Titan America SA (TTAM) AI Stock Analysis

Titan America SA, through its subsidiaries, manufactures and supplies heavy building materials and services in the United States. The company offers cement and cementitious materials, ready-mix concrete, aggregates, concrete blocks, fly ash, and other ancillary products. It also engages in trading, real estate holdings, insurance brokerage, and transportation brokerage activities. Founded in 1989 and based in Brussels, Belgium, Titan America SA operates as a subsidiary of Titan Cement International S.A. and employs 2,554 people.

Between FY2021 and FY2025, revenue grew at a four-year compound annual growth rate of 9.6%, rising from $1.15B to $1.66B. Over the same timeframe, gross margin expanded from 17.0% to 26.1%, operating margin improved from 8.2% to 16.3%, and net income increased from $59.2M to $185.4M. In FY2025, annual revenue increased 1.8% and diluted earnings per share reached $1.04. Over the trailing twelve months, revenue totaled $1.71B, with an operating margin of 13.3% and EPS of $0.95. For the latest quarter ended June 30, 2026, quarterly revenue grew 9.6% year-over-year, while quarterly earnings declined 17.1%.

As of June 30, 2026, Titan America held $65.7M in cash and short-term investments against total debt of $574.1M, yielding net debt of $508.4M. Total assets stood at $2.16B and shareholders' equity was $1.09B, resulting in a debt-to-equity ratio of 0.53 and a current ratio of 2.08. In FY2025, the business generated $295.4M in operating cash flow and $131.0M in free cash flow, deploying capital toward $164.4M in capital expenditures and $29.5M in dividends paid.

At a share price of $13.67, Titan America has a market capitalization of $2.52B and an enterprise value of $3.00B. The stock trades at a trailing P/E of 14.4x, an EV/EBITDA of 7.9x, and a price-to-sales multiple of 1.5x. Each of these multiples stands below the median of its US-listed Basic Materials peers, which report a trailing P/E of 19.7x, an EV/EBITDA of 10.5x, and a price-to-sales ratio of 1.8x. Over the past year, TTAM shares fell 5.6%, trailing the S&P 500 (SPY) return of 16.8%.

Titan America pays a quarterly dividend with an annual forward payout of $0.16 per share, providing a dividend yield of 1.17%. The payout ratio is 16.0%, and the company has paid dividends for 2 consecutive years. Its last ex-dividend date occurred on October 1, 2026.

Wall Street analysts covering Titan America maintain 2 Strong Buy, 0 Buy, 4 Hold, and 1 Sell ratings. The mean price target is $17.57, which is 28.5% above the closing price of $13.67. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $1.79B and an EPS of $1.09, reflecting a 22.6% EPS decline. Over the last four quarters, the company beat EPS estimates 1 time. The next earnings date is scheduled for November 4, 2026.

This page is an AI-written research summary of Titan America SA (TTAM). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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