CTOS

Custom Truck One Source (CTOS) is significantly outperforming its Auto-Tires-Trucks sector peers with a 61.6% year-to-date gain, compared to the sector's average loss of 15.1%. The company holds a Zacks Rank #1 (Strong Buy) with analyst consensus estimates for full-year earnings improving 27.6% over the past 90 days. Garrett Motion (GTX) is also outperforming with a 48.4% year-to-date return.

Autoliv, Inc. reported quarterly earnings of $2.19 per share, slightly missing the consensus estimate of $2.21, with revenues of $2.69 billion also falling short of expectations. The company received a Zacks Rank #3 (Hold) rating, indicating expected market-in-line performance. The automotive industry remains in the bottom 15% of Zacks-ranked industries, which could negatively impact stock performance.

Tesla has secured $30 billion in new senior unsecured credit facilities, comprising a $20 billion three-year term loan and $10 billion in revolving credit. The financing provides liquidity for Tesla's planned $25 billion in 2026 capital expenditures focused on AI infrastructure, robotics, and new product development including the Cybercab, Optimus, and Tesla Semi. Tesla has no current borrowings under these facilities and does not plan to draw on them in 2026.