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Fortrea Holdings Inc. (FTRE) Stock Fundamental Analysis & AI Rating 2026

FTRE Nasdaq Services-Medical Laboratories CIK: 0001965040
Recently Updated • Analysis: May 7, 2026 • SEC Data: 2026-03-31
Combined AI Rating
STRONG SELL
88% Confidence
STRONG AGREEMENT
STRONG SELL
87% Conf
STRONG SELL
90% Conf

📊 FTRE Key Takeaways

Revenue: $636.5M
Net Margin: -3.7%
Free Cash Flow: $-25.0M
Current Ratio: 0.95x
Debt/Equity: 1.98x
EPS: $-0.25
AI Rating: STRONG SELL with 87% confidence
Fortrea Holdings Inc. (FTRE) receives a STRONG SELL rating with 88% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $636.5M, net profit margin of -3.7%, and return on equity (ROE) of -4.5%, Fortrea Holdings Inc. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete FTRE stock analysis for 2026.

Is Fortrea Holdings Inc. (FTRE) a Good Investment?

Claude

Fortrea is a fundamentally distressed company with negative profitability across all metrics, negative operating and free cash flows, and deteriorating earnings. Combined with a current ratio of 0.95x and 1.98x debt-to-equity leverage, the company faces critical solvency and liquidity risks that are unsustainable absent dramatic operational turnaround.

ChatGPT

Fortrea's fundamentals are weak: revenue growth is only 1.0% while profitability has collapsed, with deeply negative operating and net margins and a sharp deterioration in earnings. Although the business still generates positive operating cash flow and free cash flow, liquidity is tight and leverage is elevated, which leaves little room for sustained execution missteps if losses persist.

Why Buy Fortrea Holdings Inc. Stock? FTRE Key Strengths

Claude
  • + Maintains $636.5M revenue base in essential medical laboratory services sector with structural demand
  • + Cash reserves of $147.5M provide near-term operational runway and refinancing buffer
  • + Presence of 11 insider Form 4 filings suggests some management activity and engagement
ChatGPT
  • + Positive operating cash flow of $113.5M despite net losses
  • + Free cash flow remained positive at $88.3M
  • + Revenue was at least stable year over year with modest 1.0% growth

FTRE Stock Risks: Fortrea Holdings Inc. Investment Risks

Claude
  • ! Negative operating cash flow (-$17.0M) and free cash flow (-$25.0M) indicate ongoing economic value destruction with ~6 year cash burn runway at current rates
  • ! Current ratio of 0.95x reveals acute liquidity stress with liabilities exceeding current assets, indicating potential near-term solvency crisis
  • ! Operating income of -$3.4M with negative interest coverage means debt service is entirely unsustainable from operations; company is technically insolvent on cash basis
  • ! Earnings deteriorating rapidly with -194.6% EPS decline YoY while net margin is -3.7%, with minimal 1.0% YoY revenue growth providing no operational offset
  • ! High leverage of 1.98x debt-to-equity combined with $1.0B long-term debt creates refinancing risk if liquidity deteriorates further
  • ! Negative ROE (-4.5%) and ROA (-0.9%) demonstrate severe capital inefficiency and shareholder value destruction
ChatGPT
  • ! Severe profitability deterioration with -32.0% operating margin and -36.2% net margin
  • ! Weak balance sheet flexibility, including a 0.98x current ratio and 1.86x debt/equity
  • ! Negative interest coverage indicates earnings do not currently support debt servicing

Key Metrics to Watch

Claude
  • * Operating cash flow trajectory and path to positive cash generation from operations
  • * Current ratio and overall working capital position - critical leading indicator of solvency
  • * Interest coverage ratio improvement and debt refinancing capability at maturity
  • * Revenue growth acceleration and operating margin expansion toward sustainability
  • * Management's capital allocation decisions regarding debt reduction versus operational reinvestment
ChatGPT
  • * Operating margin and net income trend
  • * Operating cash flow and current ratio

