Toro Q4 revenue, adjusted EPS beat estimates

Toro Co

17/12/2025 13:44

Overview

Lawn equipment maker's Q4 revenue beat analyst expectations

Adjusted EPS for Q4 beat analyst expectations

The Toro Company says FY adjusted EPS surpassed its expectations, driven by Professional segment strength

Outlook

Toro expects fiscal 2026 net sales growth of 2% to 5%

Toro forecasts fiscal 2026 adjusted EPS of $4.35 to $4.50

Tornado acquisition to add 2% to Toro's fiscal 2026 sales

Result Drivers

PROFESSIONAL SEGMENT - Strength in Professional segment with improved earnings margin driven by net price realization and productivity improvements

TARIFF MITIGATION - Co maintained margins for full-year fiscal 2025 by mitigating tariff impacts

COST SAVINGS - Productivity improvements and cost savings measures helped offset higher material costs in Residential segment

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$1.07 bln
$1.05 bln (5 Analysts)
Q4 Adjusted EPS
Beat
$0.91
$0.86 (4 Analysts)
Q4 EPS
$0.74
Q4 Adjusted Net Income
$89.40 mln
Q4 Net Income
$73 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the heavy machinery & vehicles peer group is "buy"

Wall Street's median 12-month price target for Toro Co is $90.00, about 23.9% above its December 16 closing price of $72.65

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release: ID:nBw4htwM6a

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.)