Company Reports Q4 Revenue of $410.44M Exceeding Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 26 2026
0mins
Should l Buy TWI?
Reports Q4 revenue $410.44M, consensus $396.86M. Paul Reitz, president and CEO, commented, "We wrapped-up 2025 with another positive quarter as our Q4 2025 results exceeded Q4 2024 in terms of revenue, gross margin and Adjusted EBITDA. Our EMC segment was a standout performer, with revenue growth of 21% and gross margin expansion of 3.4 percentage points. Importantly, we anticipate continued growth in this segment in 2026. Our Ag segment recorded a top-line increase of 2.6% in the fourth quarter, roughly flat excluding FX. Going into 2026 in Ag we expect demand for smaller equipment to outpace high-horsepower units as farmers continue to contend with elevated input costs and weaker commodity prices. In our Consumer segment, fourth quarter sales were up slightly within our Specialty division, while down modestly overall. Focusing on 2026, OEMs and their dealer networks look to have generally reached the end of their finished goods destocking and we expect to see some benefit from that as a result. A resumption in demand would therefore flow through to demand for tires, wheels and other components. It also bears repeating that our Consumer segment enjoys a high proportion of aftermarket sales and therefore is less susceptible to the OEM cycles."
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Analyst Views on TWI
Wall Street analysts forecast TWI stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 6.800
Low
11.00
Averages
11.50
High
12.00
Current: 6.800
Low
11.00
Averages
11.50
High
12.00
About TWI
Titan International, Inc. is a global manufacturer of off-highway wheels, tires, assemblies, and undercarriage products. The Company's segments include agricultural, earthmoving/construction and consumer. Its agricultural wheels, tires, and components are manufactured for use on various agricultural equipment. The earthmoving/construction segment manufactures wheels, tires, and undercarriage systems and components for various types of OTR earthmoving, mining, military, construction, and forestry equipment, including skid steers, aerial lifts, cranes, and others. The consumer segment manufactures bias truck tires in Latin America and light truck tires in Russia. It also offers select products for ATVs, side-by-sides, rock climbers, turf, and lawn and garden. This segment also includes custom rubber stock mixing sales to a variety of OEMs in tangential industries. It manufactures and sells certain tires under the Goodyear Farm Tire, Titan Tire, Carlstar and Voltyre-Prom Tire brands.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Versigent to Replace Titan International in S&P SmallCap 600
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- Market Representativeness Adjustment: The adjustment reflects that Titan International's market capitalization is no longer representative of the small-cap market, ensuring that the index components maintain market relevance and investor confidence.
- S&P Index Background: S&P Dow Jones Indices is the largest global resource for index data and research, providing essential market indicators that help investors measure and trade effectively, further solidifying its leadership in the financial markets.
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- Spin-off Transaction Impact: Aptiv plc is set to complete the spin-off of Versigent on April 1, 2026, ensuring Aptiv's continued presence in the S&P 500, which reflects confidence in Versigent's future growth prospects.
- Market Representation Adjustment: The adjustment to the index aims to enhance market representation and investor confidence, as Titan International's market capitalization is no longer representative of the small-cap sector.
- S&P Global Influence: As the largest index provider globally, S&P Dow Jones Indices continues to innovate and develop indices across various asset classes, helping investors measure and trade markets effectively, thereby reinforcing its leadership position in the financial sector.
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S&P Dow Jones Indices Announcement: S&P Dow Jones Indices has announced that Versigent PLC will replace Titan International Inc. in the S&P Small Cap 600 index.
Effective Date: The replacement will take effect prior to the market opening on April 2.
See More
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- Employee Support Initiatives: The company is dedicated to supporting affected employees during the transition, offering severance, benefits continuation, and job placement assistance, which reflects its responsibility towards its workforce and their families while preparing for the production shift.
- Robust Operational Network: Despite the closure of the Jackson facility, Titan International will continue to operate a strong network of manufacturing facilities across North America to meet the needs of customers in outdoor power equipment, agriculture, construction, and other off-highway markets, ensuring business continuity and flexibility.
- Market Adaptation Strategy: This production consolidation is not only a response to current market conditions but also a strategic move to enhance overall operational efficiency, aiming to strengthen the company's competitive position in the global off-highway products market.
See More
Titan International to Close Tennessee Facility in Production Consolidation
- Production Consolidation Decision: Titan International announced the closure of its Jackson, Tennessee manufacturing facility by the end of October 2026, aiming to optimize its North American manufacturing footprint and improve capacity utilization, which will impact approximately 140 employees, reflecting the company's commitment to enhancing operational efficiency.
- Employee Support Measures: The company is committed to providing assistance to affected employees, including severance, benefits continuation, and job placement support, demonstrating a sense of responsibility towards team members and their families, despite the direct impact of this decision.
- Commitment to Ongoing Operations: Despite the closure of the Jackson facility, Titan International will maintain a robust manufacturing network across North America to support customer needs in outdoor power equipment, agriculture, construction, and other off-highway markets, ensuring flexibility and scale in service delivery.
- Market Positioning and Product Range: As a leading global manufacturer of off-highway wheels and undercarriage products, Titan International offers a broad range of products in agricultural, construction, and consumer markets, continuing to meet the specifications of OEMs and aftermarket customers, thereby solidifying its market position.
See More
Titan International Q4 2025 Earnings Call Highlights
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- Segment Performance Highlights: The EMC segment saw a remarkable 21% sales growth to $141 million, becoming the most optimistic business area for the company, reflecting strong drivers from infrastructure spending and mineral demand, indicating significant future growth potential.
