Expectations trend
FY2028 · fiscal year ending 2028-10-31 · fmp
$5.67 → $5.61 · observed estimates
Toro (TTC)
NYSEIndustrialsManufacturing - Tools & AccessoriesSnapshot 2026-11-04
$107.49+0.21%
Close 2026-11-04 · 1-day change
NYSEIndustrialsManufacturing - Tools & AccessoriesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for TTC yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Full-year adjusted EPS of $4.50 to $4.62 | Adjusted EPS guidance is up to $4.50-$4.62, showing strong profit growth. | Intact | Adjusted EPS falls below $4.50 in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-10-31 · fmp
$5.67 → $5.61 · observed estimates
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Dec 16, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
TTC is a growth-oriented industrial business, with a current thesis built on continued sales and earnings progress rather than a turnaround. The long-term thesis is intact, but the signal has recently shifted from mildly favorable to mixed, and earnings quality is rated fragile.
Valuation is neutral, with TTC at a modest premium to peers and expectations broadly aligned with the evidence. The priced-in assessment is tagged justified, with low fragility; the available evidence does not suggest that expectations are unusually demanding.
Near-term results have been strong: sales and diluted earnings per share have grown, and management has raised full-year sales and adjusted earnings guidance. The Tornado acquisition is contributing to sales, though integration remains a watch item; a recent earnings beat is positive, while the CEO transition is a neutral development. Near-term miss risk is rated low, but fragile earnings quality and sector headwinds temper the picture.
The multi-year view depends on TTC sustaining growth and delivering its raised guidance while integrating Tornado. A guidance cut after recent increases would weaken management credibility. In the near term, industrial peers’ results matter: continued strong reports could support the sector backdrop, while misses or lower guidance could remove that support.
Over the next 1 to 3 years, TTC has a solid growth record and improving guidance, but the mixed signal, fragile earnings quality, and sector headwind make execution the central test. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in Toro's published investment case. The stated target is Cash from operations >= $267M in Q2 2026. |
| Broken |
| Cash from operations falls below $200M in any quarter |
Cash from operations: $182.7M FY2026-Q3; GAAP. Published target: Cash from operations >= $267M in Q2 2026. Target period is not explicitly aligned with this observation. Sep 3, 2026182,700,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 1 of 3 supplied quarters. Management reported: “We continue to reduce inventory and improve working capital.” “These company initiatives also drive robust free cash flow and value creation for our shareholders, through dividends and share repurchases .”” Operating cash flow was $26.100 million in 2026-Q1. Delivery assessment Nov 4, 2026 |
Full-year net sales growth of 4.0% to 6.5% | A primary condition in Toro's published investment case. The stated target is 4.0% to 6.5% YoY growth. | Intact | YoY revenue growth falls below 4.0% in FY26 | Revenue growth: 8.35% FY2026-Q3; GAAP. Published target: 4.0% to 6.5% YoY growth. Annual target cannot be compared with a quarterly or TTM observation. Sep 3, 20268.353222 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$5.21B → $5.21B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-11-01 | $5.67 | $5,210,422,400 | 5 / 5 |
| 2026-11-02 | $5.67 | $5,210,422,400 | 5 / 5 |
| 2026-11-03 | $5.67 | $5,210,422,400 | 5 / 5 |
| 2026-11-04 | $5.61 | $5,210,422,400 | 5 / 5 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 3 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.