TIC Solutions Inc

TIC

Market cap $1.88B

TIC Solutions shares are down 25% following mixed results and lowered guidance. TIC now trades below peer valuation at 8.3x EV/EBITDA, reflecting lower profitability and higher leverage, but offers potential upside via backlog growth and buybacks. 2026 guidance targets 2–6% revenue growth and 15–16% adjusted EBITDA margin, with a $25 million cost-saving program underway and half expected to materialize next year.

TIC Solutions, Inc. (TIC) Q4 2025 Earnings Call Transcript

TIC missed Q4 earnings badly, reporting a loss when analysts expected a profit. On the plus side, TIC forecast near-50% revenue growth in 2026.

HOLLYWOOD, Fla.--(BUSINESS WIRE)--TIC Solutions, Inc. (NYSE: TIC) (“TIC Solutions” or the “Company”), a leading provider of tech-enabled Testing, Inspection, Certification, and Compliance (TICC), engineering, and geospatial services, today reported its financial results for the fourth quarter and year ended December 31, 2025. TIC Solutions announced today that Ben Heraud, currently President and Chief Operating Officer, will be appointed Chief Executive Officer, effective March 31, 2026, succee.

Gates Capital Management acquired 6,594,086 shares of TIC Solutions for an estimated $73.41 million in the fourth quarter. Meanwhile, the quarter-end position value rose by $40.29 million, reflecting both share purchases and price changes.

HOLLYWOOD, Fla.--(BUSINESS WIRE)--TIC Solutions, Inc. (NYSE: TIC) (the “Company” or “TIC Solutions”), a leading provider of tech-enabled Testing, Inspection, Certification, and Compliance (TICC), engineering, and geospatial services, announced today that it intends to release its financial results for the fourth quarter and full year 2025 before the market opens on Thursday, March 12, 2026. Fourth Quarter Webcast and Conference Call: TIC Solutions will hold a webcast/dial-in conference call to.

Cruiser Capital Advisors, LLC initiated a new stake of 207,607 shares in TIC Solutions valued at $2.76 million as of September 30, 2025. The new position represents 2.76% of the fund's reported assets under management as of September 30, 2025.

New York City-based Wildcat Capital Management sold 1.5 million shares of TIC in the third quarter. The shares were worth an estimated $16.56 million.

Dallas-based Permian Investment Partners increased its TIC position by nearly 4.9 million shares in the third quarter. The move contributed to a net value change of about $86.9 million.

Seattle-based wealth advisory Progeny 3 added 255,800 shares of TIC in the third quarter, contributing to a total position value increase of about $37.1 million. Following the purchase, Progeny reported holding 15.3 million TIC shares valued at $203.1 million.