TIC Solutions, Inc. (TIC)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · TIC
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 30.9% |
| Our one-year growth estimate | diamond | 9.8% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 21.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 20 industry peers · Company calendar date is not available
TIC — private placement
Dated 2026-06-05
ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT. On June 2, 2026, TIC Solutions, Inc. (the “Company”) entered into the Third Amendment to Credit Agreement, by and among Acuren Delaware Holdco, Inc. (the “Initial Borrower”), a wholly-owned subsidiary of the Company, Acuren Holdings, Inc. (“Acuren” and together with the Initial Borrower, the “Borrowers”), a wholly-owned subsidiary of the Company, the other Loan Parties party thereto, the Refinancing Term Loan Lenders party thereto, the Revolving Cre…
Why it matters: Confirming EBITDA guidance shows financial health. It can change how the market views TIC.
Supportive ifTIC says its adjusted EBITDA guidance for 2026 is still the same or better.
Worry ifTIC lowers or takes back its adjusted EBITDA guidance for 2026.
Why it matters: New targets may help explain growth plans and what investors expect from TIC Solutions.
Supportive ifManagement will share long-term financial goals on Investor Day, May 19.
Worry ifNo new long-term financial targets are provided or targets are vague.
Why it matters: Keeping revenue guidance shows they believe in growth after the NV5 buy.
Supportive ifManagement confirms they expect 2026 revenue of $2,150 to $2,250 million.
Worry ifManagement lowers revenue guidance to less than $2,150 million.
Why it matters: Hitting this target shows strong operations. It also backs the EBITDA guidance.
Supportive ifQ3 Adjusted EBITDA was $85 million or more.
Worry ifQ3 Adjusted EBITDA was less than $85 million.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$153 on $10,000 · ±1.5% | How much price usually moves either way. |
| Bad day | $551 loss on $10,000 · 5.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,487 loss on $10,000 · 54.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Meeting this target would show strong growth momentum and support the full-year guidance.
Supportive ifQ3 revenue reported at or above $550 million.
Worry ifQ3 revenue reported below $550 million.
Why it matters: Changes in capital use can affect growth and stability. Investors need to pay attention.
Watch forTIC shares a new capital use plan that helps its financial flexibility.
Also watch forTIC has a harder time using its capital. This makes its financial obligations worse.
Why it matters: Better trends show the company can use its platform for growth.
Supportive ifThe Inspection & Mitigation segment grew from last year.
Worry ifThe Inspection & Mitigation segment keeps declining or stays the same.
Why it matters: Reaffirming revenue guidance shows confidence in growth. It can boost investor trust.
Supportive ifTIC says its revenue guidance for 2026 is still the same or better.
Worry ifTIC lowers or withdraws its full-year 2026 revenue guidance.
Why it matters: This would indicate a slowdown in growth momentum, raising concerns about demand.
Worry ifQ3 revenue growth is reported below 3% year over year.
Less concerning ifQ3 revenue growth exceeds 3% year over year.
Why it matters: Successfully merging with NV5 is key for achieving benefits and growth.
Supportive ifManagement says there is good progress on merging with NV5 and gaining benefits.
Worry ifManagement reports problems or delays with the NV5 merger.