Custom Truck One Source vs Global Industrial
Custom Truck One Source is the larger business, with $1.94bn of revenue in fiscal 2025 against $1.38bn for Global Industrial (1.4 times as much). Custom Truck One Source grew faster (7.9% against 4.8%). Global Industrial kept more of each dollar of sales as profit: a net margin of 5.2% against -1.6%.
| Latest fiscal year | Custom Truck One SourceCTOS, 2025 | Global IndustrialGIC, 2025 |
|---|---|---|
| Revenue | $1.94bn | $1.38bn |
| Revenue growth | 7.9% | 4.8% |
| Net income | −$31.1m | $72.1m |
| Operating margin | 6.4% | — |
| Net margin | -1.6% | 5.2% |
| Return on equity | -3.7% | 24.3% |
| Free cash flow | $310m | $74.7m |
| Cash | $6.3m | $67.5m |
| Total debt | $1.66bn | $0 |
| Debt to equity | 205.3% | — |
| Dividend per share | — | $1.04 |
| Dividend yield | — | 2.5% |
| Share buybacks | $32.6m | $9.1m |
| Employees | 2,500 | 1,980 |
| Market value | $2.42bn | $1.68bn |
| Price vs our value range | — | Within our value range |
| Moat score | 14 (Weak) | 54 (Moderate) |
| Insider trades, 12 months | 0 buys, 0 sales | 4 buys, 20 sales |