| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 38 | — | 17.3x | Bottom tier | |
Growth | 86 | 84.6% | 7.1% | Top tier | |
Quality | 31 | -0.3% | 4.5% | Bottom tier | |
Safety | 45 | 6.9x | 2.6x | Around median | |
Capital Return | 23 | 0.00% | 0.06% | Bottom tier | |
Momentum | 56 | -33.4% | -1.6% | Around median | |
Sentiment | 69 | 3 | 3 | Top tier |
10-year US Treasury yield 4.96% as of 2026-10-22. Estimates computed from company data and analyst targets, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
TIC Solutions operates as an integrated provider of technical services related to the asset lifecycle, from planning and engineering to inspection, mitigation, and geospatial monitoring. It generates revenue through three segments: Inspection and Mitigation, Consulting and Engineering, and Geospatial Services, with exposure to utility, energy, infrastructure, buildings, data center, and industrial manufacturing projects. The company’s strategy relies on cross-selling among these capabilities, expanding the scope of work with the same client, and adding higher-value services such as digital twins and asset analytics.
In Q2 fiscal 2026, revenue increased 3.3% to $584 million, including $297 million from Inspection and Mitigation, $207 million from Consulting and Engineering, and $81 million from Geospatial Services. Adjusted gross profit reached $223 million at a margin of 38.2%, compared with 36.8% a year earlier, while adjusted earnings before interest, taxes, depreciation, and amortization rose to $95 million at a margin of 16.2%, and adjusted diluted earnings per share were $0.10. The mix divergence was clear: Consulting and Engineering grew 16.8% and Geospatial Services grew 7.9%, while Inspection and Mitigation declined 5.5%.
Based on filings submitted to EDGAR, TIC Solutions recorded revenue of $1.5 billion and gross profit of $431.8 million during the twelve months ended in fiscal 2026, but incurred a net loss of $81.5 million. In Q1 fiscal 2026, revenue was $488 million and the net loss was $41.5 million, illustrating the gap between improving adjusted operating metrics and continuing accounting losses. The company had liquidity of $474 million as of June 30, 2026, but bank-calculated net leverage was 3.7 times.
The analyst consensus is “Buy,” with an average price target of $11.33 and a range between $10 and $12.5, while the average is approximately 24% below the 52-week range high of $14.944 and approximately 78% above its low of $6.36. No valid price-to-earnings ratio is available for comparison given the continuing net loss of $81.5 million during the twelve months ended in fiscal 2026, so the stock’s valuation depends more heavily on achieving adjusted earnings guidance, a recovery in Inspection and Mitigation, and lower leverage.
Figures in the text are as of 2026-09-01; the live price is shown at the top of the page.
The Consulting and Engineering segment led growth in Q2 fiscal 2026, with revenue increasing 16.8% to $207 million. Data center revenue over the twelve-month period was $98 million, with a backlog exceeding $110 million. Management confirmed that the segment would have grown by approximately 7% even after excluding data centers, supported by power and utilities, infrastructure, and cross-selling.
Segment revenue declined 5.5% to $297 million in Q2 fiscal 2026. The company attributed this to an impact of approximately $30 million from site losses in fiscal 2025 and the shift of planned turnaround work to the second half of fiscal 2026. Management said the business would have grown 4% after excluding site losses and timing, while June 2026 revenue returned to positive year-over-year growth.
On August 6, 2026, management reaffirmed its fiscal 2026 guidance of $2.15 billion to $2.25 billion in revenue and $330 million to $355 million in adjusted earnings before interest, taxes, depreciation, and amortization. This is supported by a combined backlog of $1.18 billion and a savings program targeting an annual run rate of $25 million by the end of fiscal 2026. However, the second half requires a margin improvement of slightly more than 100 basis points, together with execution of deferred turnaround work and improved utilization and mix.
Automated analysis for informational purposes only — not investment advice.
TIC Solutions announced on August 18, 2026 that it had completed the acquisitions of we-do-IT, GeoVerra, and Core Group. The transactions are intended to add expertise in asset integrity and technology-enabled geospatial services and expand the platform’s geographic density. The company also aims to allocate between $100 million and $150 million annually to additional acquisitions and stated that multiples for smaller transactions range between 5 and 7 times.
TIC uses a knowledge assistant that allows field technicians to search internal procedures and an engineering report assistant that searches and summarizes previous reports. It also applies document intelligence tools to contracts, purchase orders, requests for proposals, and certificates to identify discrepancies and compliance risks. On the August 6, 2026 call, management said it had not seen a negative impact on work pricing or its ability to win contracts and expects the tools to support utilization, cost discipline, and margin expansion.
Liquidity was $474 million as of June 30, 2026, including $362 million in cash and $112 million of available capacity under the revolving credit facility. Bank-calculated net leverage was 3.7 times, while the company expects net interest expense between $95 million and $105 million in fiscal 2026. The repricing of the $1.6 billion term loan reduced the interest rate by 25 basis points, saving approximately $4 million annually in cash interest.