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Custom Truck One Source (CTOS) investor relations material
Custom Truck One Source 24th Annual Diversified Industrials & Services Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.24th Annual Diversified Industrials & Services Conference summary18 Sep, 2025
Business overview and competitive positioning
Operates as a one-stop shop for vocational trucks, offering upfitting, sales, service, and rental, primarily serving utility and infrastructure markets, which together account for 85% of revenue.
Maintains a rental fleet of over 10,000 trucks valued at $1.6 billion, supported by seven production locations and 40 service sites across the US and Canada.
Asserts a strong competitive moat through scale, breadth of product, and national service network, outpacing the next largest competitor by 1.5x in fleet size.
Offers a broader product range than competitors, serving utility, infrastructure, rail, and telecom, with significant market share growth potential.
Builds 90-95% of trucks in-house, sourcing chassis and attachments from major OEMs and suppliers.
Market trends and growth outlook
Utility (transmission and distribution) is the largest segment, benefiting from data center expansion, grid modernization, and regulatory improvements.
Trucks are essential for new transmission projects and ongoing distribution maintenance, with strong demand from energy and data center infrastructure.
Non-utility segments like infrastructure, rail, and telecom are also experiencing growth, supporting a positive outlook.
Despite forecasts of a broader work truck market decline, expects to outperform due to focus on resilient end markets and ongoing market share gains.
Plans to continue expanding through new locations and strong production partnerships.
Fleet utilization and investment strategy
Rental fleet utilization has ranged from a trough of 70% to highs near 90% over the past two years, with current levels in the high 70s to low 80s considered optimal.
Supply chain improvements have reduced lead times, increasing flexibility to respond to demand and avoid previous utilization spikes.
Significant net investment in the rental fleet, with $260 million over the past year and gross investment expected to exceed $400 million.
Balances rental rates and fleet size in real time, leveraging customer relationships and market conditions.
Key drivers for market share growth?
Impact of 3x leverage on capital strategy?
Growth strategy for parts & service segment?
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Next Custom Truck One Source earnings date
Q3 202528 Oct, 2025
Next Custom Truck One Source earnings date
Q3 202528 Oct, 2025
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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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