Titan America Q4 Revenue at $405.7M, Below Consensus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 17 2026
0mins
Should l Buy TTAM?
Reports Q4 revenue $405.7M, consensus $415.21M. Bill Zarkalis, President and Chief Executive Officer, commented, "In a construction materials market affected by soft demand and economic uncertainty, Titan America delivered all time high revenue, Net Income, Adjusted EBITDA and operating cash flow in 2025. This achievement reflects the strength of our business model, disciplined decision-making, skillful execution across our operations, and an unwavering focus on serving our customers. It showcases once again Titan America's ability to grow organically and deliver strong results, even in challenging environments. Our Florida segment delivered a robust performance with strong penetration in infrastructure and private non-residential construction segments offsetting a soft residential end-market. Our investments in increased aggregates capacity, expanded capabilities, and self-help operational excellence initiatives delivered record full year revenue and Adjusted EBITDA in 2025. Our Mid-Atlantic segment was impacted by a combination of soft demand in Metro New York and New Jersey, the introduction of tariffs, and weather affecting Virginia and the Carolinas. Resilient pricing, and continued growth in infrastructure, private non-residential construction, including data centers, and cost containment initiatives partially mitigated the impact from the headwinds in the region."
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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: 15.000
Low
17.00
Averages
19.00
High
20.00
Current: 15.000
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 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 per Share
- Quarterly Dividend Declaration: Titan America SA has declared a quarterly dividend of $0.04 per share, consistent with previous distributions, demonstrating the company's ongoing ability to maintain stable cash flow, which is expected to attract income-seeking investors.
- Dividend Yield: The forward yield of 1.0% reflects the company's shareholder return strategy in the current market environment, aiming to enhance investor confidence and maintain shareholder loyalty.
- Financial Performance Overview: Titan America SA reported a GAAP EPS of $0.24, missing expectations by $0.01, while revenue of $405.7M fell short by $9.51M, indicating pressure on the company amid competitive market conditions.
- Acquisition Plans: Titan America is pursuing a $310M acquisition of Keystone Cement to expand its market presence in the mid-Atlantic region, a move that not only strengthens the company's market position but also lays the groundwork for future growth.
See More
Titan America Q4 Earnings Miss Estimates Despite Revenue Growth
- Earnings Report: Titan America's Q4 GAAP EPS of $0.24 misses estimates by $0.01, indicating potential pressure on profitability that could affect investor confidence.
- Revenue Growth: The company reported Q4 revenue of $405.7 million, a 4.1% year-over-year increase, yet it fell short of expectations by $9.51 million, reflecting challenges from increased market competition and rising costs.
- Net Income Improvement: Net income rose to $43.5 million, up 19.1% from $36.5 million in Q4 2024, with net income margin improving from 9.4% to 10.7%, demonstrating effective cost control measures.
- Adjusted EBITDA Growth: Adjusted EBITDA reached $93.7 million, a 12.2% increase, with adjusted EBITDA margin rising from 21.4% to 23.1%, indicating significant progress in operational efficiency.
See More
Titan America Reports Record Highs in 2025 Financial Results
- Significant Revenue Growth: Titan America reported fourth-quarter revenue of $405.7 million for 2025, a 4.1% increase year-over-year, primarily driven by strong demand in infrastructure and non-residential markets, showcasing the company's resilience and adaptability in uncertain economic conditions.
- Substantial Net Income Increase: The net income for Q4 2025 reached $43.5 million, up 19.1% from the previous year, with a net income margin improvement to 10.7%, reflecting successful cost management and productivity enhancements that bolster profitability.
- Record High Adjusted EBITDA: The adjusted EBITDA for Q4 2025 was $93.7 million, a 12.2% increase year-over-year, with an adjusted EBITDA margin rising to 23.1%, indicating effective strategies in operational optimization and margin enhancement.
- Strategic Acquisition Plans: Titan America announced the acquisition of Keystone Cement Company, aimed at expanding its market share and production capacity in the Mid-Atlantic region, further solidifying its long-term strategic positioning in the building materials industry.
See More
Titan America to Participate in Citi 2026 Global Industrial Tech Conference
- Conference Participation: Titan America will participate in the Citi Global Industrial Tech and Mobility Conference on February 18, 2026, in Miami, showcasing its leadership in the building materials sector, which is expected to attract industry attention and enhance brand visibility.
