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Side-by-side financial comparison of BJs RESTAURANTS INC (BJRI) and Custom Truck One Source, Inc. (CTOS). Click either name above to swap in a different company.
Custom Truck One Source, Inc. is the larger business by last-quarter revenue ($422.2M vs $355.4M, roughly 1.2× BJs RESTAURANTS INC). BJs RESTAURANTS INC runs the higher net margin — 3.6% vs -4.2%, a 7.8% gap on every dollar of revenue. On growth, BJs RESTAURANTS INC posted the faster year-over-year revenue change (3.2% vs -8.5%). Over the past eight quarters, Custom Truck One Source, Inc.'s revenue compounded faster (14.8% CAGR vs 2.6%).
BJ's Restaurants Inc. operates a chain of casual dining restaurants across the United States. Its menu features signature deep-dish pizzas, craft beers, handcrafted cocktails, and a wide range of American comfort food. The brand primarily serves family groups, friend gatherings, and casual diners seeking affordable, high-quality meals in a relaxed, welcoming in-store environment.
Custom Truck One Source, Inc. is a leading provider of specialized heavy truck and equipment solutions in North America. It offers custom vehicle manufacturing, equipment sales and rentals, aftermarket parts, and maintenance services, serving core infrastructure, utility, construction, and energy industry segments.
BJRI vs CTOS — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $355.4M | $422.2M |
| Net Profit | $12.6M | $-17.8M |
| Gross Margin | 74.5% | 20.3% |
| Operating Margin | 3.1% | 2.9% |
| Net Margin | 3.6% | -4.2% |
| Revenue YoY | 3.2% | -8.5% |
| Net Profit YoY | -24.2% | -333.7% |
| EPS (diluted) | $0.58 | $-0.08 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $422.2M | ||
| Q4 25 | $355.4M | $387.3M | ||
| Q3 25 | $365.6M | $359.9M | ||
| Q2 25 | $348.0M | $392.2M | ||
| Q1 25 | — | $307.1M | ||
| Q4 24 | $325.7M | $398.3M | ||
| Q3 24 | $349.9M | $337.5M | ||
| Q2 24 | $337.3M | $320.6M |
| Q1 26 | — | $-17.8M | ||
| Q4 25 | $12.6M | $20.9M | ||
| Q3 25 | $22.2M | $-5.8M | ||
| Q2 25 | $13.5M | $-28.4M | ||
| Q1 25 | — | $-17.8M | ||
| Q4 24 | $-2.9M | $27.6M | ||
| Q3 24 | $17.2M | $-17.4M | ||
| Q2 24 | $7.7M | $-24.5M |
| Q1 26 | — | 20.3% | ||
| Q4 25 | 74.5% | 31.8% | ||
| Q3 25 | 75.2% | 28.0% | ||
| Q2 25 | 75.0% | 26.1% | ||
| Q1 25 | — | 27.9% | ||
| Q4 24 | 73.4% | 29.7% | ||
| Q3 24 | 74.3% | 27.2% | ||
| Q2 24 | 74.8% | 27.8% |
| Q1 26 | — | 2.9% | ||
| Q4 25 | 3.1% | 13.4% | ||
| Q3 25 | 5.8% | 9.1% | ||
| Q2 25 | 4.3% | 7.1% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | -0.8% | 16.9% | ||
| Q3 24 | 3.8% | 6.8% | ||
| Q2 24 | 2.4% | 5.5% |
| Q1 26 | — | -4.2% | ||
| Q4 25 | 3.6% | 5.4% | ||
| Q3 25 | 6.1% | -1.6% | ||
| Q2 25 | 3.9% | -7.2% | ||
| Q1 25 | — | -5.8% | ||
| Q4 24 | -0.9% | 6.9% | ||
| Q3 24 | 4.9% | -5.2% | ||
| Q2 24 | 2.3% | -7.6% |
| Q1 26 | — | $-0.08 | ||
| Q4 25 | $0.58 | $0.10 | ||
| Q3 25 | $0.97 | $-0.03 | ||
| Q2 25 | $0.58 | $-0.13 | ||
| Q1 25 | — | $-0.08 | ||
| Q4 24 | $-0.13 | $0.11 | ||
| Q3 24 | $0.72 | $-0.07 | ||
| Q2 24 | $0.32 | $-0.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $23.8M | $6.3M |
| Total DebtLower is stronger | — | $25.9M |
| Stockholders' EquityBook value | $366.2M | $809.1M |
| Total Assets | $1.0B | $3.4B |
| Debt / EquityLower = less leverage | — | 0.03× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $6.3M | ||
| Q4 25 | $23.8M | $6.3M | ||
| Q3 25 | $26.0M | $13.1M | ||
| Q2 25 | $19.0M | $5.3M | ||
| Q1 25 | — | $5.4M | ||
| Q4 24 | $18.4M | $3.8M | ||
| Q3 24 | $16.2M | $8.4M | ||
| Q2 24 | $18.8M | $8.1M |
| Q1 26 | — | $25.9M | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | $60.5M | $1.6B | ||
| Q2 25 | $85.5M | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $66.5M | $1.5B | ||
| Q3 24 | $63.5M | $1.6B | ||
| Q2 24 | $58.0M | $1.5B |
| Q1 26 | — | $809.1M | ||
| Q4 25 | $366.2M | $809.1M | ||
| Q3 25 | $386.6M | $784.7M | ||
| Q2 25 | $371.5M | $790.1M | ||
| Q1 25 | — | $813.4M | ||
| Q4 24 | $376.2M | $861.3M | ||
| Q3 24 | $386.5M | $837.5M | ||
| Q2 24 | $375.4M | $856.7M |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $1.0B | $3.4B | ||
| Q3 25 | $1.0B | $3.5B | ||
| Q2 25 | $1.0B | $3.6B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | $1.0B | $3.5B | ||
| Q3 24 | $1.0B | $3.6B | ||
| Q2 24 | $1.0B | $3.5B |
| Q1 26 | — | 0.03× | ||
| Q4 25 | — | 2.03× | ||
| Q3 25 | 0.16× | 2.10× | ||
| Q2 25 | 0.23× | 2.04× | ||
| Q1 25 | — | 1.97× | ||
| Q4 24 | 0.18× | 1.77× | ||
| Q3 24 | 0.16× | 1.87× | ||
| Q2 24 | 0.15× | 1.79× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BJRI
Segment breakdown not available.
CTOS
| Equipment sales | $273.9M | 65% |
| Rental revenue | $116.3M | 28% |
| Parts sales and services | $32.1M | 8% |
