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

Custom Truck One Source recorded quarterly Inventory of $1.0 billion in Q1 2026, up 9.83% quarter-over-quarter from $930.9 million in Q4 2025, and down 4.94% year-over-year from $1.1 billion in Q1 2025.

Custom Truck One Source's Inventory history runs 9 years deep, the most recent figure standing at $1.0 billion for Q1 2026.

  • In Q1 2026, Inventory fell 4.94% year-over-year to $1.0 billion; the TTM figure through Mar 2026 stood at $1.0 billion (down 4.94% YoY), while the FY2025 annual figure was $930.9 million, down 11.28% from the prior year.
  • Inventory came in at $1.0 billion for Q1 2026 at Custom Truck One Source, up from $930.9 million in the prior quarter.
  • In the past five years, Inventory ranged from a high of $1.2 billion in Q3 2024 to a low of $463.7 million in Q1 2022.
  • A 5-year average of $893.2 million and a median of $985.8 million in 2023 frame the typical range for Inventory.
  • Across the five-year window, Inventory surged 1277.46% in 2022 and fell 13.76% in 2025, its largest moves.
  • Custom Truck One Source's Inventory stood at $596.7 million in 2022, then surged by 65.2% to $985.8 million in 2023, then climbed by 6.44% to $1.0 billion in 2024, then fell by 11.28% to $930.9 million in 2025, then increased by 9.83% to $1.0 billion in 2026.
  • According to Business Quant data, Inventory over the past three periods registered $1.0 billion, $930.9 million, and $1.0 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Inventory (Qtr)
1 FTAI Aviation 25.24 Bn 24.83 Bn 765.71 Mn 1.36 Bn
2 Ryder System 9.37 Bn 9.37 Bn 3.02 Bn -
3 U-Haul Holding 9.00 Bn 9.00 Bn -42.05 Mn 175.02 Mn
4 Gatx 6.17 Bn 7.05 Bn 561.90 Mn -
5 Avis Budget 5.57 Bn 5.16 Bn - -
6 WillScot Holdings 4.38 Bn 4.38 Bn 285.68 Mn 46.19 Mn
7 Herc Holdings 4.30 Bn 4.26 Bn 686.00 Mn -
8 Mcgrath Rentcorp 2.69 Bn 2.69 Bn 96.89 Mn 11.15 Mn
9 Custom Truck One Source 2.10 Bn 2.10 Bn 103.06 Mn 1.02 Bn
10 Vestis 1.53 Bn 1.48 Bn 173.69 Mn 174.96 Mn

Historic Data

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DateValue
Mar 31, 2026 1.02 Bn
Dec 31, 2025 930.94 Mn
Sep 30, 2025 1.04 Bn
Jun 30, 2025 1.09 Bn
Mar 31, 2025 1.08 Bn
Dec 31, 2024 1.05 Bn
Sep 30, 2024 1.20 Bn
Jun 30, 2024 1.17 Bn
Mar 31, 2024 1.10 Bn
Dec 31, 2023 985.79 Mn
Sep 30, 2023 888.76 Mn
Jun 30, 2023 765.42 Mn
Mar 31, 2023 714.35 Mn
Dec 31, 2022 596.72 Mn
Sep 30, 2022 555.81 Mn
Jun 30, 2022 536.09 Mn
Mar 31, 2022 463.72 Mn
Dec 31, 2021 410.54 Mn
Sep 30, 2021 381.16 Mn
Jun 30, 2021 414.46 Mn
Mar 31, 2021 33.67 Mn
Dec 31, 2020 31.37 Mn
Sep 30, 2020 30.62 Mn
Jun 30, 2020 32.11 Mn
Mar 31, 2020 30.74 Mn
Dec 31, 2019 33.00 Mn
Sep 30, 2019 21.41 Mn
Dec 31, 2018 11.44 Mn