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The company

Custom Truck One Source, Inc.

CTOS · NYSE

IndustrialsBusiness ServicesSetting upData-Center Infrastructure

CTOS stood above a rising 150-day average in 47 of the last 52 weekly readings, and has been out of that trend for the last 2 weeks. It is 3.3% below that average now. Business Services: 34% of its 116 stocks in an uptrend (−3 points in four weeks); Industrials: 27% (−4 points in four weeks).

SEC filings

Statistics

Rotation: Setting up
Weeks in an uptrend: out for 2
Industry in uptrend: 34% -3 in 4 wk
Insider buys, 12 months: $0
Insider sales, 12 months: $0
Officials’ trades on record: 0
Institutions holding: 176 (+11)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 47 of 52 weeks.

17 Apr – 16 Oct

Business Services: A minority of its stocks are in an uptrend and the share has held steady. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0

Sale orders, 12 months0

Buyers · sellers0 · 0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders176+11 on the quarter

New · exited34 · 23

Reported value$2.6B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
Platinum Equity Advisors, LLCunchanged · filed 14 Aug 2026	156,743,635$1.9B	00.0%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026	6,172,555$72.9M	+569,717+10.2%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.added · filed 14 Aug 2026	6,156,876$72.7M	+481,958+8.5%
Canvas Wealth Advisors, LLCreduced · filed 10 Jul 2026	5,982,649$70.7M	-1,036,877−14.8%
BlackRock, Inc.added · filed 7 Aug 2026	4,574,024$54.0M	+321,052+7.5%
Allspring Global Investments Holdings, LLCreduced · filed 13 Aug 2026	2,692,878$29.7M	-1,221,255−31.2%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026	2,578,410$30.5M	+52,666+2.1%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPadded · filed 13 Aug 2026	2,202,031$26.0M	+1,145,481+108.4%
GOLDMAN SACHS GROUP INCadded · filed 14 Aug 2026	1,877,617$22.2M	+1,361,882+264.1%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	1,727,646$20.4M	+257,010+17.5%

31 Mar 2023 – 30 Jun 2026

News

No headline names it lately.

Everyone who traded it

Christopher J. Eperjesy Chief Financial Officer · last 1 Apr 20263 · 0

Fredrick M. Ross Jr. Director · last 1 Apr 20260 · 0

Georgia R. Nelson Director · last 1 Apr 20262 · 0

Joe P. Ross President - Sales · last 1 Apr 20261 · 0

Mark Ein Director · last 1 Apr 20264 · 0

Marshall A. Heinberg Director · last 1 Apr 20268 · 0

Mary M. Jackson Director · last 1 Apr 20260 · 0

Paul M. Jolas EVP, General Counsel & Sec. · last 1 Apr 20260 · 0

Paul T. Bader Director · last 1 Apr 20261 · 0

Ryan McMonagle Chief Executive Officer · last 1 Apr 20264 · 0

Thomas R. Rich President - Rentals · last 1 Apr 20262 · 0

Raymond Todd Barrett Chief Accounting Officer · last 28 Apr 20253 · 0

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Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202521.2%

Operating profit marginFY 2025 · to 31 Dec 20256.4%

Return on capital employedFY 2025 · to 31 Dec 20254.9%

Debt to equityFY 2025 · to 31 Dec 20252.07×

Share count trendFY 2025 · to 6 Mar 20260.0%

Cash and equivalentsFY 2025 · to 31 Dec 2025$6.3M

Analyst forecasts

No analyst forecasts yet.