View ValuationTitan America 将来の成長Future 基準チェック /16Titan America利益と収益がそれぞれ年間12.7%と6.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.6% 13%なると予測されています。主要情報12.7%収益成長率13.04%EPS成長率Basic Materials 収益成長12.7%収益成長率6.2%将来の株主資本利益率17.57%アナリストカバレッジGood最終更新日17 May 2026今後の成長に関する最新情報お知らせ • May 08Titan America SA Reaffirms Earnings Guidance for the Full Year 2026Titan America SA reaffirms earnings guidance for the full year 2026. For the period, the company expects low single digit revenue growth compared to 2025.分析記事 • May 07Titan America SA Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowInvestors in Titan America SA ( NYSE:TTAM ) had a good week, as its shares rose 5.8% to close at US$17.01 following the...お知らせ • Mar 18+ 1 more updateTitan America SA Provides Earnings Guidance for the Year 2026Titan America SA provided earnings guidance for the year 2026. With continued residential softness in mind, the company's guidance for 2026, on a like-for-like basis, anticipates low single digit revenue growth compared to 2025.お知らせ • Nov 06Titan America SA Revises Earnings Guidance for the Year 2025Titan America SA revised earnings guidance for the year 2025. The company had revising full-year 2025 outlook based on third quarter year-to-date results and outlook into the balance of the year. The company now now expect full-year 2025 revenue growth to be in a range of 2% to 3% when compared to the prior year.お知らせ • May 06Titan America SA Reaffirms Earnings Guidance for the Year 2025Titan America SA reaffirmed earnings Guidance for the year 2025. Based on first quarter results and barring a severe economic downturn, the company are reaffirming growth outlook for 2025. The company continue to expect revenue growth in the mid-single digit percent range, with modest improvement in Adjusted EBITDA margins compared to 2024.すべての更新を表示Recent updatesライブニュース • May 10Titan America Grows Q1 Revenue and EBITDA Completes Keystone Deal and Launches Miami HubTitan America reported Q1 2026 revenue growth of 1.5% and a 3.4% rise in adjusted EBITDA, despite softness in residential demand and winter weather headwinds. The company completed its acquisition of Keystone Cement Company, adding capacity and broadening its footprint in the Mid-Atlantic region as part of its vertically integrated model. Titan America launched an Innovation Hub in Miami aimed at accelerating work on advanced materials and construction solutions, while management reaffirmed its full-year 2026 outlook for low single-digit revenue growth and margin expansion, excluding Keystone. For you as an investor, this update combines modest top-line and EBITDA growth with a clear push on both capacity and product development. Management is signaling confidence by reaffirming the 2026 outlook even as it absorbs Keystone and deals with softer residential trends and weather-related disruption. The Keystone Cement acquisition and the Miami Innovation Hub pull in the same direction: more control over the value chain and a focus on higher-value construction solutions. If you follow Titan America, key things to watch from here are how quickly Keystone is integrated, what level of operational synergies actually show up in margins, and whether the Innovation Hub begins to influence the product mix or customer relationships over time.お知らせ • May 08Titan America SA Reaffirms Earnings Guidance for the Full Year 2026Titan America SA reaffirms earnings guidance for the full year 2026. For the period, the company expects low single digit revenue growth compared to 2025.分析記事 • May 07Titan America SA Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowInvestors in Titan America SA ( NYSE:TTAM ) had a good week, as its shares rose 5.8% to close at US$17.01 following the...お知らせ • May 07Titan America SA announces Quarterly dividend, payable on July 07, 2026Titan America SA announced Quarterly dividend of USD 0.0400 per share payable on July 07, 2026, ex-date on June 18, 2026 and record date on June 18, 2026.Reported Earnings • May 06First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: US$0.18 (down from US$0.18 in 1Q 2025). Revenue: US$398.4m (up 1.5% from 1Q 2025). Net income: US$33.0m (down 1.1% from 1Q 2025). Profit margin: 8.3% (down from 8.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Basic Materials industry in the US.