Custom Truck One Source, Inc. (CTOS) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, everyone. Thank you for joining us and welcome to Custom Truck OneSource Inc.' 's first quarter 2026 earnings conference call. After today's prepared remarks, we will host a question and answer session. If you'd like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again. I will now hand the conference over to Brian Perman, Vice President, Investor Relations. Brian, please go ahead. Thank you, operator, and good morning. Before we begin, we would like to remind you that management's commentary and responses to questions on today's call may include forward-looking statements which, by their nature, are uncertain and outside of the company's control. Although these forward-looking statements are based on management's current expectations and beliefs, actual results may differ materially. For a discussion of some of the factors that could cause actual results to differ, please refer to the risk factors section of the company's filings with the SEC. Additionally, please note that you can find reconciliations of the historical non-GAAP financial measures discussed during the call in the press release we issued yesterday after the market closed. That press release and our first quarter investor presentation are posted on the investor relations section of our website. Yesterday afternoon, we also filed our first quarter 2026 10Q with the SEC. Today's discussion of our results of operations for Custom Truck OneSource Inc. or Custom Truck is presented on an historical basis as of or for the three months ended March 31, 2026 and prior periods. Also, a reminder that beginning this quarter, our financial reporting reflects our two new operating segments, Specialty Equipment Rentals or SER and Specialty Truck Equipment ...