Custom Truck One Source Sees 125% EPS Gain, $581.7M Q4 Revenue

CTOSCTOS

Custom Truck One Source is expected to report Q4 results on March 10 with EPS of $0.09, up 125% year-over-year, and revenues of $581.7 million, up 11.7%. Earlier this month the company was appointed as a new Hiab dealer in the western and northeastern U.S., expanding its distribution network.

1. Q4 Earnings Outlook

Custom Truck One Source is scheduled to release its Q4 2025 earnings on March 10, with consensus estimates calling for earnings of $0.09 per share, representing a 125% increase from the prior year. Analysts project revenues of $581.7 million for the quarter, an 11.7% gain versus Q4 2024.

2. Consensus Estimate Revisions

Over the past 30 days, the consensus EPS estimate for the upcoming quarter has been revised 1.3% lower, reflecting shifting analyst expectations. Revenue projections have remained stable, underscoring confidence in the company’s top-line performance.

3. Hiab Dealership Appointment

The company was recently appointed as an authorized Hiab dealer in the western and northeastern United States, bolstering its distribution network for loader cranes and lifting equipment. This partnership is expected to enhance service capabilities and drive incremental sales in key regions.

4. Upcoming Conference Call

Following the Q4 release on March 10, Custom Truck One Source will host an earnings conference call to discuss results and outlook. Investors will seek management’s commentary on demand trends, margin pressures, and guidance for the full year 2026.

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