FTRE Fortrea Holdings Inc.companySEC Filings & Insider Trading Activity 2026
Latest Fortrea Holdings Inc. (FTRE) SEC EDGAR filings in 2026, including the most recent 10-K annual report filed on February 26, 2026, a 10-Q quarterly report filed on May 5, 2026, an 8-K current report filed on July 29, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Fortrea Holdings Inc. (FTRE) (SEC CIK 1965040), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-12-31)
Business Overview
- • Core business model: global contract research organization (CRO) providing clinical trial management and consulting services across 20+ therapeutic areas
- • Strategic shift: spun off from Labcorp Holdings on June 29, 2023, becoming standalone publicly traded company
- • Notable transaction: sold Enabling Services Segment (Fortrea Patient Access Inc. and Endpoint Clinical, Inc.) to Arsenal Capital Partners in Q2 2024
- • Workforce scale: approximately 14,300 employees operating in about 100 countries
- • Reporting structure: operates under one clinical services segment post-separation
Risk Factors
- • FTC scrutiny under Transition Services Agreement post-Spin from Labcorp completed June 30, 2023, affecting centralized function costs allocation
- • Revenue exposure from geopolitical risks in ~100 countries with operations, disrupting clinical trials and regulatory approvals
- • Post-sale of Enabling Services Segment assets for $340M in Q2 2024, operational shift risk in transition service dependencies
- • Market competition risk from larger CROs like IQVIA and ICON impacting contract awards in key therapeutic areas
- • Financial risk from potential backlog cancellations despite $7.7B backlog as of December 31, 2025, with contracts having 30-90 day termination notice
Management Discussion & Analysis
- • Revenue $2,723.4M, up 1.0% YoY vs $2,696.4M in 2024; organic growth 0.8%, FX benefit 0.2%
- • Operating costs: direct costs 81.5% of revenue vs 80.2% in 2024; SG&A down 18.6% to $456.4M from $560.7M
- • Segment impairment: Clinical Development goodwill impairment $797.9M in 2025, none in 2024
- • Cash flow: operating cash $113.5M vs $262.8M in 2024; capital expenditures $25.2M vs $25.5M; repurchased $75.7M notes in 2025
- • Outlook: monitors new OECD global minimum tax, no Pillar Two tax accrued in 2025; believes existing cash and credit suffice for 12 months operations
Go deeper on Fortrea Holdings Inc.
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Annual Reports Archive10-K
AI-powered analysis of Fortrea Holdings Inc. (FTRE) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of Fortrea Holdings Inc. (FTRE) 10-Q quarterly reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of Fortrea Holdings Inc. (FTRE) 8-K current reports disclosing material events.
Financial SummaryXBRL
| FY2023 | FY2024 | FY2025 | |
|---|---|---|---|
| Profitability | |||
| Revenue | $3.1B | $2.7B | $2.7B |
| Operating Income | $63.1M | -$161.9M | -$872.6M |
| Net Income | -$3.4M | -$328.5M | -$986.2M |
| Op. Margin | 2.0% | -6.0% | -32.0% |
| Net Margin | -0.1% | -12.2% | -36.2% |
| Balance Sheet | |||
| Total Assets | - | $3.6B | $2.7B |
| Equity | $1.7B | $1.4B | $563.5M |
| ROE | -0.2% | -24.1% | -175.0% |
| Per Share | |||
| EPS | $-0.04 | $-3.67 | $-10.81 |
| Cash Flow | |||
| Operating CF | $167.4M | $262.8M | $113.5M |
Source: XBRL financial data from Fortrea Holdings Inc. (FTRE) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Jul 29, 2026 | - | - | - |
8-K | Jul 14, 2026 | - | - | - |
8-K | Jun 26, 2026 | - | - | - |
8-K | Jun 12, 2026 | - | - | - |
8-K | May 5, 2026 | - | - | - |
10-Q | May 5, 2026 | Mar 31, 2026 | - | |
8-K | Feb 26, 2026 | - | Analysis | - |
10-K | Feb 26, 2026 | Dec 31, 2025 | Analysis | |
10-Q | Nov 5, 2025 | Sep 30, 2025 | Analysis | |
10-Q | Aug 6, 2025 | Jun 30, 2025 | - | |
10-Q | May 12, 2025 | Mar 31, 2025 | - | |
10-K | Mar 3, 2025 | Dec 31, 2024 | - | |
SC 13G | Nov 12, 2024 | - | - | |
10-Q | Nov 8, 2024 | Sep 30, 2024 | - | |
10-Q | Aug 12, 2024 | Jun 30, 2024 | - | |
10-Q | May 24, 2024 | Mar 31, 2024 | - | |
10-K | Mar 13, 2024 | Dec 31, 2023 | - | |
SC 13G | Feb 14, 2024 | - | - | |
SC 13G | Jan 25, 2024 | - | - | |
10-Q | Nov 13, 2023 | Sep 30, 2023 | - | |
SC 13D | Oct 17, 2023 | - | - | |
10-Q | Aug 14, 2023 | Jun 30, 2023 | - | |
SC 13G | Aug 10, 2023 | - | - | |
SC 13G | Aug 8, 2023 | - | - |
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate FTRE share value held by 13F filers tracked by SignalX, by quarter.
- Ameriprise Financial+1.12M (+241%)
- Dimensional Fund Advisors+807.1K (+164%)
- Renaissance Technologies LLC+643.0K (+81%)
- Citadel Advisors LLC+467.0K (+635%)
- BlackRock+386.1K (+3%)
- Millennium Management1.85M (-88%)
- FMR LLC (Fidelity)1.40M (-53%)
- D.E. Shaw & Co551.7K (-91%)
- Bank of America Corp455.3K (-61%)
- Citigroup331.6K (-95%)
- Franklin Resources+84.6K
- Allstate+59.7K
- Vanguard Group Inc−8.33M
- Invesco Ltd−794.6K
- JPMorgan Chase & Co−554.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 225 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe.
Frequently Asked Questions
What are the latest FTRE SEC filings in 2026?
Fortrea Holdings Inc. (FTRE) has filed a 10-K annual report on February 26, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on July 29, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did FTRE file its most recent 10-K annual report?
Fortrea Holdings Inc. (FTRE) filed its most recent 10-K annual report on February 26, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view FTRE 10-Q quarterly reports?
Fortrea Holdings Inc. (FTRE)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every FTRE 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has FTRE filed recently?
Fortrea Holdings Inc. (FTRE)'s most recent 8-K was filed on July 29, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find FTRE insider trading activity (Form 4)?
SignalX aggregates every FTRE Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does FTRE file with the SEC?
Fortrea Holdings Inc. (FTRE) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new FTRE filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Fortrea Holdings Inc. (FTRE).
What is FTRE's SEC CIK number?
Fortrea Holdings Inc. (FTRE)'s SEC CIK (Central Index Key) number is 1965040. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1965040 to look up all FTRE filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find FTRE return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from Fortrea Holdings Inc. (FTRE) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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