Quest Resource Holding Corp (QRHC)
NASDAQIndustrialsWaste ManagementSnapshot 2026-09-04
NASDAQIndustrialsWaste ManagementSnapshot 2026-09-04
Intact: The reason to own it still holds.
Quest Resource aims to position the business for a meaningful inflection when conditions normalize. Analysts expect about 8% revenue growth next year. The company trades cheaply compared to peers with a price-to-sales ratio of 0.11. Recent earnings calls show management advancing growth objectives.
The company is loss-making with negative EPS expected through 2027. Recent earnings misses and management turnover raise concerns. The business faces sector headwinds and has negative free cash flow, making a recovery uncertain.
The market expects about 8% revenue growth next year and has priced the stock cheaply relative to peers. Our view aligns with this cautious outlook given the company’s current losses and sector challenges.
Breaks if: EPS remains flat or worsens beyond -$0.25 in FY26 and -$0.09 in FY27
Breaks if: YoY revenue growth falls below 7.9% in FY27
sector headwinds worsen or persist beyond next 4 quarters
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a turnaround story in a high-risk sector. The company is currently loss-making, but it is making strides in revenue growth and cost optimization.
The market seems to have priced in a low expectations gap, indicating that QRHC is viewed as cheap compared to its peers. However, the overall valuation reflects a cautious sentiment due to its recent weak financial performance.
Management is focused on driving revenue growth and improving cash flow, with recent results showing some positive trends. However, the company has a high probability of missing expectations in the near term, which adds to the uncertainty.
The future performance of QRHC will depend significantly on guidance from management in upcoming calls and the performance of sector bellwethers like WM, RSG, and CLH. Positive momentum in the broader Industrials sector could provide support, while negative trends could pose risks.
The most important moves since the prior daily snapshot.
Yes, our read has weakened. The latest earnings report showed a significant miss. This performance is below expectations and raises concerns about future results.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
In the next 1 to 3 years, QRHC's trajectory will be influenced by its ability to execute on management priorities and navigate sector challenges. Not investment advice.