Guidance And GrowthTitan reiterated guidance, which implies low double digit revenue growth YoY in 2H25, and high teens growth in EBITDA YoY.
Market PositionTTAM is a leading vertically integrated, manufacturer and supplier of cement, ready-mix concrete, block, and aggregates in the Eastern US with enviable market share in Florida and the NYC metro area.
ValuationTTAM offers good value with its current trading at a 30% discount to its peers, which is expected to narrow.