The call presents a mixed sentiment with positive highlights such as revenue growth, strong liquidity, and increased backlog, but is offset by challenges including a decline in net income, higher expenses, and issues in the mining segment. The sentiment is balanced by both achievements and difficulties.

Company Guidance

During the Toromont Industries Limited Second Quarter 2025 Results Conference Call, executives provided a comprehensive overview of the company's performance and strategic outlook. The company reported a 1% increase in consolidated revenue compared to the previous year, with CIMCO's revenue rising by 13% and Equipment Group's remaining stable. Operating income decreased by 4% due to higher expenses, including a significant $17 million related to the AVL acquisition. Despite lower mining equipment deliveries, rental revenue increased by 15% due to an expanded fleet, while product support revenue grew by 4%. The company maintained a robust backlog of $1.4 billion, with a 21% increase in CIMCO's backlog. They also emphasized strong liquidity with approximately $1 billion in cash and a net debt to total capitalization ratio of negative 3%. Return on equity was slightly below target at 17.6%, and a quarterly dividend of $0.52 per share was announced. The company is focused on expanding its AVL operations, with a new facility in Charlotte expected to double capacity, supporting growth in the data center market.

Revenue Increase

The company reported overall revenue growth with the Equipment Group showing growth in rental and product support, and new equipment deliveries in the construction and power segments.

CIMCO Performance

CIMCO posted higher revenue and earnings due to healthy market demand and effective execution in both Canada and the U.S., with package revenue supported by a strong order backlog.

AVL Acquisition Impact

Production in Hamilton has ramped up since the acquisition of AVL, contributing $57 million and $79 million in revenue for the 3- and 6-month periods ended June 30, 2025, respectively.

Strong Liquidity Position

The company ended the quarter with approximately $1 billion in cash and an additional $456 million available under existing credit facilities.

Increased Backlog

Bookings for the second quarter increased 14% compared to 2024, with backlog remaining healthy at $1.4 billion, up 1% year-over-year.

Rental Revenue Growth

Rental revenue increased by 15% in the quarter and 13% year-to-date, driven by a larger fleet and improved utilization in certain areas.

Toromont Industries (TSE:TIH) 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

Daily Earnings Calendar >

TSE:TIH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	1.59 / -	1.59	―	―	―
Jul 29, 2025	2025 (Q2)	1.50 / 1.53	1.64	-6.71% (-0.11)	―	―
Apr 30, 2025	2025 (Q1)	1.05 / 0.91	1.01	-9.90% (-0.10)	―	―
Feb 11, 2025	2024 (Q4)	1.72 / 1.90	1.86	2.15% (+0.04)	―	―
Nov 04, 2024	2024 (Q3)	1.68 / 1.59	1.77	-10.17% (-0.18)	―	―
Jul 30, 2024	2024 (Q2)	1.57 / 1.64	1.61	1.86% (+0.03)	―	―
May 01, 2024	2024 (Q1)	1.13 / 1.01	1.16	-12.93% (-0.15)	―	―
Feb 13, 2024	2023 (Q4)	1.72 / 1.86	1.93	-3.63% (-0.07)	―	―
Oct 30, 2023	2023 (Q3)	1.61 / 1.77	1.49	18.79% (+0.28)	―	―
Jul 26, 2023	2023 (Q2)	1.43 / 1.61	1.34	20.15% (+0.27)	―	―

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

TSE:TIH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	C$132.26	C$138.49	+4.71%
Apr 30, 2025	C$115.71	C$110.48	-4.52%
Feb 11, 2025	C$115.90	C$119.79	+3.36%
Nov 04, 2024	C$120.66	C$117.04	-3.00%

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 (TSE:TIH) report earnings?

Toromont Industries (TSE:TIH) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is Toromont Industries (TSE:TIH) earnings time?

Toromont Industries (TSE:TIH) earnings time is at Oct 29, 2025, 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 TSE:TIH EPS forecast?

TSE:TIH EPS forecast for the fiscal quarter 2025 (Q3) is 1.59.

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