The earnings call presented a balanced view with solid Q2 results and strategic advancements offset by ongoing market challenges and tariff impacts. While there are positive signs in certain segments, significant uncertainties remain.

Company Guidance -

Q3 2025

During the Titan International, Inc. Second Quarter 2025 Earnings Conference Call, the company provided guidance for the upcoming third quarter. Titan expects Q3 revenues to range from $450 million to $475 million, with adjusted EBITDA between $25 million and $30 million. These projections imply sequentially flat performance in revenue compared to the second quarter's $461 million but suggest a slight decrease in adjusted EBITDA from Q2's $30 million. The company anticipates a tax expense of $4 million to $5 million, consistent with Q2 levels. Titan highlighted its ability to navigate the cyclical trough with agility, noting gross margin improvements across all segments and positive free cash flow generation of $4 million in Q2. Despite market softness, particularly due to interest rates and tariff uncertainties affecting OEMs and consumer behavior, Titan remains optimistic about future growth, supported by strategic initiatives like the partnership with Brazilian wheel manufacturer Roderos.

Solid Q2 Results

Titan International reported Q2 2025 revenue of $461 million and an adjusted EBITDA of $30 million, both in line with expectations. The company also generated positive cash flow of $4 million.

Margin Improvement

Sequential gross margin improved by 100 basis points from Q1 to Q2, with Ag gross margin at 14.6%, EMC at 11.5%, and Consumer at 20.4%.

Strategic Partnership in Brazil

Titan signed a minority investment in Brazilian wheel manufacturer, Roderos, aiming to expand in the Brazilian market and enhance product offerings.

Positive Consumer Segment Outlook

Despite a decline in Q2, early Q3 indicators show a rebound in the consumer segment as channel inventories have gotten too low.

Titan International (TWI) 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 >

TWI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	>-0.01 / -	-0.19	―	―	―
Jul 31, 2025	2025 (Q2)	0.01 / -0.02	0.1	-120.00% (-0.12)
Apr 30, 2025	2025 (Q1)	0.06 / 0.01	0.29	-96.55% (-0.28)	―
Feb 26, 2025	2024 (Q4)	-0.13 / 0.09	0.34	-73.53% (-0.25)
Oct 30, 2024	2024 (Q3)	0.01 / -0.19	0.29	-165.52% (-0.48)
Jul 31, 2024	2024 (Q2)	0.24 / 0.10	0.43	-76.74% (-0.33)
May 01, 2024	2024 (Q1)	0.43 / 0.29	0.53	-45.28% (-0.24)
Feb 29, 2024	2023 (Q4)	0.28 / 0.34	0.44	-22.73% (-0.10)
Nov 01, 2023	2023 (Q3)	0.27 / 0.29	0.54	-46.30% (-0.25)
Aug 02, 2023	2023 (Q2)	0.43 / 0.43	0.79	-45.57% (-0.36)

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
Jul 31, 2025	$9.07	$8.46	-6.73%
Apr 30, 2025	$7.35	$6.35	-13.61%
Feb 26, 2025	$8.73	$7.92	-9.28%
Oct 30, 2024	$7.36	$6.44	-12.50%

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 Oct 29, 2025, Before Open (Confirmed).

What is Titan International (TWI) earnings time?

Titan International (TWI) earnings time is at Oct 29, 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 TWI EPS forecast?

TWI EPS forecast for the fiscal quarter 2025 (Q3) is >-0.01.

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