Company data sheet · Custom Truck One Source

Custom Truck One Source: five lost years, and the economy wasn't the reason.

Industry: Equipment Rental & Leasing
Headquarters: United States
Ticker: CTOS (NYSE)
Sources: SEC filings (2017–2026), Stratrix's verified Decision Cases, market data and official economic statistics for the United States
Data as of: October 18, 2026

From profit to five straight losses. Custom Truck One Source lost money every year from 2017 to 2021: $0.3 billion in all. 2022 was its first profit in six years: $0 billion.
It outgrew its own economy many times over. Revenue rose from $0.2 billion in 2017 to $1.9 billion in 2025: 9.5 times as much. The US economy, counted the same way in money terms, grew about 53%. Whatever drove it, the economy around it does not account for growth of that size.
It wasn't the cycle. The losses began in 2017, a year the US economy grew 2.5%. When a company falls while its economy grows, look inside the company first.

Financial results

As reported in its annual filings. Losses in red.

The full data sheet · Data Plan

Market reaction to disclosed decisions: 42 decision filings since 2016, each linked to the SEC, with the share return against its sector and the S&P 500 the next day and the next year (3 with market data).
Economic context: 7 measures for the United States, every year since 2016, from the official sources.
Peer comparison: against 528 companies of its size in its sector.
Financial results: ten years of revenue, operating and net income, and every annual report, linked.
Methods and sources, so each number can be checked and cited.

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