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Side-by-side financial comparison of Custom Truck One Source, Inc. (CTOS) and FRANKLIN ELECTRIC CO INC (FELE). Click either name above to swap in a different company.
FRANKLIN ELECTRIC CO INC is the larger business by last-quarter revenue ($500.4M vs $461.6M, roughly 1.1× Custom Truck One Source, Inc.). FRANKLIN ELECTRIC CO INC runs the higher net margin — 6.9% vs -0.9%, a 7.8% gap on every dollar of revenue. On growth, FRANKLIN ELECTRIC CO INC posted the faster year-over-year revenue change (9.9% vs -12.6%). Over the past eight quarters, Custom Truck One Source, Inc.'s revenue compounded faster (20.0% CAGR vs -4.0%).
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.
Franklin Electric Co., Inc. is a manufacturer and distributor of products and systems focused on the movement and management of water and energy. The company offers pumps, motors, drives, and controls for use in a variety of residential, commercial, agricultural, industrial, and municipal applications. Headquartered in Fort Wayne, Indiana, the company also operates manufacturing facilities in the United States, Germany, Czech Republic, Italy, Turkey, Mexico, Brazil, Australia, South Africa, C...
CTOS vs FELE — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $461.6M | $500.4M |
| Net Profit | $-4.1M | $34.7M |
| Gross Margin | 22.3% | 35.0% |
| Operating Margin | 6.8% | 9.6% |
| Net Margin | -0.9% | 6.9% |
| Revenue YoY | -12.6% | 9.9% |
| Net Profit YoY | 76.9% | 10.6% |
| EPS (diluted) | $-0.02 | $0.77 |
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 | $461.6M | $500.4M | ||
| Q4 25 | $387.3M | $506.9M | ||
| Q3 25 | $359.9M | $581.7M | ||
| Q2 25 | $392.2M | $587.4M | ||
| Q1 25 | $307.1M | $455.2M | ||
| Q4 24 | $398.3M | $485.7M | ||
| Q3 24 | $337.5M | $531.4M | ||
| Q2 24 | $320.6M | $543.3M |
| Q1 26 | $-4.1M | $34.7M | ||
| Q4 25 | $20.9M | $39.3M | ||
| Q3 25 | $-5.8M | $16.7M | ||
| Q2 25 | $-28.4M | $60.1M | ||
| Q1 25 | $-17.8M | $31.0M | ||
| Q4 24 | $27.6M | $33.7M | ||
| Q3 24 | $-17.4M | $54.6M | ||
| Q2 24 | $-24.5M | $59.1M |
| Q1 26 | 22.3% | 35.0% | ||
| Q4 25 | 31.8% | 33.8% | ||
| Q3 25 | 28.0% | 35.9% | ||
| Q2 25 | 26.1% | 36.1% | ||
| Q1 25 | 27.9% | 36.0% | ||
| Q4 24 | 29.7% | 33.8% | ||
| Q3 24 | 27.2% | 35.7% | ||
| Q2 24 | 27.8% | 36.8% |
| Q1 26 | 6.8% | 9.6% | ||
| Q4 25 | 13.4% | 10.2% | ||
| Q3 25 | 9.1% | 14.6% | ||
| Q2 25 | 7.1% | 15.0% | ||
| Q1 25 | 4.0% | 9.7% | ||
| Q4 24 | 16.9% | 8.9% | ||
| Q3 24 | 6.8% | 13.8% | ||
| Q2 24 | 5.5% | 14.6% |
| Q1 26 | -0.9% | 6.9% | ||
| Q4 25 | 5.4% | 7.7% | ||
| Q3 25 | -1.6% | 2.9% | ||
| Q2 25 | -7.2% | 10.2% | ||
| Q1 25 | -5.8% | 6.8% | ||
| Q4 24 | 6.9% | 6.9% | ||
| Q3 24 | -5.2% | 10.3% | ||
| Q2 24 | -7.6% | 10.9% |
| Q1 26 | $-0.02 | $0.77 | ||
| Q4 25 | $0.10 | $0.87 | ||
| Q3 25 | $-0.03 | $0.37 | ||
| Q2 25 | $-0.13 | $1.31 | ||
| Q1 25 | $-0.08 | $0.67 | ||
| Q4 24 | $0.11 | $0.73 | ||
| Q3 24 | $-0.07 | $1.17 | ||
| Q2 24 | $-0.10 | $1.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $9.6M | $80.4M |
| Total DebtLower is stronger | $5.1M | $134.4M |
| Stockholders' EquityBook value | $805.2M | $1.3B |
| Total Assets | $3.5B | $2.0B |
| Debt / EquityLower = less leverage | 0.01× | 0.10× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $9.6M | $80.4M | ||
| Q4 25 | $6.3M | $99.7M | ||
| Q3 25 | $13.1M | $102.9M | ||
| Q2 25 | $5.3M | $104.6M | ||
| Q1 25 | $5.4M | $84.0M | ||
| Q4 24 | $3.8M | $220.5M | ||
| Q3 24 | $8.4M | $106.3M | ||
| Q2 24 | $8.1M | $58.1M |
| Q1 26 | $5.1M | $134.4M | ||
| Q4 25 | $1.6B | $135.2M | ||
| Q3 25 | $1.6B | $135.2M | ||
| Q2 25 | $1.6B | $14.5M | ||
| Q1 25 | $1.6B | $14.9M | ||
| Q4 24 | $1.5B | $11.6M | ||
| Q3 24 | $1.6B | $11.6M | ||
| Q2 24 | $1.5B | $87.2M |
| Q1 26 | $805.2M | $1.3B | ||
| Q4 25 | $809.1M | $1.3B | ||
| Q3 25 | $784.7M | $1.3B | ||
| Q2 25 | $790.1M | $1.3B | ||
| Q1 25 | $813.4M | $1.3B | ||
| Q4 24 | $861.3M | $1.3B | ||
| Q3 24 | $837.5M | $1.3B | ||
| Q2 24 | $856.7M | $1.2B |
| Q1 26 | $3.5B | $2.0B | ||
| Q4 25 | $3.4B | $1.9B | ||
| Q3 25 | $3.5B | $2.0B | ||
| Q2 25 | $3.6B | $2.0B | ||
| Q1 25 | $3.5B | $1.9B | ||
| Q4 24 | $3.5B | $1.8B | ||
| Q3 24 | $3.6B | $1.8B | ||
| Q2 24 | $3.5B | $1.8B |
| Q1 26 | 0.01× | 0.10× | ||
| Q4 25 | 2.03× | 0.10× | ||
| Q3 25 | 2.10× | 0.10× | ||
| Q2 25 | 2.04× | 0.01× | ||
| Q1 25 | 1.97× | 0.01× | ||
| Q4 24 | 1.77× | 0.01× | ||
| Q3 24 | 1.87× | 0.01× | ||
| Q2 24 | 1.79× | 0.07× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CTOS
| Equipment sales | $292.6M | 63% |
| Rental revenue | $137.2M | 30% |
| Parts sales and services | $31.8M | 7% |
FELE
Segment breakdown not available.
