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FTRE Stock Analysis 2026 - Fortrea Holdings Inc. AI Rating

FTRE Nasdaq Services-Medical Laboratories CIK: 0001965040
Recently Updated • Analysis: Mar 25, 2026 • SEC Data: 2025-12-31
STRONG SELL
92% Conf
Pending
Analysis scheduled

📊 FTRE Key Takeaways

Revenue: $2.7B
Net Margin: -36.2%
Free Cash Flow: $88.3M
Current Ratio: 0.98x
Debt/Equity: 1.86x
EPS: $-10.81
AI Rating: STRONG SELL with 92% confidence

Is FTRE a Good Investment? Thesis Analysis

Claude

Fortrea is experiencing severe financial distress with massive operating and net losses (-32% operating margin, -36.2% net margin) despite 2.7B in revenue, indicating fundamental operational problems. The company is burning shareholder value with negative ROE of -175% and ROA of -36.3%, while maintaining a dangerously low current ratio of 0.98x and high leverage ratio of 1.86x that limit financial flexibility. The only positive signal is positive free cash flow of 88.3M, suggesting some operational cash generation, but this is insufficient to offset the severe profitability crisis and deteriorating financial position.

Why Buy FTRE? Key Strengths

Claude
  • + Positive operating cash flow of 113.5M demonstrates ability to generate cash from operations despite losses
  • + Free cash flow of 88.3M provides liquidity buffer for near-term obligations
  • + Stable revenue base of 2.7B with modest 1% YoY growth showing market presence

FTRE Investment Risks to Consider

Claude
  • ! Severe profitability crisis with -986.2M net loss and -200.2% YoY deterioration indicates fundamental operational failure
  • ! Negative interest coverage ratio of -12.5x indicates inability to service debt from operating earnings
  • ! Liquidity crisis with current ratio of 0.98x and high debt-to-equity of 1.86x creating solvency risk
  • ! Negative ROE of -175% and ROA of -36.3% demonstrate complete destruction of shareholder and asset value
  • ! 11 Form 4 filings in 90 days suggest potential insider concern or leadership turnover

Key Metrics to Watch

Claude
  • * Operating margin recovery trajectory and path to profitability
  • * Current ratio and working capital trends for solvency assessment
  • * Operating cash flow sustainability and free cash flow adequacy relative to debt service
  • * Debt reduction progress and debt-to-equity ratio improvement

FTRE Financial Metrics

Revenue
$2.7B
Net Income
$-986.2M
EPS (Diluted)
$-10.81
Free Cash Flow
$88.3M
Total Assets
$2.7B
Cash Position
$174.6M

💡 AI Analyst Insight

The relatively thin 3.2% FCF margin may limit capital allocation flexibility. The current ratio below 1.0x warrants monitoring of short-term liquidity.

FTRE Profitability Ratios

Gross Margin N/A
Operating Margin -32.0%
Net Margin -36.2%
ROE -175.0%
ROA -36.3%
FCF Margin 3.2%

FTRE vs Healthcare Sector

How Fortrea Holdings Inc. compares to Healthcare sector averages

Net Margin
FTRE -36.2%
vs
Sector Avg 12.0%
FTRE Sector
ROE
FTRE -175.0%
vs
Sector Avg 15.0%
FTRE Sector
Current Ratio
FTRE 1.0x
vs
Sector Avg 2.0x
FTRE Sector
Debt/Equity
FTRE 1.9x
vs
Sector Avg 0.6x
FTRE Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is FTRE Overvalued or Undervalued?

Based on fundamental analysis, Fortrea Holdings Inc. shows some fundamental concerns relative to the Healthcare sector in 2026.

Return on Equity
-175.0%
Sector avg: 15%
Net Profit Margin
-36.2%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.86x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

FTRE Balance Sheet & Liquidity

Current Ratio
0.98x
Quick Ratio
0.98x
Debt/Equity
1.86x
Debt/Assets
79.3%
Interest Coverage
-12.50x
Long-term Debt
$1.0B

FTRE 5-Year Financial Trend & Growth Analysis

FTRE 5-year financial data: Year 2023: Revenue $3.1B, Net Income $98.0M, EPS $1.10. Year 2024: Revenue $2.8B, Net Income $186.2M, EPS $2.09. Year 2025: Revenue $2.8B, Net Income -$25.2M, EPS $-0.29.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Fortrea Holdings Inc.'s revenue has remained relatively flat over the 5-year period, with a 9% decline. The most recent EPS of $-0.29 indicates the company is currently unprofitable.

FTRE Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
3.2%
Free cash flow / Revenue

FTRE Quarterly Performance

Quarterly financial performance data for Fortrea Holdings Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $674.9M -$15.9M $-0.17
Q2 2025 $662.4M -$101.0M $-1.55
Q1 2025 $651.3M -$101.0M $-1.13
Q3 2024 $674.9M $12.5M $-0.16
Q2 2024 $662.4M $12.5M $0.35
Q1 2024 $662.1M $12.5M $0.14
Q3 2023 $762.3M -$13.1M $-0.15
Q2 2023 $793.0M $17.4M $0.32

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

FTRE Capital Allocation

Operating Cash Flow
$113.5M
Cash generated from operations
Capital Expenditures
$25.2M
Investment in assets
Dividends
None
No dividend program

FTRE SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for Fortrea Holdings Inc. (CIK: 0001965040)

📋 Recent SEC Filings

Date Form Document Action
Mar 24, 2026 4 xslF345X06/form4.xml View →
Mar 17, 2026 4 xslF345X05/form4.xml View →
Mar 17, 2026 4 xslF345X05/form4.xml View →
Mar 11, 2026 4 xslF345X05/form4.xml View →
Mar 11, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about FTRE

What is the AI rating for FTRE?

Fortrea Holdings Inc. (FTRE) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are FTRE's key strengths?

Claude: Positive operating cash flow of 113.5M demonstrates ability to generate cash from operations despite losses. Free cash flow of 88.3M provides liquidity buffer for near-term obligations.

What are the risks of investing in FTRE?

Claude: Severe profitability crisis with -986.2M net loss and -200.2% YoY deterioration indicates fundamental operational failure. Negative interest coverage ratio of -12.5x indicates inability to service debt from operating earnings.

What is FTRE's revenue and growth?

Fortrea Holdings Inc. reported revenue of $2.7B.

Does FTRE pay dividends?

Fortrea Holdings Inc. does not currently pay dividends.

Where can I find FTRE SEC filings?

Official SEC filings for Fortrea Holdings Inc. (CIK: 0001965040) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FTRE's EPS?

Fortrea Holdings Inc. has a diluted EPS of $-10.81.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is FTRE a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, Fortrea Holdings Inc. has a STRONG SELL rating with 92% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is FTRE stock overvalued or undervalued?

Valuation metrics for FTRE: ROE of -175.0% (sector avg: 15%), net margin of -36.2% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy FTRE stock in 2026?

Our dual AI analysis gives Fortrea Holdings Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is FTRE's free cash flow?

Fortrea Holdings Inc.'s operating cash flow is $113.5M, with capital expenditures of $25.2M. FCF margin is 3.2%.

How does FTRE compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -36.2% (avg: 12%), ROE -175.0% (avg: 15%), current ratio 0.98 (avg: 2).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 25, 2026 | Data as of: 2025-12-31 | Powered by Claude AI