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Campaigns / Starboard Value → Fortrea Holdings Inc.
Starboard Value vs. Fortrea Holdings Inc.

Fortrea Holdings Inc. · FTRE

1 deck published between 2023-10-01 and 2023-10-01 — 18 pages, 18 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2023-10-01 initial thesis

    2023 10 2023_Active Passive_Investor_Summit_ _Fortrea_Holdings_Inc

    18pp · conference_presentation

    Fortrea, LabCorp's spun-out CRO, earns 9% EBITDA margins versus 18% peers; CEO Tom Pike's IQVIA playbook implies $47-$72 per share, 60-144% upside at normalized margins.