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- Strategic Investment and Innovation: Management reiterated a revenue forecast for 2026 of $1.85 billion to $1.95 billion, with 15% of sales expected to come from new products launched in the past three years, showcasing the company's ongoing commitment to product innovation and market adaptability.
See More
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- Index Component Change: Versigent plc will replace Titan International Inc. in the S&P SmallCap 600 effective April 2, 2026, indicating that Titan's market capitalization no longer aligns with small-cap market standards.
- Spin-off Transaction Impact: Aptiv plc is set to complete the spin-off of Versigent on April 1, 2026, allowing Aptiv to remain in the S&P 500 post-spin-off, demonstrating its continued focus on core operations.
- Market Representativeness Adjustment: The adjustment reflects that Titan International's market capitalization is no longer representative of the small-cap market, ensuring that the index components maintain market relevance and investor confidence.
- S&P Index Background: S&P Dow Jones Indices is the largest global resource for index data and research, providing essential market indicators that help investors measure and trade effectively, further solidifying its leadership in the financial markets.
See More
Versigent to Replace Titan International in S&P SmallCap 600
- Index Component Change: Versigent plc will replace Titan International Inc. in the S&P SmallCap 600 effective April 2, 2026, indicating that Titan's market capitalization no longer aligns with small-cap market standards.
- Spin-off Transaction Impact: Aptiv plc is set to complete the spin-off of Versigent on April 1, 2026, ensuring Aptiv's continued presence in the S&P 500, which reflects confidence in Versigent's future growth prospects.
- Market Representation Adjustment: The adjustment to the index aims to enhance market representation and investor confidence, as Titan International's market capitalization is no longer representative of the small-cap sector.
- S&P Global Influence: As the largest index provider globally, S&P Dow Jones Indices continues to innovate and develop indices across various asset classes, helping investors measure and trade markets effectively, thereby reinforcing its leadership position in the financial sector.
See More
S&P Dow Jones Indices Announces Versigent PLC to Take the Place of Titan International Inc. in the S&P SmallCap 600, Effective Before Market Opens on April 2
S&P Dow Jones Indices Announcement: S&P Dow Jones Indices has announced that Versigent PLC will replace Titan International Inc. in the S&P Small Cap 600 index.
Effective Date: The replacement will take effect prior to the market opening on April 2.
See More
Titan International to Close Tennessee Facility in Production Consolidation
- Production Consolidation Decision: Titan International announced the closure of its Jackson, Tennessee manufacturing facility by the end of October 2026 as part of its strategy to optimize its North American manufacturing footprint and improve capacity utilization, impacting approximately 140 employees and demonstrating the company's commitment to operational efficiency.
- Employee Support Initiatives: The company is dedicated to supporting affected employees during the transition, offering severance, benefits continuation, and job placement assistance, which reflects its responsibility towards its workforce and their families while preparing for the production shift.
- Robust Operational Network: Despite the closure of the Jackson facility, Titan International will continue to operate a strong network of manufacturing facilities across North America to meet the needs of customers in outdoor power equipment, agriculture, construction, and other off-highway markets, ensuring business continuity and flexibility.
- Market Adaptation Strategy: This production consolidation is not only a response to current market conditions but also a strategic move to enhance overall operational efficiency, aiming to strengthen the company's competitive position in the global off-highway products market.
See More
Titan International to Close Tennessee Facility in Production Consolidation
- Production Consolidation Decision: Titan International announced the closure of its Jackson, Tennessee manufacturing facility by the end of October 2026, aiming to optimize its North American manufacturing footprint and improve capacity utilization, which will impact approximately 140 employees, reflecting the company's commitment to enhancing operational efficiency.
- Employee Support Measures: The company is committed to providing assistance to affected employees, including severance, benefits continuation, and job placement support, demonstrating a sense of responsibility towards team members and their families, despite the direct impact of this decision.
- Commitment to Ongoing Operations: Despite the closure of the Jackson facility, Titan International will maintain a robust manufacturing network across North America to support customer needs in outdoor power equipment, agriculture, construction, and other off-highway markets, ensuring flexibility and scale in service delivery.
- Market Positioning and Product Range: As a leading global manufacturer of off-highway wheels and undercarriage products, Titan International offers a broad range of products in agricultural, construction, and consumer markets, continuing to meet the specifications of OEMs and aftermarket customers, thereby solidifying its market position.
See More
Titan International Q4 2025 Earnings Call Highlights
- Performance Exceeds Expectations: Titan International reported a 7% year-over-year sales increase in Q4 2025, with adjusted EBITDA rising 18% to $11 million, surpassing expectations and demonstrating the company's resilience amid challenges in the agricultural sector and the advantages of its diversified product portfolio.
- Segment Performance Highlights: The EMC segment saw a remarkable 21% sales growth to $141 million, becoming the most optimistic business area for the company, reflecting strong drivers from infrastructure spending and mineral demand, indicating significant future growth potential.
- Optimistic Future Outlook: Management anticipates Q1 2026 revenues between $490 million and $510 million, with adjusted EBITDA projected at $28 million to $33 million, indicating confidence in market recovery, particularly as equipment inventories stabilize.
- Strategic Investment and Innovation: Management reiterated a revenue forecast for 2026 of $1.85 billion to $1.95 billion, with 15% of sales expected to come from new products launched in the past three years, showcasing the company's ongoing commitment to product innovation and market adaptability.
See More
