Research analysts who have asked questions during Titan America earnings calls.
AP
Anthony Pettinari
Citigroup Inc.
2 questions for TTAM
Also covers: AMBP, AMCR, AVY +26 more
BB
Brian Brophy
Stifel Financial Corp
2 questions for TTAM
Also covers: CTOS, ECG, EME +10 more
Chad Dillard
AllianceBernstein
2 questions for TTAM
Also covers: CAT, CMI, DE +6 more
CA
Charles Albert Dillard
Bernstein
1 question for TTAM
Also covers: CAT, CMI, DE +6 more
JR
Jerry Revich
Goldman Sachs Group Inc.
1 question for TTAM
Also covers: AGCO, ALSN, ATMU +28 more
JB
Jesse Barone
Jefferies Financial Group Inc.
1 question for TTAM
Also covers: VMC
Philip Ng
Jefferies
1 question for TTAM
Also covers: AWI, AZEK, BALL +26 more
SE
Sherif El-Sabbahy
Bank of America
1 question for TTAM
Also covers: ALSN, BLBD, CTRI +6 more
Wesley Brooks
HSBC
1 question for TTAM
Also covers: GT
Recent press releases and 8-K filings for TTAM.
Titan America Announces Acquisition of Keystone Cement Company
TTAM
M&A
New Projects/Investments
- Titan America SA announced on January 8, 2026, an agreement to acquire Keystone Cement Company, a Pennsylvania-based cement manufacturer and aggregates producer.
- The transaction is valued at $310,000,000, corresponding to approximately $313 per short ton of Keystone's current clinker production capacity of 990,000 short tons per year.
- This acquisition is expected to significantly expand Titan America's footprint in the Mid-Atlantic region, capturing substantial operational and commercial synergies with its existing Essex Cement and Roanoke Cement operations.
- Keystone brings modern, high-quality assets, including one of Pennsylvania's most efficient cement kilns, and substantial mineral assets expected to support over 50 years of cement production capacity.
Jan 8, 2026, 9:59 PM
Titan America Reports Strong Q3 2025 Results and Updates Full-Year Guidance
TTAM
Earnings
Guidance Update
New Projects/Investments
- Titan America reported strong Q3 2025 financial results, with revenue up 6% to $437 million and adjusted EBITDA increasing 18% to $117 million, leading to a 250 basis point expansion in adjusted EBITDA margin to 26.7%.
- The company updated its full-year 2025 revenue growth outlook to a range of 2%-3% and continues to expect modest improvement in adjusted EBITDA margins compared to 2024.
- Performance was driven by robust volume growth in aggregates (up 11.9%), cement (up 2.6%), and fly ash (up 23.7%), particularly in the Florida segment due to strategic capacity investments, while infrastructure and private non-residential construction demand remained strong.
- Titan America announced price increases effective January 1, 2026, including $12 per ton for cement, $10-$12 per cubic yard for ready-mix concrete, and $3 per ton for aggregates.
- The company maintains a strong balance sheet with a net debt to trailing 12-month adjusted EBITDA ratio of 0.71 times as of September 30, 2025, and approved a $0.04 per share dividend.
Nov 5, 2025, 10:00 PM
Titan America Reports Strong Q3 2025 Financial Results
TTAM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Titan America achieved 6% year-over-year revenue growth to $437 million and 18% year-over-year Adjusted EBITDA growth to $117 million in Q3 2025.
- Net Income for Q3 2025 was $57 million, resulting in $0.31 per share.
- The company's Net Debt to Adjusted EBITDA ratio improved significantly to 0.71x as of September 30, 2025, down from 1.21x in December 2024.
- The 2025 outlook projects revenue growth between 2% - 3% compared to 2024, with a modest improvement in Adjusted EBITDA Margin.
Nov 5, 2025, 10:00 PM
Titan America SA Announces Third Quarter 2025 Results and Revises Full-Year 2025 Revenue Guidance
TTAM
Earnings
Guidance Update
- Titan America SA reported Q3 2025 revenue of $436.8 million, a 6.2% increase from Q3 2024, with net income of $57.4 million, up 44.7%.
- Adjusted EBITDA grew by 18.3% to $116.7 million in Q3 2025, with the Adjusted EBITDA Margin improving to 26.7% from 24.0% in Q3 2024.
- The company revised its full-year 2025 revenue growth outlook to a range of two to three percent compared to the prior year, while still expecting modest improvement in Adjusted EBITDA Margin.
- For the nine months ended September 30, 2025, cash flow provided by operations was $214.8 million and free cash flow was $94.4 million.
Nov 5, 2025, 9:18 PM
Quarterly earnings call transcripts for Titan America.
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