CTOS Filings — Custom Truck One Source, Inc. - FilingSpy
CTOS
Custom Truck One Source, Inc.
A North American one-stop shop for specialty trucks and heavy equipment, Custom Truck One Source rents, sells, and services vehicles like bucket trucks, digger derricks, and cranes for utilities, telecom, rail, and infrastructure crews. It grew from Custom Truck Sales, founded in 1996 in Kansas City by Fred Ross and his siblings, who got their start in the family gas station and towing business before expanding into a full-service equipment provider. Its rental fleet of more than ten thousand units is kept young—about three years old on average—so crews get dependable machines.
Custom Truck One Source stockholders elect three Class A directors and ratify Ernst & Young as auditor.
At the June 11, 2026 annual meeting, stockholders elected Paul Bader, Mark D. Ein, and David Glatt as Class A directors to serve until the 2029 annual meeting.
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Director votes: Paul Bader received 178,245,358 for and 23,142,056 withheld; Mark D. Ein received 177,818,159 for and 23,569,255 withheld; David Glatt received 176,968,280 for and 24,419,134 withheld.
Stockholders ratified the appointment of Ernst & Young LLP as the independent registered public accounting firm for fiscal year ending December 31, 2026, with 209,767,213 for, 41,309 against, and 733,257 abstaining.
The report was filed under Item 5.07 to disclose the results of the stockholder votes, and under Item 9.01 to include the cover page interactive data file as an exhibit.
The company is Custom Truck One Source, Inc., a Delaware corporation trading as CTOS on the New York Stock Exchange.
5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits
Custom Truck One Source to host April 1, 2026 webinar on segment reporting changes
The webinar will be held at 9:00 a.m. ET on Wednesday, April 1, 2026, with management presenting the operating segment realignment.
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On March 25, 2026, Custom Truck One Source, Inc. issued a press release announcing a webinar to discuss previously announced changes to its segment reporting.
Webcast link and presentation materials will be posted on the 'Events & Presentations' page of investors.customtruck.com.
Phone access is available by dialing 1-800-715-9871 or 1-646-307-1963 with conference ID 8870161.
A replay of the call will be available until 11:59 p.m. ET, Friday, May 1, 2026, via phone or webcast.
7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits
Custom Truck One Source reports record Q4 and full-year 2025 revenue, with Q4 revenue of $528.2M and full-year revenue of $1,944.0M.
Fourth quarter 2025 revenue was $528.2 million, up 1.4% year-over-year; full-year revenue was $1,944.0 million, up 7.9%.
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Fourth quarter net income was $20.9 million, down from $27.6 million in Q4 2024; full-year net loss was $31.1 million, compared to a net loss of $28.7 million in 2024.
Fourth quarter Adjusted EBITDA was $120.7 million, up 18.4% year-over-year; full-year Adjusted EBITDA was $383.6 million, up 12.9%.
Fleet utilization reached 83.6% in Q4 2025, the highest in nearly three years; sales order backlog was $335.3 million at year-end.
For 2026, the company expects revenue of $2,005 million to $2,120 million and Adjusted EBITDA of $410 million to $435 million.
Beginning Q1 2026, the company will report under two new segments: Specialty Equipment Rentals (SER) and Specialty Truck Equipment and Manufacturing (STEM).
2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits