TrueBlue, Inc. filings document the public-company disclosures of a specialized workforce solutions provider whose common stock trades on the New York Stock Exchange under TBI. Its Form 8-K reports cover quarterly results, Regulation FD materials, material agreements, financing arrangements, executive appointments and governance-related communications.
TrueBlue proxy and related filings describe annual meeting matters, board governance, compensation and shareholder voting procedures. Recent filings also document amendments to the company’s credit agreement, stockholder rights arrangements, the expiration and withdrawal from listing of preferred stock purchase rights, and solicitation materials connected to shareholder engagement and board matters.
TrueBlue, Inc. (TBI) reported third-quarter revenue from services of $520.7 million for the thirteen weeks ended September 27, 2026, up 20.7% from $431.3 million a year earlier. Net income was $9.2 million, compared with a $1.9 million net loss; diluted earnings per share were $0.28 versus a $0.06 loss.
Gross profit was $107.0 million versus $97.9 million, while gross margin fell to 20.5% from 22.7%, primarily reflecting revenue mix toward lower-margin staffing and higher workers’ compensation costs. SG&A expense declined to $89.1 million from $91.7 million.
For the thirty-nine weeks ended September 27, 2026, TrueBlue had a net loss of $13.9 million versus $16.4 million a year earlier; operating cash used was $56.4 million versus $53.7 million. A single client represented 21.4% of third-quarter revenue and 15.2% over the thirty-nine-week period. At September 27, 2026, cash and cash equivalents were $19.8 million, debt was $102.3 million, and unused borrowing capacity was $66.5 million. The company also recorded a $3.7 million non-cash goodwill impairment charge for HSP during the thirty-nine weeks.
TrueBlue, Inc. reported third-quarter 2026 revenue of $521 million, up 21% year over year. Net income was $9.2 million, or $0.28 per diluted share, compared with a $1.9 million net loss, or a $0.06 loss per diluted share. Adjusted EBITDA was $20.7 million versus $10.6 million, while adjusted net income per diluted share was $0.33 versus $0.03. Gross margin declined 2 percentage points, primarily due to business mix.
PeopleReady revenue was $338 million, up 34%; PeopleManagement was $135 million, up 2%; and PeopleSolutions was $47 million, up 1%. At September 27, 2026, TrueBlue reported $20 million of cash, $102 million of debt, $66 million of unused borrowing capacity and $86 million of total liquidity. Operating activities used $56.4 million in cash for the 39 weeks ended September 27, 2026.
For Q4 2026, management projects revenue of $499 million to $519 million, assuming current market conditions continue, gross margin of 19.8% to 20.2%, and SG&A of $90 million to $94 million. FY 2026 outlook includes CapEx of $11 million to $13 million and income tax expense of $3 million to $5 million.
TrueBlue, Inc. (TBI) EVP and CFO Carl Schweihs reported that 1,710 common shares were delivered or withheld for payment of exercise price or tax liability on November 1, 2026, at $9.77 per share. He directly held 289,246 shares after the transaction; this position includes approximately 14,763 shares purchased through the TrueBlue, Inc. Employee Stock Purchase Plan.
TrueBlue, Inc. (TBI) director Elizabeth Gulacsy received a grant of 4,313 restricted stock units on November 2, 2026. The units will be settled for shares of Common Stock on a one-for-one basis in the future and will vest in full one year from the grant date.
TrueBlue, Inc. (TBI) director Elizabeth Gulacsy reported holding zero TrueBlue securities as of October 23, 2026, and reported no securities beneficially owned. No transactions are listed.
TrueBlue, Inc. appointed Elizabeth Castro Gulacsy as an independent director effective October 26, 2026, and appointed her to the Board’s Audit Committee. The Board increased its size to 10 directors, effective the same date. The appointment was made under the previously disclosed Cooperation Agreement among TrueBlue, Eric H. Su, EHS Management LLC, and EHS Azure Opportunity Fund LP.
Castro Gulacsy has more than 25 years of experience in public-company finance, accounting, reporting, treasury, and capital markets. She serves as a director of NNN REIT, including on its Audit Committee since 2022 and Governance and Nominating Committee since 2026. She formerly served as Chief Financial Officer and Treasurer of United Parks & Resorts and held senior finance roles at Cross Country Healthcare.
TrueBlue, Inc. (TBI) shareholder Pzena Investment Management, LLC reported beneficial ownership of 2,846,983 common shares, equal to 9.4% of the class. Pzena reported sole voting power over 2,339,332 shares and sole dispositive power over 2,846,983 shares, with no shared voting or dispositive power. Pzena stated that its clients have the right to receive, and ultimate power to direct receipt of, dividends and sale proceeds from these securities.
TrueBlue, Inc. (TBI) CEO and President Taryn R. Owen had 2,472 shares delivered or withheld on October 2, 2026, and 1,436 shares on October 3, 2026, for payment of exercise price or tax liability. Both entries list $9.18 per share. No Rule 10b5-1 plan is reported.
CHARLES SCHWAB INVESTMENT MANAGEMENT INC filed an amended Schedule 13G reporting beneficial ownership of common stock of TrueBlue, Inc.. The filer reports beneficial ownership of 1,195,620 shares of common stock, representing 3.94% of the class. It has sole power to vote and dispose of all 1,195,620 shares and reports no shared voting or dispositive power. The filing is categorized as ownership of 5 percent or less of the class.
TrueBlue, Inc. reported fiscal second-quarter 2026 revenue from services of $443,001 (in thousands), an 11.8% increase from $396,299 (in thousands) a year earlier, led by growth in skilled energy and commercial driving businesses. Gross profit declined to $91,582 (in thousands) and margin narrowed to 20.7% from 23.6%, mainly due to higher workers’ compensation costs, a shift toward lower-margin staffing, and the absence of prior-year COVID-19 subsidy benefits.
Selling, general and administrative expense fell 6.6% to $83,831 (in thousands), yet the company posted a net loss of $3,369 (in thousands) versus a $160 (in thousands) loss in the prior-year quarter, as interest and other swung to a $1,320 (in thousands) net expense. Year-to-date results include a $3,656 (in thousands) non-cash goodwill impairment tied to the Healthcare Staffing Professionals reporting unit and a $3,026 (in thousands) non-cash loss on the Tacoma headquarters classified as held-for-sale. Liquidity consisted of $23,253 (in thousands) of cash and cash equivalents, $82,400 (in thousands) of long-term debt and $56,200 (in thousands) of unused borrowing base under the $175,000 (in thousands) Amended Revolving Credit Facility, for total liquidity of $79,453 (in thousands).