuss segment performance for Equipment Rental Solutions (ERS), Truck and Equipment Sales (TES) and Aftermarket Parts and Services (APS), along with non-GAAP measures such as Adjusted Gross Profit and Adjusted EBITDA.
Through this page, users can also locate annual reports on Form 10-K and quarterly reports on Form 10-Q (when available in EDGAR), which typically contain more extensive information on CTOS’s rental fleet, original equipment cost metrics, fleet utilization, sales order backlog, risk factors and segment disclosures. Executive and governance matters, including certain officer changes, appear in relevant 8-K items and other filings.
Stock Titan enhances these documents with AI-powered summaries that highlight key points from lengthy filings, helping readers quickly understand the implications of financial results, segment trends and corporate events. Real-time updates from EDGAR ensure that new CTOS filings, including any future Forms 4 related to insider transactions, 10-Qs, 10-Ks or additional 8-Ks, are added promptly so investors can monitor the company’s regulatory reporting history in one place.
Custom Truck One Source, Inc. Chief Financial Officer Christopher J. Eperjesy received an equity award tied to prior performance. On February 23, 2026, he acquired 27,895 shares of Common Stock at no cash cost, as a grant classified as a performance stock unit award.
The award reflects PSUs earned for a performance period that ended on December 31, 2025, following certification by the compensation committee. These shares are still subject to time-based vesting and are scheduled to fully vest on December 31, 2026. After this grant, Eperjesy directly holds 234,473 shares.
Custom Truck One Source, Inc. reported that President – Rentals Rich Thomas R. received an equity award tied to prior performance. He acquired 24,796 shares of Common Stock at no cash price through performance stock units earned for a performance period ending on December 31, 2025. After this grant, he holds 311,173 shares directly, with the new shares still subject to time-based vesting until December 31, 2026.
Ross Joe P. reported acquisition or exercise transactions in this Form 4 filing.
Custom Truck One Source, Inc. reported that President – Sales Joe P. Ross received an equity award tied to past performance. On February 23, 2026, he was granted 24,796 shares of Common Stock at no cost, earned from performance stock units for a period that ended on December 31, 2025.
The company’s compensation committee certified the results on February 23, 2026, and these shares remain subject to time-based vesting until December 31, 2026. After this award, Ross directly holds 336,281 common shares and indirectly holds 282,449 shares through Joseph P. Ross Holding Company, LLC.
Ross Fredrick M. Jr. reported acquisition or exercise transactions in this Form 4 filing.
Custom Truck One Source director Fredrick M. Ross, Jr. reported receiving 43,392 shares of Common Stock as a stock-based award. These shares were earned under performance stock unit awards for a performance period that ended on December 31, 2025 and were certified by the compensation committee on February 23, 2026.
The granted shares still have a time-based vesting requirement and will vest on December 31, 2026. After this grant, Ross directly owns 448,379 shares and also has an indirect holding of 2,000,000 shares through Frederick M. Ross, Jr. Holding Company, LLC.
Custom Truck One Source, Inc. reported that Chief Executive Officer Ryan McMonagle acquired 40,292 shares of common stock as a performance stock unit award. The units were earned based on performance for a period ending December 31, 2025 and certified on February 23, 2026. These shares remain subject to time-based vesting until December 31, 2026. Following this grant, McMonagle directly holds 629,015 common shares.
Custom Truck One Source, Inc. reported that EVP, General Counsel & Secretary Paul M. Jolas acquired 16,739 shares of Common Stock as a stock award at a price of $0.00 per share. The award represents performance stock units earned for a performance period ending on December 31, 2025, certified on February 23, 2026. These shares remain subject to time-based vesting until December 31, 2026. Following this grant, Jolas directly holds 50,458 shares of Common Stock.
Custom Truck One Source, Inc. filed an update explaining that it will host a webinar at 9:00 a.m. ET on April 1, 2026 to discuss previously announced changes to its segment reporting. Management will present an operating segment realignment during a webcast, with materials and access details posted on the company’s investor website.
Custom Truck One Source, Inc. provides specialty equipment rentals, sales, and aftermarket services to utility, telecom, rail, waste and other infrastructure markets across North America, operating from more than 40 locations with about 2,500 employees.
As of December 31, 2025, its rental fleet included over 10,400 units with an average age of 2.9 years, and non‑affiliate equity market value was approximately $291.4 million, with 226,625,924 shares outstanding as of March 6, 2026. Management plans to realign three segments (ERS, TES, APS) into two reportable segments—Specialty Equipment Rentals and Specialty Truck Equipment and Manufacturing—starting in the quarter ending March 31, 2026.
The company highlights long-term demand drivers such as the $1.2 trillion Infrastructure Investment and Jobs Act, grid modernization, AI‑driven data center power needs, electrification, manufacturing onshoring, and broadband and 5G build‑outs, while also detailing extensive risk factors including supply chain pressures, competition, labor and union risks, cybersecurity, and significant leverage, with total indebtedness of $1,660.8 million plus $657.4 million under floor plan financing as of December 31, 2025.
Custom Truck One Source, Inc. reported record 2025 revenue while remaining modestly unprofitable and issued 2026 guidance. Fourth-quarter revenue was $528.2 million, up 1.4%, with net income of $20.9 million. Full-year revenue reached $1,944.0 million, up 7.9%, and Adjusted EBITDA rose 12.9% to $383.6 million, though the company posted a net loss of $31.1 million.
The Equipment Rental Solutions segment drove growth, with higher utilization of 83.6%, larger average fleet on rent, and stronger rental equipment sales, while Truck and Equipment Sales saw lower fourth-quarter revenue due to customer timing and pricing pressure. Sales order backlog ended at $335.3 million, up sequentially.
For 2026, the company expects consolidated revenue of $2,005–$2,120 million and Adjusted EBITDA of $410–$435 million, implying mid- to high-single-digit growth. Management targets levered free cash flow above $50 million and a net leverage ratio meaningfully below four times by year-end, supported by reduced rental fleet investment and inventory normalization.
Custom Truck One Source, Inc. reported that its Chief Accounting Officer, R. Todd Barrett, has decided to resign from his position. He informed the company of his decision on December 19, 2025, and his resignation will be effective January 16, 2026.
The company stated that Mr. Barrett’s resignation is not the result of any disagreement with Custom Truck One Source on matters related to its operations, policies, or practices. The filing does not describe any changes to the company’s broader strategy or financial reporting approach beyond this leadership transition.