Fortrea Holdings Inc. (FTRE) Financial Metrics & Key Ratios

Revenue
$636.5M
Net Income
$-23.6M
EPS (Diluted)
$-0.25
Free Cash Flow
$-25.0M
Total Assets
$2.7B
Cash Position
$147.5M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

FTRE Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -0.5%
Net Margin -3.7%
ROE -4.5%
ROA -0.9%
FCF Margin -3.9%

FTRE vs Healthcare Sector: How Fortrea Holdings Inc. Compares

How Fortrea Holdings Inc. compares to Healthcare sector averages

Net Margin
FTRE -3.7%
vs
Sector Avg 12.0%
FTRE Sector
ROE
FTRE -4.5%
vs
Sector Avg 15.0%
FTRE Sector
Current Ratio
FTRE 0.9x
vs
Sector Avg 2.0x
FTRE Sector
Debt/Equity
FTRE 2.0x
vs
Sector Avg 0.6x
FTRE Sector

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

Is Fortrea Holdings Inc. Stock Overvalued? FTRE Valuation Analysis 2026

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

Return on Equity
-4.5%
Sector avg: 15%
Net Profit Margin
-3.7%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.98x
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.

Fortrea Holdings Inc. Balance Sheet: FTRE Debt, Cash & Liquidity

Current Ratio
0.95x
Quick Ratio
0.95x
Debt/Equity
1.98x
Debt/Assets
80.4%
Interest Coverage
-0.05x
Long-term Debt
$1.0B

FTRE Revenue & Earnings Growth: 5-Year Financial Trend

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 Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-3.9%
Free cash flow / Revenue

FTRE Quarterly Earnings & Performance

Quarterly financial performance data for Fortrea Holdings Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $636.5M -$23.6M $-0.25
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

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

Fortrea Holdings Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$17.0M
Cash generated from operations
Capital Expenditures
$8.0M
Investment in assets
Dividends
None
No dividend program

FTRE SEC Filings: Latest 10-K & 10-Q Analysis

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

📋 Recent SEC Filings

Date Form Document Action
May 5, 2026 10-Q ftre-20260331.htm View →
May 5, 2026 8-K ftre-20260505.htm View →
Apr 27, 2026 DEF 14A d907944ddef14a.htm View →
Mar 24, 2026 4 xslF345X06/form4.xml View →
Mar 17, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about FTRE

What is the AI rating for FTRE?

Fortrea Holdings Inc. (FTRE) has a Combined AI Rating of STRONG SELL from Claude (STRONG SELL) and ChatGPT (STRONG SELL) with 88% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FTRE's key strengths?

Claude: Maintains $636.5M revenue base in essential medical laboratory services sector with structural demand. Cash reserves of $147.5M provide near-term operational runway and refinancing buffer. ChatGPT: Positive operating cash flow of $113.5M despite net losses. Free cash flow remained positive at $88.3M.

What are the risks of investing in FTRE?

Claude: Negative operating cash flow (-$17.0M) and free cash flow (-$25.0M) indicate ongoing economic value destruction with ~6 year cash burn runway at current rates. Current ratio of 0.95x reveals acute liquidity stress with liabilities exceeding current assets, indicating potential near-term solvency crisis. ChatGPT: Severe profitability deterioration with -32.0% operating margin and -36.2% net margin. Weak balance sheet flexibility, including a 0.98x current ratio and 1.86x debt/equity.

What is FTRE's revenue and growth?

Fortrea Holdings Inc. reported revenue of $636.5M.

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 $-0.25.

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 May 2026, Fortrea Holdings Inc. has a STRONG SELL rating with 88% 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 -4.5% (sector avg: 15%), net margin of -3.7% (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 $-17.0M, with capital expenditures of $8.0M. FCF margin is -3.9%.

How does FTRE compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -3.7% (avg: 12%), ROE -4.5% (avg: 15%), current ratio 0.95 (avg: 2).

Is Fortrea Holdings Inc. carrying too much debt?

FTRE has a debt-to-equity ratio of 1.98x, which is above the Healthcare sector average of 0.6x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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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: May 7, 2026 | Data as of: 2026-03-31 | Powered by Claude AI