The raised guidance and broad-based demand acceleration across both Professional and Residential segments confirm strong operational momentum. With the stock at $9.4B market cap and 60% analyst bullishness, the guidance raise should drive positive estimate revisions. Monitor the Q4 earnings call for commentary on end-market sustainability and AMP productivity initiative progress.
Price Chart
Executive Summary
Toro reported fiscal Q3 2026 results with net sales up 8.4% YoY to $1.23B and adjusted EPS of $1.33, a 1.7% beat vs consensus of $1.31. The company raised full-year guidance, now expecting net sales growth of 6.3%-6.6% (up from 4.0%-6.5%) and adjusted EPS of $4.60-$4.65 (up from $4.50-$4.62). Strong demand across Professional and Residential segments drove the beat, with Professional sales up 8.8% and Residential up 8.6%. Free cash flow generation remains robust at $425.1M YTD. The guidance raise on top of a clean beat is a clear positive signal for the stock.
Key Financial Metrics
Key Facts
- Net sales of $1.2258B, up 8.4% YoY
- Adjusted diluted EPS of $1.33, beating consensus of $1.31 by 1.7%
- Full-year net sales growth guidance raised to 6.3%-6.6% from 4.0%-6.5%
- Full-year adjusted EPS guidance raised to $4.60-$4.65 from $4.50-$4.62
- Professional segment sales up 8.8% to $1.0126B; Residential up 8.6% to $209.3M
- YTD free cash flow of $425.1M, up from $291.9M in prior year
- Returned $471M to shareholders YTD through dividends and buybacks
Financial Impact
Q3 revenue $1.2258B vs consensus $1.19B; adjusted EPS $1.33 vs consensus $1.31; full-year guidance raised by ~$0.07 at midpoint
Risk Factors
- Persistent inflationary pressures on material, manufacturing, and freight costs
- Higher interest rates potentially impacting customer spending and municipal budgets
- Integration risk from Tornado acquisition and potential goodwill impairment
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000737758-26-000041 |
| Document: ttc-20260903.htm | 0000737758-26-000041 |
| Document: 0000737758-26-000041-index-headers.html | 0000737758-26-000041 |
| Document: 0000737758-26-000041-index.html | 0000737758-26-000041 |
| Document: 0000737758-26-000041.txt | 0000737758-26-000041 |
| 8-K Data (Synthetic) | 0000737758-26-000041 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 29d ago | 8-K | $92.37 $92.72 | ▲ +0.38% | ▲ +1.53% | $98.65 (+6.80%) |
Jun 29, 2026 13w ago | Insider Cluster | $97.42 $97.06 | ▼ −0.37% | ▼ −0.97% | $98.65 (+1.26%) |
Jun 17, 2026 15w ago | Insider Cluster | $90.87 $94.78 | ▲ +4.30% | ▲ +5.34% | $98.65 (+8.56%) |
Jun 15, 2026 15w ago | Insider Cluster | $88.84 $92.19 | ▲ +3.77% | ▲ +5.15% | $98.65 (+11.04%) |
Jun 4, 2026 17w ago | 8-K | $88.83 $92.21 | ▲ +3.81% | ▲ +6.36% | $98.65 (+11.05%) |
Mar 10, 2026 29w ago | Insider Cluster | $98.51 $94.51 | ▼ −4.06% | ▼ −3.16% | $98.65 (+0.14%) |
US Market Status
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