TH
Target Hospitality Corp.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Target Hospitality has 0 disclosed suppliers and 12 disclosed customers in SEC filings.
Largest filed tie
28.00%
of TH revenue · Undisclosed direct customer (28% of total revenue)
Last report4 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−2.67%
vs ±11.1% implied · ×0.24
shaded = implied · ▲▼ = realized
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SentenceFor the year ended December 31, 2025, the Company had three customers who accounted for 28%, 11% and 11% of total revenue, respectively, and our five largest customers accounted for approximately 63% of our total revenue.
basisTH FY2025 revenue $321M
TH 10-Kaccession 0001104659-26-026351
Sentence● 2011: Target expanded capacity in Williston, Stanley and Tioga with long-term customers Halliburton, Hess, ONEOK, Schlumberger, Superior Well Service, Key Energy Services and others
TH 10-Kaccession 0001104659-26-026351
Sentence● 2011: Target expanded capacity in Williston, Stanley and Tioga with long-term customers Halliburton, Hess, ONEOK, Schlumberger, Superior Well Service, Key Energy Services and others
TH 10-Kaccession 0001104659-26-026351
SentenceIn February 2025, the Company entered into the Workforce Housing Contract to provide construction of workforce housing, facility services, and hospitality solutions to Lithium Nevada in support of Lithium Nevada's development of Thacker Pass (the "Thacker Pass Project") and a North American critical minerals supply chain.
TH 10-Kaccession 0001104659-26-026351
SentenceThe Company provided facility and hospitality solutions to the NP Partner under the PCC Contract utilizing the Company's owned modular assets and real property, capable of supporting up to 6,000 individuals.
TH 10-Kaccession 0001104659-26-026351
Sentence● 2011: Target expanded capacity in Williston, Stanley and Tioga with long-term customers Halliburton, Hess, ONEOK, Schlumberger, Superior Well Service, Key Energy Services and others
TH 10-Kaccession 0001104659-26-026351
SentenceFor the year ended December 31, 2023, we had one customer, who accounted for approximately 62% of our revenue.
TH 10-Kaccession 0001104659-26-026351
Target Hospitality Corp.
13.67
Expected move
Inputs8Q avg ±10.0%·×0.79·cheap
straddle ±13.2%
spot 13.67exp Nov 20ATM strike 14ATM straddle 2.13IV 79%