Heavy Building Materials Manufacturing & Distribution
Strategic Profile
As a vertically integrated producer and supplier of cement and building materials focused on the U.S. East Coast, the company operates across Florida, the Mid‑Atlantic and the Metro New York/New Jersey region. The company agreed to acquire Keystone Cement Company to expand its Mid‑Atlantic footprint, with the asset positioned to serve a 6.2 million short ton/year addressable market across Pennsylvania, Maryland, Delaware and Ohio.
Cyborg Score Rationale
In 2024, Titan America's revenue was $1.63 billion with a 2.69% increase, and earnings were $166.07 million with a 6.98% increase. According to 6 analysts, the average rating for TTAM stock is "Buy." However, the company operates in a growing industry, but rising supply and capex across the sector raise concerns about future returns and overinvestment.
Top Insights
Revenue growth of 2.69% YoY to $1.63B and earnings growth of 6.98% in 2024
Strategic Keystone Cement acquisition ($310M) adds 990,000 short tons/year clinker capacity in high-growth Mid-Atlantic market
Market cap of $3.12B with P/E ratio of 17.43 and dividend yield of 0.94%
Q2 2025 performance impacted by planned maintenance at Pennsuco cement plant and adverse weather in Mid-Atlantic region
Named Competitors
Cement & Ready-Mix Concrete — Global diversified building materials
Aggregates & Cement — Diversified aggregates, cement and ready-mix producer
Regional Building Materials — Regional construction materials supplier
Recent Developments
(Feb 2026) Participation in Citi 2026 Global Industrial Tech and Mobility Conference
(Sep 2025) Miami-Dade County approval for 40+ lintel product SKUs and Florida Building Code certification
(Q2 2025) Revenue of $429.2M with net income of $51.1M despite maintenance and weather headwinds
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