InsidersTradesSigma
Follow the Custom Truck One Source, Inc. stock price and the full directors' dealings record of the company, a listed issuer based in United States. Shares trade on the US market, under the authority of SEC (Form 4). Operating in the Industrials sector, Custom Truck One Source, Inc. has recorded 148 public disclosures. Market capitalisation: €2.5bn. The latest transaction was reported on 3 April 2026 (Levée d'options). Among the most active insiders: McMonagle Ryan. Every trade is free.
148
Insider Decl.
n/a
Thresholds
€67m
25 ops.
Buy Volume
€79m
12 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Custom Truck One Source, Inc. Strong Buy (bullish), based on 6 analysts. Average price target: US$11.50.
40Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 24,643 of 29,063 companies
26.9
score / 100
Value32
Quality22
FCF yld-6.2%
Earn yld-1.3%
EV/EBITDA12.1x
ROE-2.1%
Gross mgn21%
Net mgn-1.6%
Debt/EBITDA6.1x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 3 April 2026
Declarations148 total
75,000 shares0Common StockSEC:0001213900-26-040058:0
131,250 shares0Common StockSEC:0001213900-26-040059:0
75,000 shares0Common StockSEC:0001213900-26-040060:0
50,625 shares0Common StockSEC:0001213900-26-040061:0
90,000 shares0Common StockSEC:0001213900-26-040062:0
121,875 shares0Common StockSEC:0001213900-26-040063:0
33,788 shares@ US$6.6238.6% of flowCommon StockSEC:0001213900-26-040058:1
39,441 shares@ US$6.6235.8% of flowCommon StockSEC:0001213900-26-040059:1
22,538 shares@ US$6.6230.4% of flowCommon StockSEC:0001213900-26-040060:1
19,923 shares@ US$6.6291.1% of flowCommon StockSEC:0001213900-26-040061:1
40,547 shares@ US$6.6232.0% of flowCommon StockSEC:0001213900-26-040062:1
54,906 shares@ US$6.6259.4% of flowCommon StockSEC:0001213900-26-040063:1
26,859 shares0Common StockSEC:0001213900-26-039384:0
26,859 shares0Common StockSEC:0001213900-26-039385:0
48,346 shares0Common StockSEC:0001213900-26-039386:0
26,859 shares0Common StockSEC:0001213900-26-039387:0
27,895 shares0Common StockSEC:0001213900-26-034750:0
24,796 shares0Common StockSEC:0001213900-26-034749:0
24,796 shares0Common StockSEC:0001213900-26-034748:0
43,392 shares0Common StockSEC:0001213900-26-034747:0
40,292 shares0Common StockSEC:0001213900-26-034746:0
16,739 shares0Common StockSEC:0001213900-26-034745:0
162,500 shares0Common StockSEC:0001213900-25-028624:0
25 of 148 declarations
关于 Custom Truck One Source, Inc.
Custom Truck One Source, Inc. (NYSE: CTOS) 是一家在美国上市的工业公司，在纽约证券交易所交易，总部位于密苏里州堪萨斯城。该公司业务围绕专业设备平台构建，服务于基础设施密集型终端市场，尤其涉及电力公用事业、电信、铁路、林业、废物管理及其他基础设施相关领域。该公司的现代公司形式可追溯到2021年的交易，当时Nesco Holdings收购了Custom Truck One Source并采用了现有名称，而运营平台本身则植根于堪萨斯城，并长期专注于专业卡车和设备解决方案。([sec.gov](https://www.sec.gov/Archives/edgar/data/1709682/000121390021019985/ea138891ex99-1_customtruck.htm?utm_source=openai)) CTOS通过三个主要业务线运营垂直整合模式。设备租赁解决方案涵盖租赁设备和二手车队资产销售。卡车和设备销售专注于新专业卡车和设备的生产、组装和销售。售后零部件和服务包括零部件、工具、耗材以及维修和保养服务。这种结构使公司能够将整个设备生命周期货币化，并提供比许多规模较小的同行更全面的客户产品。实际上，CTOS作为车队运营商的一站式商店进行竞争，满足其对关键任务设备、支持和持续服务的需求。([investors.customtruck.com](https://investors.customtruck.com/news/news-details/2026/Custom-Truck-One-Source-Inc--Reports-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx?utm_source=openai)) 从市场定位的角度来看，CTOS受益于长期需求驱动因素，而非单一终端市场。管理层反复强调的主题包括电网升级、电气化、数据中心建设、电信扩张以及更广泛的基础设施投资。这些驱动因素支持了对专业公用事业和商用卡车、租赁车队和售后支持的需求。该公司的竞争优势在于其广泛的产品、租赁车队的规模以及将设备可用性与服务和零部件支持相结合的能力。近期管理层评论还强调了营运资本纪律、自由现金流生成和去杠杆化作为核心优先事项。([investors.customtruck.com](https://investors.customtruck.com/news/news-details/2026/Custom-Truck-One-Source-Inc--Reports-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx?utm_source=openai)) 从地理上看，CTOS主要专注于北美，其运营足迹以美国为中心，分销/服务网络旨在服务全国客户。2025年，该公司宣布在佛罗里达州奥兰多设立新地点，这突显了其持续的网络扩张，以抓住关键地区的增长机会。([investors.customtruck.com](https://investors.customtruck.com/news/news-details/2025/Custom-Truck-One-Source-Announces-Opening-of-New-Orlando-Florida-Location-to-Serve-Growing-Demand/default.aspx?utm_source=openai)) 近期发展具有建设性。在2026年3月发布的年度报告中，CTOS报告了2025年创纪录的收入和更强劲的第四季度调整后EBITDA，同时还指出历史设备订单量高企，并从2026年开始改变分部报告。这一报告变化，即转向两个新分部，表明管理层正在重组业务，以实现更清晰的运营问责制和投资者透明度。对于国际股票投资者而言，Custom Truck One Source最好被视为纽约证券交易所上市的美国基础设施设备平台，具有周期性风险敞口，但受到关键工业终端市场长期支出趋势的支持。([investors.customtruck.com](https://investors.customtruck.com/news/news-details/2026/Custom-Truck-One-Source-Inc--Reports-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx?utm_source=openai))
