Fortrea (NASDAQ:FTRE) Announces Quarterly Earnings Results

Fortrea (NASDAQ:FTREGet Free Report) posted its earnings results on Wednesday. The company reported $0.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.18 by $0.05, FiscalAI reports. Fortrea had a negative net margin of 16.50% and a positive return on equity of 9.51%. The business had revenue of $678.20 million for the quarter, compared to analysts’ expectations of $647.53 million.

Here are the key takeaways from Fortrea’s conference call:

  • Full-year guidance was raised, with 2026 revenue now expected at $2.62 billion–$2.69 billion and adjusted EBITDA at $205 million–$220 million, reflecting solid first-half execution and improving backlog mix.
  • Commercial momentum continued: second-quarter net new business was $720.4 million, book-to-bill was 1.06x, and trailing 12-month book-to-bill reached 1.12x. First-half awards rose 19% year over year, driven particularly by biotech customers.
  • Second-quarter adjusted EBITDA increased to $58.7 million from $54.9 million despite revenue declining 4.5% to $678.2 million, supported by cost savings and operational efficiencies. The company delivered $19 million of net cost savings year to date.
  • Cash generation and the balance sheet improved, with quarterly free cash flow of $19.9 million, no revolver borrowings during the first half, more than $500 million of available liquidity, and approximately 35% of original debt repaid since the spin-off.
  • New CFO Jason Knoblauch is unable to serve in the role while an employment restrictive-covenant proceeding involving his former employer is ongoing; board member David Smith is serving as interim CFO, creating an executive leadership transition and related uncertainty.

Fortrea Price Performance

Shares of Fortrea stock traded down $0.52 during trading on Wednesday, hitting $20.18. 1,266,423 shares of the stock traded hands, compared to its average volume of 1,502,375. The stock has a market cap of $1.91 billion, a price-to-earnings ratio of -4.11, a PEG ratio of 0.58 and a beta of 2.03. The company has a quick ratio of 0.95, a current ratio of 0.95 and a debt-to-equity ratio of 1.98. Fortrea has a 52 week low of $5.26 and a 52 week high of $21.39. The firm’s fifty day moving average is $16.68 and its 200-day moving average is $13.77.

Hedge Funds Weigh In On Fortrea

Several institutional investors and hedge funds have recently made changes to their positions in FTRE. AQR Capital Management LLC increased its holdings in shares of Fortrea by 494.8% in the second quarter. AQR Capital Management LLC now owns 6,515,124 shares of the company’s stock worth $31,729,000 after buying an additional 5,419,842 shares during the period. Park West Asset Management LLC purchased a new position in shares of Fortrea in the third quarter worth $18,579,000. Iron Triangle Partners LP bought a new stake in Fortrea during the 4th quarter valued at $34,264,000. MetLife Investment Management LLC boosted its position in Fortrea by 2,328.5% during the 4th quarter. MetLife Investment Management LLC now owns 1,368,656 shares of the company’s stock valued at $23,609,000 after buying an additional 1,312,297 shares during the period. Finally, Bank of America Corp DE grew its holdings in Fortrea by 78.1% in the 3rd quarter. Bank of America Corp DE now owns 1,525,023 shares of the company’s stock worth $12,841,000 after acquiring an additional 668,691 shares during the last quarter.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Robert W. Baird set a $20.00 price target on shares of Fortrea in a report on Wednesday, May 6th. Truist Financial set a $19.00 price objective on Fortrea in a research note on Wednesday, May 6th. Citigroup boosted their target price on Fortrea from $16.00 to $20.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. TD Cowen reaffirmed a “buy” rating on shares of Fortrea in a report on Wednesday, May 6th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Fortrea in a report on Friday, July 17th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $17.75.

View Our Latest Stock Analysis on Fortrea

About Fortrea

(Get Free Report)

Fortrea, Inc is a global contract development and manufacturing organization (CDMO) that provides integrated solutions for pharmaceutical and biotechnology companies. Established as a spin-off from Thermo Fisher Scientific’s Pharma Services business in October 2023, Fortrea leverages a legacy of scientific expertise and manufacturing scale to support drug development from early-stage research through commercial production. The company’s comprehensive offerings address the complex needs of both small-molecule and biologics programs, making it a single source for clients seeking to accelerate timelines and manage costs.

Fortrea’s core services encompass analytical and formulation development, process optimization, clinical and commercial manufacturing, and packaging services.

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Earnings History for Fortrea (NASDAQ:FTRE)

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