TIC Solutions (TIC) Investor Day 2026 summary

Strategic vision and market positioning

• Unveiled a unified, technology-forward platform integrating Acuren and NV5, delivering asset integrity, engineering, and geospatial services across critical industries with a focus on recurring, compliance-driven demand and diversified end markets.

• Positioned to capitalize on four mega trends: aging infrastructure, increasing energy demand, data consumption, and digitization of the physical world, driving long-term, resilient growth.

• Leverages scale, technical depth, and local execution to win in high-demand, mission-critical markets, with a proven M&A playbook for value creation.

• High recurring revenue streams and programmatic client relationships provide stability and visibility, with significant cross-selling opportunities emerging from integration.

• AI and digital tools enhance productivity, margin expansion, and service delivery, while field execution and technical judgment remain essential.

Financial framework and growth targets

• Introduced the 3-18-85 framework: $3B+ revenue, 18%+ adjusted EBITDA margin, and 85%+ free cash flow conversion by 2029, driven by organic growth and disciplined M&A.

• Targeting 11% CAGR in revenue from 2026 exit, with 7%-9% organic growth in consulting engineering and balanced growth across all segments.

• Margin expansion of 320 basis points to be achieved through improved utilization, pricing, operational discipline, and technology enablement, including AI.

• Capital deployment capacity exceeds $1.5B through 2029, with $100M-$150M annual capital deployment planned for M&A, focusing on bolt-on and platform acquisitions.

• Integration of NV5 and Acuren ahead of schedule, with $25M run-rate synergy savings expected by year-end.

Segment highlights and operational initiatives

• Consulting engineering: 34% of revenue, driven by non-discretionary, mission-critical work with multi-year MSAs and strong cross-sell momentum, targeting infrastructure, utilities, buildings, and environmental markets.

• Inspection & mitigation: Largest North American platform, $1.1B revenue, 28% margin, focused on asset-heavy, recurring work and margin improvement through higher-value services and operational excellence.

• Geospatial: 14% of revenue, 52% margin, leveraging proprietary technology and analytics, expanding in commercial and federal markets, and leading in GeoAI orchestration platforms.

• Each segment is positioned for growth through cross-segment integration, service line expansion, and deeper client relationships.

• Data centers: Rapid growth in APAC and North America, serving 8 of the top 10 hyperscalers, with multi-million dollar contracts and high barriers to entry.