Titan International Q4 revenue beats on EMC segment strength

Titan International

26/02/2026 11:10

Overview

Off-highway wheel maker's Q4 revenue grew 7%, beating analyst expectations

Q4 gross margin improved to 10.9%

Adjusted EBITDA for Q4 increased 18% to $11 mln

Outlook

Titan expects Q1 2026 sales between $490 mln and $510 mln

Company forecasts full-year 2026 revenue of $1.85 bln to $1.95 bln

Titan anticipates 2026 Adjusted EBITDA between $105 mln and $115 mln

Result Drivers

EMC SEGMENT - EMC segment revenue grew 21%, with gross margin expanding by 3.4 percentage points

AG SEGMENT - Ag segment saw a 2.6% revenue increase, with demand for smaller equipment expected to rise due to high input costs and weak commodity prices

CONSUMER SEGMENT - Consumer segment sales were slightly up in Specialty division but down overall; aftermarket sales provide stability

Company press release: ID:nPnfxyZba

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$410 mln
$403.50 mln (4 Analysts)
Q4 Adjusted EBITDA
$11 mln
Q4 Gross Margin
10.90%


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 4.7% above its February 25 closing price of $10.51

The stock recently traded at 38 times the next 12-month earnings vs. a P/E of 21 three months ago

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