The Toro Company
TTC · NYSE
$1.47 today
- Mkt cap $8.64B
- P/E 26.1
- Day $89.88 – $93.08
Confidence
High conviction
The read
Toro beats Q2 EPS estimates by 6.7%, shares rise modestly amid mixed growth signals
The Toro Company reported Q2 EPS of $1.60 versus $1.50 estimated, a 6.7% beat. Shares rose about 1% post-earnings. Despite the beat, trailing revenue and EPS growth remain weak, with mixed growth metrics and solid margin performance. Valuation is attractive relative to sector averages, supported by strong institutional ownership and capital efficiency.
Confidence note: EPS beat is confirmed with concrete data; valuation and growth metrics are well supported by fundamentals and market reaction.
What happened
Earnings print
Guidance
Price reaction
Street narrative
So what
What changed
What the market is pricing
Fundamental takeaway
Next 30–90 days
Sustained margin expansion and accelerating revenue growth drive multiple expansion.
- boltNext quarter revenue growth exceeds 5% YoY
- boltOperating margin improves beyond 12%
EPS growth continues around 10% with stable margins; valuation remains supported but limited upside.
- boltEPS growth guidance around 10%
- boltMargins stable near 11-12%
Revenue and EPS growth slow further, margins compress, leading to valuation multiple contraction.
- boltRevenue growth below 0% YoY
- boltOperating margin drops below 10%
What to do
If you hold it
If you're watching
Keep on your radar
- Next quarterly revenue growth rate (due Q3 2026)
- Operating margin trends in upcoming earnings
- Management commentary on professional segment demand
- Macro environment impact on inflation and costs