Fortrea Holdings Inc.

NasdaqGS:FTRE 株式レポート

時価総額：US$1.2b

Fortrea Holdings 将来の成長

Future 基準チェック /06

Fortrea Holdings利益と収益がそれぞれ年間78.1%と2.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.8% 76.1%なると予測されています。

主要情報

78.1%

収益成長率

76.11%

EPS成長率

Life Sciences 収益成長17.6%
収益成長率2.8%
将来の株主資本利益率12.85%
アナリストカバレッジ

Good

最終更新日14 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 07

FTRE: Execution Risk Around 2026 Revenue Guidance Will Cap Future Upside

Analysts have raised their price targets on Fortrea by $3 to $5, and the fair value estimate in this model has shifted from $5.0 to $9.5 as analysts point to moderating discount rate assumptions, slightly positive revenue growth, and higher expected profit margins reflected in a higher forward P/E multiple. Analyst Commentary Recent research on Fortrea shows a split view, with some firms raising price targets by US$3 to US$5, while others have taken a more cautious stance, trimming targets and questioning how much upside is already reflected in the valuation.
ナラティブの更新 • Apr 21

FTRE: Conservative 2026 Guidance And AI Tools May Support Re Rating

The analyst price target for Fortrea has been reset from about $22.59 to $16.00 as analysts factor in updated fair value assumptions, slightly lower revenue growth and profit margin inputs, and a lower future P/E multiple, while also incorporating recent Street research that adjusts targets across firms in response to evolving views on the company's fundamentals and guidance. Analyst Commentary Recent Street research on Fortrea shows a mix of trimmed price targets and selective upgrades, as analysts recalibrate their models around updated guidance and sector views.
ナラティブの更新 • Apr 07

FTRE: Margin Recovery Under New Leadership And Conservative 2026 Guidance May Drive Re Rating

Analysts nudged their price target for Fortrea slightly higher to $22.59 from $22.46, citing a mix of higher assumed profit margins, a lower future P/E multiple, and varied recent Street calls that balance upgraded ratings with trimmed targets in the $12 to $22 range. Analyst Commentary Recent Street research on Fortrea shows a wide range of opinions, but the most optimistic voices point to improving execution, clearer profit potential, and room for the shares to rerate as fundamentals stabilize.
ナラティブの更新 • Mar 24

FTRE: Margin Recovery And Deleveraging Under New Leadership May Drive Re Rating

Narrative Update The analyst price target for Fortrea has been revised lower from about $25 to roughly $22.46. This reflects analysts balancing recent price target cuts from several banks with more constructive views that cite improving execution, better fundamentals, and a clearer path to margin recovery under new leadership.
ナラティブの更新 • Mar 09

FTRE: Margin Recovery And 2026 Guidance Under New Leadership Will Drive Upside

The analyst price target for Fortrea Holdings has shifted lower by about $2 to align with a refreshed fair value estimate of $14.44, as analysts factor in a higher discount rate, more cautious revenue growth assumptions, and only modestly revised margin and P/E inputs, despite recent rating upgrades and mixed target resets across the Street. Analyst Commentary Street research on Fortrea paints a mixed picture, with several firms turning more constructive on execution and earnings power, while others temper expectations for share price upside through lower targets.
ナラティブの更新 • Feb 23

FTRE: Execution Improvements And Deleveraging Under New Leadership May Drive Re Rating

Narrative Update on Fortrea Holdings: Analyst Price Target Shift The updated analyst price target for Fortrea Holdings reflects a higher implied valuation in dollar terms. Analysts are citing improved execution under new leadership, a clearer path to margin recovery, and recent target increases from firms that now see better revenue trends, margin potential, and benefits from deleveraging.
分析記事 • Feb 12

The Market Doesn't Like What It Sees From Fortrea Holdings Inc.'s (NASDAQ:FTRE) Revenues Yet As Shares Tumble 33%

Fortrea Holdings Inc. ( NASDAQ:FTRE ) shares have retraced a considerable 33% in the last month, reversing a fair...
ナラティブの更新 • Feb 09

FTRE: Execution And Margin Recovery Under New Leadership Will Drive Future Upside

Narrative Update: Fortrea Holdings Our updated analyst price target for Fortrea moves higher by about $3, with analysts pointing to improving execution under new leadership, early commercial traction, a clearer path to margin recovery, and more supportive biopharma demand as key reasons for their revised expectations. Analyst Commentary Recent Street research on Fortrea reflects a more constructive tone, with several bullish analysts lifting price targets and upgrading ratings as they reassess the company’s execution, growth prospects, and margin potential.
ナラティブの更新 • Jan 25

FTRE: Execution Gains And Biopharma Cycle Tailwinds May Drive Re Rating

Narrative Update on Fortrea Holdings Analysts have lifted their blended price expectations for Fortrea by several dollars, with new targets in the low to mid $20s and up to $25, citing improving execution under new leadership, a clearer path to margin recovery, and better perceived performance as the biopharma cycle picks up. This is broadly consistent with only modest tweaks to our discount rate, revenue growth, margin and future P/E assumptions and no change to our $25.00 fair value estimate.
ナラティブの更新 • Jan 11

