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. has called its 2026 virtual-only annual meeting of stockholders for June 11, 2026 at 9:00 a.m. Eastern Time. Stockholders of record as of April 16, 2026, holding 227,432,821 common shares in total, may vote.
Investors will vote on electing three Class A directors (Paul Bader, Mark D. Ein and David Glatt) to terms ending in 2029 and on ratifying Ernst & Young LLP as independent registered public accounting firm for the year ending December 31, 2026. The board recommends voting in favor of all nominees and the auditor ratification.
The proxy describes the company’s controlled company status under NYSE rules, current board and committee structure, director compensation (including cash retainers and restricted stock units), executive team biographies and a pay program that targets market-median total direct compensation with a mix of salary, annual bonus and long-term incentives.
Custom Truck One Source, Inc. reported higher Q1 2026 revenue but a small net loss as it invests in fleet and inventory growth. Total revenue rose to $461.6 million, up 9.3% from Q1 2025, driven by stronger rental activity and new equipment sales.
Rental revenue increased 18.0% to $137.2 million, supported by an 11.8% rise in average original equipment cost on rent and better fleet utilization. Equipment sales grew 6.9% to $292.6 million, while parts and services were roughly flat.
Gross profit improved 20.5% to $103.1 million and operating income more than doubled to $31.5 million, yet higher interest and depreciation kept results in a modest net loss of $4.1 million (basic and diluted loss per share of $0.02). Cash generated from operations was $23.8 million, partially funding rental equipment and property investments.
The company reorganized into two segments, Specialty Equipment Rentals (SER) and Specialty Truck Equipment & Manufacturing (STEM). Q1 2026 Adjusted EBITDA reached $98.0 million, and the net leverage ratio declined to 4.02x, with quarter-end cash of $9.6 million and ABL availability of $256.9 million.
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. notice of a proposed sale of 13,333 shares of Common Stock on 04/09/2026. The shares are tied to an exercise of employee stock options and a broker-assisted cashless exercise through Morgan Stanley Smith Barney LLC.
Custom Truck One Source CEO Ryan McMonagle reported equity compensation activity. On April 1, 2026, restricted stock units representing 121,875 shares of common stock were exercised, and 54,906 shares of common stock were withheld at $6.62 per share to cover tax obligations.
Following these transactions, he held 695,984 shares of common stock directly. He was also granted 175,000 new restricted stock units, each convertible into one share of common stock. These RSUs vest in four equal annual installments beginning on April 1, 2027, subject to continued service and potential partial acceleration upon achieving specified corporate milestones.
Custom Truck One Source, Inc. Chief Financial Officer Christopher J. Eperjesy reported several equity-compensation transactions. On April 1, 2026, he exercised restricted stock units representing 90,000 shares of common stock, converting previously granted awards into shares.
To cover related tax obligations from RSU vesting, 40,547 common shares were withheld at $6.62 per share, leaving him with 283,926 common shares held directly. He also received a new grant of 95,000 restricted stock units, which vest in four equal annual installments beginning on April 1, 2027, subject to continued service and potential partial acceleration upon achievement of certain corporate milestones.
Custom Truck One Source, Inc. EVP, General Counsel & Secretary Paul M. Jolas reported multiple equity compensation transactions. On April 1, 2026, three blocks of 16,875 restricted stock units were exercised, converting into a total of 50,625 shares of common stock at a $0.00 exercise price.
In connection with this vesting, 19,923 shares of common stock were withheld at $6.62 per share to satisfy tax obligations, rather than sold in the open market. After these transactions, Jolas directly owned 81,160 shares of common stock.
He also received a new grant of 72,500 restricted stock units, each representing a right to one share of common stock. These units vest in four equal annual installments beginning on April 1, 2027, subject to continued service and potential partial acceleration upon achievement of specified corporate milestones.
Custom Truck One Source, Inc. President – Rentals Rich Thomas R. reported equity compensation activity involving restricted stock units and common shares. On April 1, 2026, he exercised restricted stock units into 75,000 shares of common stock and had 22,538 shares withheld at $6.62 per share to cover tax obligations, which is not an open-market sale. He also received a new grant of 100,000 restricted stock units, each representing one share of common stock. Following these transactions, he directly held 363,635 shares of common stock. The restricted stock units vest in four equal annual installments under schedules beginning on April 1, 2024, April 1, 2026, and April 1, 2027, with some vesting subject to continued service and potential partial acceleration upon achieving specified corporate milestones.
Custom Truck One Source, Inc. director Frederick M. Ross, Jr. reported equity compensation activity involving restricted stock units and common stock on April 1, 2026. He exercised restricted stock units covering 131,250 shares of common stock, and 39,441 shares were withheld at $6.62 per share to cover tax obligations related to vesting.
Ross also received a new grant of 175,000 restricted stock units, which vest in four equal annual installments beginning on April 1, 2027, subject to continued service and potential partial acceleration upon certain corporate milestones. Following these transactions, he directly owns 540,188 shares of common stock and indirectly holds 2,000,000 shares through Frederick M. Ross, Jr. Holding Company, LLC.