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Titan International Earnings Calls
| Release date | Nov 06, 2025 |
| EPS estimate | -$0.0300 |
| EPS actual | $0.0400 |
| EPS Surprise | 233.33% |
| Revenue estimate | 401.525M |
| Revenue actual | 466.466M |
| Revenue Surprise | 16.17% |
| Release date | Jul 31, 2025 |
| EPS estimate | -$0.0100 |
| EPS actual | -$0.0200 |
| EPS Surprise | -100.00% |
| Revenue estimate | 464.806M |
| Revenue actual | 460.83M |
| Revenue Surprise | -0.86% |
| Release date | Apr 30, 2025 |
| EPS estimate | $0.0400 |
| EPS actual | $0.0100 |
| EPS Surprise | -75.00% |
| Revenue estimate | 464.246M |
| Revenue actual | 490.708M |
| Revenue Surprise | 5.70% |
| Release date | Feb 26, 2025 |
| EPS estimate | -$0.100 |
| EPS actual | $0.0900 |
| EPS Surprise | 190.00% |
| Revenue estimate | 394.374M |
| Revenue actual | 383.573M |
| Revenue Surprise | -2.74% |
Last 4 Quarters for Titan International
Below you can see how TWI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 26, 2025 |
| Price on release | $8.73 |
| EPS estimate | -$0.100 |
| EPS actual | $0.0900 |
| EPS surprise | 190.00% |
| Date | Price |
|---|---|
| Feb 20, 2025 | $9.22 |
| Feb 21, 2025 | $8.79 |
| Feb 24, 2025 | $8.61 |
| Feb 25, 2025 | $8.69 |
| Feb 26, 2025 | $8.73 |
| Feb 27, 2025 | $7.92 |
| Feb 28, 2025 | $8.52 |
| Mar 03, 2025 | $7.83 |
| Mar 04, 2025 | $7.56 |
| 4 days before | -5.31% |
| 4 days after | -13.40% |
| On release day | -9.28% |
| Change in period | -18.00% |
| Release date | Apr 30, 2025 |
| Price on release | $7.35 |
| EPS estimate | $0.0400 |
| EPS actual | $0.0100 |
| EPS surprise | -75.00% |
| Date | Price |
|---|---|
| Apr 24, 2025 | $7.58 |
| Apr 25, 2025 | $7.45 |
| Apr 28, 2025 | $7.38 |
| Apr 29, 2025 | $7.33 |
| Apr 30, 2025 | $7.35 |
| May 01, 2025 | $6.35 |
| May 02, 2025 | $7.01 |
| May 05, 2025 | $6.89 |
| May 06, 2025 | $6.84 |
| 4 days before | -3.03% |
| 4 days after | -6.94% |
| On release day | -13.61% |
| Change in period | -9.76% |
| Release date | Jul 31, 2025 |
| Price on release | $8.46 |
| EPS estimate | -$0.0100 |
| EPS actual | -$0.0200 |
| EPS surprise | -100.00% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $9.57 |
| Jul 28, 2025 | $9.53 |
| Jul 29, 2025 | $9.09 |
| Jul 30, 2025 | $9.07 |
| Jul 31, 2025 | $8.46 |
| Aug 01, 2025 | $8.48 |
| Aug 04, 2025 | $8.61 |
| Aug 05, 2025 | $8.38 |
| Aug 06, 2025 | $8.43 |
| 4 days before | -11.60% |
| 4 days after | -0.355% |
| On release day | 0.236% |
| Change in period | -11.91% |
| Release date | Nov 06, 2025 |
| Price on release | $7.71 |
| EPS estimate | -$0.0300 |
| EPS actual | $0.0400 |
| EPS surprise | 233.33% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $7.55 |
| Nov 03, 2025 | $7.76 |
| Nov 04, 2025 | $7.83 |
| Nov 05, 2025 | $7.95 |
| Nov 06, 2025 | $7.71 |
| Nov 07, 2025 | $7.82 |
| Nov 10, 2025 | $7.92 |
| Nov 11, 2025 | $7.80 |
| Nov 12, 2025 | $7.81 |
| 4 days before | 2.12% |
| 4 days after | 1.30% |
| On release day | 1.43% |
| Change in period | 3.44% |
Titan International Earnings Call Transcript Summary of Q3 2025
Q3 2025 highlights: Titan delivered revenue roughly in line with guidance with consolidated sales growth driven by Ag (+8% year-over-year) and EMC (+7% y/y), while Consumer was slightly down y/y but rebounded ~15% sequentially. Gross margins expanded 210 basis points to 15.2%; adjusted EBITDA rose 45% to $30 million and free cash flow was $30 million, enabling net debt reduction to $373 million and leverage of ~3.7x. Management sees signs the markets are bottoming — citing a China soybean purchasing agreement, improving dealer inventories, and potential benefits from lower interest rates — and expects incremental market improvement into 2026. Q4 guidance: revenues $385M–$410M and adjusted EBITDA of approximately $10M (Q4 is seasonally weak). Strategic items: expansion of the Goodyear licensing to premium/product-extension categories (rollout into 2026), closed the Brazilian JV acquisition, opportunistic M&A approach, and continued focus on aftermarket and customized EMC/undercarriage products (notably aftermarket mining). Risks noted: macro uncertainty, tariff complexity, and timing of OEM recovery.
