The Toro Company
- Open
- 98.30
- Day high
- 100.18
- Day low
- 97.32
- Prev close
- 97.96
- Volume
- 917K
- Mkt cap
- $9.4B
- P/E (TTM)
- 28.5
- EPS (TTM)
- $3.48
- P/B
- 6.9
- P/S
- 2.0
- Yield
- 0.79%
- Per share
- $0.78
- ▼Insiders net selling -$1.3M over the last 3 months (1 open-market buy, 7 sales)
- 🏛Institutions accumulating (13F)
The Toro Company (TTC) is a Industrials company listed on NYSE. The stock is up 23% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 7 sales (SEC Form 4). Drillr has 1 published research article covering TTC.
The Toro Company (TTC) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
TTC earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jun 4, 2026 | $1.51 | $1.60 | +6.0% | $1.4B | +2.5% |
| Mar 5, 2026 | $0.65 | $0.74 | +14.2% | $1.0B | -22.7% |
| Dec 17, 2025 | $0.88 | $0.91 | +3.9% | $1.1B | +1.6% |
| Sep 4, 2025 | $1.22 | $1.24 | +1.5% | $1.1B | -3.6% |
| Jun 5, 2025 | $1.40 | $1.42 | +1.3% | $1.3B | -3.7% |
| Mar 6, 2025 | $0.63 | $0.65 | +3.2% | $995M | -22.3% |
| Dec 18, 2024 | $0.94 | $0.95 | +0.7% | $1.1B | -1.3% |
| Sep 5, 2024 | $1.21 | $1.18 | -2.5% | $1.2B | -8.1% |
| Jun 6, 2024 | $1.29 | $1.40 | +8.4% | $1.3B | +1.4% |
| Mar 7, 2024 | $0.67 | $0.64 | -3.9% | $1.0B | -0.2% |
| Dec 20, 2023 | $0.58 | $0.71 | +23.1% | $983M | +0.3% |
| Sep 7, 2023 | $1.24 | $0.95 | -23.4% | $372M | -63.3% |
TTC insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 15, 2026 | Totsky Joanna M.officer: VP, GC & Corp Secretary | Tax | 6 | $93.33 |
| Jul 15, 2026 | Totsky Joanna M.officer: VP, GC & Corp Secretary | Option | 20 | $93.33 |
| Jun 29, 2026 | Funk Edric Cofficer: President & COO | Sell | 247 | $97.97 |
| Jun 29, 2026 | Funk Edric Cofficer: President & COO | Sell | 856 | $97.97 |
| Jun 24, 2026 | Svendsen Kurt Dofficer: VP, Technology | Option | 6,600 | $56.54 |
| Jun 24, 2026 | Svendsen Kurt Dofficer: VP, Technology | Sell | 6,600 | $93.09 |
| Jun 23, 2026 | Totsky Joanna M.officer: VP, GC & Corp Secretary | Option | 4,859 | $92.19 |
| Jun 23, 2026 | Totsky Joanna M.officer: VP, GC & Corp Secretary | Tax | 2,168 | $92.19 |
| Jun 17, 2026 | Drake Angela Cofficer: VP & CFO | Buy | 160 | $90.00 |
| Jun 15, 2026 | MOELLER PETER Dofficer: Group VP, Undg, Spec Con & Inl | Option | 2,000 | $56.54 |
| Jun 15, 2026 | MOELLER PETER Dofficer: Group VP, Undg, Spec Con & Inl | Sell | 100 | $93.41 |
| Jun 15, 2026 | MOELLER PETER Dofficer: Group VP, Undg, Spec Con & Inl | Sell | 480 | $93.45 |
| Jun 15, 2026 | MOELLER PETER Dofficer: Group VP, Undg, Spec Con & Inl | Sell | 1,320 | $93.40 |
| Jun 10, 2026 | Ellis Gary Leedirector | Sell | 4,951 | $91.91 |
| Jun 10, 2026 | Ellis Gary Leedirector | Option | 4,951 | $47.17 |
Source: TTC SEC Form 4 filings, latest Jul 15, 2026. For informational purposes only — not investment advice.
