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Custom Truck One Source (CTOS) investor relations material
Custom Truck One Source BofA Securities Leveraged Finance Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.BofA Securities Leveraged Finance Conference 2025 summary2 Dec, 2025
Business overview and end markets
Operates as a one-stop shop with two main businesses: specialty rental fleet (~10,000 trucks) and truck outfitting/manufacturing.
Four primary end markets: utility (55% of revenue), infrastructure (just under 30%), telecom, and rail (each just under 5%).
Strong demand in transmission and distribution (T&D), especially for rental fleet.
Market trends and growth drivers
Industry analysts forecast high single-digit CapEx growth for IOUs over the next 4–5 years.
Distribution growth is around 8%, transmission in low to mid-teens; grid upgrades, electrification, and data centers are key tailwinds.
Distribution bottomed in Q2 last year and has grown since; transmission activity picked up in the fall.
Rental fleet dynamics
70% of rental fleet serves T&D/utility; rental penetration is 25–30%, with room for growth.
Utility contractors rent about 50% of their fleet, while IOUs/power producers mostly purchase.
Rental demand is higher for transmission gear; strong tailwinds expected into 2026.
Spin-off: customer impact and valuation unlock
How will the company reach 3x leverage by 2027?
How do tariffs and EPA mandates affect TES sales?
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Next Custom Truck One Source earnings date
Q4 20256 Mar, 2026
Next Custom Truck One Source earnings date
Q4 20256 Mar, 2026
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Frequently asked questions
Custom Truck One Source Inc provides equipment rental, sales, and servicing solutions for the utility, telecom, rail, and infrastructure sectors. The company offers a fleet of specialized trucks and related parts, with integrated engineering, customization, and logistics support. The company is headquartered in Kansas City, Missouri, and its shares are listed on the NYSE.
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