Titan International (TWI)
NYSE:TWI
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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.01Last Year’s EPS
-0.02Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong operational momentum: company delivered record profitability and accelerated organic revenue and gross profit growth, raised full-year guidance, expanded margins on a non-GAAP basis, reduced stock-based compensation below 10% of revenue, and reported broad product and go-to-market traction (Voice, Messaging, add-ons, ISVs, self-serve and multi-product customers). Primary headwinds are external carrier pass-through fee increases that negatively affect reported messaging growth and gross margins (estimated ~200 bps full-year non-GAAP gross margin impact) and the fact that AI-driven demand, while a clear catalyst, is still early and concentrated. Overall, positives (accelerating growth, record profits, strong cash/capital actions and GTM execution) meaningfully outweigh the fee-driven margin pressures and early-stage nature of some AI benefits.Company Guidance
Strong Top-Line Growth and Upward Guidance
Revenue of >$1.4B in Q1, up 20% year-over-year on a reported basis and 16% organic. Q2 revenue guidance of $1.42B–$1.43B (15.5%–16.5% reported growth; 10%–11% organic). Full-year organic growth range raised to 9.5%–10.5% (from 8%–9%) and full-year reported revenue growth raised to 14%–15% (from 11.5%–12.5%).
Record Profitability and Cash Generation
Record non-GAAP income from operations of $279M, up 31% year-over-year; record non-GAAP gross profit of $697M (16% YoY growth). Non-GAAP operating margin reached 19.8% (record). GAAP income from operations was $108M. Q1 free cash flow was $132M; full-year free cash flow guidance raised to $1.08B–$1.1B.
Product Momentum — Voice, Messaging and Add-Ons
Voice revenue grew 20% YoY (sixth consecutive quarter of acceleration) with Voice AI cited as a catalyst. Messaging revenue accelerated to 25% YoY (driven by SMS, WhatsApp and RCS). Software add-ons (e.g., Verify, Branded Calling, Conversational Intelligence) grew >20% YoY, with some software add-ons (Branded Calling and Conversational Intelligence) growing >100% YoY. RCS volume more than doubled quarter-over-quarter.
Go-to-Market Strength and Customer Expansion
Self-serve and ISV channels each delivered 25%+ YoY revenue growth. Dollar-based net expansion rate was 114% (note: ~4 points from incremental carrier fees). Multiproduct customer count increased 29% in Q1. Notable customer wins and expansions included Scorpion, Sierra, Bland.ai, PGA of America, KPN Netherlands and Telavox.
Capital Return and Cost Discipline
Completed $253M in share repurchases in Q1 with ~ $900M remaining authorization. Stock-based compensation fell to 9.7% of revenue (down 220 bps YoY and 160 bps QoQ), the first time below 10% since IPO and achieved well ahead of the prior 2027 target.
Industry Recognition and Product Positioning
Twilio named a leader in the inaugural IDC Worldwide Communications Engagement Platform 2026 MarketScape (highest in strategies and capabilities) and named a leader by Omdia (fourth time). Management expects major platform/product innovations to be unveiled at SIGNAL, reinforcing positioning as infrastructure for AI-era customer engagement.
TWI Earnings History
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
TWI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $7.99 | $7.62 | -4.63% |
Feb 26, 2026 | $10.51 | $9.90 | -5.80% |
Nov 06, 2025 | $7.95 | $7.71 | -3.02% |
Jul 31, 2025 | $9.07 | $8.46 | -6.73% |
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 International (TWI) report earnings?
Titan International (TWI) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).
What is Titan International (TWI) earnings time?
Titan International (TWI) earnings time is at Aug 05, 2026, Before Open (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 TWI EPS forecast?
TWI EPS forecast for the fiscal quarter 2026 (Q2) is -0.01.