CTOS Custom Truck One Source (CTOS) Insider Trading, Ownership & Congress Trades
Services · Services-equipment rental & leasing, nec · CIK 0001709682
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
108
13F, latest reported quarter
Custom Truck One Source insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for Custom Truck One Source, Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 5.2% of the 156,743,635 shares held after it.
- 1 other insider bought within 30 days.
- 108 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Platinum Equity InvestCo, L.P. bought about $32.6M of CTOS on Jan 30, 2025, the largest insider purchase at the company on our record; 1 other insider bought within 30 days and 108 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 5.2% of the 156,743,635 shares held after it.
- 1 other insider bought within 30 days.
- 108 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Gores Tom bought about $32.6M of CTOS on Jan 30, 2025, the largest insider purchase at the company on our record; 1 other insider bought within 30 days and 108 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 10.1% of the 23,384,879 shares held after it.
- 2 other insiders sold within 30 days.
- 108 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider ENERGY CAPITAL PARTNERS III-D, LP sold about $8.1M of CTOS on Sep 5, 2024, the largest insider sale at the company since 2021; 2 other insiders sold within 30 days and 108 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 10.1% of the 23,384,879 shares held after it.
- 2 other insiders sold within 30 days.
- 108 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider NESCO Holdings GP, LLC sold about $8.1M of CTOS on Sep 5, 2024, the largest insider sale at the company since 2021; 2 other insiders sold within 30 days and 108 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Sep 8, 2023.
- 2 other insiders sold within 30 days.
- 108 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Energy Capital Partners Management, LP sold about $77.7K of CTOS on Aug 27, 2024; 2 other insiders sold within 30 days and 108 funds added in the latest 13F quarter.77 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
108 funds bought in last quarter
more than 54% of Services
Revenue
+6.4% year over year
more than 53% of Services
Margin
-2.1% net margin
below 63% of Services
Buybacks
$32.6M repurchased, FY to 2025-12-31
below 55% of Services
Short interest
6.8% of the float short (float per yahoo 2026-10-26) · 5.1 days to cover · settled 2026-09-30
below 58% of Services
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch CTOS
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+40.9%12M
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns CTOS: institutional holders (13F)
13F holdings, latest reported quarter
156,743,635 sh
$1.9B
6,172,555 sh
$72.9M
6,156,876 sh
$72.7M
5,982,649 sh
$70.7M
4,574,024 sh
$54.0M
Congress trades in CTOS
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
CTOS planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
CTOS mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Zacks Small-Cap Core Fund
$558.0K position · as of 2026-05-31
1.6%
ClearBridge Small Cap Fund
$8.2M position · as of 2026-07-31
1.2%
WPG Partners Select Small Cap Value Fund
$2.1M position · as of 2026-05-31
0.9%
Brighthouse Small Cap Value Portfolio
$5.7M position · as of 2026-06-30
0.8%
Heartland Value Fund
$8.3M position · as of 2026-06-30
0.7%
First Trust Small Cap Growth AlphaDEX Fund
$7.5M position · as of 2026-07-31
0.6%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Ryan McMonagle
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$2.6M
$2.1M
$1.4M
-9%
+71%
2024
$1.1M
n/a
$681.9K
-22%
+36%
2022
$4.3M
n/a
$2.1M
-14%
+14%
2021
$6.4M
n/a
$4.0M
+9%
+26%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 108 funds added last quarter. Each figure is a federal filing, dated the day it went public.
CTOS financials
Revenue growth
+6.4%
XBRL, annual
Net margin
-2.1%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$2.0B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM CTOS
| FY Dec 2025 | $1.9B |
| FY Dec 2024 | $1.8B |
| FY Dec 2023 | $1.9B |
| FY Dec 2022 | $1.6B |
| FY Dec 2021 | $1.2B |
| Jun 2026 | $563.4M |
| Mar 2026 | $461.6M |
| Dec 2025 | $528.2M |
| Sep 2025 | $482.1M |
| Jun 2025 | $511.5M |
| Mar 2025 | $422.2M |
| Dec 2024 | $520.7M |
| Sep 2024 | $447.2M |
At each fiscal year end
Single quarter
Net margin, TTM
+1.0%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM CTOS
| FY Dec 2025 | -1.6% |
| FY Dec 2024 | -1.6% |
| FY Dec 2023 | +2.7% |
