TTC · Toro Co
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q3 FY26 earnings call · Sep 3, 2026TL;DR. Toro delivered Q3 net sales up 8.4% to $1.23 billion with adjusted EPS of $1.33 and raised full-year guidance: net sales growth to 6.3%-6.6% (from 4.0%-6.5%) and adjusted EPS to $4.60-$4.65 (from $4.50-$4.62), reflecting broad-based demand and AMP productivity savings.
- + Professional segment net sales grew 8.8% with organic growth of 6.1%
- + Residential segment operating margin improved 400 basis points year-over-year to 5.9%
- + Year-to-date free cash flow of $425 million at 128% conversion
- + AMP initiative to exceed $125 million run rate savings target by year-end
- − Professional segment adjusted operating margin declined 40 basis points to 20.9%
- − Non-cash impairment charge of $43.1 million in Q3 related to AMP network optimization and product portfolio rationalization
- − IEPA tariff refunds reduced by $5 million to $7 million from previously expected $12 million
- − Residential segment expected to be approximately flat for full year as it laps strong prior-year snow demand
- − Q3 EPS impacted by $0.08 from higher adjusted tax rate and $0.06 of other corporate items including lower Red Iron income
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted earnings before income taxes non-GAAP | $454.2M | Nine Months Ended July 31, 2026 | — |
| Adjusted effective tax rate non-GAAP | 22.4% | the third quarter | — |
| Adjusted gross margin non-GAAP | 34.4% | Nine Months Ended July 31, 2026 | — |
| Adjusted gross profit non-GAAP | $429.6M | the three months ended July 31, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Gross profit $418.1M
-$1M Acquisition-related costs
+$12.5M Productivity initiative
= Adjusted gross profit $429.6M
|
|||
| Adjusted income tax provision non-GAAP | $36.5M | the three months ended July 31, 2026 filing | — |
| Adjusted net earnings non-GAAP | $354.8M | Nine Months Ended July 31, 2026 | — |
| Adjusted net earnings per diluted share non-GAAP | $3.66 | Nine Months Ended July 31, 2026 | — |
| Adjusted operating earnings non-GAAP | $478.2M | Nine Months Ended July 31, 2026 | — |
| Adjusted operating earnings margin non-GAAP | 13% | Nine Months Ended July 31, 2026 | — |
| Cash dividend per share | $0.39 | the third quarter of fiscal 2026 filing | — |
| Free cash flow non-GAAP | $425.1M | Nine Months Ended July 31, 2026 | — |
| Free cash flow conversion percentage non-GAAP | 127.5% | Nine Months Ended July 31, 2026 | — |
| International net sales | $231.9M | the third quarter | — |
| Professional segment earnings | $211.8M | the third quarter | — |
| Professional segment net sales | $1.01B | the third quarter | — |
| Professional segment profit margin non-GAAP | 20.9% | the third quarter of fiscal 2026 filing | — |
| Residential segment earnings | $12.4M | the third quarter | — |
| Residential segment net sales | $209.3M | the third quarter | — |
| Residential segment profit margin non-GAAP | 5.9% | the third quarter of fiscal 2026 filing | — |
| Returned to shareholders (quarter) | $110M | the third quarter | — |
| Returned to shareholders (year-to-date) | $471M | year-to-date | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Tools & Accessories — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TTC
this stock
Toro Co
|
$9.20B | +25.3% | +4.5% | 26.0 | 3.9% |
|
SNA
Snap-on Inc
|
$19.10B | +7.1% | +0.9% | 18.8 | 7.0% |
|
RBC
RBC Bearings INC
|
$16.02B | +15.0% | +14.3% | 50.0 | 1.7% |
|
LECO
Lincoln Electric Holdings Inc
|
$14.81B | +14.5% | +16.3% | 27.1 | 2.0% |
|
SWK
Stanley Black & Decker, Inc.
|
$13.80B | +23.0% | -1.5% | 22.3 | 4.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TTC | +1.5% | +6.8% | +0.9% | +2.3% | +25.3% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +1.8% | +7.3% | -11.3% | +1.4% | +12.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.