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Earnings are out

TITN · NASDAQ · Industrial - Distribution

Titan Machinery

Sells and supports agricultural and construction equipment across North America, Europe, and Australia.

$17.86

After-hours close−0.01 (−0.06%)

At close$17.87(−2.99%)

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Profile

Titan Machinery Inc.TITNIndustrials

Runs full-service agricultural and construction equipment dealerships, with equipment sales backed by parts, service, rentals, precision-farming tools, and finance products. Operations span North America, Europe, and Australia and depend heavily on CNH brands and dealer-agreement consent.

Operates full-service agricultural and construction equipment dealerships built around equipment sales, parts, service, rentals, transportation, precision-farming tools, farm-data offerings, and CNH finance and insurance products. The network represents Case IH, New Holland Agriculture, Case Construction, New Holland Construction, and CNH Industrial Capital brands.

Geographic exposure is split across North America, Europe, and Australia, with agriculture the main business line and construction a smaller North American segment. Growth has come through dealership acquisitions and integration, including the O'Connors acquisition that created the Australia segment.

The operating model depends on product support, inventory discipline, and supplier relationships. CNH supplies most new equipment revenue, and CNH dealer agreements shape acquisitions and divestitures because new geographic areas, store purchases, and buyer approvals require CNH consent.

Company facts

CEOBryan J. Knutson

ListedDec 6, 2007

ExchangeNASDAQ

HeadquartersWest Fargo, ND

CountryUnited States

Employees3,359

CIK0001409171

ISINUS88830R1014

Key statistics

Market cap$416.2M

EPS (ttm)−$2.49

P/E (ttm)−7.18

ROE-9.8%

P/B0.7334

P/S0.1805

Dividend yield—

Beta1.46vs XLI 1.17

Year to date +19.5% · Average volume (30d) 201.4K

Analysts

Price target, next 12 months$18.50+3.6%Median of 17 analysts · vs the Aug 28 close

ConsensusHold6 of 17 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $17.86

High$30.00+68.0%

Median$18.50+3.6%

Low$15.00−16.0%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior rating	Rating	Prior target	Target
Dec 1, 2025	Robert W. Baird	Target			$24	$21
Dec 1, 2025	Baird	Downgrade	Outperform	Neutral
Apr 11, 2025	Northland Capital Markets	Upgrade	Market Perform	Outperform
Jan 27, 2025	Baird	Upgrade	Neutral	Outperform

Earnings

EPS

Estimate−$0.03

ReportedDue Nov 24, 2026

Revenue

Estimate$539.0M

ReportedDue Nov 24, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 27, 2026Q2 FY27	−$0.36	−$0.40	−11.1%	$483.8M	$496.4M	+2.6%	−2.07%
Jun 9, 2026Q1 FY27	−$0.60	−$0.55	+8.3%	$485.6M	$522.4M	+7.6%	−3.15%
Mar 19, 2026Q4 FY26	−$0.99	−$1.43	−44.4%	$615.5M	$641.8M	+4.3%	+5.16%
Nov 25, 2025Q3 FY26	−$0.36	$0.05	+113.9%	$615.5M	$644.5M	+4.7%	−4.05%

View details

Financial highlights

	Q1 FY26	Q2 FY26	Q3 FY26	Q4 FY26	Q1 FY27	Q2 FY27
Revenue	$594.3M	$546.4M	$644.5M	$641.8M	$522.4M	$496.4M
Gross profit	$90.9M	$93.6M	$111.0M	$87.0M	$89.3M	$92.4M
Operating income	−$5.7M	$662.0K	$10.5M	−$8.7M	−$5.1M	−$2.8M
Net income	−$13.2M	−$6.0M	$1.2M	−$36.2M	−$12.6M	−$9.2M
Diluted EPS	−$0.58	−$0.26	$0.05	−$1.59	−$0.55	−$0.40
Gross margin	15.3%	17.1%	17.2%	13.5%	17.1%	18.6%
Operating margin	-1.0%	0.1%	1.6%	-1.4%	-1.0%	-0.6%

Fiscal years (4-quarter sums)FY22 $1.71B · FY23 $2.21B · FY24 $2.76B · FY25 $2.70B · FY26 $2.43B

Revenue by product · Q1 FY27

Sales Of Equipment$364.7M · 70%

Sales Of Parts$103.8M · 20%

Service Sales$43.8M · 8%

Rental Revenue$8.5M · 2%

Other Revenue$1.7M · 0%

Revenue by geography · Q1 FY27

United States$411.7M · 79%

Non-US$60.4M · 12%

Australia$50.3M · 10%

Balance sheet, Jul 31, 2026Cash & short-term investments $29.5M · Total debt $113.3M · Total assets $1.63B · Shareholders' equity $557.8M

Dividends

No dividends on record.

Ownership

Institutions 90.02%20.98M sharesInsiders 2.85%664.6K sharesOther 7.13%1.66M shares

Shares outstanding 23.30M · Float 18.87M · 81.0% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Mirae Asset Global Etfs Holdings Ltd.	2.45M	10.50%	13F	Aug 14, 2026
Global X Management CO LLC	2.37M	10.16%	13G	Jun 5, 2026
BlackRock, Inc.	1.68M	7.21%	13F	Aug 7, 2026
Nantahala Capital Management, LLC	1.13M	4.86%	13F	Aug 19, 2026
Jupiter Topco LLC	1.13M	4.84%	13F	Aug 14, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.