Titan International Q3 revenue slightly beats estimates

Titan International

06/11/2025 11:16

Overview

Titan International Q3 revenue grows 4% to $466 mln, slightly beating analyst expectations

Adjusted EBITDA for Q3 rises to $30 mln, reflecting solid financial performance

Company's gross margin improves to 15.2%, driven by diverse operations

Outlook

Titan expects Q4 sales between $385 mln and $410 mln

Company forecasts Q4 Adjusted EBITDA around $10 mln

Titan anticipates seasonal volume uptick in Q1 2026

Result Drivers

AG AND EMC SEGMENTS - Revenue growth and expanded gross margins in Ag and EMC segments contributed to Q3 performance

CONSUMER SEGMENT - Improved gross margins despite lower revenues due to tariffs affecting demand

AFTERMARKET SALES - Less cyclical aftermarket sales offset OEM channel softness

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Slight Beat*
$466 mln
$462.50 mln (4 Analysts)
Q3 Adjusted EBITDA
$30 mln
Q3 Gross Margin
15.20%


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy"

Wall Street's median 12-month price target for Titan International Inc is $11.00, about 27.7% above its November 5 closing price of $7.95

The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 33 three months ago

Press Release: ID:nPn60lNTHa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)