The earnings call highlights progress in inventory reduction and strong performance in the European segment but faces significant challenges in other areas, such as revenue decline and depressed margins in core segments like domestic Agriculture and Construction. There is a strategic focus on inventory optimization and customer service stability through parts and services, but the financial performance is currently under pressure.

Company Guidance

During the Titan Machinery Inc. Second Quarter Fiscal 2026 Earnings Call, the company provided updated guidance, reflecting a challenging market environment. They reaffirmed their commitment to reducing equipment inventory by $100 million for the full year and expressed confidence in exceeding this target, despite a modest inventory increase in the second quarter due to OEM shipment timing. Equipment margins are expected to remain subdued, influencing a narrowed EPS guidance range of a $1.50 to $2 loss per share. The company highlighted a 14% decrease in same-store sales, with total revenue at $546.4 million, and gross profit margin slightly declining to 17.1%. The domestic Agriculture segment saw an 18.7% decrease in same-store sales, while the Europe segment experienced a 44% increase, driven by EU stimulus programs. The company emphasized their focus on optimizing used equipment and enhancing customer experience, with parts and service businesses contributing over half of gross profit dollars, providing stability amid cyclical pressures.

Europe Segment Growth

The Europe segment showed a 44% increase in same-store sales to $98.1 million, with a 38.1% increase net of foreign currency impacts, driven by strong performance in Romania due to EU stimulus programs.

Inventory Reduction Progress

The company has made significant progress in inventory reduction, achieving a $365 million reduction from peak levels and is confident in exceeding the $100 million reduction target for the fiscal year.

Parts and Service Stability

Even as equipment sales face cyclical pressure, parts and service businesses are generating over half of gross profit dollars while representing about one-fourth of the revenue mix, providing stability.

Titan Machinery (TITN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TITN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 02, 2025	2026 (Q3)	-0.28 / -	0.07	―	―	―
Aug 28, 2025	2026 (Q2)	-0.49 / -0.26	0.17	-252.94% (-0.43)
May 22, 2025	2026 (Q1)	-0.88 / -0.58	0.41	-241.46% (-0.99)
Mar 20, 2025	2025 (Q4)	-0.63 / -1.88	1.05	-279.05% (-2.93)
Nov 26, 2024	2025 (Q3)	0.03 / 0.07	1.32	-94.70% (-1.25)
Aug 29, 2024	2025 (Q2)	0.29 / 0.17	1.38	-87.68% (-1.21)
May 23, 2024	2025 (Q1)	0.61 / 0.41	1.19	-65.55% (-0.78)
Mar 21, 2024	2024 (Q4)	1.02 / 1.05	0.81	29.63% (+0.24)
Nov 30, 2023	2024 (Q3)	1.53 / 1.32	1.83	-27.87% (-0.51)
Aug 31, 2023	2024 (Q2)	1.17 / 1.38	1.1	25.45% (+0.28)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TITN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 28, 2025	$21.01	$19.68	-6.33%
May 22, 2025	$19.94	$20.13	+0.95%
Mar 20, 2025	$14.73	$16.63	+12.90%
Nov 26, 2024	$15.42	$16.07	+4.22%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Titan Machinery Inc. (TITN) report earnings?

Titan Machinery Inc. (TITN) is schdueled to report earning on Dec 02, 2025, TBA (Confirmed).

What is Titan Machinery Inc. (TITN) earnings time?

Titan Machinery Inc. (TITN) earnings time is at Dec 02, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is TITN EPS forecast?

TITN EPS forecast for the fiscal quarter 2026 (Q3) is -0.28.

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