Heavy equipment distributor Custom Truck One Source (NYSE: CTOS) will be reporting results this Tuesday before market hours. Here’s what you need to know.

Custom Truck One Source missed analysts’ revenue expectations last quarter, reporting revenues of $482.1 million, up 7.8% year on year. It was a strong quarter for the company, with a beat of analysts’ EPS estimates and an impressive beat of analysts’ adjusted operating income estimates.

Is Custom Truck One Source a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Custom Truck One Source’s revenue to grow 11.6% year on year, improving from its flat revenue in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Custom Truck One Source has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at Custom Truck One Source’s peers in the specialty equipment distributors segment, some have already reported their Q4 results, giving us a hint as to what we can expect. SiteOne delivered year-on-year revenue growth of 3.2%, missing analysts’ expectations by 0.9%, and Hudson Technologies reported revenues up 28.2%, topping estimates by 16.5%. SiteOne traded up 7% following the results while Hudson Technologies was down 10.6%.

Read our full analysis of SiteOne’s results here and Hudson Technologies’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the specialty equipment distributors stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 8.3% on average over the last month. Custom Truck One Source is down 6.9% during the same time and is heading into earnings with an average analyst price target of $7.75 (compared to the current share price of $6.43).

Today’s young investors won’t have read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.