Feed / TTC

The Toro Company

TTC

Industrials · 92.73 -2.0% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

The Toro Company's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Company-2.0% todayVolume comparison unavailable
Market group0 of 26 activeIndustrial Cyclicals · unavailable
Disclosed network0 of 6 confirmingNo filing-linked name is confirming now
What would change this read
  • TTC's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if TTC's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Tools & Accessories

No new filing conclusion is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • TTC's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements36
Verified relationships6
Evidence supporting the case
  • Operating cash flow covered net income at 2.09x in the latest annual period.
Evidence challenging the case
  • Latest annual revenue changed -1.6% year over year.
  • Operating margin changed -2.5 percentage points in the latest annual period.
  • Net margin changed -2.1 percentage points in the latest annual period.
Questions before a position
  • EV/sales is 90% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

92.73
6m-4.6%12m+17.7%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-10-31$4.0B+17.2%$3.78-0.2%
2022-10-31$4.5B+14.0%$4.20-2.7%
2023-10-31$4.6B+0.9%$3.13-0.3%
2024-10-31$4.6B+0.7%$4.01-0.9%
2025-10-31$4.5B-1.6%$3.17-4.4%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 1 filings
Our indebtedness as of October 31, 2025 included $724.3 million of gross fixed rate debt that is not subject to variable interest rate fluctuations and $200.0 million of gross variable rate debt under our term loan credit agreement and revolving credit facili…
10-K · Dec 17, 2025
Demand and volumemixed · 1 filings
Our order backlog (including shipments beyond 12 months) decreased $0.4 billion to $0.8 billion as of October 31, 2025 from $1.2 billion as of October 31, 2024, primarily driven by improved manufacturing output and more normalized order patterns.
10-K · Dec 17, 2025
Legal and regulatory exposuremixed · 1 filings
Most of these restrictions are subject to certain 43 Table of Contents minimum thresholds, and we were in compliance with all covenants under our outstanding indebtedness as of October 31, 2025.
10-K · Dec 17, 2025
Restructuring and cost reductionsnegative · 1 filings
This year-over-year loss increase was primarily driven by the non-cash impairment charge, higher productivity initiative charges, and higher incentive expenses.
10-K · Dec 17, 2025

Valuation discipline

Descriptive valuation snapshot

Price/sales 2.1× · EV/sales 2.3×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

92.73-2.0% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for TTC. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for TTC. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind TTC

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

NBHCNational Bank Holdings CorporationcustomerDec 17, 2025

Customer Financing Inventory Financing Arrangements We are party to a joint venture with Huntington Distribution Finance, Inc.

PAYDFiling-linked namecustomerDec 17, 2025

Examples of significant sales promotions and incentive programs that are not considered to be variable consideration because the cost of the program is classified as a component of SG&A expense are as follows: • Commissions Paid to Distributors and Dealers :…

Depended on by

SITESiteOne Landscape Supply, Inc.supplierFeb 19, 2026

Some of our largest suppliers include Hunter Industries, Rain Bird, Oldcastle, Cresline, Envu, Turf Care Supply, NDS, Toro, Spears Manufacturing, and Techo-Bloc.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

TTC is currently a Follower in the organic co-movement group Industrial Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.