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Company research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
Titan International
Titan International (TWI) investor relations material
Titan International Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 revenue including ITM was $454M and adjusted EBITDA was $28.2M; continuing-operations revenue fell 6.2% YoY to $335.2M and adjusted EBITDA was $16.4M.
Pro forma Sep’26 TTM results after the ITM sale: revenue $1.4B, adjusted EBITDA $67M and net debt $393M.
Q3 net loss attributable to common shareholders was $42.7M, including a $33.7M discontinued-operations loss and an estimated $38.5M pre-tax ITM sale loss.
Financial highlights
Q3 gross profit was $49.4M versus $56.1M; gross margin was 14.7% versus 15.7%, and operating results swung to a $1.0M loss from $3.7M income.
Q3 adjusted net loss was $1.8M, or $0.03 per share; GAAP net loss attributable to common shareholders was $42.7M, or $0.66 per share.
Nine-month revenue was $1.097B versus $1.087B; continuing-operations adjusted EBITDA was $63.2M versus $62.1M.
Outlook and guidance
Q4 guidance inclusive of ITM: revenue $410M–$430M and adjusted EBITDA breakeven to $7M; FY2026 guidance: revenue $1.85B–$1.87B and adjusted EBITDA $91M–$101M.
Full-year capex is expected at $35M–$40M; remaining-2026 cash interest payments are forecast at $16M–$17M.
Consumer demand is expected to remain stable through 2026, while agricultural conditions remain soft; aging equipment, low channel inventories and replacement demand could support recovery.
Management sees a challenging remainder of 2026 and is cautiously optimistic about 2027, while noting customer caution and no definitive recovery start date.
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Latest events from Titan International
- $1.9B revenue, improved margins, and Carlstar synergies drive global growth.TWI
Investor presentation - Q2 revenue up 5.2% to $484.8M, led by Consumer growth and margin gains; outlook steady.TWIQ2 2026
- All board proposals passed, with emphasis on manufacturing challenges and domestic industry support.TWIAGM 2026
- Transformation, innovation, and supply chain agility drive growth amid market and tariff volatility.TWIOppenheimer 21st Annual Industrial Growth Virtual Conference
- Improved margins and global expansion drive growth in off-highway equipment markets.TWIInvestor presentation
- Q1 2026 revenue up 2.9%, gross margin 14.1%, but net loss from $25M restructuring charge.TWIQ1 2026
- Director elections, auditor ratification, and executive pay are key focuses for the 2026 meeting.TWIProxy filing
- Virtual annual meeting to vote on directors, auditor, and executive pay for 2025.TWIProxy filing
- Q3 sales rose 11.5% to $448M, but margins and earnings fell as Ag demand softened.TWIQ3 2024
Next Titan International earnings date
18th Annual Southwest IDEAS Conference19 Nov, 2026
Titan International
Next Titan International earnings date
18th Annual Southwest IDEAS Conference19 Nov, 2026
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Frequently asked questions
Titan International Inc. is a global manufacturer of wheels, tires, and undercarriage components for off-highway vehicles. The company serves the agriculture, construction, forestry, and mining industries, offering durable and specialized products designed to meet the demands of heavy-duty applications. Its portfolio includes radial and bias tires, steel and hybrid wheels, and track systems. The company is headquartered in West Chicago, Illinois, and its shares are listed on the NYSE.