Titan America SA TTAM

13.85 0.32 2.37% as of 25 Sep
Market cap
$2.5B
P/E
14.4×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.30
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — 1 — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 86.68%

Capital & Financial Ratios

Market Cap 2,490.00
Revenue 1,711.56
Net Income 239.19
Free Cash Flow 155.71
Net Debt 496.30
Current Ratio 2.08
Debt/Equity 0.52
P/E ratio 14.43
P/S ratio 1.49
P/B ratio 2.47
Past 5Y EPS Growth —
This Y EPS Growth 6.93%
Next Y EPS Growth 11.61%
Next 5Y EPS Growth 11.54%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.21
0.04
0.04
0.04
2025 0.13
0.08
0.04
0.04
2024 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 27 13 212 66
Receivables 128 129 154 215
Inventory 190 228 226 232
Other 11 1 0 —
373 384 610 531
2023 2024 2025 Q'26
Payables 151 140 131 193
ST’ Debt 268 34 5 5
Other 27 18 16 19
492 239 201 255
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — 6.85%
Cash Flow — — 18.31%
Earnings — — 43.53%
Book Value — — 20.38%

Revenue

Mar Jun Sep Dec Year
’26 398 471 — — —
’25 392 429 437 406 1,664
’24 400 433 — 390 1,634
’23 — — — — 1,592
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 62 75 — — —
’25 35 73 107 81 295
’24 41 72 84 51 248
’23 — — — 227 227
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 30 20 — — —
’25 3 23 68 38 132
’24 14 36 34 27 111
’23 — — — 110 109
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.18 0.23 — — —
’25 0.19 0.28 0.31 0.24 1.01
’24 0.17 0.34 — 0.21 0.95
’23 — — — — 0.89
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.5
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — — — — — 10.80

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — — — — — 17.78
High Price
— — — — — — — 2,550 2,742 2,554
Employees
— — — — — — 0 1 1 1
Revenue/Emp
— — — — — — 1,364 1,592 1,634 1,664
Revenue
— — — — — — 16.22% 22.84% 25.49% 26.14%
Gross Margin
— — — — — — 80 202 224 245
EBT
— — — — — — 5.84% 12.72% 13.68% 14.71%
EBT Margin
— — — — — — 80 202 224 245
Net Income
— — — — — — 88 91 100 109
Depreciation
— — — — — — 7.78 9.08 9.32 9.08
Revenue/Sh
— — — — — — 0.36 0.89 0.95 1.01
Earnings/Sh
— — — — — — 1.02 1.30 1.41 1.61
Cash Flow/Sh
— — — — — — (0.73) (0.68) (0.78) (0.89)
Capex/Sh
— — — — — — 0.29 0.62 0.63 0.72
Free CF/Sh
— — — — — — 3.38 4.10 4.28 5.64
Book Value/Sh
— — — — — — 175 175 175 183
Shares
— — — — — — 14.82 14.82 14.82 16.16
PE Ratio
— — — — — — 0.00 0.00 0.00 1.82
PS Ratio
— — — — — — 3.90 3.90 3.90 2.92
PB Ratio
— — — — — — 0.00 0.00 0.00 1.96
EV/Sales
— — — — — — 30.37 30.37 30.37 24.69
EV/FCF
— — — — — — 178 227 248 295
Op' Cash Flow
— — — — — — (128) (119) (137) (163)
Capex
— — — — — — 50 109 111 132
FCF
— — — — — — 31 (119) 145 409
Working Cap'
— — — — — — 449 398 448 451
Total Debt
— — — — — — 415 370 435 239
Net Debt
— — — — — — 593 720 750 1,034
Sh' Equity
— — — — — — 0.00% 10.54% 10.84% 10.72%
ROA
— — — — — — 6.02% 12.94% 13.26% 13.16%
ROIC
— — — — — — 0.00% 23.66% 22.60% 20.79%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Titan America SA (TTAM) key facts

  • Titan America SA (TTAM) is a Building Materials company in the Basic Materials sector, listed on the New York Stock Exchange.
  • Titan America SA’s revenue for fiscal 2025 (year ended December 2025) was $1.7 billion, up 1.82% from fiscal 2024.
  • Net income was $244.8 million, or $1.01 per share (basic), a net margin of 11.1%.
  • As of September 25, 2026, TTAM traded at $13.85, a market capitalization of $2.5 billion.
  • At that price the stock trades at 14.4× trailing-twelve-month earnings and 1.5× sales.
  • Return on equity was 20.8% and debt-to-equity 0.52.

