Stock Fundamentals

Company Information

Company Name
Fortrea Holdings Inc.
Sector
Healthcare
Industry
Biotechnology
Exchange
NASDAQ
ISIN: US34965K1079
CIK: 0001965040
CUSIP: 34965K107
Currency: USD
Full Time Employees: 14,000
Phone: 877 495 0816
Fiscal Year End: December
IPO Date: Jul 03, 2023
Description:

Fortrea Holdings Inc., a contract research organization, provides biopharmaceutical product and medical device development solutions to pharmaceutical, biotechnology, and medical device customers worldwide. It offers clinical pharmacology, such as clinical research units, external partnerships, project management, study design and monitoring, bioanalytics and biomarkers, pharmacokinetics, modeling and simulation, and biometrics; and clinical development, including phase I through IV clinical and real-world evidence studies, regulatory affairs, protocol design, operational planning, study and site start-up, patient recruitment, project management, comprehensive site and medical monitoring, data management and biostatistics, pharmacovigilance, medical writing, and mobile clinical services. The company also provides consulting services comprising product development and regulatory, market access and health economics, and outcomes research, as well as RWE services. Fortrea Holdings Inc. was incorporated in 2023 and is headquartered in Durham, North Carolina.

Address:

8 Moore Drive, Durham, NC, United States, 27709

Directors & Officers

Name Title Year Born
Mr. Anshul Thakral CEO & Director 1978
Ms. Jill McConnell Chief Financial Officer 1975
Mr. Mark A. Morais COO & President of Clinical Services 1977
Mr. Drayton Virkler President & Chief Commercial Officer NA
Mr. Robert Parks Chief Accounting Officer NA
Mr. Alejandro Martinez Galindo Chief Information Officer NA
Mr. Dave Cooper Chief Administrative Officer NA
Ms. Tracy H. Krumme Senior VP of Investor Relations 1968
Ms. Agnieszka M. Gallagher J.D. General Counsel & Corporate Secretary 1974
Ms. Hima B. Inguva Head of Corporate Development NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 16, 2026 Jill G Mcconnell N/A Sale 1.80K $9.22 $16.63K
Mar 10, 2026 Jill G Mcconnell N/A Sale 5.06K $9.07 $45.90K
Mar 10, 2026 Robert Parks N/A Sale 1.93K $9.07 $17.48K
Feb 10, 2026 Jill G Mcconnell N/A Sale 881.00 $13.88 $12.23K
Sep 09, 2025 James S Hanson N/A Sale 1.68K $10.23 $17.16K
Sep 09, 2025 Jill G Mcconnell N/A Sale 3.16K $10.23 $32.29K
Sep 09, 2025 Robert Parks N/A Sale 592.00 $10.23 $6.06K
Sep 02, 2025 Erin L Russell N/A Purchase 9.85K $10.15 $100.02K
Aug 19, 2025 Jill G Mcconnell N/A Sale 4.89K $8.01 $39.14K
Aug 11, 2025 Peter M Neupert N/A Purchase 32.50K $6.26 $203.45K
Aug 08, 2025 Peter M Neupert N/A Purchase 30.00K $6.79 $203.70K
Jun 23, 2025 J. French Hill N/A Sale N/A $5.10 N/A
Jun 03, 2025 James S Hanson N/A Sale 2.19K $4.17 $9.14K
Jun 03, 2025 Jill G Mcconnell N/A Sale 3.13K $4.17 $13.05K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 15.15M Mar 31, 2026 16.02% $0.00 2.61%
Vanguard Group Inc 8.33M Dec 31, 2025 8.81% $0.00 3.20%
The Goldman Sachs Group Inc 8.10M Mar 31, 2026 8.56% $0.01 -2.10%
Corvex Management LP 4.64M Mar 31, 2026 4.91% $1.74 3.01%
Sessa Capital, L.P 4.59M Mar 31, 2026 4.86% $0.79 15.02%
State Street Corp 4.11M Mar 31, 2026 4.34% $0.00 -0.04%
AQR Capital Management LLC 3.30M Mar 31, 2026 3.49% $0.01 10.39%
Charles Schwab Investment Management Inc 3.21M Mar 31, 2026 3.39% $0.00 -0.35%
Deutsche Bank AG 2.57M Mar 31, 2026 2.72% $0.01 0.51%
Geode Capital Management, LLC 2.37M Mar 31, 2026 2.50% $0.00 3.84%
Morgan Stanley - Brokerage Accounts 2.30M Mar 31, 2026 2.43% $0.00 -6.89%
Park West Asset Management LLC 2.26M Mar 31, 2026 2.39% $1.80 10.75%
Iron Triangle Partners LP 1.99M Dec 31, 2025 2.10% $3.92 0.00%
Loomis, Sayles & Company LP 1.82M Mar 31, 2026 1.93% $0.02 0.00%
MetLife Investment Management, LLC 1.81M Mar 31, 2026 1.91% $0.09 31.89%
Ameriprise Financial Inc 1.58M Mar 31, 2026 1.67% $0.00 241.02%
Renaissance Technologies Corp 1.43M Mar 31, 2026 1.51% $0.02 81.42%
Eagle Health Investments LP 1.31M Mar 31, 2026 1.38% $2.15 7.30%
Dimensional Fund Advisors, Inc. 1.30M Mar 31, 2026 1.37% $0.00 163.78%
FMR Inc 1.24M Mar 31, 2026 1.32% $0.00 -52.88%

