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Toromont Industries (TMTNF)
OTHER OTC:TMTNF
Earnings Data
Report Date
Apr 28, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.8Last Year’s EPS
0.67Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominately positive operational and strategic picture: revenue growth, a markedly larger backlog, strong bookings, CIMCO outperformance, ample liquidity, share buybacks and a dividend increase. Headwinds include sizeable noncash AVL acquisition charges that depressed reported earnings, higher financing and operating expenses, some margin pressure (rental and product support), and notable Q4 booking weakness at CIMCO and volatility in mining revenue. On balance the positives (organic growth, backlog, liquidity, AVL production ramp and capital returns) outweigh the near-term accounting and expense-related negatives.Company Guidance
Consolidated Revenue Growth (Q4 & FY 2025)
Revenue of $97.7 million in Q4 2025 and $254.7 million for the full year 2025; consolidated revenue increased 9% in Q4 and 4% for the year versus 2024.
Substantial Backlog and Order Intake
Backlog of $1.5 billion, up 46% year-over-year; consolidated bookings rose 47% in Q4. Equipment Group backlog up 68% and Equipment Group bookings increased 71% in Q4.
AVL Acquisition Drives Power Systems Momentum
AVL backlog ~ $428 million contributing materially to Power Systems order growth (Power Systems orders up 195% in Q4); AVL production ramp underway (Charlotte facility began phased production in 2025 and will scale through 2026).
CIMCO Strong Growth and Profitability
CIMCO revenue up 10% in Q4 and 14% year-to-date; operating income increased 9% in Q4 and 20% for the year, with year-to-date operating margin rising 60 basis points to 12.2%.
Improved Product Support and Rental Activity
Product support revenue increased 9% in Q4 and 4% year-to-date (Equipment Group); rental revenue up 5% in Q4 and 9% year-to-date, supported by a larger fleet (RPO fleet $92.5M).
Gross Profit and Equipment Margins Improved
Gross profit margins improved year-over-year; equipment margins increased ~50 basis points in the quarter and year, contributing to operating income being up 3% in Q4 (2% year-to-date).
Strong Balance Sheet and Capital Returns
Ample liquidity with $1.3 billion in cash and $453 million available under credit facilities; net debt to total capitalization negative 19%; repurchased 337,500 shares for $40.1 million and increased quarterly dividend by $0.04 (7.7%) to $0.56/share.
High Backlog Delivery Visibility
Approximately 90% of the Equipment Group backlog and ~75% of CIMCO backlog expected to be delivered within 12 months, providing near-term revenue visibility (subject to supply/timing).
TMTNF 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
TMTNF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $134.95 | $141.21 | +4.64% |
Oct 30, 2025 | $112.19 | $118.05 | +5.23% |
Jul 29, 2025 | $95.63 | $98.33 | +2.81% |
Apr 30, 2025 | $83.56 | $79.55 | -4.80% |
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 Toromont Industries (TMTNF) report earnings?
Toromont Industries (TMTNF) is schdueled to report earning on Apr 28, 2026, After Close (Confirmed).
What is Toromont Industries (TMTNF) earnings time?
Toromont Industries (TMTNF) earnings time is at Apr 28, 2026, After Close (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 TMTNF EPS forecast?
TMTNF EPS forecast for the fiscal quarter 2026 (Q1) is 0.8.