Added to YB: 2026-05-26
Pitch date: 2026-05-23
TIC [neutral]
TIC Solutions, Inc.
Author Info
Company Info
TIC Solutions, Inc. provides critical asset integrity services in North America. The company offers testing, inspection, certification, and compliance (TICC) services, including various nondestructive testing (NDT) techniques, such as radiography, ultrasonic testing, magnetic particle inspection, penetrant testing, and visual inspection.
Market Cap
$1.9B
Pitch Price
N/A
Price Target
26.00 (+205%)
Dividend
N/A
EV/EBITDA
12.88
P/E
-15.04
EV/Sales
1.78
Sector
Professional Services
Category
growth
TIC Solutions Update: New performance framework and a path to $26+ per share.
TIC (update): New 2029 framework targets $3B rev (11% CAGR), 18% EBITDA margin (vs 14.8% today), 85% FCF conversion. $540M EBITDA implies 73% increase. Plan: $500M organic growth + $400M M&A, funded by FCF; deleverage to 2.5x. CE/GEO lead growth at 7-9%/5-8% vs I&M 3-5%. Data center rev ~$70M (3% of total), overblown. Risks: M&A execution, margin expansion, leverage. Bear: 12x, $16; base: 13x, $21; bull: 14x, $26. Stock flat as market wants proof.
Read full article (6 min)