- Market Positioning: As a leading producer of building materials on the U.S. East Coast, Titan America holds a strong market position across Florida, the Mid-Atlantic, and the Metro New York/New Jersey areas, further solidifying its influence in high-growth economic mega-regions.
- Brand Portfolio: Titan America's brand portfolio includes well-known names such as Essex Cement and Roanoke Cement, covering multiple sectors including cement, concrete, and building materials, which enhances its market competitiveness and product diversity.
- Integrated Operations: Titan America operates a diverse range of facilities including cement plants, construction aggregates quarries, and ready-mix concrete plants, creating an interconnected supply chain network that ensures efficient product delivery and market responsiveness.
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 per Share
- Quarterly Dividend Declaration: Titan America SA has declared a quarterly dividend of $0.04 per share, consistent with previous distributions, demonstrating the company's ongoing ability to maintain stable cash flow, which is expected to attract income-seeking investors.
- Dividend Yield: The forward yield of 1.0% reflects the company's shareholder return strategy in the current market environment, aiming to enhance investor confidence and maintain shareholder loyalty.
- Financial Performance Overview: Titan America SA reported a GAAP EPS of $0.24, missing expectations by $0.01, while revenue of $405.7M fell short by $9.51M, indicating pressure on the company amid competitive market conditions.
- Acquisition Plans: Titan America is pursuing a $310M acquisition of Keystone Cement to expand its market presence in the mid-Atlantic region, a move that not only strengthens the company's market position but also lays the groundwork for future growth.
See More
Titan America Q4 Earnings Miss Estimates Despite Revenue Growth
- Earnings Report: Titan America's Q4 GAAP EPS of $0.24 misses estimates by $0.01, indicating potential pressure on profitability that could affect investor confidence.
- Revenue Growth: The company reported Q4 revenue of $405.7 million, a 4.1% year-over-year increase, yet it fell short of expectations by $9.51 million, reflecting challenges from increased market competition and rising costs.
- Net Income Improvement: Net income rose to $43.5 million, up 19.1% from $36.5 million in Q4 2024, with net income margin improving from 9.4% to 10.7%, demonstrating effective cost control measures.
- Adjusted EBITDA Growth: Adjusted EBITDA reached $93.7 million, a 12.2% increase, with adjusted EBITDA margin rising from 21.4% to 23.1%, indicating significant progress in operational efficiency.
See More
Titan America Reports Record Highs in 2025 Financial Results
- Significant Revenue Growth: Titan America reported fourth-quarter revenue of $405.7 million for 2025, a 4.1% increase year-over-year, primarily driven by strong demand in infrastructure and non-residential markets, showcasing the company's resilience and adaptability in uncertain economic conditions.
- Substantial Net Income Increase: The net income for Q4 2025 reached $43.5 million, up 19.1% from the previous year, with a net income margin improvement to 10.7%, reflecting successful cost management and productivity enhancements that bolster profitability.
- Record High Adjusted EBITDA: The adjusted EBITDA for Q4 2025 was $93.7 million, a 12.2% increase year-over-year, with an adjusted EBITDA margin rising to 23.1%, indicating effective strategies in operational optimization and margin enhancement.
- Strategic Acquisition Plans: Titan America announced the acquisition of Keystone Cement Company, aimed at expanding its market share and production capacity in the Mid-Atlantic region, further solidifying its long-term strategic positioning in the building materials industry.
See More
Titan America to Participate in Citi 2026 Global Industrial Tech Conference
- Conference Participation: Titan America will participate in the Citi Global Industrial Tech and Mobility Conference on February 18, 2026, in Miami, showcasing its leadership in the building materials sector, which is expected to attract industry attention and enhance brand visibility.
- Market Positioning: As a leading producer of building materials on the U.S. East Coast, Titan America holds a strong market position across Florida, the Mid-Atlantic, and the Metro New York/New Jersey areas, further solidifying its influence in high-growth economic mega-regions.
- Brand Portfolio: Titan America's brand portfolio includes well-known names such as Essex Cement and Roanoke Cement, covering multiple sectors including cement, concrete, and building materials, which enhances its market competitiveness and product diversity.
- Integrated Operations: Titan America operates a diverse range of facilities including cement plants, construction aggregates quarries, and ready-mix concrete plants, creating an interconnected supply chain network that ensures efficient product delivery and market responsiveness.
See More