お知らせ • Apr 22+ 1 more updateTitan America SA, Annual General Meeting, May 05, 2026Titan America SA, Annual General Meeting, May 05, 2026, at 10:00 Romance Standard Time. Location: tervueran 268a, 1150 brussels, Belgiumお知らせ • Apr 21Titan America SA Secures DOT Approvals For Next-Generation Cement In Florida, Virginia, And North CarolinaTitan America SA has become the first materials supplier to secure Department of Transportation approvals in Florida, Virginia, and North Carolina for a Type 1T blended cement, marking a significant milestone in the advancement of high-performance cement solutions for modern infrastructure and construction. The approvals confirm the ability of Titan America’s TriForce cement to meet rigorous DOT performance requirements while supporting the evolving needs of transportation agencies and the broader construction ecosystem across multiple states. TriForce cement exemplifies Titan America’s strategy to align material innovation with the future needs of the built environment. TriForce cement delivers the strength, reliability, and consistency required for today’s most demanding construction applications. By optimizing multiple materials into a single engineered solution, TriForce cement enables faster, more predictable construction, greater design flexibility, and a lower-carbon footprint—helping the broader construction value chain build more durable cities and infrastructure, as well as architecturally ambitious projects.Upcoming Dividend • Apr 13Upcoming dividend of US$0.04 per shareEligible shareholders must have bought the stock before 20 April 2026. Payment date: 08 May 2026. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (0.9%).Recent Insider Transactions • Mar 24Chief Financial Officer recently bought US$299k worth of stockOn the 19th of March, Lawrence Wilt bought around 20k shares on-market at roughly US$14.93 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Lawrence's only on-market trade for the last 12 months.Reported Earnings • Mar 18Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: US$1.01 (up from US$0.95 in FY 2024). Revenue: US$1.66b (up 1.8% from FY 2024). Net income: US$185.4m (up 12% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 3.5%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Basic Materials industry in the US.お知らせ • Mar 18+ 1 more updateTitan America SA Provides Earnings Guidance for the Year 2026Titan America SA provided earnings guidance for the year 2026. With continued residential softness in mind, the company's guidance for 2026, on a like-for-like basis, anticipates low single digit revenue growth compared to 2025.お知らせ • Mar 04Titan America SA to Report Q4, 2025 Results on Mar 17, 2026Titan America SA announced that they will report Q4, 2025 results After-Market on Mar 17, 2026分析記事 • Feb 07Is Titan America SA (NYSE:TTAM) Trading At A 40% Discount?Key Insights Titan America's estimated fair value is US$30.99 based on 2 Stage Free Cash Flow to Equity Titan America...新しいナラティブ • Jan 29Infrastructure And Data Center Dependence Will Pressure Future Resilience For This Construction SupplierCatalysts About Titan America Titan America is a vertically integrated producer of cement, aggregates, ready mix concrete, fly ash, block and related construction materials across Florida and the Mid Atlantic. What are the underlying business or industry changes driving this perspective?Seeking Alpha • Jan 10Titan America: Initial M&A Efforts After The IPOSummary Titan America remains a cautious hold as margin reversion risk persists despite stable earnings and reasonable valuation. Titan America's $310 million Keystone Cement acquisition adds scale for 2026, but financial details remain limited and leverage will increase. 2025 is expected to be flat with stronger H2 momentum; 2026 growth is anticipated from price hikes and Keystone contribution. Valuation sits at 2x sales, 8–9x EBITDA, and 17x earnings, with margin sustainability and geographic concentration as key risks. Read the full article on Seeking Alphaお知らせ • Jan 09Titan America SA (NYSE:TTAM) entered into an agreement to acquire Keystone Cement Company from Corporación Uniland, S.A., Fortaleza Materiales, S.A.P.I. de C.V. and Trituradora Y Procesadora De Materiales Santa Anita S.A for $310 million.Titan America SA (NYSE:TTAM) entered into an agreement to acquire Keystone Cement Company from Corporación Uniland, S.A., Fortaleza Materiales, S.A.P.I. de C.V. and Trituradora Y Procesadora De Materiales Santa Anita S.A for $310 million on January 8, 2026. The transaction price is subject to ordinary post-closing adjustments. The transaction will be funded through a combination of cash on hand and financing and is expected to strengthen Titan America’s geographic diversity, accelerate topline growth and improve operating margins following realization of expected integration synergies. The transaction is subject to approval by regulatory board / committee and other customary conditions.分析記事 • Jan 06Titan America SA's (NYSE:TTAM) Subdued P/E Might Signal An OpportunityIt's not a stretch to say that Titan America SA's ( NYSE:TTAM ) price-to-earnings (or "P/E") ratio of 18.5x right now...