Titan America Misses Q3 2026 Estimates as Revenue Rises 5.7% to $461.6M
Revenue of $461.6M vs. $478.4M expected and adjusted EPS of $0.22 vs. $0.36; revenue up 5.7% from a year earlier.
Titan America (TTAM) missed estimates for the third quarter of 2026 on both revenue and adjusted EPS. Revenue was $461.6 million, up 5.7% from a year earlier, below the $478.4 million estimate, and adjusted EPS was $0.22, down 29% from a year earlier, below the $0.36 estimate.
Q3 2026 scorecard
| Parameters | Expected | Actual | Beat/Miss |
|---|---|---|---|
| Adjusted EPS | $0.36 | $0.22 | Miss by 40% |
| Revenue | $478.4M | $461.6M | Miss by 3.5% |
| Change | YoY | QoQ |
|---|---|---|
| Adjusted EPS | ▼ 29% | ▼ 4.3% |
| Revenue | ▲ 5.7% | ▼ 1.9% |
By our calculation, revenue was $16.8 million below the estimate and adjusted EPS was $0.14 below it. The QoQ column compares with the previous quarter's revenue of $470.6 million and adjusted EPS of $0.23. The YoY column compares with $436.8 million and $0.31 in the same quarter a year earlier.
Track record
- EPS record. Adjusted EPS beat the estimate in 0 of the last 8 reports, including this one.
- Revenue record. Revenue beat the estimate in 2 of the last 8 reports.
- Revenue trend. Revenue over the last 5 reports, oldest first: $436.8 million, $405.7 million, $398.4 million, $470.6 million and $461.6 million.
What to watch
- Next-quarter estimates. Consensus calls for EPS of $0.27 and revenue of $437.7 million next quarter, based on 1 analyst.
- Next report. Titan America is next expected to report on March 31, 2027.
- Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 5.7% increase to $461.6 million.
- Related coverage. See our reports on Personalis, Nutrien, Trekor Metals and South Bow.
Sources: Results are from Titan America's Nov. 4, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from Titan America's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.
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