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An Infrastructure Play: Custom Truck One Source

  • Oppenheimer & Co. Inc.
  • April 13, 2021
Initiating Outperform on Specialty Rental Leader

Custom Truck is a leader in its Specialty Rental category, leasing truck chassis-based equipment such as bucket trucks/diggers/cranes, as well as line stringing equipment.

cranes

Custom Truck's relatively resilient customer base primarily spans the electric utility transmission and distribution, infrastructure, rail, and telecom end-markets, which all exhibit solid growth potential.

The recently proposed infrastructure bill, if approved, would provide upside to Oppenheimer's revenue and adjusted EBITDA estimates.

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