The earnings call highlighted strong performance and growth in the Professional segment, significant cost savings from the AMP program, and robust free cash flow, suggesting a strong operational position. However, this is tempered by challenges in the Residential segment, a decline in total net sales, and a significant non-cash impairment charge, indicating mixed results overall.

Company Guidance

During The Toro Company's third quarter 2025 earnings call, the company provided a cautious full-year outlook, influenced by persistent headwinds in the residential segment, yet highlighted strong performance in the professional segment. Key metrics included a 6% year-over-year growth in the professional segment, driven by robust demand in underground construction and golf and grounds solutions, with margins expanding by 250 basis points. Total consolidated net sales were reported at $1.13 billion, a 2.2% decrease from the previous year, attributed partly to strategic divestitures. Adjusted earnings per share (EPS) exceeded expectations at $1.24, while the full-year guidance projected adjusted EPS at the low end of the prior range, around $4.15. The company anticipated full-year net sales to be at the low end of flat to a 3% decline, with professional segment revenue slightly up and residential segment revenue down mid-teens year-over-year. Free cash flow for the third quarter was $292 million, with a free cash flow conversion rate of 90%, and the AMP productivity program had delivered $75 million in annualized savings, on track to achieve $100 million by 2027.

Professional Segment Growth

Professional segment net sales for the third quarter were $931 million, up about 6% year-over-year, driven by higher shipments of underground construction and golf and grounds products and net price realization. Earnings for this segment were $199 million, up 20% year-over-year, resulting in an earnings margin of 21.3%, up from 18.8% in the prior year.

Operational Efficiency and Cost Savings

The AMP productivity program delivered $75 million in annualized cost savings and is on track to deliver at least $100 million by 2027. In F25, the company realized $47 million in savings, positively impacting SG&A expenses and overall cost structure.

Strong Free Cash Flow and Share Repurchase

Free cash flow through the third quarter was $292 million with a free cash flow conversion rate of 90%. The company invested $90 million in share repurchases during the quarter, bringing the year-to-date total to $290 million.

Innovation in Product Offerings

Continued innovation with the launch of products such as the Ventrac 45RC, Trakt eDingo, and the Trakt Electric Ultra Buggy. The company also highlighted advancements in the golf segment with Toro Spatial Adjust irrigation control software and Perfrared moisture sensing technology.

The Toro Company (TTC) 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 >

TTC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 17, 2025	2025 (Q4)	0.91 / -	0.95	―	―	―
Sep 04, 2025	2025 (Q3)	1.22 / 1.24	1.18	5.08% (+0.06)
Jun 05, 2025	2025 (Q2)	1.40 / 1.42	1.4	1.43% (+0.02)
Mar 06, 2025	2025 (Q1)	0.63 / 0.65	0.64	1.56% (+0.01)
Dec 18, 2024	2024 (Q4)	0.95 / 0.95	0.71	33.80% (+0.24)
Sep 05, 2024	2024 (Q3)	1.23 / 1.18	0.95	24.21% (+0.23)
Jun 06, 2024	2024 (Q2)	1.29 / 1.40	1.58	-11.39% (-0.18)
Mar 07, 2024	2024 (Q1)	0.66 / 0.64	0.98	-34.69% (-0.34)
Dec 20, 2023	2023 (Q4)	0.56 / 0.71	1.11	-36.04% (-0.40)
Sep 07, 2023	2023 (Q3)	1.24 / 0.95	1.19	-20.17% (-0.24)

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

TTC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 04, 2025	$80.53	$80.61	+0.10%
Jun 05, 2025	$75.16	$72.90	-3.01%
Mar 06, 2025	$77.18	$73.40	-4.90%
Dec 18, 2024	$84.01	$80.20	-4.54%

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 The Toro Company (TTC) report earnings?

The Toro Company (TTC) is schdueled to report earning on Dec 17, 2025, Before Open (Confirmed).

What is The Toro Company (TTC) earnings time?

The Toro Company (TTC) earnings time is at Dec 17, 2025, 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 TTC EPS forecast?

TTC EPS forecast for the fiscal quarter 2025 (Q4) is 0.91.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing