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TBTBI

TrueBlue, Inc.

$TBI·$310M·Staffing & Employment Services·Industrials
$10.61+0.8%YTD+69.0%1Y+82.6%
Mentions · last 7 days
2026-08-17: 0 posts2026-08-18: 1 posts2026-08-19: 1 posts2026-08-20: 0 posts2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 0 posts20%
Price updated 13m ago·X counts updated 15h ago
TBTBI
$TBITrueBlue, Inc.
$10.61+0.76%2 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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.

Comeback attemptAcceleratingAI verdict · as of 2026-08-22

The move is getting stronger, with heavier trading behind it.

TrueBlue staffing +69% YTD, +83% t12m, Q2 EPS beat by 160%, PeopleScout AI-hiring research.

TrueBlue provides workforce solutions (PeopleReady contingent staffing, PeopleManagement industrial staffing, PeopleSolutions RPO) — the tape at $10.61 is up 69% year to date and 83% over twelve months on a $310M market cap, and the Q2 print marks the operating inflection.

  • Q2 2026 revenue was $443M growing 12% year over year with EPS of $0.06 topping the -$0.10 estimate by 160% — the four-quarter cadence (160%, 9%, -213%, 133%) shows extreme surprise volatility; FY26 consensus revenue of $1.71B with EPS of -$0.24 rising to +$0.62 in FY27 supports the recovery framing. Gross margin of 21% with operating margin of -2% shows the thin-margin staffing economics.
  • The August 19 PeopleScout research on AI reshaping hiring but communication gaps undermining candidate experience is a category-thought-leadership datapoint — differentiates TrueBlue's talent-advisory positioning; the August 7 Zacks piece 'Despite Fast-paced Momentum, TrueBlue Is Still a Bargain Stock' captures the sell-side value framing.
  • No insider transactions in the bundle; position vs 200-day MA of +87% and position in 52-week range of 95% reflects strong accumulation into the recovery. Debt-to-equity of 0.51 with beta of 1.61 and 30-day volume multiplier of 0.44x reflects a mid-cap staffing name in recovery mode.

November 2 Q3 print is the next test — PeopleReady vs PeopleManagement vs PeopleSolutions segment mix, gross-margin sustainability into positive operating margin, Affinix technology platform monetization, and any commentary on staffing-industry demand recovery are the specific items to watch.

What to watch: Q3 earnings on November 2 for segment mix across PeopleReady/PeopleManagement/PeopleSolutions, gross-margin sustainability, Affinix technology platform monetization, and commentary on staffing-industry demand recovery.

On the calendar: Q3 earnings on 2026-11-02

Read the AI verdict + X sentiment for $TBI

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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.

What this means for $TBI

Partial — Workforce staffing company placing industrial, skilled-trade, and commercial drivers in contingent roles across North America and Australia; partial earnings exposure to staffing & employment services demand dynamics through its product portfolio.

Industry benchmark

6-name peer basket
+23.4%YTD
+24.1%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
Q2 2026Aug 4, 2026$0.06$-0.10+160.0%
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%
Next earningsMon, Nov 2·consensus EPS $0.21

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.0.4×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.95%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.+29.0%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.+87.0%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 today0.5% 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.β1.615-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$25K
+ 1 other (1 inkind) 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-KPress release / Reg FDAug 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

TBI filed an 8-K (Item 2.02) reporting its financial results for the second quarter ended June 28, 2026, and certain outlook information for the thir, filed 2026-08-04. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

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
+ 17 other (9 13Gs · 2 10-Qs · 2 proxys · 1 S-8) in window

Recent news

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

TrueBlue's PeopleScout Research Finds AI Is Reshaping Hiring, but Communication Gaps Undermine the Candidate Experiencebusinesswire.com·5d agoTrueBlue, Inc. $TBI Shares Sold by Dimensional Fund Advisors LPdefenseworld.net·11d agoTrueBlue Q2 Earnings Call Highlightsdefenseworld.net·14d agoTrueBlue Q2 Earnings Call Highlightsmarketbeat.com·15d agoDespite Fast-paced Momentum, TrueBlue (TBI) Is Still a Bargain Stockzacks.com·17d ago

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Voices on X · last 7 days

No standout posts about $TBI on X in the last 7 days.

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