Target Hospitality Corp. (TH)
NASDAQIndustrialsSpecialty Business ServicesSnapshot 2026-11-05
$10.42-7.71%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsSpecialty Business ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · TH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Since January, we have announced over $1.4 billion of multi-year contract awards representing over 9,000 beds in our rapidly expanding WHS segment.
Stated in 2 of 2 supplied quarters. Management reported: “Since January, we have announced over $1.4 billion of multi-year contract awards representing over 9,000 beds in our rapidly expanding WHS segment.” “With average WHS utilized beds surpassing 4,000 during the quarter, Target continues to demonstrate the depth of its operational platform, the scalability of its business model, and its ability to support multiple large-scale customer developments concurrently.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=6983).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Since January, we have announced over $1.4 billion of multi-year contract awards representing over 9,000 beds in our rapidly expanding WHS segment.”
“ 2026 Operational Achievements and Sustained Momentum on Strategic Growth Initiatives Since January 2026, Target has announced over $1.4 billion of multi-year contracts in its rapidly expanding Wo…”
These scalable operations, supported by strong contract unit economics, are anticipated to drive consistent revenue and Adjusted EBITDA (1) growth through the balance of 2026 and form the basis for t…
Stated in 2 of 2 supplied quarters. Management reported: “These scalable operations, supported by strong contract unit economics, are anticipated to drive consistent revenue and Adjusted EBITDA (1) growth through the balance of 2026 and form the basis for the Company's increased outlook, reflecting new community activity and the growing contributions of recently awarded WHS contracts.” “Target’s expanding operational scale and strong unit economics are also anticipated to support margin improvement over this period.” Revenue was $85.455 million in 2026-Q2.
“These scalable operations, supported by strong contract unit economics, are anticipated to drive consistent revenue and Adjusted EBITDA (1) growth through the balance of 2026 and form the basis for t…”
“This foundation supports the Company’s increased 2026 outlook driven by continued growth in new community activity and the commencement and scaling of recently awarded WHS contracts, including the AI…”
With this expanded financial capacity, the Company remains focused on disciplined capital deployment to support recently announced contract awards and potential incremental contract wins while mainta…
Stated in 2 of 2 supplied quarters. Management reported: “With this expanded financial capacity, the Company remains focused on disciplined capital deployment to support recently announced contract awards and potential incremental contract wins while maintaining strong liquidity and balance sheet flexibility.” “Target’s expanding operational scale and strong unit economics are also anticipated to support margin improvement over this period.”
“With this expanded financial capacity, the Company remains focused on disciplined capital deployment to support recently announced contract awards and potential incremental contract wins while mainta…”
“The Company remains focused on disciplined capital deployment to support recently announced contract awards, while maintaining strong liquidity and balance sheet flexibility.”
As previously announced multi-year WHS contracts continue to scale over the coming quarters, the combination of strong unit economics and increasing operational leverage is expected to support cont…
Stated in 2 of 2 supplied quarters. Management reported: “ As previously announced multi-year WHS contracts continue to scale over the coming quarters, the combination of strong unit economics and increasing operational leverage is expected to support continued Adjusted EBITDA (1) growth.” “Target’s expanding operational scale and strong unit economics are also anticipated to support margin improvement over this period.”
“ As previously announced multi-year WHS contracts continue to scale over the coming quarters, the combination of strong unit economics and increasing operational leverage is expected to support cont…”
“ As recent WHS contract awards come online and scale through 2026, along with the build-out and completion of the Data Center Hub and AI Infrastructure Community in 2027, the Company expects revenue…”
Maintain robust liquidity and financial flexibility through disciplined capital structure management and credit facility enhancements.
Over the trailing year it converted 2.57x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 59% of the time over the next year (vs 55% for the rest of the cohort, n=5006).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, Fed net liquidity, long-term interest rates, real (inflation-adjusted) rates (low R² over the window).
16 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-05.