View ValuationTitan America 향후 성장Future 기준 점검 1/6Titan America (는) 각각 연간 12.7% 및 6.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.6% 로 예상됩니다.핵심 정보12.7%이익 성장률13.04%EPS 성장률Basic Materials 이익 성장12.7%매출 성장률6.2%향후 자기자본이익률17.57%애널리스트 커버리지Good마지막 업데이트17 May 2026최근 향후 성장 업데이트공시 • 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.분석 기사 • 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...공시 • 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.공시 • 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.공시 • 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.모든 업데이트 보기Recent updates속보 • 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.공시 • 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.분석 기사 • 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...공시 • 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.공시 • 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, Belgium공시 • 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.공시 • 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.공시 • 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, 2026분석 기사 • 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...새로운 내러티브 • 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 Alpha공시 • 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.분석 기사 • 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...분석 기사 • 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.공시 • 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.공시 • 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.분석 기사 • 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...공시 • 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%).공시 • 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.분석 기사 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.이익 및 매출 성장 예측NYSE:TTAM - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,996271172N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TTAM 의 연간 예상 수익 증가율(12.7%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: TTAM 의 연간 수익(12.7%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: TTAM 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: TTAM 의 수익(연간 6.2%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: TTAM 의 수익(연간 6.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TTAM의 자본 수익률은 3년 후 17.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 03:37종가2026/05/20 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Titan America SA는 8명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Charles Albert DillardBernsteinPaul RogerBNP ParibasSherif El-SabbahyBofA Global Research5명의 분석가 더 보기
공시 • 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.
분석 기사 • 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...
공시 • 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.
공시 • 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.
공시 • 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.
속보 • 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.
공시 • 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.
분석 기사 • 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...
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
분석 기사 • 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...
새로운 내러티브 • 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
공시 • 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.
분석 기사 • 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...
분석 기사 • 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.
공시 • 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.
공시 • 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.
분석 기사 • 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...
공시 • 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%).
공시 • 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.
분석 기사 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
