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Side-by-side financial comparison of Custom Truck One Source, Inc. (CTOS) and EquipmentShare.com Inc (EQPT). Click either name above to swap in a different company.

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.

EquipmentShare is an American company specializing in construction equipment rental, sales, and technology services. It was founded in 2015 and is based in Columbia, Missouri. In 2025, there were 373 locations in 45 U.S. States. The company has seen rapid growth, with 60 locations opening in 2024. On January 13, 2026 the company announced they are targeting $6 Billion valuation in their pending IPO.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
CTOS
CTOS
EQPT
EQPT
Q4 25
$387.3M
Q3 25
$359.9M
Q2 25
$392.2M
Q1 25
$307.1M
Q4 24
$398.3M
Q3 24
$337.5M
Q2 24
$320.6M
Q1 24
$303.5M
Net Profit
CTOS
CTOS
EQPT
EQPT
Q4 25
$20.9M
Q3 25
$-5.8M
Q2 25
$-28.4M
Q1 25
$-17.8M
Q4 24
$27.6M
Q3 24
$-17.4M
Q2 24
$-24.5M
Q1 24
$-14.3M
Gross Margin
CTOS
CTOS
EQPT
EQPT
Q4 25
31.8%
Q3 25
28.0%
Q2 25
26.1%
Q1 25
27.9%
Q4 24
29.7%
Q3 24
27.2%
Q2 24
27.8%
Q1 24
29.9%
Operating Margin
CTOS
CTOS
EQPT
EQPT
Q4 25
13.4%
Q3 25
9.1%
Q2 25
7.1%
Q1 25
4.0%
Q4 24
16.9%
Q3 24
6.8%
Q2 24
5.5%
Q1 24
6.1%
Net Margin
CTOS
CTOS
EQPT
EQPT
Q4 25
5.4%
Q3 25
-1.6%
Q2 25
-7.2%
Q1 25
-5.8%
Q4 24
6.9%
Q3 24
-5.2%
Q2 24
-7.6%
Q1 24
-4.7%
EPS (diluted)
CTOS
CTOS
EQPT
EQPT
Q4 25
$0.10
Q3 25
$-0.03
Q2 25
$-0.13
Q1 25
$-0.08
Q4 24
$0.11
Q3 24
$-0.07
Q2 24
$-0.10
Q1 24
$-0.06

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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