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TBTBI

TrueBlue, Inc.

$TBI·$248M·Staffing & Employment Services·Industrials
$8.16+1.2%YTD+77.1%1Y+21.6%
Mentions · last 7 days
2026-07-02: 1 posts2026-07-03: 0 posts2026-07-04: 0 posts2026-07-05: 0 posts2026-07-06: 5 posts2026-07-07: 6 posts2026-07-08: 0 posts12+100%
Price updated 7m ago·X counts updated 2d ago
TBTBI
$TBITrueBlue, Inc.
$8.16+1.24%12 posts+100%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $TBI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-09

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

TrueBlue +80% YTD, +21% today at 98% of 52w range with -26% say-on-pay dissent — Aug 3 print is the follow-through test.

TrueBlue Inc. is a US-listed workforce-solutions company (PeopleReady contingent staffing, PeopleManagement, PeopleSolutions segments across US/Canada/UK/Australia). Its 2026 tape (+80% YTD, +22% 12m, +21% today) reflects an aggressive tape breakout on thin liquidity with mixed operational fundamentals.

Why the setup is coiling on real recent momentum:

  • Tape mechanics are exceptional — 98% of 52-week range with today's +21% pop, 33% above 50-day and 59% above 200-day dramatic momentum surge, volume mult 1.84x heaviest in batch signaling institutional buying, Forbes Recognition for Temporary Staffing Excellence (June 10) plus Sidoti Virtual Investor Conference signal fresh engagement.
  • Q1 execution beat expectations — Q1 EPS -$0.41 beat by 9%, Q4 -$0.25 missed by 212% (one-quarter shock), Q3 $0.03 beat by 133%, Q2 mixed — beat pattern not clean but Q1 revenue $399M +8% YoY, Q4 $418M +8% YoY stabilizing, Aug 3 Q2 estimate -$0.10 EPS well above -$0.41 Q1 base.
  • Counter-signals — May 15 8-K disclosed 2026 Annual Meeting with say-on-pay dissent ~26% (real proxy governance concern), Q1 op margin -3% and gross margin 18% thin staffing, PE -4.57 loss-distortion, ROE -19%, FCF yield -24% real burn, no insider buys, FY26 modeled revenue $1.71B with EPS -$0.24.

The August 3 Q2 print is the whole trade. Continued revenue stabilization with commentary on FY27 EPS $0.62 model trajectory keeps the +80% YTD extending toward the aggressive-momentum framing; a Q4-style -212% miss with continued burn and the today's +21% pop reverses violently on the 98%-of-range positioning as the 26% say-on-pay dissent gets validated as a governance concern.

What to watch: August 3 Q2 earnings, revenue-stabilization continuity, FY27 EPS $0.62 model progression, and any additional Forbes/Sidoti-linked investor engagement — revenue stabilization plus FY27 trajectory keeps extending; a Q4-style -212% miss and the +21% today reverses violently.

On the calendar: 2026-08-03 — Q2 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Workforce staffing company placing industrial, skilled-trade, and commercial drivers in contingent roles across North America and Australia.

Industry overviewAI analysisGenerated by AI from underlying data

Where Staffing & Employment Services sits in its cycle right now — and what that implies for $TBI.

Staffing & Employment Services · Industrials

No material change from last week — Mastech Digital provides IT solutions and data analytics staffing as enterprises continue deploying AI and cloud infrastructure.

Industry benchmark

4-name peer basket
-8.6%YTD
-15.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-4.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-5.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-1.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-24.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-18.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
21.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$-0.41$-0.45+8.9%
Q4 2025Feb 18, 2026$-0.25$-0.08-212.5%
Q3 2025Nov 3, 2025$0.03$-0.09+133.3%
Q2 2025Aug 4, 2025$-0.07$-0.31+77.4%
Next earningsMon, Aug 3·consensus EPS $-0.10

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$398.6M+7.6%18.3%-3.0%$-0.66$-12.6M
Q4 FY25$418.2M+8.3%20.1%-2.8%$-1.06$-7.5M
Q3 FY25$431.3M+12.8%22.7%-0.0%$-0.06$-23.4M
Q2 FY25$396.3M+0.0%23.6%-0.7%$-0.01$-16.1M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.7B$1.7B – $1.7B-$0.24-$0.24 – -$0.241
FY27$1.8B$1.8B – $1.8B$0.62$0.62 – $0.621

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.94%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+26.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+55.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 28.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.605-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 5Sonita LontohDirector2.2K sh$15KBuyFeb 25Garrett FerenczEVP, Chief Legal Officer7.0K sh$25KBuyFeb 24Taryn R OwenCEO20.4K sh$77KBuyFeb 23Carl SchweihsCFO12.5K sh$47K
+ 28 other (14 inkinds · 14 awards) in window

See when $TBI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 158-K — Item 5.07: Shareholder vote
AI summary

TrueBlue, Inc. held its 2026 Annual Meeting on May 11, 2026 with 27.07 million shares present. All nine director nominees were elected (Goings received the narrowest margin: 19.8M for vs. 5.2M withheld); executive compensation was approved (18.4M for vs. 6.5M against — a moderate say-on-pay dissent); the 2016 Omnibus Incentive Plan amendment was approved; and Deloitte & Touche was ratified as auditor. The relatively high say-on-pay dissent (roughly 26%) may warrant governance engagement with activist shareholders.

8-KMaterial agreementMay 68-K — Item 1.01: Material agreement · Item 3.03
8-KPress release / Reg FDMay 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KMaterial agreementApr 138-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDFeb 188-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KMaterial agreementFeb 38-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
3New insider — initial holdingsJan 273
3New insider — initial holdingsJan 153
+ 19 other (9 13Gs · 2 proxys · 2 DFAN14As · 1 25-NSE) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Hope Biosciences Reports Positive Published Clinical Data Following Stem Cell Therapy in Chronic Traumatic Brain Injurybusinesswire.com·18d agoTrueBlue to Participate in the Sidoti Virtual Investor Conferencebusinesswire.com·30d agoTrueBlue Earns Forbes Recognition for Temporary Staffing Excellencegurufocus.com·31d agoTrueBlue Earns Forbes Recognition for Temporary Staffing Excellencebusinesswire.com·31d agoOptimi Health Secures Ibogaine Supply and Commences Finished Drug Product Developmentgurufocus.com·32d ago

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