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USBasic Materials

Titan America SA (TTAM)

US · Basic Materials · Building Materials

$13.81-0.07%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$470.6M
Revenue YoY
+9.6%
Net profit
$43.3M
Profit YoY
-15.4%
EPS
$0.23
EPS estimate
$0.29
Net margin
9.2%

EPS came in at 0.23 against a street estimate of 0.29 — a miss of 20.7%.

Key statistics

Market cap
$2.71B
P/E
15.5
Forward P/E
0.0
P/B
2.51
Book value
$5.90
EPS (TTM)
$0.95
52-week high
$19.57
52-week low
$13.83
50-day MA
$16.24
200-day MA
$16.55

Analyst view

Analysts rate Titan America SA a buy (4 buy, 4 hold, 0 sell out of 8) with an average price target of $18.64.

From the latest earnings call · 2026-07-28

MIXED Q2 revenue +9.6% YoY to $471M; adjusted EBITDA +1.3% to $101M. Keystone acquisition completed; $30M synergy target by 2029. Florida headwinds from maintenance outage and import delays; Mid-Atlantic strong. FY26 guidance raised to high single-digit growth. Q2 2026 Mid-Atlantic momentum from infrastructure and nonresidential offsetting Florida's temporary logistics and maintenance headwinds. Analysts pressed Florida pricing softness (management blamed residential weakness and Q2 disruptions), Canadian tariff risk (deferred pending clarity), and Keystone synergy cadence (non-linear, focused on reliability and logistics first). Management confident in H2 recovery. 2026-07-28…

Full summary in the app.

Shareholding

Insiders
86.68%
Institutions
15.82%

Largest institutional holders

FundStake
American Century Companies Inc2.09%
River Road Asset Management, LLC1.61%
Victory Capital Management Inc.1.59%
Voss Capital LLC1.59%
Allspring Global Investments Holdings, LLC1.25%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1.19%
BlackRock Inc0.66%
CastleKnight Management LP0.61%

Corporate actions

ActionDetailDate
Dividend$0.04 / share
ex-date Oct 1, 2026 · pay Oct 9, 2026
2026-10-01
Dividend$0.04 / share
ex-date Jun 18, 2026 · pay Jul 7, 2026
2026-06-18
Dividend$0.04 / share
ex-date Apr 20, 2026 · pay May 8, 2026
2026-04-20
Dividend$0.04 / share
ex-date Dec 17, 2025 · pay Dec 29, 2025
2025-12-17
Dividend$0.04 / share
ex-date Oct 3, 2025 · pay Oct 15, 2025
2025-10-03

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Data updated 2026-09-18.