Titan International, Inc. (TWI) AI Stock Analysis

Titan International, Inc. and its subsidiaries manufacture and distribute wheels, tires, and undercarriage systems for off-highway vehicles worldwide. The company operates through three segments: Agricultural, Earthmoving/Construction, and Consumer. It offers rims, wheels, tires, and undercarriage parts for tractors, combines, and irrigation systems, as well as equipment for earthmoving, mining, military, construction, and forestry applications like skid steers, cranes, and excavators. Titan also produces bias and light truck tires, and specialty products for ATVs, golf carts, and train brakes. It sells through direct channels to original equipment manufacturers and independent distributors, as well as its own distribution centers and dealers.

Revenue increased at a 5-year CAGR of 7.7% from FY2020 to FY2025, reaching $1.83B in FY2025, down 0.9% year-over-year. Operating margin compressed from 9.5% in FY2022 to 1.1% in FY2025, while net margin fell to -3.5%, resulting in a net loss of -$63.5M and EPS of -$0.24. Free cash flow dropped to -$24.6M in FY2025 compared to $113.7M in FY2022. For the trailing twelve months ended June 30, 2026, revenue stood at $1.87B with an operating margin of 3.0% and EPS of -$1.21. In the latest quarter, revenue grew 5.2% year-over-year, while quarterly earnings declined 93.8%.

As of June 30, 2026, Titan held $179.8M in cash and short-term investments and $713.8M in total debt, resulting in net debt of $534.0M. Shareholders' equity was $501.3M, yielding a debt-to-equity ratio of 1.42. The company maintains a current ratio of 2.11 with total assets of $1.72B. Operating cash flow was $30.0M in FY2025, which was offset by capital expenditures of $54.6M. Over the last five years, share count increased by 2.1%.

Titan International has a market capitalization of $428.6M and an enterprise value of $1.00B. The stock trades at a forward P/E of 23.0x, above the 17.2x median of its US-listed Industrials peers. It trades at an EV/EBITDA of 12.8x compared to the peer median of 13.9x, and a price-to-sales multiple of 0.2x compared to the peer median of 1.5x. Over the past year, TWI shares fell 10.1%, trailing the S&P 500 (SPY) return of 16.8%. Over five years, TWI declined 6.6% compared to an 83.0% gain for SPY.

All 3 covering analysts rate Titan International as a Strong Buy, with no Buy, Hold, Sell, or Strong Sell ratings. The mean price target is $12.00, representing an 80.7% upside to the last close of $6.64. For the fiscal year ending December 31, 2026, analysts estimate EPS of -$0.12 on revenue of $1.86B. For FY2027, 4 analysts estimate EPS will improve to $0.29 on revenue of $1.94B. The company beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is October 29, 2026.

This page is an AI-written research summary of Titan International, Inc. (TWI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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