Custom Truck One Source: Driven By AI Power
Custom Truck One Source benefits from surging demand for utility infrastructure driven by AI, data centers, and onshoring trends. CTOS's competitive moat lies in its extensive, young fleet and one-stop-shop model, enabling recurring revenue and high client retention. 1Q26 results exceeded expectations: revenue was up 9.3% YoY, adjusted EBITDA was up 33.4% YoY, and full-year EBITDA guidance was raised.