Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Titan International, Inc. (TWI)
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-11-05
$4.70-3.49%
Close 2026-11-05 · 1-day change
NYSEIndustrialsAgricultural - MachinerySnapshot 2026-11-05
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
0.29 → 0.17 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for TWI 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 |
|---|---|---|---|---|
Adjusted EBITDA $105-$115 million | Adjusted EBITDA target is $105-$115 million. | Intact | Adjusted EBITDA falls below $105 million 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 5, 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
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved 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.
This is a higher-risk industrial recovery story, not a proven durable compounder. The long-term thesis is in a watch state: management is focused on core wheel and tire operations and productivity, but recent results have not yet shown stronger operating performance.
TWI is described as cheap versus peers, while the model’s low-confidence expectations gap suggests expectations are cautious. The valuation tag is justified and fragility is low, but these signals do not remove the risk tied to losses and weak results relative to the industry.
Near term, the October 29 earnings beat is a positive update, but the broader financial picture remains mixed: Q3 continuing-operations revenue declined year over year, and operating results shifted from income to a loss. Lower SG&A shows cost-control progress, while net debt has risen since year-end and the company remains loss-making; the sector backdrop is also a headwind.
Over the next few quarters, the thesis depends on whether cost savings and focus on core operations can support better results despite lower revenue. A guidance cut would be a meaningful negative; continued strength from industrial peers such as CAT, DE, and CNH would support the sector backdrop, while weaker results from those companies could remove that support.
Over a 1-to-3-year view, TWI has some evidence of expense control but has not yet demonstrated a durable operating recovery, and its quality score has recently declined. The thesis hinges on execution, guidance, and the industrial sector backdrop. 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 Titan International, Inc.'s published investment case. The stated target is Maintain stable management and complete leadership transitions. |
| Intact |
| Significant management turnover or failure to stabilize leadership |
Qualitative: CEO stable, COO transition orderly CEO stable; segment COO departure managed orderly; no significant turnover or leadership instability reported. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Full year revenue near $1.9 billion | Titan aims for full year revenue near $1.9 billion. | Intact | Full year revenue falls below $1.85 billion in FY26 | Revenue: $335.177M FY2026-Q3; GAAP. Published target: ~$1.9 billion. Annual target cannot be compared with a quarterly or TTM observation. Oct 29, 2026335,177,000 USD · source valueLast status assessment Nov 5, 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.
$0.37 → $0.17 · observed estimates
$1.99B → $1.81B · 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 |
|---|---|---|---|
| 2026-07-24 | $0.37 | $1,986,278,400 | 4 / 3 |
| 2026-07-25 | $0.37 | $1,986,289,500 | 4 / 4 |
| 2026-07-26 | $0.37 | $1,986,278,400 | 4 / 3 |
| 2026-07-27 | $0.37 | $1,986,289,500 | 4 / 4 |
| 2026-07-28 | $0.37 | $1,986,289,500 | 4 / 4 |
| 2026-07-29 | $0.37 | $1,986,278,400 | 4 / 3 |
| 2026-07-30 | $0.37 | $1,986,278,400 | 4 / 3 |
| 2026-07-31 | $0.37 | $1,966,272,900 | 4 / 3 |
| 2026-08-01 | $0.37 | $1,966,272,900 | 4 / 3 |
| 2026-08-02 | $0.37 | $1,944,015,750 | 3 / 4 |
| 2026-08-03 | $0.37 | $1,944,015,750 | 3 / 4 |
| 2026-08-04 | $0.33 | $1,944,004,650 | 3 / 3 |
| 2026-08-05 | $0.33 | $1,944,004,650 | 3 / 3 |
| 2026-08-06 | $0.29 | $1,942,040,750 | 4 / 4 |
| 2026-08-08 | $0.33 | $1,944,004,650 | 3 / 3 |
| 2026-08-09 | $0.29 | $1,942,040,750 | 4 / 4 |
| 2026-08-10 | $0.29 | $1,942,040,750 | 4 / 4 |
| 2026-08-12 | $0.33 | $1,944,004,650 | 3 / 3 |
| 2026-08-13 | $0.29 | $1,942,040,750 | 4 / 4 |
| 2026-08-14 | $0.33 | $1,944,004,650 | 3 / 3 |
| 2026-08-15 | $0.33 | $1,944,004,650 | 3 / 3 |
| 2026-08-16 | $0.33 | $1,944,004,650 | 3 / 3 |
| 2026-08-17 | $0.33 | $1,944,004,650 | 3 / 3 |
| 2026-08-18 | $0.33 | $1,944,004,650 | 3 / 3 |
| 2026-08-19 | $0.33 | $1,944,004,650 | 3 / 3 |
| 2026-08-20 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-08-21 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-08-22 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-08-23 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-08-24 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-08-25 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-08-26 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-08-27 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-08-28 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-08-29 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-08-30 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-08-31 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-01 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-02 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-03 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-04 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-05 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-06 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-07 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-08 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-09 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-10 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-11 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-12 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-13 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-14 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-15 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-16 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-17 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-18 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-19 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-20 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-21 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-22 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-23 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-24 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-25 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-26 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-27 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-28 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-29 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-09-30 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-01 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-02 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-03 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-04 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-05 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-06 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-07 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-08 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-09 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-10 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-11 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-12 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-13 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-14 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-15 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-16 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-17 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-18 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-19 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-20 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-21 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-22 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-23 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-24 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-25 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-26 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-27 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-28 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-29 | $0.29 | $1,942,040,750 | 4 / 3 |
| 2026-10-30 | $0.28 | $1,846,922,750 | 4 / 3 |
| 2026-10-31 | $0.24 | $1,844,962,250 | 4 / 3 |
| 2026-11-01 | $0.24 | $1,844,962,250 | 3 / 3 |
| 2026-11-02 | $0.24 | $1,844,962,250 | 3 / 3 |
| 2026-11-03 | $0.17 | $1,813,537,250 | 3 / 3 |
| 2026-11-04 | $0.17 | $1,813,537,250 | 2 / 2 |
| 2026-11-05 | $0.17 | $1,813,537,250 | 2 / 2 |
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 · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 1 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 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.
2 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.