Custom Truck One Source (CTOS) Change in Inventory (2018 - 2026)

Custom Truck One Source's (CTOS) quarterly Change in Inventory came in at $92.6 million in Q1 2026, up 251.99% year-on-year from $26.3 million in Q1 2025, and up 187.88% quarter-over-quarter from -$105.4 million in Q4 2025.

Custom Truck One Source (CTOS) Change in Inventory (2018 - 2026) Analysis & Trends

Custom Truck One Source has disclosed Change in Inventory across 9 years of filings, most recently posting $92.6 million for Q1 2026.

  • Change in Inventory for Q1 2026 came in at $92.6 million, up 251.99% year-over-year; the trailing twelve-month figure through Mar 2026 was -$54.8 million (down 113.69% YoY), and the FY2025 annual result was -$121.1 million, down 286.74% from the prior year.
  • Change in Inventory came in at $92.6 million for Q1 2026 at Custom Truck One Source, up from -$105.4 million in the prior quarter.
  • In the past five years, Change in Inventory ranged from a high of $123.7 million in Q3 2023 to a low of -$148.6 million in Q4 2024.
  • The 5-year median for Change in Inventory is $49.0 million (2023), against an average of $36.4 million.
  • Across the five-year window, Change in Inventory surged 911.3% in 2022 and sank 274.21% in 2025, its largest moves.
  • Custom Truck One Source's Change in Inventory stood at $39.6 million in 2022, then soared by 147.0% to $97.8 million in 2023, then slumped by 252.01% to -$148.6 million in 2024, then rose by 29.1% to -$105.4 million in 2025, then soared by 187.88% to $92.6 million in 2026.
  • The last three Change in Inventory figures came in at $92.6 million (Q1 2026), -$105.4 million (Q4 2025), and -$53.5 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 U-Haul Holding 10.97 Bn 10.97 Bn -42.05 Mn -1.12 Mn
2 Ryder System 10.36 Bn 10.36 Bn 3.02 Bn -
3 Avis Budget 6.65 Bn 6.24 Bn - -
4 Gatx 6.31 Bn 7.19 Bn 561.90 Mn -
5 WillScot Holdings 5.22 Bn 5.22 Bn 285.68 Mn 828,000.00
6 Herc Holdings 5.17 Bn 5.13 Bn 686.00 Mn -
7 Mcgrath Rentcorp 2.90 Bn 2.90 Bn 96.89 Mn 3.12 Mn
8 Custom Truck One Source 2.57 Bn 2.57 Bn 103.06 Mn 92.60 Mn
9 EquipmentShare.com 2.06 Bn 1.75 Bn - -
10 Vestis 1.70 Bn 1.65 Bn 173.69 Mn 6.04 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 92.60 Mn
Mar 31, 2026 92.60 Mn
Dec 31, 2025 -105.37 Mn
Dec 31, 2025 -105.37 Mn
Sep 30, 2025 -53.51 Mn
Sep 30, 2025 -53.51 Mn
Jun 30, 2025 11.45 Mn
Jun 30, 2025 11.45 Mn
Mar 31, 2025 26.31 Mn
Mar 31, 2025 26.31 Mn
Dec 31, 2024 -148.61 Mn
Dec 31, 2024 -148.61 Mn
Sep 30, 2024 30.72 Mn
Sep 30, 2024 30.72 Mn
Jun 30, 2024 65.93 Mn
Jun 30, 2024 65.93 Mn
Mar 31, 2024 116.82 Mn
Mar 31, 2024 116.82 Mn
Dec 31, 2023 97.76 Mn
Dec 31, 2023 97.76 Mn