TrueBlue Inc. (TBI) stock falls on Q4 2025 Earnings

TrueBlue Inc. ($TBI) reported fourth-quarter 2025 results with revenue of $418.2 million, up 8.4% year-over-year. Gross profit declined to $90.0 million, down 12.2% year-over-year, while operating loss narrowed to -$29.4 million (an improvement of 182.8% year-over-year) and net loss attributable to common shareholders was -$31.5 million, improving 169.4% year-over-year.

Revenue: $418.2 million (+8.4% YoY)

Gross profit: $90.0 million (-12.2% YoY)

Cost of sales: $328.1 million (+15.8% YoY)

Operating profit (loss): -$29.4 million (+182.8% YoY)

Diluted EPS: -1.05 (+162.5% YoY)

Balance sheet and cash flow highlights show liquidity of $24.5 million, up 8.8% year-over-year, alongside elevated liabilities of $364.1 million, up 1.1% year-over-year.

Cash from operating activities: -$4.4 million (-171.2% YoY)

Purchases of property, plant and equipment: -$3.1 million (-40.8% YoY)

Cash and cash equivalents: $24.5 million (+8.8% YoY)

Total liabilities: $364.1 million (+1.1% YoY)

The company slightly exceeded the revenue consensus, reporting $418.2 million versus an estimate of $417.5 million, while diluted EPS came in at -1.05 versus an estimate of -0.05. Shares fell 11.5% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

TrueBlue Inc. Hedge Fund Activity

We have seen 44 institutional investors add shares of TrueBlue Inc. stock to their portfolio, and 66 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ROYCE & ASSOCIATES LP removed 677,840 shares (-29.3%) from their portfolio in Q4 2025, for an estimated $3,084,172
BOSTON PARTNERS added 606,446 shares (+37.6%) to their portfolio in Q4 2025, for an estimated $2,759,329
NUVEEN, LLC removed 550,528 shares (-85.0%) from their portfolio in Q4 2025, for an estimated $2,504,902
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 492,984 shares (+32.4%) to their portfolio in Q4 2025, for an estimated $2,243,077
PROSIGHT MANAGEMENT, LP added 363,078 shares (+456.8%) to their portfolio in Q4 2025, for an estimated $1,652,004
RUSSELL INVESTMENTS GROUP, LTD. added 293,363 shares (+80.8%) to their portfolio in Q4 2025, for an estimated $1,334,801
D. E. SHAW & CO., INC. removed 223,119 shares (-20.8%) from their portfolio in Q4 2025, for an estimated $1,015,191

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

TrueBlue Inc. Government Contracts

We have seen $735,132 of award payments to $TBI over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

EO14042 FY23 JANITORIAL SERVICE AT SANTA BARBARA ATCT, MONTGOMERY ATCT, BROWN ATCT, ONTARIO DDH, BRACKETT A...: $735,132

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

TrueBlue Inc. Analyst Ratings

Wall Street analysts have issued reports on $TBI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BMO Capital issued a "Outperform" rating on 11/05/2025

To track analyst ratings and price targets for TrueBlue Inc., check out Quiver Quantitative's $TBI forecast page.