Titan America Q1 Revenue $398.4M, Acquires Keystone Cement Company
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 05 2026
0mins
Reports Q1 revenue $398.4M, consensus $398.98M. "We delivered a solid performance in the quarter with year-over-year improvement in revenues, Adjusted EBITDA, operating cash flow and free cash flow, even as the macroeconomic backdrop introduced incremental uncertainty as the quarter progressed. Our operating performance reflects the benefits from our ongoing strategic initiatives and the agility of our teams to execute in a challenging market environment. Pricing across our product lines remained resilient, a reflection of the continued solid underlying demand fundamentals in our key markets and the strength of our market positions. As recently announced, we completed the acquisition of the Keystone Cement Company on May 1, 2026. This investment represents an important milestone in our growth strategy, and we are very pleased to welcome the Keystone team to the Titan America family. Keystone adds complementary domestic cement production capacity in the Mid-Atlantic region, expands our geographic reach, and is expected to accelerate topline growth and improve operating margins following realization of expected integration synergies," said Bill Zarkalis, President and CEO of Titan America.
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Analyst Views on TTAM
Wall Street analysts forecast TTAM stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 17.590
Low
17.00
Averages
19.00
High
20.00
Current: 17.590
Low
17.00
Averages
19.00
High
20.00
About TTAM
Titan America SA is a Belgium-based company. The Company is a multi-regional manufacturer, vertically integrated, and a supplier of heavy building materials and services. It offers manufacturing, logistics and customer support capabilities that span across critical building materials and products. Its products are cement and aggregates, ready-mix concrete, concrete blocks, and other ancillary products. The Company is a provider of heavy building materials in Florida and the Mid-Atlantic and contributes to lower carbon emissions than traditional building materials and beneficial reuse of waste materials.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Titan America SA Declares Quarterly Dividend of $0.04
- Quarterly Dividend Announcement: Titan America SA declares a quarterly dividend of $0.04 per share, consistent with previous distributions, demonstrating the company's ongoing ability to maintain stable cash flows.
- Yield Information: The forward yield of 0.94% reflects the company's shareholder return strategy in the current market environment, aimed at attracting long-term investors.
- Payment Schedule: The dividend will be payable on July 17, with a record date of June 18 and an ex-dividend date also on June 18, ensuring shareholders receive their returns promptly.
- Financial Performance Review: Titan America SA reaffirms its low single-digit revenue growth outlook for 2026, while reporting a GAAP EPS of $0.24, missing expectations by $0.01, and revenue of $405.7 million, falling short by $9.51 million, indicating competitive pressures in the market.
See More
Titan America SA Q1 2026 Earnings Call Insights
- Quarterly Performance Review: Titan America SA reported Q1 2026 revenue of $398 million, reflecting a 1.5% year-over-year increase, with adjusted EBITDA of $83 million and an EBITDA margin of 20.7%, showcasing solid financial performance despite challenges from a soft residential market and harsh weather conditions.
- Acquisition Expands Market Reach: The company completed its acquisition of Keystone Cement Company on May 1, with Keystone generating approximately $97 million in revenue and a 10% EBITDA margin in 2025, expected to enhance profitability through synergies while expanding its footprint in Pennsylvania, Ohio, Delaware, and Maryland.
- Innovation Hub Launch: The opening of the Titan America Innovation Hub in Miami is designed to accelerate the development of advanced materials, digital technologies, and construction solutions, marking a strategic investment in technological innovation and market competitiveness.
- Future Outlook: Management anticipates continued softness in the residential sector through 2027, reaffirming a low single-digit revenue growth outlook for 2026 while emphasizing a focus on integrating the acquisition to realize its full commercial potential.
See More
Titan America SA Reports Q1 2025 Earnings with Mixed Results
- Earnings Per Share: Titan America SA reported a GAAP EPS of $0.18 for Q1 2025, indicating stable profitability despite slightly missing market expectations, which reflects the company's resilience in a challenging market.
- Revenue Performance: The company generated revenue of $398.4 million in the first quarter, falling short of the anticipated $405.7 million, yet demonstrating its ability to maintain operations amid economic pressures.
- Adjusted EBITDA Growth: Adjusted EBITDA reached $82.5 million, marking a 3.4% increase from $79.8 million in Q1 2025, highlighting improvements in cost management and operational efficiency.
- Future Outlook: Although Q1 results did not fully meet market expectations, Titan America SA is focused on enhancing its financial performance, potentially through operational optimizations and strategic market initiatives to boost profitability.
See More
Titan America Launches TriForce Cement, Driving Infrastructure Innovation
- Market Pioneer: Titan America becomes the first materials supplier to secure Department of Transportation approvals in Florida, Virginia, and North Carolina for Type 1T blended cement, marking a significant milestone that enhances the company's competitiveness in the rapidly growing construction market.
- Performance Certification: TriForce cement meets rigorous DOT performance requirements, confirming its capability to support the evolving needs of transportation agencies and the broader construction ecosystem, thereby solidifying Titan America's leadership in infrastructure development.
- Innovation Platform: TriForce cement represents more than just a new product; it serves as a scalable platform for innovation at the intersection of performance, sustainability, and long-term value creation, addressing real-world challenges in concrete production and placement.
- Strategic Implications: 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 construction value chain build more durable cities and infrastructure.
