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Custom Truck One Source (CTOS) Reports Q3 Earnings: What Key Metrics Have to Say

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For the quarter ended September 2025, Custom Truck One Source, Inc. (CTOS - Free Report) reported revenue of $482.06 million, up 7.8% over the same period last year. EPS came in at -$0.03, compared to -$0.07 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $486.77 million, representing a surprise of -0.97%. The company has not delivered EPS surprise, with the consensus EPS estimate being -$0.03.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Custom Truck One Source performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue- Equipment sales: $320.58 million versus the two-analyst average estimate of $335.62 million.
  • Revenue- Parts sales and services: $34.33 million versus $35.09 million estimated by two analysts on average.
  • Revenue- Equipment Rental Solutions (ERS): $169.11 million versus $166.5 million estimated by two analysts on average.
  • Revenue- Truck and Equipment Sales (TES): $275.42 million versus the two-analyst average estimate of $285.89 million.
  • Revenue- Rental revenue: $127.14 million versus the two-analyst average estimate of $120.14 million.
  • Revenue- Equipment Rental Solutions (ERS)- Rental revenue: $123.95 million versus $116.78 million estimated by two analysts on average.
  • Revenue- Equipment Rental Solutions (ERS)- Equipment sales: $45.16 million versus $49.72 million estimated by two analysts on average.
  • Revenue- Aftermarket Parts and Services (APS)- Rental revenue: $3.2 million compared to the $3.37 million average estimate based on two analysts.
  • Revenue- Aftermarket Parts and Services (APS)- Parts and services revenue: $34.33 million versus the two-analyst average estimate of $35.09 million.
  • Revenue- Aftermarket Parts and Services (APS): $37.53 million versus the two-analyst average estimate of $38.46 million.
  • Gross profit- Equipment Rental Solutions (ERS): $50.27 million versus the two-analyst average estimate of $46.19 million.
  • Gross profit- Aftermarket Parts and Services (APS): $9.1 million versus the two-analyst average estimate of $8.83 million.

View all Key Company Metrics for Custom Truck One Source here>>>

Shares of Custom Truck One Source have returned +7% over the past month versus the Zacks S&P 500 composite's +2.5% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.

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