分析記事 • Dec 11Here's Why Titan America (NYSE:TTAM) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Dec 10Upcoming dividend of US$0.04 per shareEligible shareholders must have bought the stock before 17 December 2025. Payment date: 29 December 2025. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (0.9%).Reported Earnings • Nov 06Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.31 (up from US$0.23 in 3Q 2024). Revenue: US$436.8m (up 6.2% from 3Q 2024). Net income: US$57.4m (up 45% from 3Q 2024). Profit margin: 13% (up from 9.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Basic Materials industry in the US.お知らせ • Nov 06Titan America SA Revises Earnings Guidance for the Year 2025Titan America SA revised earnings guidance for the year 2025. The company had revising full-year 2025 outlook based on third quarter year-to-date results and outlook into the balance of the year. The company now now expect full-year 2025 revenue growth to be in a range of 2% to 3% when compared to the prior year.お知らせ • Oct 30Titan America SA Declares Distribution for the fourth Quarter of 2025, Payable on December 29, 2025Titan America SA announced that its Board of Directors has declared a distribution of $0.04 per common share for the fourth quarter of 2025 out of Titan America’s available issue premium. The distribution of $0.04 per common share will be payable on December 29, 2025, to shareholders of record as of December 17, 2025.分析記事 • Oct 28Are Investors Undervaluing Titan America SA (NYSE:TTAM) By 49%?Key Insights The projected fair value for Titan America is US$30.05 based on 2 Stage Free Cash Flow to Equity Titan...お知らせ • Oct 23Titan America SA to Report Q3, 2025 Results on Nov 05, 2025Titan America SA announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 05, 2025Upcoming Dividend • Sep 26Upcoming dividend of US$0.04 per shareEligible shareholders must have bought the stock before 03 October 2025. Payment date: 15 October 2025. Trailing yield: 0.5%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (0.9%).お知らせ • Sep 19Titan America SA Announces Resignation of Michael Colakides as Managing Director, Effective July 29, 2025On September 18, 2025, Titan America SA announced that Michael Colakides will no longer serve as Managing Director of the Company, a position he originally assumed in connection with Belgian law requirements, effective as of July 29, 2025 (the “Resignation”). Mr. Colakides remains a director on the Board of Directors of the Company.分析記事 • Aug 07Does Titan America (NYSE:TTAM) Have A Healthy Balance Sheet?NYSE:TTAM 1 Year Share Price vs Fair Value Explore Titan America's Fair Values from the Community and select yours Some...Reported Earnings • Jul 30Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$0.28. Net income: US$51.1m (up US$51.1m from 2Q 2024). Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 2.2%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Basic Materials industry in the US.お知らせ • Jul 30+ 1 more updateTitan America SA Declares Distribution for the Third Quarter of 2025, Payable on October 15, 2025Titan America SA announced that its Board of Directors has declared a distribution of $0.04 per common share for the third quarter of 2025 out of Titan America’s available issue premium. The distribution of $0.04 will be payable on October 15, 2025, to shareholders of record as of October 3, 2025.お知らせ • Jul 16Titan America SA to Report Q2, 2025 Results on Jul 29, 2025Titan America SA announced that they will report Q2, 2025 results After-Market on Jul 29, 2025お知らせ • May 07Titan America SA Declares First-Quarter and Second-Quarter 2025 Distribution, Payable on June 25, 2025Titan America SA announced that its Board of Directors has declared a distribution of $0.04 per common share for each of the first quarter and second quarter of 2025 out of Titan America’s available issue premium. The total distribution of $0.08 will be payable on June 25, 2025, to shareholders of record as of June 4, 2025.お知らせ • May 06Titan America SA Reaffirms Earnings Guidance for the Year 2025Titan America SA reaffirmed earnings Guidance for the year 2025. Based on first quarter results and barring a severe economic downturn, the company are reaffirming growth outlook for 2025. The company continue to expect revenue growth in the mid-single digit percent range, with modest improvement in Adjusted EBITDA margins compared to 2024.