Custom Truck One Source (CTOS) Reports Q3 Earnings: What Key Metrics Have to Say

For the quarter ended September 2025, Custom Truck One Source, Inc. (CTOS) reported revenue of $482.06 million, up 7.8% over the same period last year. EPS came in at -$0.03, compared to -$0.07 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $486.77 million, representing a surprise of -0.97%. The company has not delivered EPS surprise, with the consensus EPS estimate being -$0.03.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Custom Truck One Source performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Revenue- Equipment sales: $320.58 million versus the two-analyst average estimate of $335.62 million.Revenue- Parts sales and services: $34.33 million versus $35.09 million estimated by two analysts on average.Revenue- Equipment Rental Solutions (ERS): $169.11 million versus $166.5 million estimated by two analysts on average.Revenue- Truck and Equipment Sales (TES): $275.42 million versus the two-analyst average estimate of $285.89 million.Revenue- Rental revenue: $127.14 million versus the two-analyst average estimate of $120.14 million.Revenue- Equipment Rental Solutions (ERS)- Rental revenue: $123.95 million versus $116.78 million estimated by two analysts on average.Revenue- Equipment Rental Solutions (ERS)- Equipment sales: $45.16 million versus $49.72 million estimated by two analysts on average.Revenue- Aftermarket Parts and Services (APS)- Rental revenue: $3.2 million compared to the $3.37 million average estimate based on two analysts.Revenue- Aftermarket Parts and Services (APS)- Parts and services revenue: $34.33 million versus the two-analyst average estimate of $35.09 million.Revenue- Aftermarket Parts and Services (APS): $37.53 million versus the two-analyst average estimate of $38.46 million.Gross profit- Equipment Rental Solutions (ERS): $50.27 million versus the two-analyst average estimate of $46.19 million.Gross profit- Aftermarket Parts and Services (APS): $9.1 million versus the two-analyst average estimate of $8.83 million.View all Key Company Metrics for Custom Truck One Source here>>>Shares of Custom Truck One Source have returned +7% over the past month versus the Zacks S&P 500 composite's +2.5% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.Beyond Nvidia: AI's Second Wave Is HereThe AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.See "2nd Wave" AI stocks now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Custom Truck One Source, Inc. (CTOS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks