Quality Investor

TIC Solutions, Inc.

Rank #446Hypergrowth

TIC · NYSE · Industrials

TIC Solutions, Inc. (TIC) — Rank #446 by gross profitability (GP/assets 0.10) · ROE -4.2% · Piotroski F-Score N/A.

As-of 2026-09-15 · CIK 0002032966 · all metrics point-in-time as of the filing date.

About

TIC Solutions, Inc. provides critical asset integrity services in North America.

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The company offers testing, inspection, certification, and compliance (TICC) services, including various nondestructive testing (NDT) techniques, such as radiography, ultrasonic testing, magnetic particle inspection, penetrant testing, and visual inspection. Its NDT activities include inspection and evaluation of industrial equipment through various technology-enabled methods to ensure asset integrity, prevent costly outages, failures, and accidents, and meet regulatory requirements without damaging the asset or component. It also provides market rope access technician solutions, including inspection and testing, as well as insulation, coatings and blasting, welding, pipe fitting, hoisting and rigging, and electrical services. In addition, its TICC services include support from consulting engineers with destructive testing, support failure investigation, material selection, corrosion engineering, welding engineering, fracture mechanics, destructive testing, and chemical analysis. Further, it offers geospatial services, such as data collection, data analytics, and software solutions that support asset management and infrastructure planning. The company serves a range of industrial markets, such as chemical, pipeline, refinery, power generation, oilsands, automotive, aerospace, mining, manufacturing, renewable energy, and pulp and paper. TIC Solutions, Inc. was formerly known as Acuren Corporation and changed its name to TIC Solutions, Inc. in October 2025.

The company was founded in 1974 and is headquartered in Hollywood, Florida.

Industry
Specialty Business Services
Sector
Industrials
State
DE
Filer Category
Accelerated filer
Fiscal Year End
December 31

Price History

TIC-20.3% · -13.5% CAGRSPY+27.1% · +16.6% CAGR

Company Snapshot

P/S is the primary valuation lens — earnings are reinvested, not available for P/E.

Market Cap

$2.11B

P/E (annual)

P/S (annual)

1.4

P/B

1.0

P/OCF (annual)

22.2

Shareholder Yield

Employees

11,084

Industry

Specialty Business Services

Exchange

NYSE

Quality Profile

Profitability

1/1 pass
GP / assets
0.10
Return on equity
-4.2%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
1.05
Current ratio
2.91×
Net cash
-$1.25B

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
1.1%

Growth

1/1 pass
Revenue growth
45.7%
Piotroski F-Score
N/A
Share dilution

Terry Smith quality gate

Passes 0/5 Terry Smith thresholds

2 of 5 thresholds not computable from filed data.

What Growth Is Priced In

Implied revenue growth (10Y)

15.3%

fairly valued

The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).

vs. own 6-year median revenue growth: 45.7%

within its own history

Cost-of-equity sensitivity (implied growth at different discount rates)

r = 8%

10.5%

r = 10% (base)

15.3%

r = 12%

19.4%

Net debt / market cap: 58.6%— material leverage inflates the implied growth read.

Base FCF: $61.3M

Revenue growth and the path to profitability (margin trend) are the primary reads at this stage.

Profitability

Gross profitability (GP / assets)

0.10

Primary signal (Novy-Marx).

8th of 9 SIC 7389 peers

Return on equity

-4.2%

Gross margin

29.4%

8th of 9 SIC 7389 peers

Revenue growth (YoY)

45.7%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

20232025
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

1.05

4th of 7 SIC 7389 peers (best = lowest)

Current ratio

2.91×

3rd of 9 SIC 7389 peers

Quick ratio

2.14×

Net cash

-$1.25B

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$61.26M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

1.70

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

1.1%

Stock-based comp intensity.

Piotroski F-Score

F-Score

N/A

Only 4/9 components determinable.

Lifecycle Phase History

20232025
Hypergrowth