earnings
confidence high
sentiment negative
materiality 0.75
Titan Machinery Q4 loss $1.59/sh; FY2027 sees further ag revenue decline of 15-20%
Titan Machinery Inc.
2026-FY EPS reported
-$2.38
revenue$2,427,107,000
- Q4 revenue $641.8M (-15.5% YoY); net loss $36.2M ($1.59 loss per share) includes $17.8M deferred tax valuation allowance.
- Exceeded inventory reduction target: cut $206M in FY2026 (target $150M); total inventory down $625M over 18 months.
- FY2027 guidance: Agriculture revenue down 15%-20%; adjusted EBITDA $17-29M; adjusted diluted loss per share $(1.25)-(1.75).
- Segment: Agriculture pre-tax loss improved to $9.9M from $55.3M YoY; Construction revenue down 4.6% same-store.