Custom Truck One Source vs Gatx
Custom Truck One Source and Gatx are similar in size: $1.94bn and $1.74bn of revenue in their latest fiscal years. Gatx grew faster (9.8% against 7.9%). Gatx kept more of each dollar of sales as profit: a net margin of 19.2% against -1.6%.
| Latest fiscal year | Custom Truck One SourceCTOS, 2025 | GatxGATX, 2025 |
|---|---|---|
| Revenue | $1.94bn | $1.74bn |
| Revenue growth | 7.9% | 9.8% |
| Net income | −$31.1m | $333m |
| Operating margin | 6.4% | — |
| Net margin | -1.6% | 19.2% |
| Return on equity | -3.7% | 12.8% |
| Free cash flow | $310m | $648m |
| Cash | $6.3m | $743m |
| Total debt | $1.66bn | $12.59bn |
| Debt to equity | 205.3% | — |
| Dividend per share | — | $2.44 |
| Dividend yield | — | 1.4% |
| Share buybacks | $32.6m | $65.0m |
| Employees | 2,500 | — |
| Market value | $2.42bn | $6.50bn |
| Price vs our value range | — | — |
| Moat score | 14 (Weak) | 43 (Weak) |
| Insider trades, 12 months | 0 buys, 0 sales | 0 buys, 16 sales |