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Side-by-side financial comparison of Custom Truck One Source, Inc. (CTOS) and Global-E Online Ltd. (GLBE). Click either name above to swap in a different company.
Global-E Online Ltd. is the larger business by last-quarter revenue ($625.5M vs $422.2M, roughly 1.5× Custom Truck One Source, Inc.). Global-E Online Ltd. runs the higher net margin — 0.9% vs -4.2%, a 5.1% gap on every dollar of revenue.
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.
Global-E Online Ltd. operates a leading cross-border e-commerce enablement platform that helps direct-to-consumer brands and retail enterprises expand their international sales reach. It offers end-to-end services including localized checkout, payment processing, customs clearance, logistics coordination, and duty calculation, serving clients across North America, Europe, and the Asia-Pacific region.
CTOS vs GLBE — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $422.2M | $625.5M |
| Net Profit | $-17.8M | $5.8M |
| Gross Margin | 20.3% | 45.0% |
| Operating Margin | 2.9% | 1.3% |
| Net Margin | -4.2% | 0.9% |
| Revenue YoY | -8.5% | — |
| Net Profit YoY | -333.7% | — |
| EPS (diluted) | $-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 | $387.3M | — | ||
| Q3 25 | $359.9M | $625.5M | ||
| Q2 25 | $392.2M | $404.8M | ||
| Q1 25 | $307.1M | $189.9M | ||
| Q4 24 | $398.3M | — | ||
| Q3 24 | $337.5M | $489.9M | ||
| Q2 24 | $320.6M | $313.9M |
| Q1 26 | $-17.8M | — | ||
| Q4 25 | $20.9M | — | ||
| Q3 25 | $-5.8M | $5.8M | ||
| Q2 25 | $-28.4M | $-7.4M | ||
| Q1 25 | $-17.8M | — | ||
| Q4 24 | $27.6M | — | ||
| Q3 24 | $-17.4M | $-77.1M | ||
| Q2 24 | $-24.5M | $-54.5M |
| Q1 26 | 20.3% | — | ||
| Q4 25 | 31.8% | — | ||
| Q3 25 | 28.0% | 45.0% | ||
| Q2 25 | 26.1% | 44.9% | ||
| Q1 25 | 27.9% | 44.3% | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 27.2% | 45.1% | ||
| Q2 24 | 27.8% | 44.8% |
| Q1 26 | 2.9% | — | ||
| Q4 25 | 13.4% | — | ||
| Q3 25 | 9.1% | 1.3% | ||
| Q2 25 | 7.1% | -2.1% | ||
| Q1 25 | 4.0% | -10.1% | ||
| Q4 24 | 16.9% | — | ||
| Q3 24 | 6.8% | -14.9% | ||
| Q2 24 | 5.5% | -16.6% |
| Q1 26 | -4.2% | — | ||
| Q4 25 | 5.4% | — | ||
| Q3 25 | -1.6% | 0.9% | ||
| Q2 25 | -7.2% | -1.8% | ||
| Q1 25 | -5.8% | — | ||
| Q4 24 | 6.9% | — | ||
| Q3 24 | -5.2% | -15.7% | ||
| Q2 24 | -7.6% | -17.4% |
| Q1 26 | $-0.08 | — | ||
| 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 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $6.3M | $251.4M |
| Total DebtLower is stronger | $25.9M | — |
| Stockholders' EquityBook value | $809.1M | $933.0M |
| Total Assets | $3.4B | $1.3B |
| Debt / EquityLower = less leverage | 0.03× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $6.3M | — | ||
| Q4 25 | $6.3M | — | ||
| Q3 25 | $13.1M | $251.4M | ||
| Q2 25 | $5.3M | $205.2M | ||
| Q1 25 | $5.4M | $207.7M | ||
| Q4 24 | $3.8M | — | ||
| Q3 24 | $8.4M | $207.3M | ||
| Q2 24 | $8.1M | $229.8M |
| Q1 26 | $25.9M | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.5B | — |
| Q1 26 | $809.1M | — | ||
| Q4 25 | $809.1M | — | ||
| Q3 25 | $784.7M | $933.0M | ||
| Q2 25 | $790.1M | $909.1M | ||
| Q1 25 | $813.4M | $884.3M | ||
| Q4 24 | $861.3M | — | ||
| Q3 24 | $837.5M | $869.4M | ||
| Q2 24 | $856.7M | $878.7M |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.5B | $1.3B | ||
| Q2 25 | $3.6B | $1.2B | ||
| Q1 25 | $3.5B | $1.2B | ||
| Q4 24 | $3.5B | — | ||
| Q3 24 | $3.6B | $1.2B | ||
| Q2 24 | $3.5B | $1.1B |
| Q1 26 | 0.03× | — | ||
| Q4 25 | 2.03× | — | ||
| Q3 25 | 2.10× | — | ||
| Q2 25 | 2.04× | — | ||
| Q1 25 | 1.97× | — | ||
| Q4 24 | 1.77× | — | ||
| Q3 24 | 1.87× | — | ||
| Q2 24 | 1.79× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CTOS
| Equipment sales | $273.9M | 65% |
| Rental revenue | $116.3M | 28% |
| Parts sales and services | $32.1M | 8% |
GLBE
Segment breakdown not available.
