Titan Machinery

TITN

Market cap $433M

Titan Machinery reported better Q3 financials than expected. Aggressive inventory reduction and a good sales mix drove earnings resilience in a weak industry backdrop. The outlook remains concerning. TITN's EU subvention tailwind is subsiding, gross margin gains will reverse in Q4, and farmer income remains weak. I estimate TITN to be fairly valued at $17.6. The valuation is volatile.

Analysts were expecting a significant bottom-line loss in the third quarter, but that sure wasn't what they got. The highly specialized retailer also beat on revenue projections in its third quarter of fiscal 2026.

Titan Machinery Inc. ( TITN ) Q3 2026 Earnings Call November 25, 2025 8:30 AM EST Company Participants Bryan Knutson - President, CEO & Director Bo Larsen - CFO & Treasurer Conference Call Participants Jeff Sonnek - ICR Inc. Liam Burke - B. Riley Securities, Inc., Research Division Mircea Dobre - Robert W.

The headline numbers for Titan Machinery (TITN) give insight into how the company performed in the quarter ended October 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Titan Machinery (TITN) came out with quarterly earnings of $0.05 per share, beating the Zacks Consensus Estimate of a loss of $0.36 per share. This compares to earnings of $0.07 per share a year ago.

- Achieves  $98 Million Cumulative Inventory Reduction in First Nine Months of Fiscal 2026 - - Increases Inventory Reduction Target for Fiscal 2026 to $150 Million (from $100+ Million Previously) - - Updates Modeling Assumptions for Fiscal 2026 - WEST FARGO, N.D., Nov. 25, 2025 (GLOBE NEWSWIRE) -- Titan Machinery Inc. (Nasdaq: TITN) ("Titan" or the "Company"), a leading network of full-service agricultural and construction equipment stores, today reported financial results for the fiscal third quarter ended October 31, 2025.

WEST FARGO, N.D., Nov. 11, 2025 (GLOBE NEWSWIRE) -- Titan Machinery Inc. (Nasdaq: TITN), a leading network of full-service agricultural and construction equipment stores, announced today it will release financial results for the third quarter ended October 31, 2025, on Tuesday, November 25, 2025, followed by an investor conference call at 7:30 a.m. Central time (8:30 a.m. Eastern time).

The Planned Transactions Demonstrate Titan's Focus on Optimization of its Dealership Network The Planned Transactions Demonstrate Titan's Focus on Optimization of its Dealership Network

Titan Machinery Inc. reported significant sales declines in most segments in Q2. Macroeconomic weakness continues to weigh on agricultural equipment sales and construction activity. Excess inventories require Titan Machinery to continue selling equipment as very weak margins, still pressuring the earnings outlook immensely. A slight sales guidance raise and the USDA's positive net farm income expectations are cautious positives for Titan Machinery.

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