Shares Statistics

Shares Outstanding: 94.58M
Shares Float: 93.90M
% Insiders: 81.70%
% Institutions: 10,995.20%
Short % Float: 11.79%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 5.64M 5.97% ▲ 0.03% Apr 30, 2026
2 Vanguard Total Stock Mkt Idx Inv 2.91M 3.08% ▲ 0.00% Apr 30, 2026
3 Xtrackers MSCI World Swap ETF 1C 2.22M 2.35% ▼ 0.63% Dec 31, 2025
4 iShares Russell 2000 ETF 2.20M 2.32% ▲ 0.85% Apr 30, 2026
5 Schwab Fundamental U.S. Small CompanyETF 1.79M 1.89% ▲ 0.00% Apr 30, 2026
6 Columbia Acorn Inst 1.29M 1.37% ▲ 0.00% Apr 30, 2026
7 Fidelity Value 1.15M 1.21% ▲ 0.00% Mar 31, 2026
8 Vanguard Small Cap Index 1.08M 1.14% ▲ 1.15% Apr 30, 2026
9 Vanguard Institutional Extnd Mkt Idx Tr 1.04M 1.10% ▲ 1.24% Apr 30, 2026
10 Loomis Sayles Small Cap Growth Instl 1.02M 1.08% ▲ 23.94% Mar 31, 2026

Valuation Metrics

Enterprise Value: $2.46B
Trailing P/E: 0.00
Forward P/E: 9.38

Financial Highlights

Market Cap: $1.48B
EBITDA: $69.90M
PEG Ratio: $0.34
Book Value: $6.05
Earnings/Share: $-4.81
Profit Margin: -16.50%
Operating Margin: 0.52%
ROA (TTM): -0.05%
ROE (TTM): -64.55%
Revenue (TTM): $2.71B
Revenue/Share (TTM): $29.42
Earnings Growth (YOY): -57.40%
Revenue Growth (YOY): -2.30%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.98x 1.88x 0.79x -0.33x -1.31x
2024-12-31 1.00x 0.84x 0.62x -1.31x -17.70x
2023-12-31 1.61x 0.94x 0.60x 0.46x 11.73x
2022-12-31 1.78x 0.01x 0.22x 935.50x 0.08x
2021-12-31 1.35x 0.01x 0.25x 571.50x 0.08x
2020-12-31 N/A N/A N/A N/A 0.00x

📦 Raw API Data (JSON Explorer)

Watchlist

0

No stocks in watchlist

Assistant

×
Hello! I'm your AI assistant. I have access to the financial data on this page. Ask me anything about FTRE.US!