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Prog Holdings vs Custom Truck One Source: PRG and CTOS compared
Prog Holdings is the larger company: $726M of revenue in its latest quarter (Q3 2026) against $495M for Custom Truck One Source (Q3 2026). Prog Holdings is growing faster (+26% against +3% a year earlier). Prog Holdings is more profitable, with an operating margin of 9.1% against 7.7%.
Where the money goes: PRG and CTOS
Prog Holdings (PRG) · Q3 2026
Prog Holdings, Q3 2026: revenue $726M (+26% year over year), operating margin 9.1%, net earnings $37.2M, operating cash flow $108M. The chart follows the revenue to costs, profit and cash.
Custom Truck One Source (CTOS) · Q3 2026
Custom Truck One Source, Q3 2026: revenue $495M (+3% year over year), operating margin 7.7%, net earnings $2.3M, operating cash flow $163M. The chart follows the revenue to costs, profit and cash.
| Prog Holdings (PRG) | Custom Truck One Source (CTOS) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $726M | $495M |
| Revenue growth, Y/Y | +26% | +3% |
| Gross margin | — | 22.9% |
| Operating margin | 9.1% | 7.7% |
| Net earnings | $37.2M | $2.3M |
| Net margin | 5.1% | 0.5% |
| Operating cash flow | $108M | $163M |
| Free cash flow | $103M | $151M |
| Market value | $1.5B | $2.1B |
| P/E | 10.2× | 66.6× |
| Analysts’ mean target | $49.00 | $13.17 |
Where the revenue comes from
Prog Holdings
- Lease revenues and fees: $552M (76%)
- Product and service revenues: $129M (18%)
- Other revenue: $44.6M (6%)
Custom Truck One Source
- Total sales and services: $343M (69%)
- Total rental revenue: $153M (31%)
Questions
Which is bigger, Prog Holdings or Custom Truck One Source?
Prog Holdings is the larger company: $726M of revenue in its latest quarter (Q3 2026) against $495M for Custom Truck One Source (Q3 2026).
Is Prog Holdings or Custom Truck One Source growing faster?
Prog Holdings is growing faster (+26% against +3% a year earlier).
Which is more profitable, Prog Holdings or Custom Truck One Source?
Prog Holdings is more profitable, with an operating margin of 9.1% against 7.7%.
More: Prog Holdings earnings · how Prog Holdings makes money · Custom Truck One Source earnings · how Custom Truck One Source makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 28, 2026; 10-Q filed Oct 26, 2026). Fiscal quarters can end on different dates. Not investment advice.