Every 8-K that Custom Truck One Source, Inc. (CTOS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CTOS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CTOS filings page.
Custom Truck One Source reported a strong second quarter of 2026, with record revenue of $563.4 million, up 10.2% year-over-year. Gross profit rose to $124.0 million, up 20.9%, and Adjusted EBITDA reached $116.8 million, a 25.0% increase. Net income was $10.4 million, compared with a loss in the prior-year quarter, driven by higher rental revenue, stronger equipment sales and improved fleet utilization of 81.6%.
The rental-focused SER segment and manufacturing-focused STEM segment both delivered higher Adjusted EBITDA, while ending original equipment cost reached $1.68 billion. As of June 30, 2026, net debt was $1,662.9 million and the net leverage ratio improved to 3.85x. On the back of record first-half performance, the company raised full-year 2026 guidance, targeting revenue of $2.1–$2.2 billion and Adjusted EBITDA of $437.5–$455 million, with levered free cash flow expected to exceed $50 million and net leverage meaningfully below four times by year-end.
Custom Truck One Source, Inc. reported the results of its annual stockholder meeting held on June 11, 2026. Stockholders elected three Class A directors—Paul Bader, Mark D. Ein, and David Glatt—to serve until the 2029 annual meeting and until their successors are elected and qualified.
Stockholders also ratified the appointment of Ernst & Young LLP as the company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, confirming support for the company’s external auditor. No other substantive business items were disclosed.
Custom Truck One Source reported strong first-quarter 2026 results and raised its full-year Adjusted EBITDA guidance. Revenue reached $461.6 million, up 9.3% year over year, with record first-quarter sales driven mainly by rental and equipment demand.
Adjusted EBITDA was $98.0 million, a 33.4% increase versus the prior-year quarter, while the net loss narrowed to $4.1 million from $17.8 million. The SER rental segment delivered higher utilization of 81.4% and Adjusted EBITDA of $105.5 million, and the STEM segment more than doubled Adjusted EBITDA to $32.7 million.
For 2026, the company now expects Adjusted EBITDA of $415–$440 million, up from a prior range of $410–$435 million, on revenue of $2,005–$2,120 million. Net leverage improved to 4.02x on net debt of $1.64 billion, with management targeting further deleveraging and at least $50 million of levered free cash flow in 2026.
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. 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.
Custom Truck One Source (CTOS) furnished an 8-K announcing financial results for the quarter ended September 30, 2025. The company issued a press release, provided as Exhibit 99.1, and posted an updated investor presentation on its website.
The materials in Items 2.02 and 7.01 are deemed “furnished” and not “filed” under the Exchange Act, and are not incorporated into other filings except by specific reference.