TIC Solutions Gestione
Criteri Gestione verificati 1/4
TIC Solutions Il CEO è Ben Heraud, nominato in Mar2026, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 986.25K, composta da 23.6% di stipendio e 76.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.052% delle azioni della società, per un valore di $ 1.19M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.3 anni e 1.8 anni.
Informazioni chiave
Ben Heraud
Amministratore delegato
US$986.2k
Compenso totale
| Percentuale dello stipendio del CEO | 23.59% |
| Mandato del CEO | less than a year |
| Proprietà del CEO | 0.05% |
| Durata media del management | 1.3yrs |
| Durata media del Consiglio di amministrazione | 1.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
TIC: Integration And Buybacks Will Support Long Term Asset Integrity Demand
Narrative Update on TIC Solutions The analyst price target for TIC Solutions is now framed more cautiously around $8 to $10, down from prior levels near $14. Analysts are factoring in softer Q4 results, margin pressure, and integration and leadership uncertainty, while still acknowledging longer term potential tied to asset integrity and lifecycle management demand.TIC Solutions: Valuation Dropped To A More Attractive Level
Summary TIC Solutions shares are down 25% following mixed results and lowered guidance. TIC now trades below peer valuation at 8.3x EV/EBITDA, reflecting lower profitability and higher leverage, but offers potential upside via backlog growth and buybacks. 2026 guidance targets 2–6% revenue growth and 15–16% adjusted EBITDA margin, with a $25 million cost-saving program underway and half expected to materialize next year. Leadership transition to Benjamin Heraud and a $200 million buyback program add uncertainty and optionality as TIC prepares for a strategic investor day in May. Read the full article on Seeking AlphaTIC: Integration Execution And Buybacks Will Support Future Earnings Resilience
Analysts have trimmed their price targets on TIC Solutions toward the $8 to $10 range, reflecting reduced near term confidence after softer Q4 results, margin pressure and leadership changes. However, some still point to long term value potential from the Acuren and NV5 combination and recurring revenue model.TIC: Cost Synergies And Buybacks Will Support Future Earnings Resilience
Analysts have reduced the implied fair value for TIC Solutions from about $12.42 to $10.14. This reflects lower revenue growth expectations, a higher discount rate, and a recalibrated future P/E, partially offset by a higher profit margin assumption and recent price target cuts to $8 alongside a new $10 target that supports a more balanced view.TIC: Cost Synergies And Buybacks Will Drive Future Upside Potential
Analysts have reduced their fair value estimate for TIC Solutions by about $1.50 per share, citing softer execution, Q4 earnings disappointment, leadership transition uncertainty, and more modest assumptions for revenue growth, margins, and future P/E multiples following the recent downgrade and price target cut to $8 from $14. Analyst Commentary Bullish Takeaways Bullish analysts highlight TIC Solutions' focus on essential, non discretionary asset integrity services, consulting engineering, and geospatial solutions as a supportive backdrop for long term demand and revenue durability.TIC: Cost Synergies From Acuren And NV5 Integration Will Unlock Upside
Analysts have inched their average price target for TIC Solutions higher to $13.92, pointing to essential, non-discretionary asset integrity services and expected cost synergies from the Acuren and NV5 integration as key supports for the updated view. Analyst Commentary Analysts are framing TIC Solutions as a business tied to essential, non-discretionary asset integrity services, with the Acuren and NV5 integration as a central theme in how they think about upside and risk.TIC: Lower Discount Rate Will Support Stronger Future Share Momentum
Analysts have modestly raised their price target on TIC Solutions to $13.90, citing slightly lower discount rate assumptions and marginally more favorable long term valuation multiples. Together, these factors support a small uplift in the stock's estimated fair value.TIC: Index Inclusion Will Drive Future Share Momentum
