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Niamh Kaplan

Research Analyst at Deutsche Bank

Niamh Kaplan is an Analyst at Deutsche Bank, primarily focusing on covering companies such as Custom Truck One Source within the industrials sector. She has demonstrated her expertise by actively participating in earnings calls and addressing critical questions regarding company performance and industry challenges, contributing to informed decision-making processes. Kaplan began her analyst career at Deutsche Bank and has since developed a reputation for insightful research and thorough sector analysis. She holds industry-standard professional credentials, including FINRA registration and relevant securities licenses, reflecting her commitment to regulatory compliance and market knowledge.

Niamh Kaplan's questions to Custom Truck One Source (CTOS) leadership

Question · Q3 2025

Niamh Kaplan asked for an update on utility T&D customers' project execution capabilities, confirming if the industry is back on track, and sought details on the drivers of TES segment's inter-quarter order growth and customer types.

Answer

CEO Ryan McMonagle confirmed that distribution activity is picking up, and transmission is seeing a significant increase, indicating the industry is 'back to normal and continuing to improve.' Regarding TES, Mr. McMonagle clarified that the 30% refers to year-over-year inter-quarter signed order growth in Q3 2025, driven primarily by strong demand from utility and forestry contractors, with less growth in infrastructure markets. CFO Christopher Eperjesy added that the company is an order-driven business, not solely backlog-driven, and noted recent backlog growth in October.

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