お知らせ • Apr 22Titan America SA Announces Executive ChangesTitan America SA announced that Jason Morin is joining Titan America as President, Florida Business Unit, succeeding Randy Dunlap, who has served in the role since 2014 and will continue with Titan America as Executive Director, Growth & Strategy. Jason and Randy will both serve on Titan America’s Executive Committee. Jason will be based in Deerfield Beach, Florida and report directly to President & CEO Bill Zarkalis. The Florida Business Unit includes the Pennsuco cement plant and adjacent aggregate plant, both the largest of their kind in Florida, as well as 40 ready-mix plants, three quarries, eight concrete block plants, two fly ash plants, along with rail and marine import terminals. Jason Morin brings a wealth of industry experience and expertise to Titan America’s leadership team. After service as an officer in the US Army, he began his commercial career at General Electric working in multiple strategic sourcing and operations leadership roles. He entered the heavy materials industry in 2001 with Holcim, serving as Production Manager, Plant Manager, VP of Environmental & Government Affairs, and VP of Manufacturing. In 2015, Jason joined Summit Materials’ Continental Cement division, helping to integrate a major acquisition with executive leadership positions in operations and sales. In 2019, Jason was appointed CEO of Black Mountain Sand, where he served until 2023. Most recently, Jason founded Rearden Advisors, providing industrial clients with advisory services in the areas of operational excellence and strategic mergers and acquisitions. Jason holds a bachelor’s degree from Clarkson University in Engineering & Management and an MBA from Missouri State University. Randy Dunlap will transition roles to serve as Executive Director, Growth & Strategy to focus on strategic growth efforts across Titan America. After more than a decade as the Florida Business Unit President, Randy has made significant contributions in the development of the business.お知らせ • Apr 21Titan America SA to Report Q1, 2025 Results on May 05, 2025Titan America SA announced that they will report Q1, 2025 results After-Market on May 05, 2025お知らせ • Mar 11Titan America SA to Report Q4, 2024 Results on Mar 26, 2025Titan America SA announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Mar 26, 2025Board Change • Mar 02High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Director Michael Colakides is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Feb 06No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). Director Nikos Andreadis is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.業績と収益の成長予測NYSE:TTAM - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,996271172N/A312/31/20271,864229175397712/31/20261,73420218435473/31/20261,670185158322N/A12/31/20251,664185131295N/A9/30/20251,648178121266N/A6/30/20251,62316188243N/A3/31/20251,627170100242N/A12/31/20241,634166111248N/A9/30/20241,644175142282N/A12/31/20231,592155108227N/A12/31/20221,3646350178N/A12/31/20211,1525975147N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: TTAMの予測収益成長率 (年間12.7% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: TTAMの収益 ( 12.7% ) US市場 ( 16.8% ) よりも低い成長が予測されています。高成長収益: TTAMの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: TTAMの収益 ( 6.2% ) US市場 ( 11.6% ) よりも低い成長が予測されています。高い収益成長: TTAMの収益 ( 6.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: TTAMの 自己資本利益率 は、3年後には低くなると予測されています ( 17.6 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 14:03終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Titan America SA 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関Charles Albert DillardBernsteinPaul RogerBNP ParibasSherif El-SabbahyBofA Global Research5 その他のアナリストを表示
お知らせ • May 08Titan America SA Reaffirms Earnings Guidance for the Full Year 2026Titan America SA reaffirms earnings guidance for the full year 2026. For the period, the company expects low single digit revenue growth compared to 2025.
分析記事 • May 07Titan America SA Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowInvestors in Titan America SA ( NYSE:TTAM ) had a good week, as its shares rose 5.8% to close at US$17.01 following the...
お知らせ • Mar 18+ 1 more updateTitan America SA Provides Earnings Guidance for the Year 2026Titan America SA provided earnings guidance for the year 2026. With continued residential softness in mind, the company's guidance for 2026, on a like-for-like basis, anticipates low single digit revenue growth compared to 2025.
お知らせ • Nov 06Titan America SA Revises Earnings Guidance for the Year 2025Titan America SA revised earnings guidance for the year 2025. The company had revising full-year 2025 outlook based on third quarter year-to-date results and outlook into the balance of the year. The company now now expect full-year 2025 revenue growth to be in a range of 2% to 3% when compared to the prior year.
お知らせ • May 06Titan America SA Reaffirms Earnings Guidance for the Year 2025Titan America SA reaffirmed earnings Guidance for the year 2025. Based on first quarter results and barring a severe economic downturn, the company are reaffirming growth outlook for 2025. The company continue to expect revenue growth in the mid-single digit percent range, with modest improvement in Adjusted EBITDA margins compared to 2024.
