TIC 2025 Q3 Earnings Narrowed Losses Amid Record Revenue Growth

TIC Solutions (TIC) reported Q3 2025 earnings on Nov 13, 2025, with revenue surging 135.2% year-over-year to $473.89 million, exceeding expectations. The company narrowed its net loss to $13.89 million (-$0.08 EPS), an 84.5% improvement from 2024 Q3. Management reaffirmed 2025 guidance despite missing EPS estimates, citing integration synergies and growth in data center services.

Revenue

The Inspection and Mitigation segment led with $293.19 million in revenue, driven by stable run-and-maintain activity. Consulting Engineering contributed $119.58 million, bolstered by data center and infrastructure projects, while Geospatial added $61.12 million, supported by federal and utility demand. The combined performance reflects a strategic shift toward higher-margin services and cross-selling opportunities post-NV5 acquisition.

Earnings/Net Income

TIC reduced its net loss to $13.89 million (-$0.08 EPS) in Q3 2025, a 84.5% improvement from $89.82 million (-$0.73 EPS) in Q3 2024. The EPS result, though still negative, signals significant cost control and operational efficiency gains, particularly in the Consulting Engineering and Geospatial segments.

Post-Earnings Price Action Review

Following the earnings report, TIC’s stock price declined 3.84% during the latest trading day, 7.80% over the past week, and 21.47% month-to-date. The selloff reflects market skepticism about near-term profitability despite revenue growth, with investors weighing integration costs and debt levels.

CEO Commentary

CEO Tal Pizzey emphasized the company’s transformation into a $2 billion-plus TIC and engineering services leader, highlighting cross-selling initiatives and AI-driven solutions. He noted resilient demand across infrastructure, energy transition, and data centers, with integration synergies expected to accelerate in 2026.

Guidance

TIC reaffirmed 2025 revenue guidance of $1.53–$1.565 billion and adjusted EBITDA of $240–$250 million. For 2026, the company anticipates 3–5% revenue growth and 15.5–16.5% EBITDA margins, with cost synergies from the NV5 acquisition targeting $25 million by mid-2027.

Additional News

TIC’s $250 million private placement in October 2025, raising 20.8 million shares at $12.00 each, underscored its focus on deleveraging and funding integration. The NV5 acquisition, completed in August 2025, expanded TIC’s capabilities in data center and infrastructure services, with cross-border projects in Canada and North America. Additionally, the company increased synergy targets to $25 million, reflecting confidence in operational alignment and margin expansion.

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