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Custom Truck One Source vs Sunbelt Rentals: revenue, profit, margins and growth compared

Custom Truck One Source brought in $1.9B of revenue in fiscal 2025, Sunbelt Rentals $11.2B in fiscal 2026. Revenue changed by +7.9% at Custom Truck One Source and +3.4% at Sunbelt Rentals on the year before, so Custom Truck One Source grew faster. Custom Truck One Source kept -1.6% of its revenue as net profit, Sunbelt Rentals 11.9%.

Side by side, latest fiscal year

CTOSSUNB
Fiscal year endedFY2025 (December 31, 2025)FY2026 (April 30, 2026)
Revenue$1.9B$11.2B
Revenue growth+7.9%+3.4%
Net income-$31.1M$1.3B
Net margin-1.6%11.9%
Free cash flown/an/a
Free cash flow marginn/an/a
Earnings per share (diluted)-$0.14$3.15
Cash$6.3M$29M
Debt$1.6B$7.6B
Price to earningsn/a23.8
Market value$2.1B$30.8B
Dividend yieldn/a1.47%
Rank by revenue in sector#359 of 778 · Consumer discretionary#113 of 778 · Consumer discretionary

Over the years

Revenue
CTOS FY2018: $246.3MCTOS FY2019: $264MCTOS FY2020: $302.7MCTOS FY2021: $1.2BCTOS FY2022: $1.6BCTOS FY2023: $1.9BCTOS FY2024: $1.8BCTOS FY2025: $1.9BSUNB FY2024: $10.9BSUNB FY2026: $10.8BSUNB FY2026: $11.2BFY18FY19FY20FY21FY22FY23FY24FY25FY26
CTOS $1.9BSUNB $11.2B
Net income
CTOS FY2018: -$15.5MCTOS FY2019: -$27.1MCTOS FY2020: -$21.3MCTOS FY2021: -$181.5MCTOS FY2022: $38.9MCTOS FY2023: $50.7MCTOS FY2024: -$28.7MCTOS FY2025: -$31.1MSUNB FY2024: $1.6BSUNB FY2026: $1.6BSUNB FY2026: $1.3BFY18FY19FY20FY21FY22FY23FY24FY25FY26
CTOS -$31.1MSUNB $1.3B
Net margin
CTOS FY2018: -6.3%CTOS FY2019: -10.2%CTOS FY2020: -7.0%CTOS FY2021: -15.6%CTOS FY2022: 2.5%CTOS FY2023: 2.7%CTOS FY2024: -1.6%CTOS FY2025: -1.6%SUNB FY2024: 14.5%SUNB FY2026: 14.4%SUNB FY2026: 11.9%FY18FY19FY20FY21FY22FY23FY24FY25FY26
CTOS -1.6%SUNB 11.9%
Revenue growth
CTOS FY2019: +7.2%CTOS FY2020: +14.7%CTOS FY2021: +285.5%CTOS FY2022: +34.8%CTOS FY2023: +18.6%CTOS FY2024: -3.4%CTOS FY2025: +7.9%SUNB FY2026: -0.6%SUNB FY2026: +3.4%FY19FY20FY21FY22FY23FY24FY25FY26
CTOS +7.9%SUNB +3.4%

Fiscal years as each company reports them; the two may end in different months.

Questions about Custom Truck One Source and Sunbelt Rentals

Which is bigger by revenue, Custom Truck One Source or Sunbelt Rentals?

Sunbelt Rentals is bigger by revenue: $11.2B in fiscal 2026, against $1.9B for Custom Truck One Source in fiscal 2025.

Which keeps more of its revenue as profit, Custom Truck One Source or Sunbelt Rentals?

Custom Truck One Source had a net margin of -1.6% in fiscal 2025; Sunbelt Rentals had 11.9% in fiscal 2026.

Which grew revenue faster, Custom Truck One Source or Sunbelt Rentals?

In their latest fiscal years revenue changed by +7.9% at Custom Truck One Source and +3.4% at Sunbelt Rentals.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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