ライブニュース • May 10Titan America Grows Q1 Revenue and EBITDA Completes Keystone Deal and Launches Miami HubTitan America reported Q1 2026 revenue growth of 1.5% and a 3.4% rise in adjusted EBITDA, despite softness in residential demand and winter weather headwinds. The company completed its acquisition of Keystone Cement Company, adding capacity and broadening its footprint in the Mid-Atlantic region as part of its vertically integrated model. Titan America launched an Innovation Hub in Miami aimed at accelerating work on advanced materials and construction solutions, while management reaffirmed its full-year 2026 outlook for low single-digit revenue growth and margin expansion, excluding Keystone. For you as an investor, this update combines modest top-line and EBITDA growth with a clear push on both capacity and product development. Management is signaling confidence by reaffirming the 2026 outlook even as it absorbs Keystone and deals with softer residential trends and weather-related disruption. The Keystone Cement acquisition and the Miami Innovation Hub pull in the same direction: more control over the value chain and a focus on higher-value construction solutions. If you follow Titan America, key things to watch from here are how quickly Keystone is integrated, what level of operational synergies actually show up in margins, and whether the Innovation Hub begins to influence the product mix or customer relationships over time.
お知らせ • May 08Titan America SA Reaffirms Earnings Guidance for the Full Year 2026Titan America SA reaffirms earnings guidance for the full year 2026. For the period, the company expects low single digit revenue growth compared to 2025.
分析記事 • May 07Titan America SA Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowInvestors in Titan America SA ( NYSE:TTAM ) had a good week, as its shares rose 5.8% to close at US$17.01 following the...
お知らせ • May 07Titan America SA announces Quarterly dividend, payable on July 07, 2026Titan America SA announced Quarterly dividend of USD 0.0400 per share payable on July 07, 2026, ex-date on June 18, 2026 and record date on June 18, 2026.
Reported Earnings • May 06First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: EPS: US$0.18 (down from US$0.18 in 1Q 2025). Revenue: US$398.4m (up 1.5% from 1Q 2025). Net income: US$33.0m (down 1.1% from 1Q 2025). Profit margin: 8.3% (down from 8.5% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Basic Materials industry in the US.
お知らせ • Apr 22+ 1 more updateTitan America SA, Annual General Meeting, May 05, 2026Titan America SA, Annual General Meeting, May 05, 2026, at 10:00 Romance Standard Time. Location: tervueran 268a, 1150 brussels, Belgium
お知らせ • Apr 21Titan America SA Secures DOT Approvals For Next-Generation Cement In Florida, Virginia, And North CarolinaTitan America SA has become the first materials supplier to secure Department of Transportation approvals in Florida, Virginia, and North Carolina for a Type 1T blended cement, marking a significant milestone in the advancement of high-performance cement solutions for modern infrastructure and construction. The approvals confirm the ability of Titan America’s TriForce cement to meet rigorous DOT performance requirements while supporting the evolving needs of transportation agencies and the broader construction ecosystem across multiple states. TriForce cement exemplifies Titan America’s strategy to align material innovation with the future needs of the built environment. TriForce cement delivers the strength, reliability, and consistency required for today’s most demanding construction applications. By optimizing multiple materials into a single engineered solution, TriForce cement enables faster, more predictable construction, greater design flexibility, and a lower-carbon footprint—helping the broader construction value chain build more durable cities and infrastructure, as well as architecturally ambitious projects.
Upcoming Dividend • Apr 13Upcoming dividend of US$0.04 per shareEligible shareholders must have bought the stock before 20 April 2026. Payment date: 08 May 2026. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (0.9%).
Recent Insider Transactions • Mar 24Chief Financial Officer recently bought US$299k worth of stockOn the 19th of March, Lawrence Wilt bought around 20k shares on-market at roughly US$14.93 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Lawrence's only on-market trade for the last 12 months.
Reported Earnings • Mar 18Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: US$1.01 (up from US$0.95 in FY 2024). Revenue: US$1.66b (up 1.8% from FY 2024). Net income: US$185.4m (up 12% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 3.5%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Basic Materials industry in the US.
お知らせ • Mar 18+ 1 more updateTitan America SA Provides Earnings Guidance for the Year 2026Titan America SA provided earnings guidance for the year 2026. With continued residential softness in mind, the company's guidance for 2026, on a like-for-like basis, anticipates low single digit revenue growth compared to 2025.
お知らせ • Mar 04Titan America SA to Report Q4, 2025 Results on Mar 17, 2026Titan America SA announced that they will report Q4, 2025 results After-Market on Mar 17, 2026
分析記事 • Feb 07Is Titan America SA (NYSE:TTAM) Trading At A 40% Discount?Key Insights Titan America's estimated fair value is US$30.99 based on 2 Stage Free Cash Flow to Equity Titan America...
新しいナラティブ • Jan 29Infrastructure And Data Center Dependence Will Pressure Future Resilience For This Construction SupplierCatalysts About Titan America Titan America is a vertically integrated producer of cement, aggregates, ready mix concrete, fly ash, block and related construction materials across Florida and the Mid Atlantic. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Jan 10Titan America: Initial M&A Efforts After The IPOSummary Titan America remains a cautious hold as margin reversion risk persists despite stable earnings and reasonable valuation. Titan America's $310 million Keystone Cement acquisition adds scale for 2026, but financial details remain limited and leverage will increase. 2025 is expected to be flat with stronger H2 momentum; 2026 growth is anticipated from price hikes and Keystone contribution. Valuation sits at 2x sales, 8–9x EBITDA, and 17x earnings, with margin sustainability and geographic concentration as key risks. Read the full article on Seeking Alpha
お知らせ • Jan 09Titan America SA (NYSE:TTAM) entered into an agreement to acquire Keystone Cement Company from Corporación Uniland, S.A., Fortaleza Materiales, S.A.P.I. de C.V. and Trituradora Y Procesadora De Materiales Santa Anita S.A for $310 million.Titan America SA (NYSE:TTAM) entered into an agreement to acquire Keystone Cement Company from Corporación Uniland, S.A., Fortaleza Materiales, S.A.P.I. de C.V. and Trituradora Y Procesadora De Materiales Santa Anita S.A for $310 million on January 8, 2026. The transaction price is subject to ordinary post-closing adjustments. The transaction will be funded through a combination of cash on hand and financing and is expected to strengthen Titan America’s geographic diversity, accelerate topline growth and improve operating margins following realization of expected integration synergies. The transaction is subject to approval by regulatory board / committee and other customary conditions.
分析記事 • Jan 06Titan America SA's (NYSE:TTAM) Subdued P/E Might Signal An OpportunityIt's not a stretch to say that Titan America SA's ( NYSE:TTAM ) price-to-earnings (or "P/E") ratio of 18.5x right now...
分析記事 • Dec 11Here's Why Titan America (NYSE:TTAM) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Dec 10Upcoming dividend of US$0.04 per shareEligible shareholders must have bought the stock before 17 December 2025. Payment date: 29 December 2025. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (0.9%).
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$0.31 (up from US$0.23 in 3Q 2024). Revenue: US$436.8m (up 6.2% from 3Q 2024). Net income: US$57.4m (up 45% from 3Q 2024). Profit margin: 13% (up from 9.6% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.5%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Basic Materials industry in the US.
お知らせ • Nov 06Titan America SA Revises Earnings Guidance for the Year 2025Titan America SA revised earnings guidance for the year 2025. The company had revising full-year 2025 outlook based on third quarter year-to-date results and outlook into the balance of the year. The company now now expect full-year 2025 revenue growth to be in a range of 2% to 3% when compared to the prior year.
お知らせ • Oct 30Titan America SA Declares Distribution for the fourth Quarter of 2025, Payable on December 29, 2025Titan America SA announced that its Board of Directors has declared a distribution of $0.04 per common share for the fourth quarter of 2025 out of Titan America’s available issue premium. The distribution of $0.04 per common share will be payable on December 29, 2025, to shareholders of record as of December 17, 2025.
分析記事 • Oct 28Are Investors Undervaluing Titan America SA (NYSE:TTAM) By 49%?Key Insights The projected fair value for Titan America is US$30.05 based on 2 Stage Free Cash Flow to Equity Titan...
お知らせ • Oct 23Titan America SA to Report Q3, 2025 Results on Nov 05, 2025Titan America SA announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 05, 2025
Upcoming Dividend • Sep 26Upcoming dividend of US$0.04 per shareEligible shareholders must have bought the stock before 03 October 2025. Payment date: 15 October 2025. Trailing yield: 0.5%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (0.9%).
お知らせ • Sep 19Titan America SA Announces Resignation of Michael Colakides as Managing Director, Effective July 29, 2025On September 18, 2025, Titan America SA announced that Michael Colakides will no longer serve as Managing Director of the Company, a position he originally assumed in connection with Belgian law requirements, effective as of July 29, 2025 (the “Resignation”). Mr. Colakides remains a director on the Board of Directors of the Company.
分析記事 • Aug 07Does Titan America (NYSE:TTAM) Have A Healthy Balance Sheet?NYSE:TTAM 1 Year Share Price vs Fair Value Explore Titan America's Fair Values from the Community and select yours Some...
Reported Earnings • Jul 30Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$0.28. Net income: US$51.1m (up US$51.1m from 2Q 2024). Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) also missed analyst estimates by 2.2%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Basic Materials industry in the US.
お知らせ • Jul 30+ 1 more updateTitan America SA Declares Distribution for the Third Quarter of 2025, Payable on October 15, 2025Titan America SA announced that its Board of Directors has declared a distribution of $0.04 per common share for the third quarter of 2025 out of Titan America’s available issue premium. The distribution of $0.04 will be payable on October 15, 2025, to shareholders of record as of October 3, 2025.
お知らせ • Jul 16Titan America SA to Report Q2, 2025 Results on Jul 29, 2025Titan America SA announced that they will report Q2, 2025 results After-Market on Jul 29, 2025
お知らせ • May 07Titan America SA Declares First-Quarter and Second-Quarter 2025 Distribution, Payable on June 25, 2025Titan America SA announced that its Board of Directors has declared a distribution of $0.04 per common share for each of the first quarter and second quarter of 2025 out of Titan America’s available issue premium. The total distribution of $0.08 will be payable on June 25, 2025, to shareholders of record as of June 4, 2025.
お知らせ • May 06Titan America SA Reaffirms Earnings Guidance for the Year 2025Titan America SA reaffirmed earnings Guidance for the year 2025. Based on first quarter results and barring a severe economic downturn, the company are reaffirming growth outlook for 2025. The company continue to expect revenue growth in the mid-single digit percent range, with modest improvement in Adjusted EBITDA margins compared to 2024.
お知らせ • Apr 22Titan America SA Announces Executive ChangesTitan America SA announced that Jason Morin is joining Titan America as President, Florida Business Unit, succeeding Randy Dunlap, who has served in the role since 2014 and will continue with Titan America as Executive Director, Growth & Strategy. Jason and Randy will both serve on Titan America’s Executive Committee. Jason will be based in Deerfield Beach, Florida and report directly to President & CEO Bill Zarkalis. The Florida Business Unit includes the Pennsuco cement plant and adjacent aggregate plant, both the largest of their kind in Florida, as well as 40 ready-mix plants, three quarries, eight concrete block plants, two fly ash plants, along with rail and marine import terminals. Jason Morin brings a wealth of industry experience and expertise to Titan America’s leadership team. After service as an officer in the US Army, he began his commercial career at General Electric working in multiple strategic sourcing and operations leadership roles. He entered the heavy materials industry in 2001 with Holcim, serving as Production Manager, Plant Manager, VP of Environmental & Government Affairs, and VP of Manufacturing. In 2015, Jason joined Summit Materials’ Continental Cement division, helping to integrate a major acquisition with executive leadership positions in operations and sales. In 2019, Jason was appointed CEO of Black Mountain Sand, where he served until 2023. Most recently, Jason founded Rearden Advisors, providing industrial clients with advisory services in the areas of operational excellence and strategic mergers and acquisitions. Jason holds a bachelor’s degree from Clarkson University in Engineering & Management and an MBA from Missouri State University. Randy Dunlap will transition roles to serve as Executive Director, Growth & Strategy to focus on strategic growth efforts across Titan America. After more than a decade as the Florida Business Unit President, Randy has made significant contributions in the development of the business.
お知らせ • Apr 21Titan America SA to Report Q1, 2025 Results on May 05, 2025Titan America SA announced that they will report Q1, 2025 results After-Market on May 05, 2025
お知らせ • Mar 11Titan America SA to Report Q4, 2024 Results on Mar 26, 2025Titan America SA announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Mar 26, 2025
Board Change • Mar 02High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Director Michael Colakides is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Feb 06No independent directorsThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. No experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). Director Nikos Andreadis is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
