Strategic Growth Following the 2021 merger, Custom Truck One Source positions as a one-stop shop for specialty equipment across utilities, telecom, rail, and infrastructure. This breadth suggests cross-selling opportunities across rental, new/used sales, and aftermarket services to existing utility and infrastructure accounts.

Publicity & Events Active participation in industry events and conferences (Sourcewell contract, Oppenheimer Growth Conference, Utility Expo) indicates ongoing marketing and networking opportunities to reach procurement teams and decision-makers in utilities and critical infrastructure sectors.

Revenue Momentum Q1 2026 revenue of approximately $462 million with double-digit growth expectations signals a healthy demand environment for large-scale equipment and services, supporting upsell of higher-margin aftermarket parts, service, and premium equipment packages.

Strategic Partnerships Recent Hiab strategic dealer agreement expands distribution and service for loader cranes and MOFFETT forklifts, presenting a clear channel to offer advanced load-handling solutions to utilities, rail, and telecom customers.

Innovation Pipeline Launch of Voyager AMX+ and ongoing innovations imply opportunities to upsell upgraded configurations and specialized equipment for enhanced efficiency in maintenance and installation of critical assets.