On its third-quarter 2026 earnings call, held on Oct. 27, 2026, Custom Truck One Source (NYSE:CTOS) announced that it raised its full-year earnings guidance for the third time this year as electrical grid investments drove record equipment demand. For long-term investors, management's decision to shift capital into high-yield rental assets over immediate cash flow signals strong confidence in multiyear utility spending. Three key takeaways from the call explain how management is positioning the business for long-term growth. That decision pulled levered free cash flow down to roughly zero for 2026, but management expects the new equipment to generate $15 million in annual earnings before interest, taxes, depreciation, and amortization (EBITDA) starting in 2027.
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