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Target Hospitality

TH

Target Hospitality is a leading vertically integrated specialty rental and hospitality services company in North America, providing turnkey workforce housing and community solutions.

Market cap
$2.01B+158%
Revenue$347.4M+11.9%
Net income-$37.7M-439%
Free cash flow$164.4M+117%
EPS (diluted)-$0.38-480%
Trailing twelve months · change vs. prior year

Earnings

Q2 2026 report

August 10, 2026
Revenue$85.5MBeat by $6.2MEPS-$0.09Beat by $0.02

Next report

Nov 5, 2026 (in a month)
Revenue estimate$118.4M
EPS estimate$0.01

Financials

Q2 2026

Income statement

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Revenue$85.5M+38.7%
Gross profit$15.8M+4,916%
Operating income-$7.5M+55.7%
Net income-$9.0M+39.5%
EPS (diluted)-$0.09+40.0%

Balance sheet

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Cash & equivalents$6.1M-68.5%
Total debt$10.9M-21.2%
Total equity$370.1M-7.8%
Total assets$654.2M+22.6%

Cash flow

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Operating cash flow$104.0M+840%
CapEx$5.4M+15,466%
Free cash flow$98.5M+794%

Valuation & ratios

Valuation

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Market cap$2.01B+158%
Enterprise value$2.01B+161%
P/S5.8×+3.3×

Profitability

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Gross margin13.7%-18.4pp
Operating margin-11.1%-21.0pp
Net margin-10.8%-14.4pp
FCF margin47.3%+22.9pp

Returns & leverage

See full
Return on equity-9.8%-12.6pp
Debt / equity0×0.0×
Current ratio0.6×-0.8×

Segments

By segment

See full
Workforce Hospitality Solutions$36.3M+142%
Hospitality And Facilities Services South$32.6M-9.8%
Government$13.5M+80.2%
All Other Segments$3.0M+2.8%

By product

See full
Service$51.8M+28.1%
Construction Fee Income$2.9M-80.1%

Competitors

By market cap

Aramark logo
Aramark$14.4B+42.2%
St. Joe Company logo
St. Joe Company$3.7B+31.2%
WillScot Holdings Corporation logo
WillScot Holdings Corporation$3.1B-20.1%
PK
Park Hotels & Resorts Inc.$3.1B+40.0%
Target Hospitality logo
Target Hospitality$2.0B+155%
Pursuit Attractions and Hospitality, Inc. logo
Pursuit Attractions and Hospitality, Inc.$1.4B+36.6%
Civeo logo
Civeo$348.9M+24.4%
INT
The InterGroup Corporation$60.5M+42.9%

By revenue growth

St. Joe Company logo
St. Joe Company+28.4%
Pursuit Attractions and Hospitality, Inc. logo
Pursuit Attractions and Hospitality, Inc.+27.2%
INT
The InterGroup Corporation+14.9%
Target Hospitality logo
Target Hospitality+11.9%
Aramark logo
Aramark+11.0%
Civeo logo
Civeo+1.1%
PK
Park Hotels & Resorts Inc.-1.4%
WillScot Holdings Corporation logo
WillScot Holdings Corporation-2.5%

By net margin

Pursuit Attractions and Hospitality, Inc. logo
Pursuit Attractions and Hospitality, Inc.82.54%-95.4pp
St. Joe Company logo
St. Joe Company22.46%+3.1pp
INT
The InterGroup Corporation2.22%+10.5pp
Aramark logo
Aramark1.93%-0.1pp
Civeo logo
Civeo-2.1%+1.2pp
WillScot Holdings Corporation logo
WillScot Holdings Corporation-3.0%-7.7pp
PK
Park Hotels & Resorts Inc.-6.41%-8.7pp
Target Hospitality logo
Target Hospitality-10.85%-14.4pp

Profile

Target Hospitality is a leading vertically integrated specialty rental and hospitality services company in North America, providing turnkey workforce housing and community solutions. The company operates an extensive network of relocatable modular accommodation units, offering comprehensive services including site design, culinary operations, and facility management. Its value proposition centers on optimizing workforce productivity and safety for customers operating in remote or infrastructure-constrained environments.

Competitive position

A leading vertically integrated provider with the largest specialty rental network in the Permian Basin and a unique GSA professional services designation.

GeographiesUnited States, Canada
Customer segmentsEnergy & Mining, Technology Infrastructure, Government Agencies
Business modelVertically integrated service provider, Asset-heavy rental, Contract-based services
SuppliersModular unit manufacturers, Food and beverage wholesalers, Real estate owners, Utility providers
CustomersOil and gas exploration companies, Lithium mining firms, Data center developers, Federal government agencies
CountryUnited States of America
Listed2018
Employees984.0
CEOJames Bradley Archer
SectorIndustrials
IndustrySpecialty Business Services
Websitetargethospitality.com
FilingsSEC EDGAR

FAQ

What is Target Hospitality's market cap?
Target Hospitality (TH) has a market capitalization of $2.0B and trades on NASDAQ.
What is Target Hospitality's revenue and profitability?
Target Hospitality generated $347.4M in trailing twelve-month revenue with a net loss of $37.7M, representing a net margin of -10.8%. Gross margin stands at 13.7%, with free cash flow of $164.4M. The latest reported period is Q2 2026.
Who are Target Hospitality's competitors?
Target Hospitality's key competitors include Civeo Corp, WillScot Mobile Mini, Aramark, and others. These companies compete in similar markets and product categories.
Who does Target Hospitality partner with?
Target Hospitality's notable partners include Chard Métis Dene Group, Lithium Nevada, LLC.
What subsidiaries does Target Hospitality have?
Target Hospitality's subsidiaries include Target Lodging, Signor Lodging.
Where is Target Hospitality headquartered?
Target Hospitality is headquartered in United States of America and employs approximately 984 people. It has been publicly traded since 2018.