TIC at a glance
TIC Solutions, Inc. (TIC, SEC CIK 2032966) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), TIC Solutions, Inc. (TIC) reported revenue of $1.5 billion (up 141.4% from FY2024) and a net loss of $87.1 million.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding TIC Solutions, Inc. (TIC) shares worth $515.5 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.5B
- +141.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 27 funds
- $515.5M · +2 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Tech-enabled Testing, Inspection, Certification, Compliance (TICC), engineering, and geospatial services for industrial and infrastructure assets
- NV5 Global acquisition on Aug 4, 2025, adding engineering and geospatial services, prompting company name change to TIC Solutions, Inc. on Oct 10, 2025
- Strategic shift: Expanded integrated service offering combining NDT, rope access, environmental consulting, and geospatial analytics for full asset life cycle
- Employee and operational scale increase implied by acquisition, broadening geographic footprint to US, Canada, Europe, Asia, Middle East
- Emphasis on digital transformation with drone-enabled inspections, LiDAR, and subscription-based geospatial software enhancing data analytics and recurring revenues
Risk Factors
- Regulatory risk: Non-compliance with ITAR, EAR export controls and OSHA safety standards may lead to material financial or legal penalties
- Geopolitical risk: Revenue materially affected by Russia-Ukraine conflict, Hamas-Israel conflict, and tariffs on China and Canada impacting global oil and gas clients
- Operational risk: 12.9% unionized workforce risks strikes causing revenue decline and potential contract loss
- Competitive risk: Competitors with low overhead and niche pricing threaten market share and margins in fragmented TICC and related markets
- Financial risk: Material weaknesses in internal controls over financial reporting may impair timely, accurate financial disclosures and stock price stability
Management Discussion & Analysis
- Revenue $1.53B in 2025 (Successor) vs $1.05B in 2023; Inspection and Mitigation up 0.1% ($1.1B vs $633.9M)
- Operating segments: Inspection and Mitigation gross profit $240.6M (down 9.4% YoY), Consulting Engineering $142.5M, Geospatial $66.3M in 2025
- Best performing segment by gross profit: Inspection and Mitigation $240.6M; worst: Geospatial $66.3M in 2025
- Operating cash flow $95.0M in 2025, up $72.0M YoY; investing cash flow used $874.1M vs $58.0M prior; financing cash flow provided $1.1B
- Outlook: Sufficient liquidity via $1.6B term loans, no revolving credit use; management cites risks from regional and sector softness impacting margins
AI summary of the TIC 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $584.3M, up 86% YoY from $313.9M, primarily from $287.7M NV5 Acquisition revenue
- Gross margin 35% vs 24% YoY; net loss $13.3M vs $0.2M
- Best segment Consulting & Engineering: $206.6M revenue, $97.6M gross profit
- Worst segment Inspection & Mitigation: revenue $296.7M, down 5.5% YoY; gross profit $67.2M, down 9.2%
- Six-month operating cash flow $0.2M vs $26.3M; net cash declined $77.1M, with $40.8M financing outflows and $15.7M stock repurchases
Risk Factors
- No material risk-factor changes from 2025 Form 10-K
- Credit agreement amended June 2, 2026, indicating updated debt-financing terms
- $184.4 million remaining under $200.0 million share-repurchase authorization as of June 30, 2026
- Principal accounting officer changed effective August 3, 2026, creating finance-leadership transition risk
AI summary of the TIC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results covered quarter ended June 30, 2026
- Press release issued August 6, 2026, with financial details in Exhibit 99.1
Item 5.07: Submission of Matters to a Vote of Security Holders
- All eleven director nominees elected for terms expiring at the 2027 annual meeting
- James E. Lillie faced the strongest opposition, with 14,526,110 votes against
Item 1.01: Entry into a Material Definitive Agreement
- Term Loan interest reduced 25 basis points to Term SOFR plus 2.50% or Base Rate plus 1.50%
- Letter of Credit Sublimit increased to $50.0 million, expanding available credit support
AI summaries of TIC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TIC
Don't miss the next TIC filing
- Alerts as it files. A push when TIC files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut TIC, by share count.
