TH · Target Hospitality Corp.
$17.44
+1.17 (+7.19%)
At close · Aug 14
Market Cap
$1.61B
Shares
99.62M
Target Hospitality Corp. Earnings Call Transcripts
Every quarterly earnings call for Target Hospitality Corp. (TH) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲78.9%
$159.56M
$19.02M
'22 Q3
22-11-09
▲86.6%
$152.44M
$31.57M
'22 Q4
23-03-10
▲84%
$147.82M
$43.83M
'23 Q1
23-05-09
▲31%
$143.63M
$46.45M
'23 Q2
23-08-09
▼8.5%
$145.94M
$45.58M
'23 Q3
23-11-08
▼17.2%
$126.22M
$37.84M
'23 Q4
24-03-13
▼27.8%
$106.67M
$20.38M
'24 Q1
24-05-08
▼29.9%
$100.72M
$18.39M
'24 Q2
24-08-07
▼34.8%
$95.19M
$19.99M
'24 Q3
24-11-12
▼33.7%
$83.69M
$12.50M
'24 Q4
25-03-26
▼34.5%
$69.90M
−$6.46M
'25 Q1
25-05-19
▼38.8%
$61.61M
−$14.93M
'25 Q2
25-08-07
▲4.4%
$99.36M
−$795,000
'25 Q3
25-11-06
▲7.3%
$89.78M
−$14.93M
'25 Q4
26-03-11
▲4.1%
$72.78M
−$12.92M
'26 Q1
26-05-11
LATEST
▲38.7%
$85.45M
−$9.04M
'26 Q2
26-08-10
Earnings call
FY26 · Q2
2026-08-10
Target Hospitality Corp. Q2 FY2026 Earnings Call
Revenue
$85.45M
▲ 38.7% YoY Diluted EPS
$-0.09
Gross margin
18.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-11
First Quarter 2026 Earnings Call
Revenue
$72.78M
▲ 4.1% YoY Diluted EPS
$-0.13
Gross margin
9.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-05-06
Oppenheimer 21st Annual Industrial Growth Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-03-11
Target Hospitality Corp. Q4 FY2025 Earnings Call
Confident tone
Pipeline of opportunities and bed reactivation
WHS segment growth and contract awards
Balance sheet and liquidity
Revenue
$89.78M*
▲ 7.3% YoY Gross margin
7.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-06
Target Hospitality Corp. Q3 FY2025 Earnings Call
Confident tone
Data center / AI infrastructure opportunity
Growth pipeline and customer demand urgency
Strategic growth and contract awards
Revenue
$99.36M
▲ 4.4% YoY Diluted EPS
$-0.01
▼ 105% YoY Gross margin
18.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
Target Hospitality Corp. Q2 FY2025 Earnings Call
Confident tone
Data center / AI end market opportunity
Financial results and guidance
Workforce Hub Contract expansion
Revenue
$61.61M
▼ 38.8% YoY Diluted EPS
$-0.15
▼ 183.3% YoY Gross margin
-0.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-19
Target Hospitality Corp. Q1 FY2025 Earnings Call
Confident tone
Strategic Growth Pipeline & Commercial Opportunities
Government Segment & Immigration Initiatives
West Texas Asset Uncertainty & Carrying Costs
Revenue
$69.90M
▼ 34.5% YoY Diluted EPS
$-0.07
▼ 135% YoY Gross margin
25.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-03-26
Target Hospitality Corp. Q4 FY2024 Earnings Call
Confident tone
Government Segment and Immigration Policy Demand
Lithium Americas Workforce Hub Contract
Growth Pipeline and Non-Government Diversification
Revenue
$83.69M*
▼ 33.7% YoY Gross margin
44.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-12
Target Hospitality Corp. Q3 FY2024 Earnings Call
Confident tone
Financial position and capital return
Growth pipeline and diversification
Government segment and PCC renewal
Revenue
$95.19M
▼ 34.8% YoY Diluted EPS
$0.20
▼ 53.5% YoY Gross margin
47.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-07
Target Hospitality Corp. Q2 FY2024 Earnings Call
Revenue
$100.72M
▼ 29.9% YoY Diluted EPS
$0.18
▼ 59.1% YoY Gross margin
