Workforce housing company Target Hospitality (NASDAQ: TH) will be reporting results this Monday before the bell. Here’s what investors should know.

Target Hospitality beat analysts’ revenue expectations last quarter, reporting revenues of $85.46 million, up 38.7% year on year. It was an incredible quarter for the company, with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates. It reported 11,760 utilized beds, up 57.2% year on year.

Is Target Hospitality a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Target Hospitality’s revenue to grow 19.6% year on year, improving from the 4.4% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. Target Hospitality rarely misses Wall Street’s revenue estimates.

Looking at Target Hospitality’s peers in the consumer discretionary - travel and vacation providers segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Hilton Grand Vacations delivered year-on-year revenue growth of 50.8%, beating analysts’ expectations by 39.5%, and Frontier reported revenues up 52.9%, topping estimates by 4.9%. Hilton Grand Vacations traded up 8.2% following the results while Frontier was also up 17.2%.

Read our full analysis of Hilton Grand Vacations’s results here and Frontier’s results here.

There has been positive sentiment among investors in the consumer discretionary - travel and vacation providers segment, with share prices up 4.7% on average over the last month. Target Hospitality is down 39.3% during the same time and is heading into earnings with an average analyst price target of $25.20 (compared to the current share price of $11.17).

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