Source: company filings (standardised) and stockrow calculations.

Titan America SA (TTAM) Latest News

News by impact score

Fine-tune

22 Sep

3

Titan America (TTAM) is slated to present at the Jefferies Global Industrials Conference in New York on September 10, 2026, renewing investor focus on its valuation. The stock rose about 3.7% today but has fallen roughly 23% over the last 90 days and is down about 7.5% over the past year. The shares trade at a visible discount to analyst targets and intrinsic estimates, with a blended fair value around $18.07 versus a $13.81 close, implying roughly 24% upside by one framework. Proponents argue expanding vertical integration, precast lintel capacity and downstream products, could deepen customer relationships, lift upstream cement and aggregates volumes, and broaden margins. Investments in low-carbon cement and digital capabilities are cited as differentiators for infrastructure and institutional clients, potentially enabling premium pricing and long-term revenue growth. Risks include possible demand shifts from Russell index inclusion and new 3D concrete technology. Valuation gap with near-term catalysts could moderately influence sentiment and earnings but is unlikely to redefine Titan America's trajectory.

29 Jul

3

Titan America SA reported revenue growth in Q2 2026 despite operational challenges. Revenue growth amid operational issues points to moderately noticeable influence on financial results and market views.

28 Jul

3 transcript

Titan America SA held its Q2 earnings call, outlining financial results, operational updates and forward guidance for the cement producer. Quarterly earnings calls typically provide performance data and outlook that moderately influence near-term stock sentiment without guaranteeing major strategic shifts.

3

Titan America SA missed Q2 earnings estimates. Q2 earnings miss is likely to pressure near-term stock performance for Titan America SA.

3

Titan America SA reported second quarter 2026 financial results. Quarterly results supply key financial metrics that can move investor views and near-term valuation.

22 Jun

4

Titan America SA launches breakthrough 3D-printable concrete technology. Launch of innovative 3D-printable concrete technology represents major product innovation likely to significantly boost Titan America's competitive positioning and market performance.

8 May

3

Titan America SA (TTAM) missed earnings expectations, but analysts have updated their models in response. Earnings miss affects financial performance and market sentiment moderately, offset by analyst model updates.

6 May

4

Titan America S.A. (TTAM) Q1 2026 earnings call summary details quarterly financial results, operational updates, and forward guidance. Quarterly earnings highlights and guidance significantly shape investor expectations and stock trajectory for Titan America SA.

5 May

4

Titan America SA (TTAM) Q1 earnings and revenues missed analyst estimates. Q1 earnings and revenue misses indicate weaker financial results, likely pressuring TTAM's stock price and investor sentiment significantly.

4

Titan America SA (TTAM) announced first quarter 2026 results. Quarterly earnings announcements directly impact financial performance and stock price movements.

3

Titan America SA (TTAM) declares distribution of issue premium payment for second-quarter 2026. Premium distribution declaration positively affects financial performance and investor sentiment without fundamentally altering long-term trajectory.

4 May

4

TITAN Group completes acquisition of Keystone Cement in the United States, enhancing Titan America SA's production capacity and market presence in the US cement industry. Completion of Keystone Cement acquisition represents a major strategic expansion for Titan America SA's US operations and competitive positioning.

3

Titan America SA (TTAM) valuation analyzed following recent share price strength. Valuation scrutiny after share price gains moderately influences investor sentiment and TTAM's performance outlook.

1 May

4

Titan America SA (TTAM) closed its acquisition of Keystone Cement Company, expanding its U.S. cement operations with new production facilities in Pennsylvania. Closing the Keystone Cement acquisition significantly expands Titan America's production capacity and strengthens its competitive position in the U.S. market.

21 Apr

4

Titan America SA (TTAM) launched an Innovation Hub in South Florida to accelerate development of next-generation construction technologies and materials. Launching an innovation hub signals a major strategic push into advanced construction technologies, likely enhancing competitiveness and long-term market performance.

20 Apr

4

Titan America secures Department of Transportation approvals for its next-generation cement in Florida, Virginia, and North Carolina. DOT approvals for next-generation cement in three key states enable market expansion and strengthen competitive positioning.

