Overview

* Titanium Transportation Q2 2025 revenue grows 3.5% yr/yr, beating analyst expectations

* Logistics segment revenue up 16.8%, driven by 19% increase in US volume

* Co, which offers asset-based trucking services and non-asset-based freight brokerage services, reduced debt by $10.1 mln

Outlook

* Titanium estimates next-quarter revenue of C$115 mln to C$120 mln

* Company expects next-quarter EBITDA margin of 8.5% to 9.5%

* Titanium sees early signs of stabilization in certain freight markets

Result Drivers

* LOGISTICS GROWTH - Logistics segment revenue rose 16.8% yr/yr, driven by a 19% increase in US volume and new customer acquisitions

* TRUCK TRANSPORTATION DECLINE - Revenue in Truck Transportation fell 8.5% due to strategic exit from non-core services

* DEBT REDUCTION - Co reduced debt by $10.1 mln, enhancing financial flexibility

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat C$119.12 C$117.90

Revenue mln mln (5

Analysts

)

Q2 EPS C$0.02

Q2 Net C$1.02

Income mln

Q2 C$9.96

EBITDA mln

Q2 9.3%

EBITDA

Margin

Q2 C$3.64

Operatin mln

g Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the ground freight & logistics peer group is "buy"

* Wall Street's median 12-month price target for Titanium Transportation Group Inc ( TTNMF ) is C$2.88, about 49.2% above its August 8 closing price of C$1.46

* The stock recently traded at 39 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)