Titan International, Inc. (TWI)

Several events have impacted Titan International, Inc.'s stock price in the past six months. In Q3 2025, Titan reported revenue ahead of expectations, but Q4 revenue guidance was below estimates. Executive leadership transitions were announced in December 2025. Analysts have reaffirmed "Buy" ratings for TWI, with price targets ranging from $11.00 to $12.00. An insider sale occurred in August 2025. As of December 26, 2025, the share price was $7.89, an increase of 14.02% from the previous year.

Demand for Titan International, Inc.'s products exhibits seasonality, particularly in its agricultural segment. Sales in the agricultural segment are influenced by global demand for agricultural equipment, with a seasonal volume uptick in the first quarter. The company's accounts receivable and inventory levels are impacted by seasonal factors. The aftermarket business is less cyclical and provides an offset to OEM channel softness.

Titan International, Inc. (TWI) is a global manufacturer specializing in off-highway wheels, tires, assemblies, and undercarriage products, founded in 1890. The company operates within the Industrials sector, specifically in the Farm & Heavy Construction Machinery industry, delivering innovative and high-quality solutions. Titan serves OEMs and aftermarket customers across three segments: Agricultural, Earthmoving/Construction (EMC), and Consumer. The Agricultural segment manufactures rims, wheels, and tires for agricultural and forestry equipment. The EMC segment produces rims, wheels, tires, and undercarriage systems for off-the-road equipment. The Consumer segment manufactures bias truck tires in Latin America and light truck tires in Russia, also offering products for ATVs and other applications.

Titan International maintains a significant global footprint with manufacturing facilities and distribution centers across North America, Europe, South America, and Asia. The company's business operations are geographically segmented into the United States, Europe/CIS, Latin America, and other international regions.

Titan International's brand reputation has been influenced by strategic expansions and market conditions. The expansion of Goodyear licensing rights is expected to accelerate market penetration. The acquisition of Carlstar Group LLC has contributed positively to sales volumes. The company launched its new Savage brand tire line for UTV applications. Challenges in the U.S. agricultural market and military sales, as well as a slowdown in the Titan Specialty business due to tariffs, could have a minor impact on reputation.

Titan International, Inc. has significant institutional ownership, with 410 institutional owners and shareholders holding 72.15% of the float. Major institutional owners include Aip, Llc, BlackRock, Inc., and Vanguard Group Inc. Information on major individual owners was not explicitly detailed.