TIC TIC Solutions, Inc.

BULLISH Impact: 8/10 8-K
Horizon months Filed Mar 12, 2026 Processed 2mo ago SEC 0001628280-26-017010
8-K Item 2.02: Earnings release
Final — all horizons settled through T+60d ⚠ clustered
TIC ▲ +8.97% at T+60d
LONG call ✓ call won +8.97% · α vs SPY -1.72% · entry $7.69 → $8.38
Currently $8.17 · +6.24% from $7.69 entry
Entry anchored
Mar 11, 05:38 PM ET
via Databento tick
T+1d
-5.72%
call -5.72% · α -5.12%
$7.25
settled 3mo ago
T+5d
0.00%
call 0.00% · α +0.98%
$7.69
settled 3mo ago
T+20d
-7.02%
call -7.02% · α -9.00%
$7.15
settled 2mo ago
T+60d
+8.97%
call +8.97% · α -1.72%
$8.38
settled yesterday

Price Chart

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Executive Summary

TIC Solutions reported strong 2025 financial results with $1.53 billion in revenue and $234.1 million in Adjusted EBITDA, driven by the NV5 merger. The company announced CEO succession, with Ben Heraud replacing retiring CEO Tal Pizzey, and provided 2026 guidance for revenue of $2.15-$2.25 billion and Adjusted EBITDA of $330-$355 million, signaling confidence in integration and growth.

Key Financial Metrics

Revenue
$1.5B
+39.4% YoY
EPS
$-2.50
Guidance
$2,150-$2,250 million
initiated
Gross Margin
29.4%

Actionable Insight

The combination of strong post-merger financial performance, clear integration progress ($25M synergies), and aggressive 2026 EBITDA guidance suggests the NV5 integration is on track. The CEO transition appears orderly, and the $200M buyback signals confidence. Traders should monitor execution against the ambitious EBITDA guidance.

Key Facts

  • Delivered full year 2025 revenue of $1.53 billion (39% YoY growth) and Adjusted EBITDA of $234.1 million (25% YoY improvement)
  • Announced CEO succession: Ben Heraud appointed CEO effective March 31, 2026, succeeding retiring CEO Tal Pizzey
  • Provided 2026 guidance: Revenue of $2.15-$2.25 billion and Adjusted EBITDA of $330-$355 million
  • Authorized a $200 million share repurchase program
  • Identified $25 million in cost synergies from NV5 integration, with half expected in 2026

Financial Impact

Revenue growth of 39% YoY to $1.53B and Adjusted EBITDA growth of 25% to $234.1M, with 2026 guidance implying 40-51% EBITDA growth

revenueebitdacashdilution

Segment Breakdown

Segment
Inspection and Mitigation
Consulting Engineering
Geospatial

Risk Factors

  • High leverage with $1.6B term loan debt
  • Execution risk on achieving $25M cost synergies and 2026 guidance
  • Dependence on successful integration of NV5 operations

Market Snapshot

Exchange
OTC

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-017010
Document: cik0002032966-20260312.htm0001628280-26-017010
Document: 0001628280-26-017010.txt0001628280-26-017010
2 reports for TIC
Performance horizon
Filters
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Reports for TIC — sortable, filterable
Type Now
Mar 25, 2026
10w ago
EFFECT
NEUTRAL ★ 4/10
$7.37 $8.68▲ +17.77%▲ +9.91%$8.17 (+10.85%)
Mar 12, 2026
12w ago
8-K
BULLISH ★ 8/10
$7.69 $7.15▼ −7.02%▼ −9.00%$8.17 (+6.24%)
Showing 2 of 2

US Market Status

Market Closed — Opens Thu (10h 9m)

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