Titan Machinery Inc. (TITN) Stock Price & Analysis
Titan Machinery Inc. (TITN) closed at USD 23.12 on Friday, October 23, 2026, up 0.56% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 23.12; the Oct 23, 2026 session ranged USD 22.34–23.25 on volume of 127,068 shares. Market capitalization is —, with a 52-week range of USD 13.21–26.9 (NMS). Source: Nexqual, retrieved October 24, 2026 at 09:28 UTC.
Also available as compact Markdown for AI agents: nexqual.com/TITN.md
Key facts (TITN)
- Last four reported quarters (through Jul 31, 2026): revenue $2.31B, net income -$56.7M (-2.5% margin) (SEC filings).
- 1 of 80 tracked superinvestors hold TITN (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Total return with dividends: 1Y +45.0% vs S&P 500 +13.4%; 5Y -18.6% vs S&P 500 +76.9%.
- Next earnings: 2026-11-24, EPS estimate USD -0.05, revenue estimate $539M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (TITN)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.71B | $2.21B | $2.76B | $2.70B | $2.43B | $2.31B |
| Gross profit | $333M | $440M | $531M | $396M | $383M | — |
| Operating income | $90.2M | $138M | $169M | $4.0M | -$6.7M | -$9.5M |
| Net income | $66.0M | $102M | $112M | -$36.9M | -$54.2M | -$56.7M |
| EPS (diluted) | $2.92 | $4.49 | $4.93 | -$1.63 | -$2.38 | — |
| Gross margin | 19.4% | 19.9% | 19.3% | 14.6% | 15.8% | — |
| Operating margin | 5.3% | 6.3% | 6.1% | 0.1% | -0.3% | -0.4% |
| Net margin | 3.9% | 4.6% | 4.1% | -1.4% | -2.2% | -2.5% |
| Revenue growth | +21.3% | +29.1% | +24.9% | -2.0% | -10.2% | — |
| Cash + short-term investments | $146M | $43.9M | $38.1M | $35.9M | $28.2M | — |
| Total debt | $80.6M | $97.2M | $120M | $169M | $180M | — |
Fiscal years end Jan. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 31, 2026) (TITN)
P/E at fiscal year-ends: Jan 2024 5.3x.
Superinvestors (SEC 13F-HR, Q2 2026) (TITN)
1 of 80 tracked investors hold TITN. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | 0.03% | $16.6M | Reduced -1.8% |
Total return (dividends reinvested) (TITN)
| 1Y (from 2025-10-24) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +45.0% | -18.6% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +45.2% | -4.0% |
| Volatility (annualized) | 58.9% | 53.4% |
| Max drawdown | -31.0% (Feb 2026→Mar 2026) | -72.0% (Feb 2023→Dec 2024) |
TITN revenue by business segment (quarter ended Jul 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Agricultural | $310.2M | 62.5% | -10.3% |
| Construction | $78.6M | 15.8% | +9.2% |
| International | $66.1M | 13.3% | -32.6% |
| Australia | $41.4M | 8.3% | +35.5% |
| Total revenue | $496.4M | 100% | — |
TITN revenue by product line (quarter ended Jul 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Equipment | $328.5M | 66.2% | +39.4% |
| Revenue from Contracts with Customers | $309.5M | 62.3% | -10.3% |
| Parts | $106.6M | 21.5% | +45.6% |
| Service | $46.4M | 9.4% | +32.1% |
| Rental and Other | $14.8M | 3.0% | +759.3% |
| Other Revenue | $1.1M | 0.2% | +0.4% |
| Rental | $761,000 | 0.2% | — |
| Total revenue | $496.4M | 100% | — |
TITN revenue by region (quarter ended Jul 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| U.S. | $388.9M | 78.3% | -6.9% |
| Non-US | $66.1M | 13.3% | -32.6% |
| AUSTRALIA | $41.4M | 8.3% | +35.5% |
| Total revenue | $496.4M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
TITN suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | CNH Industrial N.V. (CNH) | “On March 30, 2026, the Company's wholly-owned Australian subsidiary, O'Connors, entered into a new dealer agreement (the "CNH Industrial Australia Dealer Agreement") with CNH Industrial Australia Pty Limited ("CNH Industrial Australia"), replacing O'Connors' existing dealer agreement with CNH Industrial Australia.” |
| Competitor | Caterpillar (CAT) | “Our competitors range from multi-location, regional operators to single-location dealers and include dealers and distributors of competing equipment brands, including Deere, Caterpillar, Kubota, and the AGCO brands, as well as other dealers and distributors of the CNH family of brands.” |
Quoted from the company's 10-K filed Mar 31, 2026.
