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Side-by-side financial comparison of Custom Truck One Source, Inc. (CTOS) and Enpro Inc. (NPO). 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 $295.4M, roughly 1.4× Enpro Inc.). Custom Truck One Source, Inc. runs the higher net margin — -4.2% vs -10.8%, a 6.6% gap on every dollar of revenue. On growth, Enpro Inc. posted the faster year-over-year revenue change (14.3% vs -8.5%). Over the past eight quarters, Custom Truck One Source, Inc.'s revenue compounded faster (14.8% CAGR vs 7.1%).
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.
Enpro is a US-based industrial technology company that designs and manufactures products and materials for technology-intensive sectors. The company serves industries such as semiconductors, aerospace, power generation, heavy-duty trucking, agricultural machinery, chemical processing, pulp and paper, and life sciences from 61 primary manufacturing facilities located in 12 countries, worldwide. It is organized under three segments: Sealing Technologies, Advanced Surface Technologies, and Engin...
CTOS vs NPO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $422.2M | $295.4M |
| Net Profit | $-17.8M | $-32.0M |
| Gross Margin | 20.3% | 42.1% |
| Operating Margin | 2.9% | 11.2% |
| Net Margin | -4.2% | -10.8% |
| Revenue YoY | -8.5% | 14.3% |
| Net Profit YoY | -333.7% | -330.2% |
| EPS (diluted) | $-0.08 | $-1.50 |
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 | $295.4M | ||
| Q3 25 | $359.9M | $286.6M | ||
| Q2 25 | $392.2M | $288.1M | ||
| Q1 25 | $307.1M | $273.2M | ||
| Q4 24 | $398.3M | $258.4M | ||
| Q3 24 | $337.5M | $260.9M | ||
| Q2 24 | $320.6M | $271.9M |
| Q1 26 | $-17.8M | — | ||
| Q4 25 | $20.9M | $-32.0M | ||
| Q3 25 | $-5.8M | $21.6M | ||
| Q2 25 | $-28.4M | $26.4M | ||
| Q1 25 | $-17.8M | $24.5M | ||
| Q4 24 | $27.6M | $13.9M | ||
| Q3 24 | $-17.4M | $19.8M | ||
| Q2 24 | $-24.5M | $26.7M |
| Q1 26 | 20.3% | — | ||
| Q4 25 | 31.8% | 42.1% | ||
| Q3 25 | 28.0% | 41.9% | ||
| Q2 25 | 26.1% | 43.3% | ||
| Q1 25 | 27.9% | 43.3% | ||
| Q4 24 | 29.7% | 42.3% | ||
| Q3 24 | 27.2% | 42.3% | ||
| Q2 24 | 27.8% | 43.8% |
| Q1 26 | 2.9% | — | ||
| Q4 25 | 13.4% | 11.2% | ||
| Q3 25 | 9.1% | 14.3% | ||
| Q2 25 | 7.1% | 15.9% | ||
| Q1 25 | 4.0% | 15.3% | ||
| Q4 24 | 16.9% | 12.5% | ||
| Q3 24 | 6.8% | 13.1% | ||
| Q2 24 | 5.5% | 17.7% |
| Q1 26 | -4.2% | — | ||
| Q4 25 | 5.4% | -10.8% | ||
| Q3 25 | -1.6% | 7.5% | ||
| Q2 25 | -7.2% | 9.2% | ||
| Q1 25 | -5.8% | 9.0% | ||
| Q4 24 | 6.9% | 5.4% | ||
| Q3 24 | -5.2% | 7.6% | ||
| Q2 24 | -7.6% | 9.8% |
| Q1 26 | $-0.08 | — | ||
| Q4 25 | $0.10 | $-1.50 | ||
| Q3 25 | $-0.03 | $1.01 | ||
| Q2 25 | $-0.13 | $1.25 | ||
| Q1 25 | $-0.08 | $1.15 | ||
| Q4 24 | $0.11 | $0.65 | ||
| Q3 24 | $-0.07 | $0.94 | ||
| Q2 24 | $-0.10 | $1.27 |
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 | $114.7M |
| Total DebtLower is stronger | $25.9M | $655.3M |
| Stockholders' EquityBook value | $809.1M | $1.5B |
| Total Assets | $3.4B | $2.7B |
| Debt / EquityLower = less leverage | 0.03× | 0.42× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $6.3M | — | ||
| Q4 25 | $6.3M | $114.7M | ||
| Q3 25 | $13.1M | $132.9M | ||
| Q2 25 | $5.3M | $107.1M | ||
| Q1 25 | $5.4M | $240.3M | ||
| Q4 24 | $3.8M | $236.3M | ||
| Q3 24 | $8.4M | $206.9M | ||
| Q2 24 | $8.1M | $175.9M |
| Q1 26 | $25.9M | — | ||
| Q4 25 | $1.6B | $655.3M | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.5B | $640.1M | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.5B | — |
| Q1 26 | $809.1M | — | ||
| Q4 25 | $809.1M | $1.5B | ||
| Q3 25 | $784.7M | $1.5B | ||
| Q2 25 | $790.1M | $1.5B | ||
| Q1 25 | $813.4M | $1.5B | ||
| Q4 24 | $861.3M | $1.4B | ||
| Q3 24 | $837.5M | $1.5B | ||
| Q2 24 | $856.7M | $1.4B |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | $2.7B | ||
| Q3 25 | $3.5B | $2.4B | ||
| Q2 25 | $3.6B | $2.4B | ||
| Q1 25 | $3.5B | $2.5B | ||
| Q4 24 | $3.5B | $2.5B | ||
| Q3 24 | $3.6B | $2.5B | ||
| Q2 24 | $3.5B | $2.5B |
| Q1 26 | 0.03× | — | ||
| Q4 25 | 2.03× | 0.42× | ||
| Q3 25 | 2.10× | — | ||
| Q2 25 | 2.04× | — | ||
| Q1 25 | 1.97× | — | ||
| Q4 24 | 1.77× | 0.45× | ||
| 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% |
NPO
| Sealing Technologies Segment | $187.0M | 63% |
| General Industrial | $71.3M | 24% |
| Power Generation | $19.9M | 7% |
| Oiland Gas Market | $15.0M | 5% |
| Semiconductors | $2.2M | 1% |