FTRE: New Leadership And Margin Recovery Path May Drive Re Rating

Analysts have raised their blended price target on Fortrea Holdings to about $25 from roughly $13, reflecting updated assumptions for stronger revenue growth, slightly improved profit margins, and a higher future P/E multiple, alongside recent upgrades and target increases from several firms. Analyst Commentary Bullish analysts are becoming more constructive on Fortrea Holdings, with a series of upgrades and price target increases that highlight improving company execution and a more supportive setup for profitability and valuation.
ナラティブの更新 • Dec 27

FTRE: Rapid Share Gains Will Be Tested By Leadership Execution Risks

Analysts have nudged their average price target on Fortrea Holdings higher, from $12.07 to $13.25, citing encouraging early progress under new leadership, a steady Q3 book-to-bill backdrop, and signs that contract research and healthcare utilization trends may be stabilizing into 2026. Analyst Commentary Recent research updates reflect a cautiously constructive stance on Fortrea, with incremental target price hikes tied to operational progress and a stabilizing industry backdrop.
ナラティブの更新 • Dec 13

FTRE: Rapid Share Gains Will Face Test From Leadership Transition Execution

Analysts have raised their fair value estimate for Fortrea Holdings from $11.21 to $12.07 per share, citing a lower perceived discount rate, slightly stronger long term revenue growth assumptions, and improving demand signals reflected in multiple recent price target increases across the Street. Analyst Commentary Bullish analysts point to a constructive setup for Fortrea as recent price target increases cluster in a narrow range above the prior consensus, suggesting growing confidence that execution under new leadership can support a re-rating.
分析記事 • Dec 07

Fortrea Holdings Inc. (NASDAQ:FTRE) Surges 27% Yet Its Low P/S Is No Reason For Excitement

Despite an already strong run, Fortrea Holdings Inc. ( NASDAQ:FTRE ) shares have been powering on, with a gain of 27...
ナラティブの更新 • Nov 29

FTRE: Rapid Share Price Increase Will Challenge Upside Amid Mixed Industry Trends

Analysts have raised their average price target for Fortrea Holdings. Recent targets have moved from approximately $7-11 previously to as high as $14, reflecting improving internal execution, stabilizing industry trends, and cautious optimism regarding future demand.
Seeking Alpha • Nov 20

Fortrea Holdings: Showing Real Signs Of Life

Summary Fortrea Holdings has shown signs of recovery after severe operational and financial struggles, with shares rebounding from historic lows. The company reported improving sales momentum and a rising backlog, but EBITDA and margins remain under pressure, keeping leverage high. Management has implemented cost reductions, raised guidance, and enacted a shareholder rights plan, signaling renewed urgency and insider confidence. While the darkest scenarios seem less likely, conviction to buy remains low; continued monitoring is warranted as recovery progresses. Read the full article on Seeking Alpha
ナラティブの更新 • Nov 15

FTRE: Bookings Stability And Leadership Transition Will Shape Outlook Into 2026

Fortrea Holdings' analyst price target has increased significantly from $9.53 to $11.21, as analysts cite a more promising outlook supported by steady bookings, sector stabilization, and improving market demand. Analyst Commentary Recent analyst research highlights both positive developments and ongoing uncertainties for Fortrea Holdings.
ナラティブの更新 • Nov 01

FTRE: Stabilizing Healthcare Trends Will Support Resilience Amid Mixed Market Signals

The analyst price target for Fortrea Holdings has been raised from $7 to a range between $9 and $10. Analysts cite stabilizing healthcare cost trends and improving contract research bookings as key factors for their more optimistic outlook.
ナラティブの更新 • Oct 18

Global Demographic Trends Will Spur Clinical Advances

Analysts have raised their price target for Fortrea Holdings from $8.30 to $9.44, citing sustained improvements in revenue growth, stabilizing cost trends, and recent industry signals that point to a bottoming in contract research organization demand. Analyst Commentary Recent analyst updates highlight a shifting outlook for Fortrea Holdings, with both optimistic and cautious perspectives emerging from the latest research notes.
ナラティブの更新 • Oct 03

Global Demographic Trends Will Spur Clinical Advances

Analysts have raised their fair value estimate for Fortrea Holdings from $7.89 to $8.30 per share. They cite recent improvements in industry bookings and biotech funding, despite continued mixed demand signals.
ナラティブの更新 • Sep 05

Global Demographic Trends Will Spur Clinical Advances

The upward revision in Fortrea Holdings’ price target is primarily driven by a lower discount rate, signaling reduced perceived risk and supporting the increase in fair value from $7.44 to $7.89. What's in the News Fortrea Holdings raised its full-year 2025 revenue guidance to $2.6–$2.7 billion.
分析記事 • Aug 14

Health Check: How Prudently Does Fortrea Holdings (NASDAQ:FTRE) Use Debt?

