TORO CO(TTC)Stock Analysis
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Rank #361 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
TTC Stock Analysis & AI Quality Score
AI stock analysis and institutional research for TORO CO (TTC), a Industrials sector company. 13F Pro's AI-powered ranking engine scores TTC at 69.5/100 on a 32-signal composite quality model, placing it at rank #361 of 2,879 stocks — the top 25% of the AI-ranked universe. TTC scores in the top quartile across earnings quality (96.9), balance sheet strength (89.5), revenue scale (77.8). Based on the latest XBRL financial filings (Q2 2026), TORO CO reports quarterly revenue of $1.4B, net income of $145.4M, an operating margin of 13.7%. Top institutional holders of TTC by reported 13-F value include BlackRock,, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. TTC trades on the NYSE exchange and files with the SEC under CIK 737758. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TTC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TORO CO directly from SEC EDGAR. TORO CO's 13F Pro composite quality score has ranged between 8 and 71 since 2021, currently 69.5 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving TTC's Business? Latest 10-Q Breakdown
✓ 17/17 datapoints verifiedAI-extracted from TORO CO's 10-Q filed 2026-06-04 — Q2 FY2026 (six months ended May 1, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Toro posted $2.46B in H1 revenue (+6.4% YoY), with Professional segment growth of 8.3% and adjusted EPS of $2.33 (+13.1% YoY), driven by pricing and the Tornado Infrastructure acquisition.
Biggest Revenue Drivers
Total revenue: $2,461.0M+6.4% YoY
Net price realization, Tornado acquisition, higher shipments of underground construction equipment and zero-turn mowers
Lower shipments of turf products offset by higher shipments of snow products and net price realization
Largest Expense Items
Higher material, manufacturing, and freight costs partially offset by net price realization and productivity improvements
Higher warranty and incentive expenses partially offset by net sales leverage and lower warehousing costs
Lower average interest rates and lower average outstanding borrowings
Margins: Gross margin decreased 10 basis points YTD to 33.3%, driven by higher material, manufacturing, and freight costs and product mix, mostly offset by net price realization and productivity improvements. Operating margin improved to 11.5% from 10.9% YoY on higher sales and cost leverage.
Watch Items from the Filing
- Tornado Infrastructure acquisition completed December 8, 2025 for $210.3M, with $138.1M goodwill and $63.8M intangible assets still under preliminary valuation subject to change within one year.
- Company estimates ~$20M eligible for IEEPA tariff refunds, uncertain timing and amount; may substantially offset incremental tariff headwinds from Q2 FY2026 changes.
- Inventory levels down $196.4M (-17.5%) YoY; field inventories now at appropriate levels across all product categories after prior elevated balances.
- AMP productivity initiative on track for $125M+ run-rate savings by FY2027; $106.8M cumulative savings realized and $105.4M annualized savings as of Q2 FY2026.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$1.4B
Net Income
Q2 2026
$145.4M
Free Cash Flow
Q2 2026
$250.9M
Operating Margin
Q2 2026
13.7%
D/E Ratio
Q2 2026
0.74
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-1.6% YoYNet Income
-24.5% YoYOperating Income
-23.1% YoYEPS (Diluted)
-20.9% YoYTotal Assets
-4.0% YoYTotal Debt
-1.1% YoYOp. Cash Flow
+16.2% YoY| Metric | FY 2025 | FY 2024 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $4.51B -1.6% | $4.58B +1.5% | $4.51B +14.0% | $3.96B +17.2% | $3.38B +7.7% | $3.14B |
| Net Income | $316.1M -24.5% | $418.9M -5.5% | $443.3M +8.1% | $409.9M +24.3% | $329.7M +20.3% | $274.0M |
| Operating Income | $409.9M -23.1% | $533.3M -7.4% | $575.7M +11.1% | $518.3M +21.6% | $426.4M +31.2% | $325.0M |
| EPS (Diluted) | $3.17 -20.9% | $4.01 -4.5% | $4.20 +11.1% | $3.78 +24.8% | $3.03 +19.8% | $2.53 |
| Total Assets | $3.44B -4.0% | $3.58B +0.8% | $3.56B +21.1% | $2.94B +2.9% | $2.85B +22.4% | $2.33B |
| Total Debt | $921.5M -1.1% | $931.8M -6.0% | $990.8M +43.3% | $691.2M -22.4% | $891.0M +14.1% | $780.7M |
| Operating Cash Flow | $662.0M +16.2% | $569.9M +91.8% | $297.2M -46.5% | $555.5M +3.0% | $539.4M +59.9% | $337.4M |
AI Insight: TTC Financial Trends
TTC surged to $1.425B revenue in Q2 2026 with 13.7% operating margin, but faces margin compression versus prior-year peak.
