TIC Solutions Offers Asymmetric Investment Opportunity

Colubeat Investment Desk publishes a bullish thesis on TIC Solutions, Inc. on February 28, 2026, arguing the post-NV5 merged company (shares $9.34 on Feb. 17) offers an asymmetric investment opportunity despite $1.6B debt, citing $170M projected 2026 debt repayment and $40M first-year synergies. The note highlights a triple-engine platform with 88% of 2026 revenue contracted and scenario upside of 124%–290% versus ~15% downside.