Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
TIC Solutions, Inc. (TIC)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-11-04
$10.70+1.33%
Close 2026-11-04 · 1-day change
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for TIC yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Achieve adjusted EBITDA of $330M to $355M in 2026 | Profit should improve with adjusted EBITDA near $342.5M in 2026. | Under Pressure | Adjusted EBITDA falls below $330 million in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
TIC is a growth-oriented business whose recent reported growth includes the NV5 acquisition, so the evidence does not yet establish a durable growth pattern on its own. The long-term thesis is on watch: management is meeting stated guidance priorities, but recent financial performance is weak relative to its industry cohort and the sector backdrop is a headwind.
The evidence describes TIC’s valuation as expensive, with an expectations gap, meaning market expectations appear ahead of what current fundamentals support. Pricing fragility is rated low because the evidence points to expensive valuation alone, rather than a broader combination of expensive valuation, weak performance, and turbulent conditions.
Near term, results and guidance execution are the key checks: management has reaffirmed 2026 revenue and adjusted EBITDA guidance each quarter, and recent revenue and adjusted EBITDA growth includes the NV5 acquisition. However, earnings have been erratic and missed across recent quarters, while liquidity declined from the first to the second quarter of 2026 even as term loan debt stayed stable.
The next guidance update is a key swing factor. A cut would signal weaker execution against the current outlook, while continued reaffirmation would support the case that management is delivering on its stated priorities. The sector backdrop also matters: continued strength from CTAS, CPRT, and ROL could sustain an industry tailwind, while misses or lower guidance could weaken it.
Over the next one to three years, TIC’s long-term thesis depends on guidance delivery and whether recent growth translates into sustained fundamentals, against elevated risk and an expensive valuation. The evidence supports a watchful, mixed view rather than a clear improvement in the thesis. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| The company manages capital carefully through credit agreements. |
| Intact |
| Material breach or distress in credit agreements |
No distress reported Third Amendment to Credit Agreement signed June 2026; no breach or distress events reported. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Achieve full-year 2026 revenue of $2.15B to $2.25B | A primary condition in TIC Solutions, Inc.'s published investment case. The stated target is >= $2.15 billion. | Intact | Revenue falls below $2.15 billion in FY26 | Revenue: $584.347M FY2026-Q2; GAAP. Published target: >= $2.15 billion. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 2026584,347,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.05 → $-0.03 · observed estimates
$2.29B → $2.33B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.05 | $2,293,312,183 | 2 / 5 |
| 2026-07-25 | $0.05 | $2,293,312,183 | 2 / 5 |
| 2026-07-26 | $0.05 | $2,293,312,183 | 2 / 5 |
| 2026-07-27 | $0.05 | $2,293,312,183 | 2 / 5 |
| 2026-07-28 | $0.05 | $2,293,312,183 | 2 / 5 |
| 2026-07-29 | $0.05 | $2,293,312,183 | 2 / 5 |
| 2026-07-30 | $0.50 | $2,289,857,760 | 3 / 7 |
| 2026-07-31 | $0.50 | $2,289,857,760 | 3 / 7 |
| 2026-08-01 | $0.05 | $2,293,312,183 | 2 / 5 |
| 2026-08-02 | $0.50 | $2,289,857,760 | 3 / 7 |
| 2026-08-03 | $0.05 | $2,293,312,183 | 2 / 5 |
| 2026-08-04 | $0.05 | $2,293,312,183 | 2 / 5 |
| 2026-08-05 | $0.05 | $2,293,312,183 | 2 / 5 |
| 2026-08-06 | $0.50 | $2,289,857,760 | 3 / 7 |
| 2026-08-08 | $0.05 | $2,293,312,183 | 2 / 5 |
| 2026-08-09 | $0.05 | $2,293,312,183 | 2 / 5 |
| 2026-08-10 | $0.05 | $2,293,312,183 | 2 / 5 |
| 2026-08-12 | $0.05 | $2,293,312,183 | 2 / 5 |
| 2026-08-13 | $0.05 | $2,293,312,183 | 2 / 5 |
| 2026-08-14 | $0.05 | $2,293,312,183 | 2 / 5 |
| 2026-08-15 | $0.05 | $2,293,312,183 | 2 / 5 |
| 2026-08-16 | $0.05 | $2,293,312,183 | 3 / 5 |
| 2026-08-17 | $0.05 | $2,293,312,183 | 3 / 5 |
| 2026-08-18 | $0.05 | $2,293,312,183 | 3 / 5 |
| 2026-08-19 | $0.05 | $2,293,312,183 | 3 / 5 |
| 2026-08-20 | $-0.04 | $2,325,236,550 | 3 / 5 |
| 2026-08-21 | $-0.04 | $2,325,236,550 | 3 / 5 |
| 2026-08-22 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-08-23 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-08-24 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-08-25 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-08-26 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-08-27 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-08-28 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-08-29 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-08-30 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-08-31 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-01 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-02 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-03 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-04 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-05 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-06 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-07 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-08 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-09 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-10 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-11 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-12 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-13 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-14 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-15 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-16 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-17 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-18 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-19 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-20 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-21 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-22 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-23 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-24 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-25 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-26 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-27 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-28 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-29 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-09-30 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-01 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-02 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-03 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-04 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-05 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-06 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-07 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-08 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-09 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-10 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-11 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-12 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-13 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-14 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-15 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-16 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-17 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-18 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-19 | $-0.03 | $2,325,245,466 | 3 / 5 |
| 2026-10-20 | $-0.03 | $2,327,232,155 | 3 / 5 |
| 2026-10-21 | $-0.03 | $2,327,232,155 | 3 / 5 |
| 2026-10-22 | $-0.03 | $2,327,232,155 | 3 / 5 |
| 2026-10-23 | $-0.03 | $2,327,232,155 | 3 / 5 |
| 2026-10-24 | $-0.03 | $2,327,232,155 | 3 / 5 |
| 2026-10-25 | $-0.03 | $2,327,232,155 | 3 / 5 |
| 2026-10-26 | $-0.03 | $2,327,232,155 | 3 / 5 |
| 2026-10-27 | $-0.03 | $2,327,232,155 | 3 / 5 |
| 2026-10-28 | $-0.03 | $2,327,232,155 | 3 / 5 |
| 2026-10-29 | $-0.03 | $2,327,232,155 | 3 / 5 |
| 2026-10-30 | $-0.03 | $2,327,232,155 | 3 / 5 |
| 2026-10-31 | $-0.03 | $2,327,232,155 | 3 / 5 |
| 2026-11-01 | $-0.03 | $2,327,232,155 | 3 / 5 |
| 2026-11-02 | $-0.03 | $2,327,232,155 | 3 / 5 |
| 2026-11-03 | $-0.03 | $2,327,232,155 | 3 / 5 |
| 2026-11-04 | $-0.03 | $2,327,232,155 | 3 / 5 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.