See the full TTC insider & 13F page →The Toro Company company profile
Overview
The Toro Company (NYSE:TTC) is a leading manufacturer of outdoor maintenance equipment founded in 1914 and headquartered in Bloomington, Minnesota. The company went public in 1980 and has evolved from its origins as a tractor manufacturer into a diversified equipment company serving both professional and residential markets. Today, Toro operates as a global enterprise designing, manufacturing, and marketing turf maintenance equipment, landscape equipment, snow removal products, and irrigation systems across more than 125 countries.
Business
The Toro Company operates in the outdoor power equipment industry, manufacturing and selling products for maintaining lawns, landscapes, golf courses, and other outdoor spaces. The company's business is organized into two primary segments that serve distinct customer bases and applications. The Professional Segment represents approximately 78% of total company revenue and focuses on commercial-grade equipment for professional users. This segment includes turf and landscape maintenance equipment such as commercial mowers for sports fields and golf courses, landscape contractor equipment, and specialized maintenance tools. The professional division also manufactures rental and construction equipment, including underground construction machinery used for installing utilities and infrastructure. Additionally, this segment produces snow and ice management equipment like snowplows, salt spreaders, and related attachments for trucks and utility vehicles. A significant component of the professional business is irrigation and lighting products, including sprinkler systems, valves, controllers, and computer-controlled irrigation systems used in commercial landscaping, agriculture, and golf course applications. The Residential Segment comprises approximately 22% of total revenue and targets homeowners with consumer-grade outdoor equipment. This segment manufactures walk-behind mowers, riding mowers, zero-turn mowers, snow throwers, and various handheld tools such as trimmers, leaf blowers, and chainsaws. The residential division also produces home irrigation products including hoses and sprinkler attachments. These products are designed for typical homeowner use and are generally less robust and lower-priced than their professional counterparts. Both segments have been expanding into advanced technologies including battery-powered equipment, smart connected devices that can be monitored remotely, and autonomous robotic solutions that can operate without human intervention.
Revenue model
Toro generates revenue primarily through direct product sales to a diverse customer base via multiple distribution channels. The company operates on a traditional manufacturing business model where it designs, produces, and sells physical equipment while also providing replacement parts and accessories as ongoing revenue streams. The Professional Segment sells products through a network of independent distributors and dealers who serve commercial customers including golf course superintendents, landscape contractors, municipalities, and rental companies. This segment also sells directly to government customers and large retailers. Professional customers typically make larger, less frequent purchases and often require specialized service and support, allowing Toro to command higher margins on these products. The Residential Segment utilizes a broader distribution strategy, selling through independent dealers, home improvement centers like Lowe's, hardware retailers, mass merchants, and increasingly through online channels. Residential customers make smaller, more frequent purchases and are generally more price-sensitive than professional buyers. Several factors influence Toro's profitability and margins. Positive margin drivers include the company's strong brand recognition and market leadership position, which supports pricing power, particularly in professional markets. The ongoing need for replacement parts and accessories provides higher-margin recurring revenue. Seasonal demand patterns, especially strong spring selling seasons, can drive volume efficiencies. The company's AMP (Amplifying Maximum Productivity) initiative, launched in recent years, targets $100 million in annual cost savings by fiscal 2027 through supply chain optimization and operational improvements. Margin pressures come from commodity price volatility affecting steel, aluminum, and other raw materials. Labor cost inflation and supply chain disruptions can increase manufacturing expenses. Weather dependency significantly impacts demand, particularly for snow removal equipment and residential lawn care products. Competitive pressure in certain segments, especially residential markets, can limit pricing flexibility. Additionally, the company faces ongoing investment requirements for research and development to maintain technological leadership in areas like battery power, smart connectivity, and autonomous operation.
