Target Hospitality Corp. ( TH ) Q3 2025 Earnings Call November 6, 2025 9:00 AM EST Company Participants Mark Schuck - Senior Vice President of Investor Relations & Financial Planning James Archer - CEO, President & Non-Independent Director Jason Vlacich - CFO & Chief Accounting Officer Conference Call Participants Scott Schneeberger - Oppenheimer & Co. Inc., Research Division Gregory Gibas - Northland Capital Markets, Research Division Stephen Gengaro - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to the Target Hospitality Third Quarter 2025 Earnings Call. [Operator Instructions] This call is being recorded on Thursday, November 6, 2025.
Although the revenue and EPS for Target Hospitality (TH) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Target Hospitality (TH) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to earnings of $0.2 per share a year ago.
| Specialty Retail Industry | Consumer Discretionary Sector | James Bradley Archer CEO | NASDAQ (CM) Exchange | 87615L107 CUSIP |
| US Country | 770 Employees | - Last Dividend | 6 Sep 2012 Last Split | 25 Jul 2013 IPO Date |
Target Hospitality Corp. serves as a major provider of specialty rental and hospitality services in North America, with a focus on two primary segments: Hospitality & Facilities Services - South and Government. Founded in 1978, the company is recognized for its comprehensive network of specialty rental accommodation units designed to cater to a diverse client base. This includes serving U.S. government contractors as well as investment grade companies involved in natural resource development. Headquartered in The Woodlands, Texas, Target Hospitality Corp. prides itself on delivering a range of essential services to ensure the comfort and efficiency of its clients' operations.
At the core of its offerings, Target Hospitality operates a vast network of specialty rental accommodation units across North America. These units are tailored to meet the specific needs of its clients, providing comfortable and efficient living spaces for workforce communities.
Understanding the importance of nutrition and meal satisfaction, the company provides comprehensive catering and food services. These services ensure that clients enjoy quality meals designed to meet diverse dietary requirements and preferences.
To maintain the highest standards of cleanliness and functionality, Target Hospitality offers thorough maintenance and housekeeping services. These services cover everything from routine cleaning to the upkeep of facilities, ensuring a pleasant and well-maintained environment for all occupants.
The safety and security of clients and their accommodations are paramount. Therefore, the company provides professional grounds-keeping to maintain the aesthetic and functional value of the outdoor areas, coupled with comprehensive security services to ensure the safety and well-being of all residents.
Recognizing the importance of physical well-being and leisure, Target Hospitality offers access to health and recreation facilities. These amenities are designed to support the physical health and relaxation needs of the clients, fostering a versatile community environment.
With extensive experience in managing workforce communities, the company delivers expert workforce community management services. This includes the organization of community activities, conflict resolution, and the overall administration of the community to ensure a cohesive and productive living and working environment.
To further alleviate the burdens of everyday chores and tasks, Target Hospitality provides concierge and laundry services. These conveniences offer time-saving solutions for residents, allowing them to focus more on their work and less on domestic tasks.