Analysts have modestly raised their price target on TIC Solutions to $13.90, citing a slightly lower discount rate and stable growth and margin assumptions that support a marginally higher justified valuation multiple. What's in the News TIC Solutions reaffirmed its full year 2025 revenue guidance, projecting $1,530 million to $1,565 million in sales (company guidance filing).TIC: S&P Global BMI Addition And Margin Upside Will Drive Share Momentum
Analysts have lowered their price target for TIC Solutions from $15.80 to $13.90. They cite reduced revenue growth projections and a higher discount rate as reasons for this change, though improved profit margins are expected to partially offset these pressures.TIC: Addition to S&P Global BMI Index Will Drive Near-Term Momentum
Analysts have maintained their price target for TIC Solutions at $15.80, citing steady financial metrics and minimal change to underlying growth assumptions. What's in the News TIC Solutions, Inc.Digital Inspection And Engineering Will Shape Infrastructure Markets Amid Key Developments
Analysts have raised their fair value estimate for TIC Solutions from $15.50 to $15.80. They cite upward revisions to revenue growth projections and a slight improvement in the discount rate outlook.Digital Inspection And Engineering Will Redefine Critical Infrastructure Markets
Acuren's Price Target Raised Amid Analyst Updates Analysts have increased their price target for Acuren from $14.50 to $15.50 per share. This change reflects slight adjustments to growth forecasts and valuation metrics.NV5 Integration Will Capture Robust Infrastructure Opportunities Across North America
The merger with NV5 boosts Acuren's growth through advanced technology offerings, broader geographic reach, and enhanced service differentiation in compliance-driven markets.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$103m |
| Dec 31 2025 | US$986k | US$233k | -US$87m |
Compensazione vs Mercato: La retribuzione totale di Ben ($USD 986.25K ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 5.50M ).
Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Ben con le performance aziendali.
AMMINISTRATORE DELEGATO
Ben Heraud (43 yo)
Mr. Benjamin Heraud, also known as Ben, is Chief Executive Officer of TIC Solutions Service Corporation from March 2026. He is Chief Executive Officer of Acuren Group Inc. from March 2026 and served as its...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Co-Chairman | 3.4yrs | Nessun dato | 5.95% $ 136.2m | |
| Executive Chairman | 3yrs | Nessun dato | 0.50% $ 11.5m | |
| CEO & Director | less than a year | US$986.25k | 0.052% $ 1.2m | |
| Chief Financial Officer | 1.4yrs | US$2.39m | 0.0031% $ 71.4k | |
| Chief Human Resources Officer | less than a year | US$140.71k | 0.13% $ 3.0m | |
| Director of Investor Relations | 1.3yrs | Nessun dato | Nessun dato | |
| Director of Corporate Development | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Operations - US | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Canadian Operations | no data | Nessun dato | Nessun dato | |
| President of Inspection & Mitigation | 1.3yrs | Nessun dato | Nessun dato | |
| President of Geospatial | 1.3yrs | Nessun dato | Nessun dato | |
| President of Consulting Engineering | 1.3yrs | Nessun dato | Nessun dato |
Gestione esperta: Il team dirigenziale di TIC non è considerato esperto (durata media 1.3 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Co-Chairman | 3.4yrs | Nessun dato | 5.95% $ 136.2m | |
| Executive Chairman | 3yrs | Nessun dato | 0.50% $ 11.5m | |
| CEO & Director | less than a year | US$986.25k | 0.052% $ 1.2m | |
| Independent Director | 1.8yrs | US$160.00k | 0.82% $ 18.7m | |
| Independent Director | less than a year | US$120.55k | 3.6% $ 82.5m | |
| Independent Director | less than a year | US$120.55k | Nessun dato | |
| Lead Independent Director | 3yrs | US$177.50k | 0.010% $ 231.9k | |
| Independent Director | 1.8yrs | US$160.00k | 0.0045% $ 103.0k | |
| Director | 1.8yrs | US$2.74m | 0.23% $ 5.2m | |
| Independent Director | 1.8yrs | US$155.00k | 0.0045% $ 103.0k | |
| Independent Director | 1.8yrs | US$155.00k | 0.0045% $ 103.0k |
Consiglio di amministrazione esperto: Il consiglio di amministrazione di TIC non è considerato esperto (durata media del mandato 1.8 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 11:13 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
TIC Solutions, Inc. è coperta da 7 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Andrew Wittmann | Baird |
| Christopher Moore | CJS Securities, Inc. |
| Jonathan Tanwanteng | CJS Securities, Inc. |