Pulling SEC filings + quote and writing the call…

Target Hospitality Corp.
Next earnings Aug 5, 2026 · consensus $-0.11 EPS, $82.0M rev
Last earnings +17.9% on 2026-05-11
Conservative balance sheet (liabilities/equity 0.36x); but unprofitable (net margin -13.5%).
Target Hospitality Corp. shows $275M in FY2025 revenue (+3.4% YoY), a -13.5% net margin, and -9.5% ROE.
Sources: SEC EDGAR (CIK 0001712189, latest 10-Q filed 2026-05-11) · EODHD · as of 6/24/2026, 10:58:11 PM.
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The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $214M | $334M | $366M | $266M | $275M |
| Gross profit | $101M | $247M | $313M | $178M | $42.7M |
| Operating income | $37.1M | $174M | $241M | $109M | -$34.7M |
| Net income | -$4.58M | $73.9M | $174M | $71.3M | -$37.1M |
| Diluted EPS | -$0.05 | $0.74 | $1.56 | $0.70 | -$0.37 |
| Net margin | -2.1% | 22.2% | 47.5% | 26.8% | -13.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1483 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-06-18 | TDR Capital II Investments LP 10% owner | Disposed (J) | 1.34M | |
| 2026-06-17 | Robertson Stephen Director | Acquired (J) | 31.7K | |
| 2026-06-17 | Robertson Stephen Director | Acquired (J) | 348K | |
| 2026-05-29 | TDR Capital II Investments LP 10% owner | Disposed (J) | 8.05M @ $16.36 | $132M |
| 2026-05-28 | Robertson Stephen Director | Acquired (J) | 18.6K | |
| 2026-05-28 | Robertson Stephen Director | Acquired (J) | 58.8K | |
| 2026-05-28 | Robertson Stephen Director | Acquired (J) | 73.7K | |
| 2026-05-28 | Robertson Stephen Director | Acquired (J) | 234K | |
| 2026-05-28 | TDR Capital II Investments LP 10% owner | Disposed (J) | 1.20M | |
| 2026-05-21 | HERNANDEZ ALEJANDRO Director | Exercise | 16.1K | |
| 2026-05-21 | PATENAUDE PAMELA H. Director | Exercise | 16.1K | |
| 2026-05-21 | Hohnsbeen Paul Director | Exercise | 347.00 |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.