See More
Titan America Releases 2025 Annual Report
- Annual Report Release: Titan America SA (NYSE:TTAM) has filed its Annual Report for the fiscal year ending December 31, 2025, with the U.S. Securities and Exchange Commission, enhancing transparency and shareholder trust by making the report accessible on its website under the 'Financials' section.
- Shareholder Access: Shareholders can request hard copies of the Annual Report free of charge by contacting Investor Relations via email, which further strengthens communication and engagement with investors.
- Market Position: Titan America is a leading producer of cement and building materials in the high-growth economic mega-regions of the U.S. East Coast, with operations in Florida, the Mid-Atlantic, and Metro New York/New Jersey, showcasing its significant influence in the construction industry.
- Diverse Operations: The company’s brand portfolio includes Essex Cement and Roanoke Cement, with operations spanning cement plants, construction aggregates, and ready-mix concrete, indicating a comprehensive strategy and competitive advantage in the building materials market.
See More
Titan America (TTAM) Q4 2025 Earnings Transcript
See More
Titan America SA Declares Quarterly Dividend of $0.04
- Quarterly Dividend Announcement: Titan America SA declares a quarterly dividend of $0.04 per share, consistent with previous distributions, demonstrating the company's ongoing ability to maintain stable cash flows.
- Yield Information: The forward yield of 0.94% reflects the company's shareholder return strategy in the current market environment, aimed at attracting long-term investors.
- Payment Schedule: The dividend will be payable on July 17, with a record date of June 18 and an ex-dividend date also on June 18, ensuring shareholders receive their returns promptly.
- Financial Performance Review: Titan America SA reaffirms its low single-digit revenue growth outlook for 2026, while reporting a GAAP EPS of $0.24, missing expectations by $0.01, and revenue of $405.7 million, falling short by $9.51 million, indicating competitive pressures in the market.
See More
Titan America SA Q1 2026 Earnings Call Insights
- Quarterly Performance Review: Titan America SA reported Q1 2026 revenue of $398 million, reflecting a 1.5% year-over-year increase, with adjusted EBITDA of $83 million and an EBITDA margin of 20.7%, showcasing solid financial performance despite challenges from a soft residential market and harsh weather conditions.
- Acquisition Expands Market Reach: The company completed its acquisition of Keystone Cement Company on May 1, with Keystone generating approximately $97 million in revenue and a 10% EBITDA margin in 2025, expected to enhance profitability through synergies while expanding its footprint in Pennsylvania, Ohio, Delaware, and Maryland.
- Innovation Hub Launch: The opening of the Titan America Innovation Hub in Miami is designed to accelerate the development of advanced materials, digital technologies, and construction solutions, marking a strategic investment in technological innovation and market competitiveness.
- Future Outlook: Management anticipates continued softness in the residential sector through 2027, reaffirming a low single-digit revenue growth outlook for 2026 while emphasizing a focus on integrating the acquisition to realize its full commercial potential.
See More
Titan America SA Reports Q1 2025 Earnings with Mixed Results
- Earnings Per Share: Titan America SA reported a GAAP EPS of $0.18 for Q1 2025, indicating stable profitability despite slightly missing market expectations, which reflects the company's resilience in a challenging market.
- Revenue Performance: The company generated revenue of $398.4 million in the first quarter, falling short of the anticipated $405.7 million, yet demonstrating its ability to maintain operations amid economic pressures.
- Adjusted EBITDA Growth: Adjusted EBITDA reached $82.5 million, marking a 3.4% increase from $79.8 million in Q1 2025, highlighting improvements in cost management and operational efficiency.
- Future Outlook: Although Q1 results did not fully meet market expectations, Titan America SA is focused on enhancing its financial performance, potentially through operational optimizations and strategic market initiatives to boost profitability.
See More
Titan America Launches TriForce Cement, Driving Infrastructure Innovation
- Market Pioneer: Titan America becomes the first materials supplier to secure Department of Transportation approvals in Florida, Virginia, and North Carolina for Type 1T blended cement, marking a significant milestone that enhances the company's competitiveness in the rapidly growing construction market.
- Performance Certification: TriForce cement meets rigorous DOT performance requirements, confirming its capability to support the evolving needs of transportation agencies and the broader construction ecosystem, thereby solidifying Titan America's leadership in infrastructure development.
- Innovation Platform: TriForce cement represents more than just a new product; it serves as a scalable platform for innovation at the intersection of performance, sustainability, and long-term value creation, addressing real-world challenges in concrete production and placement.
- Strategic Implications: 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 construction value chain build more durable cities and infrastructure.
See More
Titan America Releases 2025 Annual Report
- Annual Report Release: Titan America SA (NYSE:TTAM) has filed its Annual Report for the fiscal year ending December 31, 2025, with the U.S. Securities and Exchange Commission, enhancing transparency and shareholder trust by making the report accessible on its website under the 'Financials' section.
- Shareholder Access: Shareholders can request hard copies of the Annual Report free of charge by contacting Investor Relations via email, which further strengthens communication and engagement with investors.
- Market Position: Titan America is a leading producer of cement and building materials in the high-growth economic mega-regions of the U.S. East Coast, with operations in Florida, the Mid-Atlantic, and Metro New York/New Jersey, showcasing its significant influence in the construction industry.
- Diverse Operations: The company’s brand portfolio includes Essex Cement and Roanoke Cement, with operations spanning cement plants, construction aggregates, and ready-mix concrete, indicating a comprehensive strategy and competitive advantage in the building materials market.
See More
Titan America (TTAM) Q4 2025 Earnings Transcript
See More
