Target Hospitality (TH) Q2 FY26 earnings call

Target Hospitality delivered a strong second quarter, driven by significant growth in its Workforce Hospitality Solutions (WHS) segment, fueled by new contract awards for AI-driven data center development and critical power generation. The company raised its full-year 2026 outlook and provided an optimistic 2027 exit run-rate, reflecting accelerated customer demand and operational efficiencies. Management is actively finalizing new large-scale agreements, indicating continued expansion in its high-value end markets.