18 Mar

4

Titan America SA (TTAM) released Q4 earnings call highlights detailing financial results, operational performance, and forward-looking guidance. Q4 earnings call highlights cover financial metrics, strategic updates, and outlook that significantly influence investor sentiment and company trajectory.

4 transcript

Titan America SA (TTAM) released its Q4 2025 earnings call transcript, detailing quarterly financial results, operational updates, and forward-looking guidance. Q4 2025 earnings transcript covers financial performance, strategic initiatives, and outlook that could significantly sway TTAM's market trajectory and investor views.

4

Titan America S.A. released Q4 2025 earnings call summary highlighting financial results, operational updates, and future outlook. Q4 earnings call summary discloses key financial metrics and guidance that significantly shape investor expectations and stock trajectory.

17 Mar

4

Titan America SA (TTAM) posted record revenue in Q4 2025 earnings call, driven by strong performance, while announcing strategic expansion into new markets and capacity enhancements. Record revenue and strategic expansion represent major financial gains and growth initiatives poised to significantly boost TTAM's market position and investor confidence.

4

Titan America SA (TTAM) released Q4 earnings snapshot detailing financial performance. Q4 earnings snapshot reveals key financial metrics that significantly influence stock performance and investor sentiment.

4

Titan America SA (TTAM) announced fourth quarter and full-year 2025 results. Q4 and full-year earnings announcements directly impact financial performance metrics, stock price volatility, and investor expectations for TTAM's trajectory.

3

Titan America SA (TTAM) Q4 earnings and revenues missed analyst estimates. Q4 earnings and revenue shortfalls highlight weaker financial results with moderate potential to influence investor sentiment and near-term performance.

3

Titan America SA (TTAM) declares first-quarter 2026 distribution of issue premium payment. Declaring a future issue premium distribution enhances shareholder returns and moderately boosts market sentiment.

10 Feb

3

Titan America SA (TTAM) is experiencing decelerating rates of return, raising concerns about its future financial performance. Analysts are scrutinizing the company's operational efficiency and market strategies as these declining returns could signal potential challenges ahead. Investors are advised to monitor the situation closely, as shifts in performance metrics may impact overall market sentiment towards the company. Decelerating rates of return may affect financial performance and investor sentiment, but the overall impact is expected to be somewhat limited.

14 Jan

3

Titan America SA (TTAM) is experiencing strong stock performance, raising questions about whether the market is aligning with the company's fundamentals. Analysts are examining the factors contributing to this upward trend, including financial metrics and market conditions that may influence investor sentiment and future growth prospects. Current stock performance suggests moderate influence on financial metrics and market sentiment.

9 Jan

4

Titan America SA (TTAM) has announced an agreement to acquire the Keystone Cement Plant, a strategic move aimed at expanding its operations in North America. This acquisition aligns with the company's Forward 2029 strategy, which focuses on growth and enhancing its market presence in the cement industry. The deal is expected to bolster Titan's production capabilities and strengthen its competitive position in the region. The acquisition of the Keystone Cement Plant is a significant strategic move that is likely to enhance Titan's market position and operational capacity.

8 Jan

4

Titan America SA (TTAM) has announced an agreement to acquire Keystone Cement Company, a strategic move aimed at enhancing its market position and expanding its operational capabilities in the cement industry. The acquisition is expected to bolster Titan America's production capacity and improve its competitive edge in the sector. The acquisition of Keystone Cement Company is a significant strategic move that could enhance Titan America's market position and operational capabilities.

29 Dec

3

Options traders are showing increased activity in Titan America SA (TTAM) stock, indicating speculation on a significant price movement. The heightened trading volume in options suggests that investors are anticipating volatility, which could be driven by upcoming earnings reports or market events. Analysts are closely monitoring these trends to gauge potential impacts on the stock's performance. Increased options trading activity suggests potential volatility that may moderately influence market sentiment and stock performance.

16 Nov

3

Titan America SA (TTAM) is currently under scrutiny regarding its valuation, with analysts debating whether the stock presents a viable investment opportunity. Factors influencing this assessment include market trends, financial performance, and competitive positioning within the industry. Investors are encouraged to consider both the potential risks and rewards associated with TTAM's current market standing. Current valuation discussions indicate a moderately noticeable influence on investor sentiment and financial performance.

stockrow.com/TTAM · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com