• Q2 2026 revenue of $1,425M marks highest quarterly level in dataset; operating income of $195M also peaks.
• Operating cash flow strengthened to $267M in Q2 2026 from $26M in Q1 2026, signaling improved working capital management.
• Total debt declined to $1,017M in Q2 2026 from $1,122M in Q1 2025, reducing leverage amid flat equity base.
⚠ Operating margin contracted to 13.7% in Q2 2026 versus 15.9% in Q1 2025, despite revenue recovery.
⚠ Q3 and Q4 2025 showed weakness: operating income fell to $65M in Q3 2025 and margins compressed mid-fiscal year.
AI Insight: TTC Ratio Trends
Toro exhibits pronounced seasonal volatility with Q2 2026 surging to 13.7% operating margin and 32.7% ROIC, but full-year profitability remains pressured versus prior-year levels.
• Q2 2026 operating margin recovered to 13.7% and ROIC hit 32.7%, the strongest quarter in the dataset, reversing Q1 2026 weakness.
• TTM operating margin at 9.4% trails Q3 2024's 12.8%, signaling sustained margin compression year-over-year despite recent quarterly strength.
• Leverage stable: D/E ratio remains 0.74 in latest quarter, unchanged from Q2 2025, indicating consistent capital structure management.
⚠ Extreme quarterly volatility: OpMargin swings 5–13% quarter-to-quarter (e.g., Q3 2025 at 5.7% vs. Q2 2025 at 13.3%), suggesting operational or seasonal headwinds.
⚠ TTM ROIC of 18.4% below Q2 2026's 32.7%, indicating near-term strength may not sustain at elevated levels through next fiscal period.
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Available Research
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Top Institutional Holders of TTC
BlackRock, Inc.
$833.3M8,918,182 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$740.3M7,923,142 shVANGUARD PORTFOLIO MANAGEMENT LLC
$486.3M5,204,672 shAQR CAPITAL MANAGEMENT LLC
$418.9M4,536,525 shVANGUARD CAPITAL MANAGEMENT LLC
$410.0M4,388,308 shSTATE STREET CORP
$378.5M4,034,487 shAllspring Global Investments Holdings, LLC
$294.1M3,145,756 shVICTORY CAPITAL MANAGEMENT INC
$281.0M3,007,475 shMAIRS & POWER INC
$254.1M2,718,983 shGEODE CAPITAL MANAGEMENT, LLC
$186.5M1,995,860 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $833.3M | 8,918,182 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $740.3M | 7,923,142 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $486.3M | 5,204,672 |
| AQR CAPITAL MANAGEMENT LLC | $418.9M | 4,536,525 |
| VANGUARD CAPITAL MANAGEMENT LLC | $410.0M | 4,388,308 |
| STATE STREET CORP | $378.5M | 4,034,487 |
| Allspring Global Investments Holdings, LLC | $294.1M | 3,145,756 |
| VICTORY CAPITAL MANAGEMENT INC | $281.0M | 3,007,475 |
| MAIRS & POWER INC | $254.1M | 2,718,983 |
| GEODE CAPITAL MANAGEMENT, LLC | $186.5M | 1,995,860 |
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Popular Research
Is TTC a good stock to buy?
13F Pro's AI-powered analysis of TORO CO (TTC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TTC are available on the TTC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own TTC?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TTC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of TORO CO's investment landscape.