Titan America SA (TTAM) Q1 2026 Earnings Call Transcript
Titan America SA (TTAM) Q1 2026 Earnings Call Transcript
Titan America (TTAM) Q1 Earnings and Revenues Miss Estimates
Titan America (TTAM) came out with quarterly earnings of $0.18 per share, missing the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.19 per share a year ago.
Titan America SA (TTAM) Q4 2025 Earnings Call Transcript
Titan America SA (TTAM) Q4 2025 Earnings Call Transcript
Titan America (TTAM) Q4 Earnings and Revenues Lag Estimates
Titan America (TTAM) came out with quarterly earnings of $0.24 per share, missing the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.21 per share a year ago.
Titan America SA (TTAM) Q3 2025 Earnings Call Transcript
Titan America SA ( TTAM ) Q3 2025 Earnings Call November 5, 2025 5:00 PM EST Company Participants Daniel Scott Vassilios Zarkalis - President, CEO & Director Lawrence Wilt - Chief Financial Officer Conference Call Participants Philip Ng - Jefferies LLC, Research Division Charles Albert Dillard - Sanford C. Bernstein & Co., LLC.
Titan America: Capital Cycle Changes Merit A Hold
Titan America operates in a growing industry, but rising supply and capex across the sector raise concerns about future returns and overinvestment. The company's focus on supplementary cementitious materials and its regional presence provide growth opportunities and potential margin stability. Ownership by Titan Cement offers strategic alignment and long-term focus, but also limits minority shareholder influence and adds governance risk.
Titan America: Cement Play Goes Public
Titan America's shares have traded flat post-IPO, with concerns about potential margin reversion after recent significant margin gains. The company operates heavily in Florida, contributing over 60% of revenues, and boasts a vertically integrated network with lower CO2 emissions. Given the reasonable valuation but high margin risks, I am adopting a conservative, wait-and-see approach before reconsidering my neutral stance.
Titan America CEO on IPO: Market's ahead of explosive growth hence our NYSE debut
Bill Zarkalis, Titan America CEO, joins 'The Exchange' to discuss the company's debut on the New York Stock Exchange.
Profitable cement company Titan America touts Florida, Mid-Atlantic reach in IPO
Titan America's IPO raises $384 million by pricing toward the low end of its range.
Titan America Seeks IPO For Additional Expansion Resources
Titan America SA, a major cement and concrete manufacturer in the eastern US, plans to raise $100 million through an IPO, although the final amount may be higher. The company has shown slowing revenue growth but maintains strong cash flow, generating $143.7 million in free cash flow over the past year. Titan faces risks from supplier concentration and related party transactions, and will be a 'controlled company' post-IPO, limiting new shareholder influence.