46.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-08
Target Hospitality Corp. Q1 FY2024 Earnings Call
Confident tone
Pending acquisition proposal
Government segment / ICF and PCC community
Financial results and balance sheet
Revenue
$106.67M
▼ 27.8% YoY Diluted EPS
$0.20
▼ 47.4% YoY Gross margin
46.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-03-13
Target Hospitality Corp. Q4 FY2023 Earnings Call
Confident tone
Capital allocation and share repurchases
Government segment and PCC contract
Financial results and balance sheet
Revenue
$126.22M*
▼ 17.2% YoY Gross margin
49.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-08
Target Hospitality Corp. Q3 FY2023 Earnings Call
Revenue
$145.94M
▼ 8.5% YoY Diluted EPS
$0.43
▲ 115% YoY Gross margin
59.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-09
Target Hospitality Corp. Q2 FY2023 Earnings Call
Revenue
$143.63M
▲ 31% YoY Diluted EPS
$0.44
▲ 83.3% YoY Gross margin
57.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-09
Target Hospitality Corp. Q1 FY2023 Earnings Call
Revenue
$147.82M
▲ 84% YoY Diluted EPS
$0.38
▲ 3700% YoY Gross margin
55.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-03-10
Target Hospitality Corp. Q4 FY2022 Earnings Call
Revenue
$152.44M*
▲ 86.6% YoY Gross margin
55.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-09
Target Hospitality Corp. Q3 FY2022 Earnings Call
Revenue
$159.56M
▲ 78.9% YoY Diluted EPS
$0.20
▲ 185.7% YoY Gross margin
51.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-09
Target Hospitality Corp. Q2 FY2022 Earnings Call
Revenue
$109.65M
▲ 46.2% YoY Diluted EPS
$0.24
Gross margin
47.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-10
Target Hospitality Corp. Q1 FY2022 Earnings Call
Revenue
$80.33M
▲ 76.6% YoY Diluted EPS
$0.01
Gross margin
34.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-03-10
Target Hospitality Corp. Q4 FY2021 Earnings Call
Revenue
$81.69M*
▲ 58.3% YoY Gross margin
35.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-12
Target Hospitality Corp. Q3 FY2021 Earnings Call
Revenue
$89.17M
▲ 84.8% YoY Diluted EPS
$0.07
Gross margin
37.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-11
Target Hospitality Corp. Q2 FY2021 Earnings Call
Revenue
$74.99M
▲ 39.8% YoY Diluted EPS
$-0.01
Gross margin
36.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-24
Target Hospitality Corp. Q1 FY2021 Earnings Call
Revenue
$45.49M
▼ 36.5% YoY Diluted EPS
$-0.14
Gross margin
25.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-03-30
Target Hospitality Corp. Q4 FY2020 Earnings Call
Revenue
$51.61M
▼ 32.2% YoY Gross margin
19.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-09
Target Hospitality Corp. Q3 FY2020 Earnings Call
Revenue
$48.26M
▼ 40.9% YoY Gross margin
24.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-10
Target Hospitality Corp. Q2 FY2020 Earnings Call
Revenue
$53.62M
▼ 34.1% YoY Gross margin
15.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-28
Target Hospitality Corp. Q1 FY2020 Earnings Call
Revenue
$71.66M
▼ 12.6% YoY Gross margin
37.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-03-12
Target Hospitality Corp. Q4 FY2019 Earnings Call
Revenue
$76.11M
▼ 20.8% YoY Gross margin
41.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
1712189
CUSIP
87615L107
13F (30d)
170 filings
169 filers
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