Toro Company (TTC)

In September 2025, Toro reported a slight decrease in Q3 net sales but an increase in adjusted EPS. The professional segment showed growth, while the residential segment declined. Management lowered its full-year adjusted EPS guidance due to macroeconomic headwinds and unfavorable weather. In December 2025, Toro reported its fiscal fourth-quarter and full-year results, with a slight decrease in net sales but exceeding full-year expectations due to strong performance in the Professional segment. The company achieved a record free cash flow and provided fiscal 2026 adjusted diluted EPS guidance. In early February 2026, Toro's stock price reached a new 52-week high.

The demand for Toro's products is seasonal, particularly in the residential segment, which is affected by weather patterns and consumer confidence. The spring selling season is crucial for the residential segment. The professional segment tends to show more consistent demand.

The Toro Company is a global provider of solutions for the outdoor environment, operating in the machinery sector. It focuses on turf and landscape maintenance, snow and ice management, underground utility construction, rental and specialty construction, and irrigation and outdoor lighting solutions. The company's products include turf maintenance equipment, irrigation systems, underground construction equipment, residential products like mowers and snow throwers, and specialty construction equipment.

The Toro Company has a global presence, offering its products in over 125 countries through a network of distributors, dealers, rental stores, and retailers. Its customer base includes golf courses, contractors, groundskeepers, growers, rental companies, government entities, homeowners, and sports venues.

The Toro Company was recognized as one of the World's Most Trustworthy Companies and Most Trustworthy Companies in America by Newsweek in fiscal year 2024. The company released its 2024 Sustainability Impact Report, detailing its commitment to sustainability through product innovation, responsible sourcing, and community partnerships.

Institutional investors hold a significant portion of The Toro Company's stock, accounting for over 75%, specifically 87.95% as of late 2025. The largest institutional holders are Vanguard Group Inc., BlackRock, Inc., and Kayne Anderson Rudnick Investment Management LLC. Insider sentiment has been positive with recent net buying.