| FY Dec 2022 | +2.5% |
| FY Dec 2021 | -15.6% |
| Jun 2026 | +1.8% |
| Mar 2026 | -0.9% |
| Dec 2025 | +3.9% |
| Sep 2025 | -1.2% |
| Jun 2025 | -5.5% |
| Mar 2025 | -4.2% |
| Dec 2024 | +5.3% |
| Sep 2024 | -3.9% |
At each fiscal year end
Single quarter
Free cash flow, TTM
n/a
capex not filed for the four quarters
Free cash flow, TTM CTOS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | $135.3M |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Single quarter
Debt to equity
2.03x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity CTOS
| FY Dec 2025 | 2.03x |
| FY Dec 2024 | 1.77x |
| FY Dec 2023 | 1.63x |
| FY Dec 2022 | 1.53x |
| FY Dec 2021 | 1.53x |
| Jun 2026 | 2.03x |
| Mar 2026 | 2.03x |
| Dec 2025 | 2.03x |
| Sep 2025 | 2.10x |
| Jun 2025 | 2.04x |
| Mar 2025 | 1.97x |
| Dec 2024 | 1.77x |
| Sep 2024 | 1.87x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.12x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt CTOS
| FY Dec 2025 | 0.19x |
| FY Dec 2024 | 0.08x |
| FY Dec 2023 | -0.02x |
| FY Dec 2022 | 0.03x |
| FY Dec 2021 | 0.11x |
| Jun 2026 | 0.12x |
| Mar 2026 | 0.17x |
| Dec 2025 | 0.19x |
| Sep 2025 | 0.21x |
| Jun 2025 | 0.17x |
| Mar 2025 | 0.12x |
| Dec 2024 | 0.08x |
| Sep 2024 | 0.01x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+2.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity CTOS
| FY Dec 2025 | -3.7% |
| FY Dec 2024 | -3.2% |
| FY Dec 2023 | +5.6% |
| FY Dec 2022 | +4.5% |
| FY Dec 2021 | -43.9% |
| Jun 2026 | +2.7% |
| Mar 2026 | -2.2% |
| Dec 2025 | -3.7% |
| Sep 2025 | -3.0% |
| Jun 2025 | -4.4% |
| Mar 2025 | -3.8% |
| Dec 2024 | -3.2% |
| Sep 2024 | -4.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+0.6%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets CTOS
| FY Dec 2025 | -0.9% |
| FY Dec 2024 | -0.8% |
| FY Dec 2023 | +1.6% |
| FY Dec 2022 | +1.4% |
| FY Dec 2021 | -10.5% |
| Jun 2026 | +0.6% |
| Mar 2026 | -0.5% |
| Dec 2025 | -0.9% |
| Sep 2025 | -0.7% |
| Jun 2025 | -1.0% |
| Mar 2025 | -0.9% |
| Dec 2024 | -0.8% |
| Sep 2024 | -1.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
effective tax rate -59%, not meaningful
Return on invested capital CTOS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | +6.3% |
| FY Dec 2022 | +3.9% |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+6.3%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed CTOS
| FY Dec 2025 | +4.9% |
| FY Dec 2024 | +5.1% |
| FY Dec 2023 | +7.2% |
| FY Dec 2022 | +4.5% |
| FY Dec 2021 | -2.9% |
| Jun 2026 | +6.3% |
| Mar 2026 | +5.7% |
| Dec 2025 | +4.9% |
| Sep 2025 | +5.6% |
| Jun 2025 | +5.3% |
| Mar 2025 | +4.8% |
| Dec 2024 | +5.1% |
| Sep 2024 | +4.6% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
100.67x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing CTOS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 28.09x |
| FY Dec 2022 | 39.50x |
| FY Dec 2021 | n/a |
| Jun 2026 | 131.22x |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$3.7B
market value at close 2026-10-23 on 2026-07-30 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value CTOS
| FY Dec 2025 | $2.9B |
| FY Dec 2024 | $2.6B |
| FY Dec 2023 | $3.0B |
| FY Dec 2022 | $2.9B |
| FY Dec 2021 | $3.3B |
| Jun 2026 | $4.3B |
| Mar 2026 | $3.1B |
| Dec 2025 | $2.9B |
| Sep 2025 | $3.1B |
| Jun 2025 | $2.7B |
| Mar 2025 | $2.5B |
| Dec 2024 | $2.6B |
| Sep 2024 | $2.4B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
capex not filed for the four quarters
FCF yield CTOS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | +6.8% |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
prior-year trailing EPS was a loss, growth undefined
PEG, trailing CTOS
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 0.75x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $1.9B | $1.8B | $1.9B | $1.6B |
| Gross profit | $411.9M | $390.3M | $454.3M | $383.7M |
| Operating income | $124.9M | $126.4M | $170.9M | $103.3M |
| Net income | -$31.1M | -$28.7M | $50.7M | $38.9M |
| EPS (diluted) | -0.14 | -0.12 | 0.21 | 0.16 |
| Operating cash flow | $310.1M | $122.0M | -$30.9M | $46.0M |
| Cash | $6.3M | $3.8M | $10.3M | $14.4M |
| Long-term debt | $1.6B | $1.5B | $1.5B | $1.4B |
| Buybacks | $32.6M | $29.0M | $38.8M | $10.3M |
SEC XBRL, fiscal years, as known on 2026-10-27
CTOS Stock Sonar score 5/7 axes
Find similar shapesCompareCTOS ranks highest on risk and compliance (60th percentile) and institutional and government (54th), and lowest on financial health (25th), among Services peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
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