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Side-by-side financial comparison of Custom Truck One Source, Inc. (CTOS) and SLM Corp (SLM). Click either name above to swap in a different company.
SLM Corp is the larger business by last-quarter revenue ($560.0M vs $422.2M, roughly 1.3× Custom Truck One Source, Inc.). SLM Corp runs the higher net margin — 55.0% vs -4.2%, a 59.2% gap on every dollar of revenue. Over the past eight quarters, SLM Corp's revenue compounded faster (22.7% CAGR vs 14.8%).
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.
Nikon SLM Solutions AG, headquartered in Lübeck, Germany, is a manufacturer of 3D metal printers listed on the stock market and co-owner of the word mark SLM. The shares of SLM Solutions Group AG have been listed in Prime Standard of the Frankfurt Stock Exchange since May 9, 2014.
CTOS vs SLM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $422.2M | $560.0M |
| Net Profit | $-17.8M | $308.0M |
| Gross Margin | 20.3% | — |
| Operating Margin | 2.9% | 69.6% |
| Net Margin | -4.2% | 55.0% |
| Revenue YoY | -8.5% | — |
| Net Profit YoY | -333.7% | 1.0% |
| EPS (diluted) | $-0.08 | $1.54 |
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 | $560.0M | ||
| Q4 25 | $387.3M | $377.1M | ||
| Q3 25 | $359.9M | $373.0M | ||
| Q2 25 | $392.2M | $376.8M | ||
| Q1 25 | $307.1M | $375.0M | ||
| Q4 24 | $398.3M | $362.2M | ||
| Q3 24 | $337.5M | $359.4M | ||
| Q2 24 | $320.6M | $372.2M |
| Q1 26 | $-17.8M | $308.0M | ||
| Q4 25 | $20.9M | $233.2M | ||
| Q3 25 | $-5.8M | $135.8M | ||
| Q2 25 | $-28.4M | $71.3M | ||
| Q1 25 | $-17.8M | $304.5M | ||
| Q4 24 | $27.6M | $111.6M | ||
| Q3 24 | $-17.4M | $-45.2M | ||
| Q2 24 | $-24.5M | $252.0M |
| Q1 26 | 20.3% | — | ||
| 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 26 | 2.9% | 69.6% | ||
| Q4 25 | 13.4% | 83.8% | ||
| Q3 25 | 9.1% | 49.8% | ||
| Q2 25 | 7.1% | 23.3% | ||
| Q1 25 | 4.0% | — | ||
| Q4 24 | 16.9% | 36.5% | ||
| Q3 24 | 6.8% | -16.6% | ||
| Q2 24 | 5.5% | 91.0% |
| Q1 26 | -4.2% | 55.0% | ||
| Q4 25 | 5.4% | 61.8% | ||
| Q3 25 | -1.6% | 36.4% | ||
| Q2 25 | -7.2% | 18.9% | ||
| Q1 25 | -5.8% | 81.2% | ||
| Q4 24 | 6.9% | 30.8% | ||
| Q3 24 | -5.2% | -12.6% | ||
| Q2 24 | -7.6% | 67.7% |
| Q1 26 | $-0.08 | $1.54 | ||
| Q4 25 | $0.10 | $1.11 | ||
| Q3 25 | $-0.03 | $0.63 | ||
| Q2 25 | $-0.13 | $0.32 | ||
| Q1 25 | $-0.08 | $1.40 | ||
| Q4 24 | $0.11 | $0.53 | ||
| Q3 24 | $-0.07 | $-0.23 | ||
| Q2 24 | $-0.10 | $1.11 |
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 | $5.2B |
| Total DebtLower is stronger | $25.9M | $6.2B |
| Stockholders' EquityBook value | $809.1M | $2.4B |
| Total Assets | $3.4B | $29.4B |
| Debt / EquityLower = less leverage | 0.03× | 2.53× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $6.3M | $5.2B | ||
| Q4 25 | $6.3M | $4.2B | ||
| Q3 25 | $13.1M | $3.5B | ||
| Q2 25 | $5.3M | $4.1B | ||
| Q1 25 | $5.4M | $3.7B | ||
| Q4 24 | $3.8M | $4.7B | ||
| Q3 24 | $8.4M | $4.5B | ||
| Q2 24 | $8.1M | $5.3B |
| Q1 26 | $25.9M | $6.2B | ||
| Q4 25 | $1.6B | $5.4B | ||
| Q3 25 | $1.6B | $6.8B | ||
| Q2 25 | $1.6B | $6.4B | ||
| Q1 25 | $1.6B | $6.1B | ||
| Q4 24 | $1.5B | $6.4B | ||
| Q3 24 | $1.6B | $6.0B | ||
| Q2 24 | $1.5B | $5.4B |
| Q1 26 | $809.1M | $2.4B | ||
| Q4 25 | $809.1M | $2.5B | ||
| Q3 25 | $784.7M | $2.3B | ||
| Q2 25 | $790.1M | $2.4B | ||
| Q1 25 | $813.4M | $2.4B | ||
| Q4 24 | $861.3M | $2.2B | ||
| Q3 24 | $837.5M | $2.1B | ||
| Q2 24 | $856.7M | $2.3B |
| Q1 26 | $3.4B | $29.4B | ||
| Q4 25 | $3.4B | $29.7B | ||
| Q3 25 | $3.5B | $29.6B | ||
| Q2 25 | $3.6B | $29.6B | ||
| Q1 25 | $3.5B | $28.9B | ||
| Q4 24 | $3.5B | $30.1B | ||
| Q3 24 | $3.6B | $30.0B | ||
| Q2 24 | $3.5B | $28.8B |
| Q1 26 | 0.03× | 2.53× | ||
| Q4 25 | 2.03× | 2.19× | ||
| Q3 25 | 2.10× | 2.92× | ||
| Q2 25 | 2.04× | 2.70× | ||
| Q1 25 | 1.97× | 2.56× | ||
| Q4 24 | 1.77× | 2.98× | ||
| Q3 24 | 1.87× | 2.83× | ||
| Q2 24 | 1.79× | 2.37× |
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% |
SLM
| Net Interest Income | $375.0M | 67% |
| Noninterest Income | $185.0M | 33% |
