Titan America
Vertically integrated East Coast producer of cement, aggregates, concrete, and processed fly ash.
Something off on this page? Send us feedback.
Profile
Sells cement, aggregates, ready-mix concrete, concrete block, and processed fly ash across Florida and the Mid-Atlantic. Vertical integration from reserves and cement plants through terminals and downstream delivery keeps the network local, with Keystone extending domestic cement capacity into Pennsylvania and nearby markets.
Produces cement, aggregates, ready-mix concrete, concrete block, and processed fly ash for construction markets along the U.S. East Coast. Operations are organized into Florida and Mid-Atlantic segments, with distribution reaching Metro New York/New Jersey. The Keystone Cement acquisition added Pennsylvania cement and aggregates assets and extended the Mid-Atlantic footprint into nearby states.
Vertical integration links limestone reserves, cement plants, quarries, fly-ash facilities, ready-mix and block sites, and marine and rail terminals. This network combines domestic production with imported cement and moves heavy materials into localized markets where freight distance matters. Demand follows residential, commercial, and infrastructure construction; production depends on quarry and environmental permits, energy, and transportation. Titan SA remains both the controlling shareholder and a major cement supplier.
Company facts
Key statistics
Year to date −10.1% · Average volume (30d) 264.9K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 29, 2026 | Stifel Nicolaus | Target | $15 | $19 | ||
| May 7, 2026 | HSBC | Target | $19 | $18.50 | ||
| Dec 15, 2025 | Jefferies | Reiterate | Buy | $20 | ||
| Jul 28, 2025 | Stifel | Downgrade | Buy | Hold | ||
| Jul 24, 2025 | B of A Securities | Downgrade | Neutral | Underperform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026Q2 FY26 | $0.28 | $0.23 | −18.8% | $446.2M | $470.6M | +5.5% | −9.36% |
| May 5, 2026Q1 FY26 | $0.20 | $0.18 | −10.0% | $399.0M | $398.4M | −0.1% | +4.42% |
| Mar 17, 2026Q4 FY25 | $0.25 | $0.24 | −3.8% | $415.2M | $405.7M | −2.3% | −6.38% |
| Nov 5, 2025Q3 FY25 | $0.32 | $0.31 | −1.6% | $415.2M | $436.8M | +5.2% | +2.75% |
Financial highlights
| 11 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $392.4M | $429.2M | $436.8M | $405.7M | $398.4M | $470.6M | |
| Gross profit | $91.4M | $112.7M | $127.6M | $103.3M | $91.9M | $113.1M | |
| Operating income | $51.7M | $69.7M | $86.6M | $62.3M | $49.7M | $64.2M | |
| Net income | $33.4M | $51.1M | $57.4M | $43.5M | $33.0M | $43.3M | |
| Diluted EPS | $0.19 | $0.28 | $0.31 | $0.24 | $0.18 | $0.23 | |
| Gross margin | 23.3% | 26.3% | 29.2% | 25.5% | 23.1% | 24.0% | |
| Operating margin | 13.2% | 16.2% | 19.8% | 15.3% | 12.5% | 13.6% |
Fiscal years (4-quarter sums)FY24 $1.63B · FY25 $1.66B
Revenue by product · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $65.7M · Total debt $574.1M · Total assets $2.16B · Shareholders' equity $1.09B
Dividends
Last cut to $0.04 from $0.08 in Oct 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 18, 2026 | Jun 18 | Jul 7 | $0.04 | |
| Apr 20, 2026 | Apr 20 | May 8 | $0.04 | |
| Dec 17, 2025 | Dec 17 | Dec 29 | $0.04 | |
| Oct 3, 2025 | Oct 3 | Oct 15 | $0.04 | cut from $0.08 |
| Jun 4, 2025 | Jun 4 | Jun 25 | $0.08 |
Ownership
Shares outstanding 184.36M · Float 24.55M · 13.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| American Century Companies Inc | 3.86M | 2.09% | 13F | Aug 12, 2026 |
| River Road Asset Management, LLC | 2.96M | 1.61% | 13F | Jul 17, 2026 |
| Victory Capital Management Inc | 2.94M | 1.59% | 13F | Aug 7, 2026 |
| Voss Capital, LLC | 2.93M | 1.59% | 13F | Aug 14, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | 2.39M | 1.29% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 19, 2026 | Lawrence Hugh Jr. Wilt | officer: Chief Financial Officer | +20,000 | $14.93 |
Peers
- Amrize
Largest North American cement and concrete platform after Holcim spin-off
- CRH
Global heavy-materials group with deep East Coast cement and aggregates
- Cemex (ADR)
Global cement giant; head-to-head Florida market leader in cement and ready-mix
- Vulcan Materials
Largest US aggregates producer with strong Florida and Mid-Atlantic presence
- Martin Marietta
Leading US aggregates supplier with dense quarries in FL and VA/MD
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Titan America | $15.02 | +0.04% | $2.77B | 15.6 | 12.9 | 1.6 | +9.6% |
| Amrize | $44.51 | −0.35% | $24.73B | 20.5 | 16.7 | — | +8.5% |
| CRH | $95.86 | −0.03% | $64.05B | 15.1 | 22.7 | 1.1 | +5.6% |
| Cemex (ADR) | $10.77 | −0.83% | $15.77B | 6.9 | 11.9 | 1.0 | +1,975.1% |
| Vulcan Materials | $274.03 | −0.20% | $35.57B | 32.4 | 27.8 | 4.4 | +2.5% |
| Martin Marietta | $530.45 | −0.09% | $31.90B | 13.0 | 26.9 | 4.8 | +7.5% |
| Median | 15.1 | 22.7 | 2.7 | +7.5% |