The Toro Company (TTC) · wyniki II kw. 2026 i wycena

Przy wzroście −0,0% rocznie (3-letni wzrost przychodów) wartość godziwa z modelu to $60.92 na akcję — kurs jest o 79% powyżej niej. Obecna cena zakłada wzrost o 7,2% rocznie.

1. Prognoza

   Full-year net sales guidance raised to 6.3%–6.6%, up from the prior 4%–6.5% range, lifting the low end.

   Cytat ze źródła

   “This was driven by net price realization, productivity and volume partially offset by material, manufacturing and freight costs In addition... Residential segment earnings were $30 million, and margins were up 34 basis points to 9.8%. As demonstrated by our leverage ratio of 1.4x.”

2. Prognoza ↑

   TTC raised its adjusted EPS guidance to a range of $4.60 to $4.65 from the prior range of $4.50 due to strong year-to-date performance.

   Cytat ze źródła

   “Our strong year-to-date performance gives us the confidence to raise our adjusted EPS guidance to a range of $4.60 to $4.65, up from our prior range of $4.50...”

3. Liczba

   Net sales increased 8.4% to $1.23 billion, or 6.2% organically, showing growth in revenue for the third quarter.

   Cytat ze źródła

   “Net sales increased 8.4% to $1.23 billion, or 6.2% organically.”

Management sounded noticeably less positive answering analysts than in its prepared script — a bigger drop than in 83% of calls. Scripts are polished in advance; a drop under questioning often marks the topics analysts pressed on, so the answers deserve a closer read than the script.

Zdania, które wpłynęły na ton

“And I know that he and the team will continue to build on our momentum, leading the company into its next chapter of growth and success.”

“This includes prioritizing innovation investments that we believe will deliver outstanding returns, driving sustainable margin expansion with disciplined execution, including our productivity initiatives and leveraging the talents of our team...”

“Across our supply chain and functional organizations, we will continue to use the muscle gained by the AMP initiative to improve efficiency, reduce complexity, and enhance profitability.”