TITN company outlook (results filed Aug 27, 2026)
- “Outlook - West Fargo, ND – August 27, 2026 – Titan Machinery Inc.”
Quoted word-for-word from the SEC 8-K results press release.
TITN analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $-0.05 | $0.03 | -261.5% | $538.5M | 4 |
| Next quarter (ends Jan 2027) | $-0.59 | $-0.39 | +50.6% | $549.5M | 4 |
| Current fiscal year (ends Jan 2027) | $-1.57 | $-1.45 | +9.0% | $2.11B | 4 |
| Next fiscal year (ends Jan 2028) | $-0.57 | $-0.33 | +70.3% | $2.18B | 4 |
Key Statistics (as of October 24, 2026 at 09:28 UTC)
| Price | USD 23.12 |
|---|---|
| Change | ▲ 0.56% (up) |
| Previous Close | USD 23.12 |
| Open | USD 23.12 |
| Day Range | USD 22.34 – 23.25 |
| 52-Week Range | USD 13.21 – 26.9 |
| Volume | 127,068 shares |
| Market Cap | — |
| Exchange | NMS |
Technical Analysis (TITN)
Nexqual's technical model rates TITN "NEUTRAL" based on 3 bullish and 2 bearish signals across 127 daily candles, as of October 24, 2026 at 09:28 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 47.26 (neutral) |
| vs SMA50 | Above (USD 22.38) |
| MACD | -0.06 (negative) |
Earnings (TITN)
| Next Earnings Date | 2026-11-24 |
|---|---|
| EPS Estimate | USD -0.05 |
| Revenue Estimate | $538.53M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD -0.4 vs est -0.36 ▼ miss |
| 2026-04-30 | USD -0.55 vs est -0.54 ▼ miss |
| 2026-01-31 | USD -1.43 vs est -1 ▼ miss |
| 2025-10-31 | USD 0.05 vs est -0.3 ▲ beat |
Source: Nexqual, October 24, 2026 at 09:28 UTC.
Financials & Fundamentals (TITN)
| Total Revenue | $2.31B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -9.20% |
| Gross Margin | +16.47% |
| Operating Margin | -0.34% |
| Profit Margin | -2.46% |
| ROE | -9.71% |
| Debt / Equity | 1.61 |
| Current Ratio | 1.35 |
| Total Cash | $29.51M |
| Total Debt | $895.85M |
Source: Nexqual, October 24, 2026 at 09:28 UTC.
Ownership (TITN)
| Insider Ownership | +11.26% |
|---|---|
| Institutional Ownership | +92.02% |
| Shares Outstanding | 23.53M |
| Float | 20.36M |
| Short % of Float | +5.21% |
Source: Nexqual, October 24, 2026 at 09:28 UTC.
From Titan Machinery Inc.'s Latest SEC 10-K Filing (filed 2026-03-31)
Key Strengths & Strategy (as disclosed to the SEC)
- Based upon information provided to us by CNH, we are the largest retail dealer of Case IH Agriculture equipment in the world, one of the largest retail dealers of Case Construction equipment in North America and one of the largest retail dealers of New Holland Agriculture and New Holland Construction equipment in the United States.
- Over our 45-year operating history, we have built an extensive network of 90 full service stores in the United States, 39 stores in Europe and 15 stores in Australia.
- Our significant floorplan financing capacity enables us to opportunistically purchase and carry inventory to satisfy market demands.
- We believe that our experienced management team and access to capital enable us to be opportunistic in responding to accretive growth opportunities, primarily arising from the continued consolidation of the agriculture and construction equipment dealer network.
Legal & Regulatory Risks (Item 1A, quoted)
- Changes in tax rates or the adoption of new tax legislation may adversely affect our financial results.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BXC | Bluelinx Holdings Inc. | USD 76.75 | ▼ 4.48% |
| DSGR | Distribution Solutions Group, I | USD 35.01 | ▼ 0.17% |
| GIC | Global Industrial Company | USD 44.46 | ▼ 1% |
| DXPE | DXP Enterprises, Inc. | USD 156.26 | ▼ 0.89% |
| REZI | Resideo Technologies, Inc. | USD 17.86 | ▲ 0.39% |
| DNOW | DNOW Inc. | USD 15.69 | ▲ 1.82% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 09:28 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt