Business Context and Reporting Period
Company: Custom Truck One Source, Inc.
Filing Type: Form 8-K (Current Report)
Date of Report: September 20, 2021
Reporting Period: This filing serves as a notification of a scheduled investor presentation and the submission of pro forma financial information related to a recent acquisition. It does not cover a standard quarterly or annual reporting period.
Key Financial Metrics
This Form 8-K does not contain actual revenue, profit, cash flow, margin, debt, or liquidity figures for the Company. Instead, it references Exhibit 99.2, which contains unaudited pro forma condensed combined statements of operations for the six months ended June 30, 2021, giving effect to a recent acquisition. Specific numerical values for these metrics are not provided within the text of this filing.
Material Changes
The filing highlights the following material developments:
- Acquisition Impact: The Company has filed pro forma financial information reflecting the effects of a recent acquisition, though the specific terms or financial impact are detailed in the attached exhibits rather than the main text.
- Investor Relations: Senior management is scheduled to present at the DA Davidson 20th Annual Diversified Industrials & Services Conference on September 22, 2021.
Guidance, Outlook, and Risks
Management Commentary: The Company announced that its upcoming presentation may include discussions regarding business operations, financial performance, and forward-looking information. However, no specific guidance, outlook figures, or risk factors are detailed in this filing text.
Regulatory Note: The information regarding the conference presentation is deemed "furnished" and not "filed" for purposes of Section 18 of the Exchange Act, meaning it is not subject to the same liabilities as filed information and is not automatically incorporated by reference into other filings.
Investor Verification Checklist
- Review Exhibit 99.1 (Press Release) for details on the upcoming conference presentation.
- Examine Exhibit 99.2 for the unaudited pro forma condensed combined statement of operations for the six months ended June 30, 2021, to understand the financial impact of the acquisition.
- Verify the specific terms of the acquisition referenced in the pro forma data, as they are not explicitly detailed in the main body of this 8-K.