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Titan International (TWI)
NYSE:TWI
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.07Last Year’s EPS
0.01Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced several clear operational and financial positives — including a 7% Q4 sales increase, 21% growth and margin expansion in EMC, overall gross margin expansion to 10.9%, and improved adjusted EBITDA — with notable near-term financial and market headwinds such as negative Q4 free cash flow, elevated net debt (3.8x), a $40M deferred tax valuation allowance, tariff-driven uncertainty, and softness in Brazil and large-row-crop ag. Management reiterated optimism that 2025 was the trough, provided FY2026 growth guidance, and emphasized product innovation and sourcing resilience as levers for improvement. On balance the company showed tangible execution and clear paths to recovery, but there are meaningful cash-flow, leverage and macro-policy risks to monitor.Company Guidance
Top-line and Profitability Improvement in Q4
Q4 sales grew 7% year-over-year; revenue, gross margin and adjusted EBITDA all exceeded prior-year levels and Q4 results were ahead of the company's guidance.
EMC Segment Surge
EMC revenues increased 21% YoY to $141 million, supported by construction and mining end markets and a favorable FX translation tailwind of ~5.6%; EMC gross margin expanded to 9.3% from 5.9% a year earlier, reflecting fixed-cost leverage.
Gross Margin and Adjusted EBITDA Expansion
Company-wide gross margin expanded to 10.9% in Q4. Adjusted EBITDA grew ~18% YoY to $11 million, beating expectations.
Ag Segment Resilience and Mix Benefits
Ag revenues rose 2.6% YoY in Q4 with an FX tailwind of ~3.3%; ag gross margin remained stable at 9.1%, and management highlighted continued aftermarket demand (replacement tires/LSWs) even amid equipment destocking.
Consumer / Specialty Innovation Driving Value
Consumer revenues rose 1.5% YoY in Q4. Management emphasized product and branding initiatives (including Carlstar integration) with R&D contributions — ~15% of 2026 sales expected from products introduced in the past 3 years — as a lever to improve margins and specialty segment performance.
Reintroduction of Full-Year 2026 Guidance with Growth Expectations
Management reintroduced FY2026 guidance calling for revenues of $1.85B–$1.95B and adjusted EBITDA of $105M–$115M, representing an improvement over 2025 and signaling management's view that 2025 was the cyclical trough.
Operational & Sourcing Strengths
Management highlighted multi-sourcing, geographic footprint, JV relationships (including Brazil JV rollout), and one-stop distribution as durable competitive advantages that enabled the company to handle surges in demand and mitigate tariff volatility.
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 |
|---|---|---|---|
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% |
Apr 30, 2025 | $7.35 | $6.35 | -13.61% |
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 May 06, 2026, Before Open (Confirmed).
What is Titan International (TWI) earnings time?
Titan International (TWI) earnings time is at May 06, 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 (Q1) is 0.07.