Target Hospitality

Q2 FY2026 EarningsQ2 FY26 results beat consensus across key metrics, with revenue of $85.5M exceeding the $79.3M estimate and GAAP EPS of -$0.09 coming in better than the -$0.10 expected. The outperformance was primarily driven by the Workforce Hospitality Solutions (WHS) segment, which saw revenue surge 142% YoY to $36.3M. Management significantly raised FY26 revenue guidance to $410M–$420M (up 11% from prior midpoint) and Adjusted EBITDA to $85M–$95M (up 13%), citing over $1.4B in new contract awards since January 2026.