Titan International: Industry Weakness Offsets A Cheap Valuation
Titan International remains a ‘hold' due to persistent end-market headwinds in agriculture and construction, despite its compelling valuation. Q1 2026 revenue rose to $505.1M, but losses widened to $24.2M and cash flow deteriorated, signaling operational challenges. Management guides for FY26 revenue of $1.85–$1.95B and EBITDA of $105–$115M, but sector weakness and reliance on government support cloud outlook.
Titan International, Inc. (TWI) Q1 2026 Earnings Call Transcript
Titan International, Inc. (TWI) Q1 2026 Earnings Call Transcript
Despite Progress On A Turnaround, Titan International Doesn't Deserve Optimism Yet
Titan International, Inc. remains a Hold as economic headwinds in agriculture and construction overshadow recent revenue and cash flow improvements. TWI's Q4 2025 saw revenue rise 7% year-over-year, but net losses widened; cash flow and EBITDA improved modestly. Management guides for FY2026 revenue of $1.85–$1.95 billion and EBITDA of $105–$115 million, with shares trading at a discount to peers.
Titan International, Inc. (TWI) Q4 2025 Earnings Call Transcript
Titan International, Inc. (TWI) Q4 2025 Earnings Call Transcript
Titan International, Inc. (TWI) Q3 2025 Earnings Call Transcript
Titan International, Inc. ( TWI ) Q3 2025 Earnings Call November 6, 2025 9:00 AM EST Company Participants Alan Snyder - VP of Financial Planning & Investor Relations Paul Reitz - CEO, President & Director David Martin - Senior VP, CFO & Company Secretary Conference Call Participants Michael Shlisky - D.A. Davidson & Co., Research Division Derek Soderberg - Cantor Fitzgerald & Co., Research Division Steve Ferazani - Sidoti & Company, LLC Hans Baldau Kirk Ludtke - Imperial Capital, LLC, Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to the Titan International, Inc. Third Quarter 2025 Earnings Conference Call.
Titan International, Inc. (TWI) Q2 2025 Earnings Call Transcript
Titan International, Inc. (NYSE:TWI ) Q2 2025 Earnings Conference Call July 31, 2025 9:00 AM ET Company Participants Alan Snyder - VP of Financial Planning & Investor Relations David A. Martin - Senior VP, CFO & Company Secretary Paul George Reitz - CEO, President & Director Conference Call Participants Derek John Soderberg - Cantor Fitzgerald & Co., Research Division Joseph Anthony Gomes - NOBLE Capital Markets, Inc., Research Division Kirk Ludtke - Imperial Capital, LLC, Research Division Michael Shlisky - D.A.
Titan International, Inc. (TWI) Q1 2025 Earnings Call Transcript
Titan International, Inc. (NYSE:TWI ) Q1 2025 Earnings Conference Call May 1, 2025 9:00 AM ET Company Participants Alan Snyder - Vice President, Financial Planning and Investor Relations Paul Reitz - President and Chief Executive Officer David Martin - Senior Vice President and Chief Financial Officer Conference Call Participants Michael Shlisky - D.A. Davidson Steve Ferazani - Sidoti Derek Soderberg - Cantor Fitzgerald Tom Kerr - Zacks Small Capital Research Operator Good morning, all, and thank you for joining us for the Titan International Inc. First Quarter 2025 Earnings Call on Webcast.
This New York-Based Private Equity Firm Has $750 Million Invested in Just 2 Stocks
New York-based private equity firm American Industrial Partners (AIP) invests in middle-market companies in the U.S.
Titan International: Stock Attractively Priced, Justifying A Soft 'Buy'
Titan International shares fell 9.3% after Q4 2024 results missed revenue expectations and guidance indicated further weakening in Q1 2025. Despite revenue decline, management is optimistic about cost-cutting measures and future revenue growth, especially in the Consumer segment. The company's profitability metrics have decreased, but shares remain attractively priced compared to similar firms, justifying a soft 'buy' rating.
Titan International, Inc. (TWI) Q4 2024 Earnings Call Transcript
Titan International, Inc. (NYSE:TWI ) Q4 2024 Earnings Conference Call February 27, 2025 9:00 AM ET Company Participants Alan Snyder - Vice President, Financial Planning and Investor Relations Paul Reitz - President and Chief Executive Officer David Martin - Senior Vice President and Chief Financial Officer Conference Call Participants Michael Shlisky - D.A. Davidson Steve Ferazani - Sidoti Tom Kerr - Zacks Small Capital Research Kirk Ludtke - Imperial Capital Brian D'Aorubio - Baird Operator Good morning, ladies and gentlemen, and welcome to the Titan International, Inc. Fourth Quarter 2024 Earnings Conference Call.
Titan International, Inc. (TWI) Q3 2024 Earnings Call Transcript
Titan International, Inc. (NYSE:TWI ) Q3 2024 Results Conference Call October 31, 2024 9:30 AM ET Company Participants Alan Snyder - Vice President, Financial Planning and Investor Relations Paul Reitz - President and Chief Executive Officer David Martin - Senior Vice President and Chief Financial Officer Conference Call Participants Steve Ferazani - Sidoti Brian Lantier - Zacks Research Kirk Ludtke - Imperial Capital Operator Good morning, ladies and gentlemen and welcome to the Titan International, Inc. Third Quarter 2024 Earnings Conference Call. [Operator Instructions] It is now my pleasure to turn the floor over to Alan Snyder, Vice President, Financial Planning and Investor Relations for Titan.
The Bottom Fishing Club: Titan International Near Recession-Low Valuation, What Gives?
Titan International is a leading global manufacturer of wheels, tires, and undercarriage products for sectors outside regular autos and semis. The company's acquisition of Carlstar has strengthened its market penetration, while maintaining a strong balance sheet. Shares are trading close to tangible book value, making it a potential takeover or take private proposition with a strong business setup and manageable debt load.
