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 help with landscaping, irrigation, and turf care. As part of the industrial sector, Toro plays a crucial role in supporting agricultural productivity and outdoor maintenance, which are essential themes in today's economy.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and reflects the company's ability to generate profit for shareholders.

$1.50

Revenue

Total revenue gives insight into the company's sales performance and market demand for its products.

$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, exceeding expectations by 14.37%. However, the stock saw a slight decline of 1.81% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about Toro's upcoming earnings, expecting the company to meet or slightly exceed EPS and revenue estimates.

Bull Case

If Toro can leverage strong demand for its products and improve margins, it could report better-than-expected earnings, leading to a positive stock reaction.

Bear Case

Conversely, any signs of weakening demand or increased costs could lead to disappointing results, causing the stock to drop.

Key Metrics to Watch

EPS

$1.50

Earnings per share is a key indicator of profitability and reflects the company's ability to generate profit for shareholders.

Revenue

$1.4B

Total revenue gives insight into the company's sales performance and market demand for its products.

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 signal strong operational performance and boost investor confidence.

What are the management's insights on revenue growth and demand trends?

Understanding revenue drivers will help gauge the company's market position and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Toro's ability to capitalize on increased demand for outdoor maintenance products, which could lead to stronger-than-expected revenue growth.

Supporting Evidence

Toro has a history of beating EPS estimates, with a 75% success rate over the last eight quarters.

The options market is pricing in a larger move than historical averages, suggesting traders expect significant volatility.

Recent trends in landscaping and agriculture indicate a potential uptick in demand that may not be fully reflected in analyst estimates.

Key Risk

If Toro's revenue growth exceeds $1.4B, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

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

Bull Confirmed If

An EPS of $1.52 or higher would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $1.48 would raise concerns about demand and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±8.61%

Historical Avg

±6.2%

Pricing rich

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

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

This setup has occurred 30 times across Industrials in the last 2 years. 18 of 24 (75%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.7%, with a raw directional average of +1.7% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Toro beats expectations, history suggests the stock could rise by about 2.58%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future guidance.

Miss

A miss on earnings could lead to a decline of around 7.31%, indicating market disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on demand trends for landscaping and agricultural products.
2Insights into cost management and pricing strategies.
3Management's outlook on market conditions for the remainder of the fiscal year.
4Details on any new product launches or innovations.
5Comments on supply chain stability and its impact on operations.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and reflects the company's ability to generate profit for shareholders.

$1.50

Revenue

Total revenue gives insight into the company's sales performance and market demand for its products.

$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, exceeding expectations by 14.37%. However, the stock saw a slight decline of 1.81% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about Toro's upcoming earnings, expecting the company to meet or slightly exceed EPS and revenue estimates.

Bull Case

If Toro can leverage strong demand for its products and improve margins, it could report better-than-expected earnings, leading to a positive stock reaction.

Bear Case

Conversely, any signs of weakening demand or increased costs could lead to disappointing results, causing the stock to drop.

Key Metrics to Watch

EPS

$1.50

Earnings per share is a key indicator of profitability and reflects the company's ability to generate profit for shareholders.

Revenue

$1.4B

Total revenue gives insight into the company's sales performance and market demand for its products.

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 signal strong operational performance and boost investor confidence.

What are the management's insights on revenue growth and demand trends?

Understanding revenue drivers will help gauge the company's market position and future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Toro's ability to capitalize on increased demand for outdoor maintenance products, which could lead to stronger-than-expected revenue growth.

Supporting Evidence

Toro has a history of beating EPS estimates, with a 75% success rate over the last eight quarters.

The options market is pricing in a larger move than historical averages, suggesting traders expect significant volatility.

Recent trends in landscaping and agriculture indicate a potential uptick in demand that may not be fully reflected in analyst estimates.

Key Risk

If Toro's revenue growth exceeds $1.4B, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

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

Bull Confirmed If

An EPS of $1.52 or higher would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $1.48 would raise concerns about demand and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±8.61%

Historical Avg

±6.2%

Pricing rich

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

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Toro beats expectations, history suggests the stock could rise by about 2.58%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future guidance.

Miss

A miss on earnings could lead to a decline of around 7.31%, indicating market disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on demand trends for landscaping and agricultural products.
2Insights into cost management and pricing strategies.
3Management's outlook on market conditions for the remainder of the fiscal year.
4Details on any new product launches or innovations.
5Comments on supply chain stability and its impact on operations.