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Upbound Group vs Custom Truck One Source: UPBD and CTOS compared
Upbound Group is the larger company: $1.1B of revenue in its latest quarter (Q3 2026) against $495M for Custom Truck One Source (Q3 2026). Custom Truck One Source is growing faster (+3% against -2% a year earlier). Custom Truck One Source is more profitable, with an operating margin of 7.7% against 6.2%.
Where the money goes: UPBD and CTOS
Upbound Group (UPBD) · Q3 2026
Upbound Group, Q3 2026: revenue $1.1B (-2% year over year), operating margin 6.2%, net earnings $34.3M, operating cash flow $163M. 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.
| Upbound Group (UPBD) | Custom Truck One Source (CTOS) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $1.1B | $495M |
| Revenue growth, Y/Y | -2% | +3% |
| Gross margin | 50.6% | 22.9% |
| Operating margin | 6.2% | 7.7% |
| Net earnings | $34.3M | $2.3M |
| Net margin | 3.0% | 0.5% |
| Operating cash flow | $163M | $163M |
| Free cash flow | $147M | $151M |
| Market value | $1.4B | $2.1B |
| P/E | 12.7× | 66.6× |
| Analysts’ mean target | $27.33 | $13.17 |
Where the revenue comes from
Upbound Group
- Acima: $585M (51%)
- Rent A Center: $459M (40%)
- Brigit: $78.8M (7%)
- Mexico: $23.6M (2%)
Custom Truck One Source
- Total sales and services: $343M (69%)
- Total rental revenue: $153M (31%)
Questions
Which is bigger, Upbound Group or Custom Truck One Source?
Upbound Group is the larger company: $1.1B of revenue in its latest quarter (Q3 2026) against $495M for Custom Truck One Source (Q3 2026).
Is Upbound Group or Custom Truck One Source growing faster?
Custom Truck One Source is growing faster (+3% against -2% a year earlier).
Which is more profitable, Upbound Group or Custom Truck One Source?
Custom Truck One Source is more profitable, with an operating margin of 7.7% against 6.2%.
More: Upbound Group earnings · how Upbound Group 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 30, 2026; 10-Q filed Oct 26, 2026). Fiscal quarters can end on different dates. Not investment advice.