Equity Profile

TTC

The Toro Company

IndustrialsAgricultural & Farm Machinery$8.3B

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 equipment for turf care, irrigation, and landscape maintenance. With a market cap of $8 billion, Toro plays a significant role in the industrial sector, particularly as demand for efficient farming and landscaping solutions continues to grow.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help assess how well the company is managing costs and generating income.

$1.50

Revenue

Revenue figures provide insight into the company's sales performance and overall 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, surpassing estimates by 14.37%. However, the stock fell 1.81% the following day, indicating some market skepticism despite the earnings beat.

Management Promises & Guidance

Focus on innovation in product development.
Commitment to improving operational efficiency.
Plans to expand market reach through strategic partnerships.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Toro's upcoming earnings, expecting a solid performance based on historical trends and recent earnings beats.

Bull Case

If Toro can exceed the EPS estimate and show strong revenue growth, it could signal robust demand and operational strength, leading to a positive market reaction.

Bear Case

Conversely, if the company misses expectations or provides weak guidance, it could raise concerns about market conditions and demand, resulting in a negative stock reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.50

EPS is a key indicator of profitability and will help assess how well the company is managing costs and generating income.

Revenue

$1.4B

Revenue figures provide insight into the company's sales performance and overall market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $1.50?

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

What guidance will management provide regarding future revenue growth?

Future revenue guidance will be critical for assessing the company's outlook and market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Toro's ability to leverage its recent innovations and market expansion strategies, which could drive stronger-than-expected revenue growth.

Supporting Evidence

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

The options market is pricing a larger move than historical averages, indicating potential for significant volatility.

Recent operational improvements and product innovations may not be fully reflected in analyst expectations.

Key Risk

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

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 market expectations amidst a competitive landscape.

Bull Confirmed If

An EPS of $1.52 or higher, coupled with revenue exceeding $1.4B, would confirm the bull case.

Bear Confirmed If

An EPS below $1.48 or revenue significantly under $1.4B would validate the bear 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 traders expect volatility around the earnings announcement.

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 stock increase of around 2.58%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may react modestly, reflecting cautious optimism from investors.

Miss

A miss could lead to a decline of about 7.31%, as it would raise concerns about the company's growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product innovation and new market strategies.
2Insights into supply chain management and cost control measures.
3Management's outlook on market demand for agricultural machinery.
4Details on any strategic partnerships or acquisitions.
5Guidance on future revenue expectations and growth initiatives.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Jun1

SAICBMO

Science Applications International Corporation

PreviewView

Jun1

CRDOAMC

Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will help assess how well the company is managing costs and generating income.

$1.50

Revenue

Revenue figures provide insight into the company's sales performance and overall 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, surpassing estimates by 14.37%. However, the stock fell 1.81% the following day, indicating some market skepticism despite the earnings beat.

Management Promises & Guidance

Focus on innovation in product development.
Commitment to improving operational efficiency.
Plans to expand market reach through strategic partnerships.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Toro's upcoming earnings, expecting a solid performance based on historical trends and recent earnings beats.

Bull Case

If Toro can exceed the EPS estimate and show strong revenue growth, it could signal robust demand and operational strength, leading to a positive market reaction.

Bear Case

Conversely, if the company misses expectations or provides weak guidance, it could raise concerns about market conditions and demand, resulting in a negative stock reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.50

EPS is a key indicator of profitability and will help assess how well the company is managing costs and generating income.

Revenue

$1.4B

Revenue figures provide insight into the company's sales performance and overall market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $1.50?

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

What guidance will management provide regarding future revenue growth?

Future revenue guidance will be critical for assessing the company's outlook and market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Toro's ability to leverage its recent innovations and market expansion strategies, which could drive stronger-than-expected revenue growth.

Supporting Evidence

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

The options market is pricing a larger move than historical averages, indicating potential for significant volatility.

Recent operational improvements and product innovations may not be fully reflected in analyst expectations.

Key Risk

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

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 market expectations amidst a competitive landscape.

Bull Confirmed If

An EPS of $1.52 or higher, coupled with revenue exceeding $1.4B, would confirm the bull case.

Bear Confirmed If

An EPS below $1.48 or revenue significantly under $1.4B would validate the bear 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 traders expect volatility around the earnings announcement.

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 stock increase of around 2.58%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may react modestly, reflecting cautious optimism from investors.

Miss

A miss could lead to a decline of about 7.31%, as it would raise concerns about the company's growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product innovation and new market strategies.
2Insights into supply chain management and cost control measures.
3Management's outlook on market demand for agricultural machinery.
4Details on any strategic partnerships or acquisitions.
5Guidance on future revenue expectations and growth initiatives.