Custom Truck One Source, Inc. (CTOS)

Specialty truck dealer, upfitter and rental fleet. Read November 9, 2026 from the annual report for the period ending December 31, 2025, filed March 10, 2026. Ranked 169 of the 275 Industrials companies read so far, by the share within reach now.

The filing states approximately 2,500 employees at December 31, 2025 across North America and describes specialty truck sales, rental and customization with no count by function, so the sales lead at motor vehicle wholesaling with the rental fleet and the truck upfitting and service beside them by description.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 27% now, 30% at the end of 2027, 31% at the end of 2028, 31% at the end of 2030. By the patterns, the work is about 31% desk work, 17% people work and 52% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 69% of the working time stays with people (conversation, in-person and hands-on work), 22% becomes checking a model's work and 9% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

2,500 employees as of December 31, 2025 (stated). Not stated as a U.S. figure; employees are in more than 40 locations across North America.

The filing: “As of December 31, 2025, we had approximately 2,500 employees in more than 40 locations across North America.”

The workforce as industry patterns

What the filing says about the workforce: Approximately 2,500 employees at December 31, 2025 in more than 40 locations across North America, down from 2,619; about 2% of U.S. employees under a collective bargaining agreement; 29 paid internships in 2025; a Service Technician Education Program of over 100 courses.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Motor Vehicle and Motor Vehicle Parts and Supplies Merchant Wholesalers, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five. Now is projected from METR's April 2026 measurement and Epoch's November 2026 index.

• LKQ Corporation (LKQ, 44,000 employees)29% now, 33% by 2028
• Copart, Inc. (CPRT, 11,900 employees)29% now, 33% by 2028
• RB Global, Inc. (RBA, 8,700 employees)35% now, 40% by 2028
• Rush Enterprises, Inc. (RUSHA, 7,937 employees)29% now, 33% by 2028
• OPENLANE, Inc. (OPLN, 4,800 employees)36% now, 42% by 2028
• Dorman Products, Inc. (DORM, 3,871 employees)29% now, 34% by 2028
• ACV Auctions Inc. (ACVA, 3,200 employees)29% now, 33% by 2028

What the filing says about AI

3 sentences in the filing name AI. The filing names AI-driven data center growth as a driver of power demand that bears on its utility customers, and names artificial intelligence among the tools threat actors use to circumvent its controls.

• “AI-Driven Data Center Growth - AI-driven data centers are transforming digital infrastructure but are also driving significant increases in power demand due to their reliance on energy-intensive hardware.”
• “As these centers process vast amounts of data for machine learning and deep learning, they require substantial electricity further amplified by the growing integration of "edge" computing.”
• “As a result, we may be unable to anticipate or prevent future attacks, particularly as the methodologies utilized by attackers change frequently or are not recognized until launched, and we may be unable to identify, investigate or remediate incidents due to the increased use by threat actors of tools and techniques-including artificial intelligence- that are designed to circumvent controls, to...”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20210median 0
• Fiscal 20220median 0
• Fiscal 20231median 1
• Fiscal 20243median 4
• Fiscal 20253median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• The filing counts nothing by function, so the split among sales, rental and upfitting and service is by description from the revenue lines (c).
• The U.S. share is not stated.

Source: the company's annual report on EDGAR, accession 0001709682-26-000008, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.