NasdaqGS:FTRE 1 Year Share Price vs Fair Value Explore Fortrea Holdings's Fair Values from the Community and select...
ナラティブの更新 • Aug 07

Global Demographic Trends Will Spur Clinical Advances

Fortrea Holdings’ price target has been revised upward to $7.02, primarily due to solid earnings visibility and positive physician survey results for hospital segments, despite cost challenges in managed care and a neutral outlook in clinical laboratories. Analyst Commentary Earnings visibility remains solid for hospital-focused segments.
分析記事 • Jun 21

Why Fortrea Holdings Inc. (NASDAQ:FTRE) Could Be Worth Watching

Fortrea Holdings Inc. ( NASDAQ:FTRE ), is not the largest company out there, but it led the NASDAQGS gainers with a...
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新しいナラティブ • May 17

New Therapeutic Areas And AI Adoption Will Fuel Progress

Expanding into therapeutic areas and strengthening partnerships may increase revenue through diversified client engagement.
分析記事 • May 08

Is There An Opportunity With Fortrea Holdings Inc.'s (NASDAQ:FTRE) 49% Undervaluation?

Key Insights Fortrea Holdings' estimated fair value is US$11.03 based on 2 Stage Free Cash Flow to Equity Fortrea...
分析記事 • Apr 08

Is Fortrea Holdings (NASDAQ:FTRE) Using Debt Sensibly?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Mar 06

Fortrea: A Growing CRO With Strong Backlog, Margin Expansion, And Industry Tailwinds

Summary FTRE's strong backlog of $7.7 billion provides revenue stability and planning advantages, despite short-term spin-off costs and missed earnings. The CRO market is projected to grow significantly, driven by increased outsourcing of complex late-stage trials, positioning FTRE for long-term growth. FTRE's global reach across 90 countries offers a competitive advantage in multi-region trials, enhancing patient enrollment and administrative efficiency. Post-spin-off, FTRE can focus on high-margin areas like oncology and decentralized trials, with expected margin improvements from reduced overhead costs. Read the full article on Seeking Alpha
分析記事 • Mar 04

Benign Growth For Fortrea Holdings Inc. (NASDAQ:FTRE) Underpins Stock's 38% Plummet

To the annoyance of some shareholders, Fortrea Holdings Inc. ( NASDAQ:FTRE ) shares are down a considerable 38% in the...
分析記事 • Dec 27

We Think Fortrea Holdings (NASDAQ:FTRE) Has A Fair Chunk Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Dec 26

Fortrea: Turning Around As The Activists Move In

Summary Fortrea, a recent Labcorp spin-off, is poised for recovery with strong bookings, industry inflection, and activist interest, despite a 46% stock drop in 2024. CEO Thomas Pike's proven track record and the potential January Effect add to Fortrea's upside, targeting a $45 stock price within a year. The CRO industry's temporary downturn is reversing, with Fortrea's book-to-bill ratio improving to 1.23x, indicating strong future revenue growth. Fortrea's high leverage and ongoing spin-off expenses are concerns, but activist involvement and potential acquisition post-July 2025 offer additional upside. Read the full article on Seeking Alpha
Seeking Alpha • Nov 28

Fortrea: Some Green Shoots After A Dismal Period

Summary Fortrea faces challenges with falling sales, lack of earnings, and high leverage, despite some positive signs in the third quarter. The company, spun off from Labcorp, operates in an interesting CRO sector, yet results are underwhelming. While leverage remains high, potential EBITDA improvements and reduced separation costs offer a roadmap for future growth, but risks like AI disruption remain. Read the full article on Seeking Alpha
分析記事 • Nov 21

There Is A Reason Fortrea Holdings Inc.'s (NASDAQ:FTRE) Price Is Undemanding

Fortrea Holdings Inc.'s ( NASDAQ:FTRE ) price-to-sales (or "P/S") ratio of 0.6x might make it look like a strong buy...

業績と収益の成長予測

NasdaqGS:FTRE - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,806-171631679
12/31/20272,693-4612213411
12/31/20262,607-75795511
3/31/20262,709-447190221N/A
12/31/20252,723-98688114N/A
9/30/20252,760-1,028-132N/A
6/30/20252,734-1,030-103-88N/A
3/31/20252,686-755145164N/A
12/31/20242,696-271237263N/A
9/30/20242,709-246226264N/A
6/30/20242,748-244233268N/A
3/31/20242,811-119111145N/A
12/31/20232,843-32128168N/A
9/30/20232,89550129178N/A
6/30/20232,943127196257N/A
3/31/20233,01116887146N/A
12/31/20222,8371462883N/A
12/31/20213,05898143170N/A
12/31/20202,580-359177201N/A

アナリストによる今後の成長予測

収入対貯蓄率: FTRE今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: FTRE今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: FTRE今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: FTREの収益 ( 2.8% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: FTREの収益 ( 2.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: FTREの 自己資本利益率 は、3年後には低くなると予測されています ( 12.8 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/22 12:00
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Fortrea Holdings Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Eric ColdwellBaird
Luke SergottBarclays
Michael RyskinBofA Global Research