TTC TORO CO

BULLISH Impact: 7/10 8-K
Horizon days Filed Jun 4, 2026 Processed 10d 20h ago SEC 0000737758-26-000016
8-K Item 2.02: Earnings release
Latest settled — T+1d
TTC ▼ -1.82% at T+1d
LONG call ✗ call lost -1.82% · α vs SPY +0.77% · entry $88.83 → $87.21
Next anchor: T+5d due 4d ago
Last close $90.74 (close Jun 12) · +2.15% from $88.83 entry
Entry anchored
Jun 3, 03:59 PM ET
via Databento tick
T+1d
-1.82%
call -1.82% · α +0.77%
$87.21
settled 10d ago
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due 4d ago
T+20d
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Executive Summary

Toro Co. reported strong fiscal Q2 2026 results with net sales up 8.1% YoY to $1.42B and adjusted EPS up 12.7% YoY to $1.60, exceeding expectations. The company raised full-year guidance for both net sales growth (4.0%-6.5% from 3.0%-6.5%) and adjusted EPS ($4.50-$4.62 from $4.40-$4.60), driven by broad-based demand and margin expansion. This marks a second consecutive beat and raise, reinforcing positive momentum.

Key Financial Metrics

Guidance
4.0% to 6.5% net sales growth
raised
Free Cash Flow
$265.5M
Gross Margin
33.9%

Actionable Insight

The second consecutive beat-and-raise quarter confirms accelerating demand across both Professional and Residential segments. With raised guidance implying ~8% EPS growth at the midpoint and expanding margins, the stock should re-rate higher. Monitor the earnings call for commentary on tariff exposure and consumer sentiment in the Residential segment.

Key Facts

  • Q2 net sales $1.42B, up 8.1% YoY (organic +5.7%)
  • Reported EPS $1.50, up 9.5% YoY; adjusted EPS $1.60, up 12.7% YoY
  • Professional segment sales +9.1% to $1.11B; Residential segment sales +4.4% to $310.4M
  • Gross margin expanded 80bps to 33.9%; adjusted gross margin +110bps to 34.5%
  • Full-year guidance raised: net sales growth 4.0%-6.5% (prev. 3.0%-6.5%), adj. EPS $4.50-$4.62 (prev. $4.40-$4.60)
  • Returned $228M to shareholders YTD via dividends and buybacks
  • Free cash flow $265.5M in H1, up from $84.7M YoY

Financial Impact

Q2 revenue beat consensus by ~$35M (2.5%); adjusted EPS $1.60 vs consensus $1.50 (6.7% beat). Full-year adj. EPS guidance midpoint raised to $4.56 from $4.50.

revenueepsgross marginguidance

Risk Factors

  • Inflationary pressures on materials, manufacturing, and freight costs persist
  • Residential segment faces macro uncertainty and consumer sentiment headwinds
  • Geopolitical and tariff dynamics could impact guidance achievability

Market Snapshot

Exchange
NYSE
Sector
Lawn & Garden Tractors & Home Lawn & Gardens Equip
Analyst Consensus
60% bullish (10 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000737758-26-000016
Document: ttc-20260604.htm0000737758-26-000016
Document: 0000737758-26-000016-index-headers.html0000737758-26-000016
Document: 0000737758-26-000016-index.html0000737758-26-000016
Document: 0000737758-26-000016.txt0000737758-26-000016
8-K Data (Synthetic)0000737758-26-000016
2 reports for TTC
Performance horizon
Filters
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Reports for TTC — sortable, filterable
Type Now
Jun 4, 2026
10d ago
8-K
BULLISH ★ 7/10
$88.83 $87.21▼ −1.82%▲ +0.77%$90.74 (+2.15%)
Mar 10, 2026
13w ago
Insider Cluster
NEUTRAL ★ 4/10
$98.51 $96.75▼ −1.79%▼ −1.68%$90.74 (−7.89%)
Showing 2 of 2

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