Custom Truck One Source Forecasts Q1 Loss, Revises 2026 Revenue Down to $2.03B
Custom Truck One Source will report Q1 2026 earnings on April 28 with analysts projecting $447.9M in revenue and a loss of $0.06 per share. Full-year 2026 revenue estimates have been revised down to $2.03B and 2027 EPS forecasts have climbed to $0.14.
1. Q1 2026 Earnings Preview
Custom Truck One Source is scheduled to release Q1 2026 results on April 28. Consensus forecasts call for $447.86 million in revenue and a net loss of $0.06 per share, marking a quarter to watch for potential guidance updates.
2. Full Year Forecast Revisions
Revenue estimates for fiscal 2026 have been cut from $2.10 billion to $2.03 billion over the past 90 days, while 2027 revenue projections fell from $2.20 billion to $2.13 billion. Earnings forecasts remain flat at $0.04 per share for 2026, with 2027 EPS estimates rising from $0.09 to $0.14.
3. Q4 2025 Performance Review
In Q4 2025, the company posted $528.18 million in revenue, missing expectations of $584.77 million by 9.7%. EPS of $0.09 beat the $0.07 estimate by 34.3%, but the stock declined 11.3% on the back of the revenue shortfall.
4. Analyst Price Targets and Ratings
Analysts’ one-year price targets average $8.50, implying a 2.75% downside from current levels, with a high estimate of $11.00 and a low of $6.50. A proprietary fair value estimate sits at $6.60, and the consensus brokerage recommendation stands at an 'Outperform' rating.