- Ask anything. An AI agent that reads every TIC filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| SCHULTES KRISTIN B | F | Sep 30, 2026 | 18,624 | $8.32 |
| SCHULTES KRISTIN B | M | Sep 30, 2026 | 60,000 | - |
| SCHULTES KRISTIN B | M | Sep 30, 2026 | 60,000 | - |
| WRIGHT DICKERSON | M | Aug 4, 2026 | 9,524 | - |
| Roth Byron | M | Aug 4, 2026 | 9,524 | - |
| Roth Byron | M | Aug 4, 2026 | 9,524 | - |
| WRIGHT DICKERSON | M | Aug 4, 2026 | 9,524 | - |
| Cullinan Rory | M | Jul 31, 2026 | 9,017 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.1B | $633.9M | $1.5B |
| Gross Profit | $239.5M | $162.0M | $449.4M |
| Operating Income | - | -$82.6M | -$17.1M |
| Net Income | - | -$105.5M | -$87.1M |
| Gross Margin | 22.8% | 25.6% | 29.4% |
| Op. Margin | - | -13.0% | -1.1% |
| Net Margin | - | -16.6% | -5.7% |
| Balance Sheet | |||
| Total Assets | - | $2.2B | $4.4B |
| Equity | - | $1.2B | $2.2B |
| ROE | - | -9.2% | -4.0% |
| Cash Flow | |||
| Operating CF | - | $2.6M | $95.0M |
| CapEx | - | $13.2M | $33.8M |
Source: XBRL data in TIC Solutions, Inc. (TIC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TIC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $515.5M |
| Q1 2026 | 25 | $426.5M |
| Q4 2025 | 22 | $621.1M |
| Q3 2025 | 26 | $808.2M |
| Q2 2025 | 17 | $467.7M |
| Q1 2025 | 7 | $389.7M |
- Bank of America Corp+1.02M (+152%)
- AQR Capital Management+922.2K (+374%)
- Dimensional Fund Advisors+644.8K (+18%)
- Goldman Sachs Group+510.9K (+35%)
- Citadel Advisors LLC+113.5K (+16%)
- BNY Mellon−4.83M (-90%)
- Morgan Stanley−46.6K (-12%)
- JPMorgan Chase & Co−18.6K (-4%)
- Raymond James Financial−2.3K (-4%)
- FMR LLC (Fidelity)−855 (-2%)
- Millennium Management+187.5K
- D.E. Shaw & Co+80.7K
- Allstate+36.8K
- Franklin Resources+13.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 124 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TIC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 4 | Jun 16, 2026 | - | - | - |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 8-K | May 6, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 17, 2026 | - | - | - |
| 4 | Mar 18, 2026 | - | - | - |
| 4 | Mar 18, 2026 | - | - | - |
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TIC SEC filings: frequently asked questions
Which institutions hold TIC stock?
As of June 30, 2026, the largest TIC Solutions, Inc. (TIC) holders among the 13F filers tracked by SignalX were Viking Global Investors ($289.8 million), Vanguard Capital Management LLC ($66.7 million), State Street Corp ($34.5 million), Dimensional Fund Advisors ($34.1 million), Goldman Sachs Group ($16.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TIC's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), TIC Solutions, Inc. (TIC) reported revenue of $1.5 billion (up 141.4% from FY2024) and a net loss of $87.1 million. The figures come from the XBRL data in the 10-K.
What are the main risks in TIC's latest 10-K?
In the 10-K filed March 12, 2026, TIC Solutions, Inc. (TIC) flagged: Regulatory risk: Non-compliance with ITAR, EAR export controls and OSHA safety standards may lead to material financial or legal penalties. Geopolitical risk: Revenue materially affected by Russia-Ukraine conflict, Hamas-Israel conflict, and tariffs on China and Canada impacting global oil and gas clients. (AI summary of the Risk Factors section.)
What did TIC report in its latest 8-K?
TIC Solutions, Inc. (TIC) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 fiscal 2026 results covered quarter ended June 30, 2026.
What are the latest TIC SEC filings?
TIC Solutions, Inc. (TIC) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on October 2, 2026.
What is TIC's SEC CIK number?
TIC Solutions, Inc. (TIC)'s SEC Central Index Key (CIK) is 2032966. EDGAR lists every TIC filing under that number.
Ask anything about TIC
The research agent reads TIC's filings, financials, insider trades and 13F holders, then answers with sources.