Competitive moat
Toro maintains a moderate competitive moat built primarily on brand strength, distribution relationships, and technological innovation, though this moat faces increasing pressure from evolving market dynamics. The company's strongest competitive advantage lies in its brand recognition and reputation for quality and reliability, particularly in professional markets. Golf course superintendents, landscape contractors, and municipalities often specify Toro equipment based on decades of proven performance, creating customer loyalty that transcends price considerations. This brand strength is reinforced by an extensive dealer and distributor network that provides local service and support, creating switching costs for customers who rely on these relationships. Toro's scale advantages in manufacturing and procurement provide cost efficiencies that smaller competitors struggle to match. The company's broad product portfolio allows it to serve customers across multiple applications, creating cross-selling opportunities and deeper customer relationships. Additionally, Toro's investment in research and development, particularly in emerging technologies like autonomous operation and battery power, helps maintain technological leadership. However, the company's moat faces several challenges. The outdoor power equipment industry has relatively low barriers to entry for basic products, and private label manufacturing threatens margin pressure, particularly in residential markets. Emerging competition comes from technology companies entering the robotic mower space, potentially disrupting traditional equipment categories. Electric vehicle manufacturers and battery technology companies may leverage their expertise to compete in battery-powered outdoor equipment. The cyclical nature of the business, with dependence on weather patterns, construction activity, and consumer spending, limits the predictability that strengthens economic moats. Additionally, as products become more commoditized, especially in residential markets, price competition intensifies and erodes the value of brand premiums. Overall, while Toro maintains competitive advantages that support above-average returns, the moat is not exceptionally wide and requires continuous investment in innovation and brand building to maintain its effectiveness.
Risks & safety
Toro demonstrates a moderate margin of safety with generally stable financial metrics but some areas of concern regarding valuation and cyclical exposure. **Financial Stability:** - Current ratio of 1.91 indicates adequate short-term liquidity - Cash position of $171 million provides reasonable financial flexibility - Debt-to-equity ratio of 0.83 represents moderate leverage but manageable debt levels - Free cash flow of -$68 million in Q1 2025 reflects seasonal working capital needs, though this is concerning given the company's typical cash generation patterns - Operating cash flow turned negative at -$49 million in Q1, indicating potential working capital management challenges **Valuation Metrics:** - P/E ratio of 39.9 appears elevated for a cyclical manufacturing company - EV/EBITDA of 21.0 suggests premium valuation relative to industrial peers - Price-to-book ratio of 5.7 indicates shares trade well above tangible book value - Graham number of $13.03 suggests significant overvaluation relative to conservative value metrics **Other Considerations:** - Strong market position in professional segments provides some earnings stability - Seasonal business model creates quarterly volatility in cash flows - Exposure to weather patterns and construction cycles adds uncertainty - Recent AMP productivity initiative may provide earnings support through cost savings
Recent development
Over the past few years, Toro has focused on three strategic pillars: accelerating profitable growth, driving productivity improvements, and technological innovation. The company's most significant recent initiative is the AMP (Amplifying Maximum Productivity) program launched in 2023, targeting $100 million in annualized cost savings by fiscal 2027. This program has already generated $64 million in run-rate savings, with $50 million implemented in Q1 2025 alone, demonstrating strong execution on operational efficiency goals. Technology advancement has been a major focus, with Toro introducing autonomous and robotic solutions across all segments. The company launched autonomous fairway mowers for golf courses, robotic residential mowers with wire-free navigation, and recently introduced the Toro Turf Pro autonomous mower, Exmark Turf Tracer with XiQ technology, and the Toro Range Pro golf ball picking robot. These innovations position Toro at the forefront of the industry's shift toward automated maintenance solutions. Strategic acquisitions have expanded Toro's market presence, including the acquisition of Intimidator Group in the zero-turn mower market and the recent purchase of ProKASRO Services USA to strengthen the underground construction product portfolio. The company also divested non-core assets, including its Australia-based pulp products residential garden watering business, to focus resources on higher-growth opportunities. Distribution expansion has been another key development, with Toro securing partnerships with major retailers including a significant expansion with Lowe's for nationwide product distribution and strengthening relationships with Tractor Supply Company. This multi-channel approach helps the company reach both professional and residential customers more effectively. The company has also invested heavily in alternative power solutions, expanding its 60-volt Flex-Force battery product line and developing smart connected equipment that can be monitored and controlled remotely through digital platforms like the newly launched Intelli360 toolkit.
TTC company profile · for informational purposes only — not investment advice.
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