TWI · NYSE · Agricultural - Machinery

Titan International (TWI)

Manufactures wheels, tires, and undercarriage systems for farm, construction, and specialty vehicles.

$7.41
vs last close−0.08 (−1.13%)
Loading prices…

Titan International, Inc.TWI
Industrials

Builds wheels, tires, and undercarriage components across three segments — agricultural, earthmoving and construction, and consumer specialty products such as powersports and trailer tires — selling to equipment makers and aftermarket dealers worldwide, with a long-running licensed Goodyear farm-tire brand and a majority-owned tire plant in Russia.

Off-highway wheels, tires, and undercarriage systems are sold across three lines: agricultural equipment for tractors and combines, earthmoving and construction gear for mining, military, and construction vehicles, and a consumer group of powersports, trailer, and outdoor-power-equipment tires.

Customers include major farm and construction-equipment makers plus a global aftermarket dealer base, with manufacturing concentrated in the US and extending to Latin America, Europe, and a majority-owned Russian plant serving agricultural demand.

A licensed Goodyear farm-tire brand anchors sales internationally, built through decades of tire-brand acquisitions. The business dates to a 1983 buyout of a nineteenth-century Illinois wheel operation, reshaped by a 2024 acquisition that added the consumer lineup.

Part of the workforce is unionized under multi-year labor contracts, and demand tied to farm-equipment cycles drives swings in plant utilization. The Russian subsidiary operates under continuing sanctions-related disclosure requirements.

Company facts

CEOPaul G. Reitz
ListedMay 20, 1993
ExchangeNYSE
HeadquartersWest Chicago, IL
CountryUnited States
Employees8,303
CIK0000899751
ISINUS88830M1027

Market cap$483.4M
EPS (ttm)−$1.21
P/E (ttm)−6.21
ROE-14.8%
P/B0.9644
P/S0.2590
Dividend yieldDiv yield
Beta1.55vs XLI 1.15

Price target$13.00+73.6%Average of 9 analysts
ConsensusHold5 of 9 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Mar 3, 2026D.A. DavidsonTarget
Target:
Target: $13

Next report
Nov 5, 26
in 43 days
EPS estimate
−$0.05
Revenue estimate
$448.8M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Nov '25Feb '26Apr '26Jul '26Nov '26
Reported$0.09$0.01−$0.02$0.04−$0.27−$0.38$0.10Pending
Estimate−$0.10$0.04−$0.01−$0.03−$0.26$0.01−$0.05−$0.05
Surprise+190.0%−75.0%−100.0%+233.3%−3.8%−3,900.0%+313.6%

RevenueReportedEstimate

Feb '25Apr '25Jul '25Nov '25Feb '26Apr '26Jul '26Nov '26
Reported$383.6M$490.7M$460.8M$466.5M$410.4M$505.1M$484.8MPending
Estimate$394.4M$464.2M$464.8M$396.9M$396.9M$497.2M$480.1M$448.8M
Surprise−2.7%+5.7%−0.9%+17.5%+3.4%+1.6%+1.0%
Estimate−$0.05
ReportedDue Nov 5, 2026
Estimate$448.8M
ReportedDue Nov 5, 2026
View details

Debt to equity142.40%
Current ratio211.30%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$448.0M$383.6M$490.7M$460.8M$466.5M$410.4M$505.1M$484.8M
Net income−$18.2M$1.3M−$649.0K−$4.5M−$2.3M−$56.0M−$24.2M$5.8M
Net margin0.0%0.3%0.0%0.0%0.0%0.0%0.0%1.2%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$2.8M−$17.0M$11.8M$10.2M$9.7M−$10.9M$11.4M$13.3M
YoY growth−89.6%Turned loss−52.9%−54.5%+247.1%Loss narrowed−3.7%+31.0%

Balance sheet, Jun 30, 2026Cash & short-term investments $179.8M · Total debt $713.8M · Total assets $1.72B · Shareholders' equity $501.3M

Revenue
$484.8M
Operating income
$13.3M
Net income
$5.8M
View details

No dividends on record.

Institutions87.96%56.77M shares
177 holders · as of Jun 30, 2026
Insiders11.88%7.67M shares
12 holders · as of Jun 25, 2026
Other0.16%104.9K shares
remainder

64.54M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Aip, LLCInstitution
13.76%8.88Mas of Jun 30, 2026
Donald Smith & Co., Inc.Institution
8.23%5.31Mas of Jun 30, 2026
BlackRock, Inc.Institution
7.22%4.66Mas of Jun 30, 2026
Pacer US Small Cap Cash Cows ETFInsider
6.29%4.06Mfiled May 2, 2025
Dimensional Fund Advisors LPInstitution
5.11%3.30Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Mar 4, 2026AIPCT Holdings LLC10 percent owner−3,041,288$8.95
View details

Not reported.