Tennant Company (TNC) Earnings
Tennant Company is expected to report next earnings on August 5, 2026 (in NaN days), with a consensus EPS estimate of $1.36. TNC has beaten EPS estimates in 9 of its last 12 reported quarters (average surprise +29.7% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 5, 2026 | $0.24 | $0.58 | +141.7% | $298M | +3.0% |
| Feb 23, 2026 | $1.68 | $1.39 | -17.3% | $292M | -4.9% |
| Apr 30, 2025 | $1.38 | $1.12 | -18.8% | $290M | -10.1% |
| Feb 17, 2025 | $1.34 | $1.52 | +13.4% | $329M | +1.7% |
| Oct 31, 2024 | $1.44 | $1.39 | -3.5% | $316M | -2.5% |
| Aug 8, 2024 | $1.72 | $1.83 | +6.4% | $331M | +1.2% |
| May 3, 2024 | $1.42 | $1.81 | +27.5% | $311M | +0.2% |
| Feb 22, 2024 | $1.25 | $1.92 | +53.6% | $311M | +0.5% |
| Oct 31, 2023 | $1.15 | $1.34 | +16.5% | $305M | +2.7% |
| Aug 4, 2023 | $1.16 | $1.86 | +60.3% | $322M | +10.3% |
| Apr 28, 2023 | $0.84 | $1.45 | +72.6% | $306M | +4.8% |
| Feb 23, 2023 | $1.21 | $1.46 | +20.7% | $291M | -0.1% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 5, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- North America ERP recovery: Top priority was to stabilize operations. By end of quarter, core workflows were stable. Focus shifted to driving efficiency and optimization. Lessons from NA ERP inform EMEA implementation push beyond 2026. - Robotics business: Shipped over 11,500 robots cumulatively. AMR sales growing. Ramping TMC robotics venture, extended exclusivity with BrainCorp until 2029, launched BrainOS Clean 2.0 and SelfPath AI, launched X16 Sweep and X2 Rover, aggressively expanding channels to market. - Capital allocation: Invest in business for growth, maintain strong balance sheet, pursue strategic M&A, return excess capital to shareholders. Repurchased $60 million of shares in Q1, board authorized new $2 million share repurchase program. Evaluate M&A opportunities.
Guidance
Reaffirming 2026 guidance. Net sales in range of $1.24 billion to $1.28 billion, reflecting organic sales growth of 3% to 6.5%. Adjusted EBITDA in range of $175 million to $190 million. GAAP diluted EPS of $4.05 to $4.65, and adjusted diluted EPS of $4.70 to $5.30. Capital expenditures of approximately $25 million, and an adjusted effective tax rate between 24 and 29%.
Segment performance
Orders totaled $327 million, an increase of 10% year over year. Net sales increased almost 3% year over year. AMR sales, inclusive of equipment and autonomy service fees, were approximately $27 million in Q1, representing 9% of total net sales in the quarter and 85% year-over-year robotics growth. Equipment sales increased by 3.1%, parts and consumables decreased by 4%, and service and other sales increased by 10.6%.
Risks & headwinds
Risks and uncertainties regarding forward-looking statements. Potential impact of ERP implementation, market competition, and geopolitical issues affecting freight and input costs.
Analyst Q&A
Q: Maybe starting with a multi-part question on the order environment...
A: Yeah, I'd be happy to, Tom...
Q: And our next question comes from the line of Steve Ferrazani...
A: Yeah, I think it's going to change within quarters and it's...
Q: Thank you. Hi, Dave. Hi, Faye. Just a couple questions here...
A: Yeah, so really proud of the results we've delivered...