Live nieuws • May 10
Titan America Grows Q1 Revenue and EBITDA Completes Keystone Deal and Launches Miami Hub Titan 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. Aankondiging • May 08
Titan America SA Reaffirms Earnings Guidance for the Full Year 2026 Titan America SA reaffirms earnings guidance for the full year 2026. For the period, the company expects low single digit revenue growth compared to 2025. Aankondiging • May 07
Titan America SA announces Quarterly dividend, payable on July 07, 2026 Titan 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 06
First quarter 2026 earnings: EPS misses analyst expectations First 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. Aankondiging • Apr 21
Titan America SA Secures DOT Approvals For Next-Generation Cement In Florida, Virginia, And North Carolina Titan 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 13
Upcoming dividend of US$0.04 per share Eligible 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 24
Chief Financial Officer recently bought US$299k worth of stock On 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 18
Full year 2025 earnings: EPS and revenues miss analyst expectations Full 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. Aankondiging • Mar 04
Titan America SA to Report Q4, 2025 Results on Mar 17, 2026 Titan America SA announced that they will report Q4, 2025 results After-Market on Mar 17, 2026 Aankondiging • Jan 09
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. 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. Upcoming Dividend • Dec 10
Upcoming dividend of US$0.04 per share Eligible 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 06
Third quarter 2025 earnings: EPS misses analyst expectations Third 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. Aankondiging • Nov 06
Titan America SA Revises Earnings Guidance for the Year 2025 Titan 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. Aankondiging • Oct 30
Titan America SA Declares Distribution for the fourth Quarter of 2025, Payable on December 29, 2025 Titan 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. Aankondiging • Oct 23
Titan America SA to Report Q3, 2025 Results on Nov 05, 2025 Titan 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 26
Upcoming dividend of US$0.04 per share Eligible 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%). Aankondiging • Sep 19
Titan America SA Announces Resignation of Michael Colakides as Managing Director, Effective July 29, 2025 On 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. Reported Earnings • Jul 30
Second quarter 2025 earnings: EPS and revenues miss analyst expectations Second 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. Aankondiging • Jul 16
Titan America SA to Report Q2, 2025 Results on Jul 29, 2025 Titan America SA announced that they will report Q2, 2025 results After-Market on Jul 29, 2025 Aankondiging • May 07
Titan America SA Declares First-Quarter and Second-Quarter 2025 Distribution, Payable on June 25, 2025 Titan 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. Aankondiging • May 06
Titan America SA Reaffirms Earnings Guidance for the Year 2025 Titan 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. Aankondiging • Apr 22
Titan America SA Announces Executive Changes Titan 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. Aankondiging • Apr 21
Titan America SA to Report Q1, 2025 Results on May 05, 2025 Titan America SA announced that they will report Q1, 2025 results After-Market on May 05, 2025 Aankondiging • Mar 11
Titan America SA to Report Q4, 2024 Results on Mar 26, 2025 Titan 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 02
High number of new and inexperienced directors There 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 06
No independent directors There 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. 