Equity Profile

TTC

The Toro Company

IndustrialsAgricultural & Farm Machinery$9.2B

Jun4Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

The Toro Company (TTC) is a leading manufacturer of agricultural and farm machinery, specializing in products that enhance outdoor environments. As part of the industrials sector, Toro plays a crucial role in supporting the agricultural industry, which is vital for food production and sustainability.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and financial health.

$1.50

Revenue

Revenue growth reflects the company's ability to generate sales and expand its market presence.

$1.4B

Wall Street expectations, options signals, track record, and call prep available with Pro.

TTC Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+4.27%

Avg Stock Reaction

+0.11%

Last Quarter Recap

In Q1-2026, Toro reported an EPS of $0.74, beating expectations by 14.37%. However, the stock fell 1.81% the following day, indicating some market skepticism despite the positive earnings surprise.

Management Promises & Guidance

Continue to innovate in product development.
Focus on expanding market share in key segments.
Maintain cost controls to improve margins.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Toro's upcoming earnings, expecting a solid performance based on recent trends.

Bull Case

If Toro can exceed the consensus EPS of $1.50, it may signal strong demand for its products and effective cost management, potentially driving the stock higher.

Bear Case

Conversely, if the company misses its EPS target, it could raise concerns about market demand and profitability, leading to a negative reaction in the stock.

Key Metrics to Watch

EPS

$1.50

Earnings per share is a key indicator of profitability and financial health.

Revenue

$1.4B

Revenue growth reflects the company's ability to generate sales and expand its market presence.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Toro's EPS exceed the consensus estimate of $1.50?

A beat on EPS could indicate strong operational performance and boost investor confidence.

What are the management's insights on market demand and pricing pressures?

Understanding market dynamics will help investors gauge future revenue growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Toro's ability to leverage recent product innovations to drive sales growth, especially in a recovering agricultural market.

Supporting Evidence

Toro's recent product launches have received positive feedback, indicating strong consumer interest.

The company's historical performance shows a consistent ability to outperform in favorable market conditions.

Key Risk

If Toro's revenue growth significantly outpaces expectations, it could challenge the current consensus outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on Toro's ability to meet or exceed earnings expectations amidst market challenges.

Bull Confirmed If

An EPS of $1.52 or higher would confirm the bullish outlook.

Bear Confirmed If

An EPS below $1.48 would support the bearish case.

Pre-Earnings Positioning

Options Market

Implied Move

±8.61%

Historical Avg

±6.2%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±8.6% while TTC has averaged ±6.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

19.3%

Calls (5K)P/C Ratio: 0.54Puts (2K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Toro beats expectations, history suggests a potential average one-day move of +2.58%, confirming strong demand and operational efficiency.

In-Line / Cautious

An in-line report may lead to muted reactions, with investors closely watching management commentary for future guidance.

Miss

If Toro misses its EPS target, history suggests a potential average one-day move of -7.31%, indicating significant market disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on product innovation and new launches.
2Management's outlook on agricultural market trends.
3Any commentary on cost management strategies.
4Insights into customer demand and pricing strategies.
5Guidance on future revenue expectations.

See the full picture

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and financial health.

$1.50

Revenue

Revenue growth reflects the company's ability to generate sales and expand its market presence.

$1.4B

Wall Street expectations, options signals, track record, and call prep available with Pro.

TTC Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+4.27%

Avg Stock Reaction

+0.11%

Last Quarter Recap

In Q1-2026, Toro reported an EPS of $0.74, beating expectations by 14.37%. However, the stock fell 1.81% the following day, indicating some market skepticism despite the positive earnings surprise.

Management Promises & Guidance

Continue to innovate in product development.
Focus on expanding market share in key segments.
Maintain cost controls to improve margins.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Toro's upcoming earnings, expecting a solid performance based on recent trends.

Bull Case

If Toro can exceed the consensus EPS of $1.50, it may signal strong demand for its products and effective cost management, potentially driving the stock higher.

Bear Case

Conversely, if the company misses its EPS target, it could raise concerns about market demand and profitability, leading to a negative reaction in the stock.

Key Metrics to Watch

EPS

$1.50

Earnings per share is a key indicator of profitability and financial health.

Revenue

$1.4B

Revenue growth reflects the company's ability to generate sales and expand its market presence.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Toro's EPS exceed the consensus estimate of $1.50?

A beat on EPS could indicate strong operational performance and boost investor confidence.

What are the management's insights on market demand and pricing pressures?

Understanding market dynamics will help investors gauge future revenue growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Toro's ability to leverage recent product innovations to drive sales growth, especially in a recovering agricultural market.

Supporting Evidence

Toro's recent product launches have received positive feedback, indicating strong consumer interest.

The company's historical performance shows a consistent ability to outperform in favorable market conditions.

Key Risk

If Toro's revenue growth significantly outpaces expectations, it could challenge the current consensus outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on Toro's ability to meet or exceed earnings expectations amidst market challenges.

Bull Confirmed If

An EPS of $1.52 or higher would confirm the bullish outlook.

Bear Confirmed If

An EPS below $1.48 would support the bearish case.

Pre-Earnings Positioning

Options Market

Implied Move

±8.61%

Historical Avg

±6.2%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±8.6% while TTC has averaged ±6.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

19.3%

Calls (5K)P/C Ratio: 0.54Puts (2K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Toro beats expectations, history suggests a potential average one-day move of +2.58%, confirming strong demand and operational efficiency.

In-Line / Cautious

An in-line report may lead to muted reactions, with investors closely watching management commentary for future guidance.

Miss

If Toro misses its EPS target, history suggests a potential average one-day move of -7.31%, indicating significant market disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on product innovation and new launches.
2Management's outlook on agricultural market trends.
3Any commentary on cost management strategies.
4Insights into customer demand and pricing strategies.
5Guidance on future revenue expectations.