Titan International, Inc. (TWI)

In the past six months, Titan International's stock has been influenced by its quarterly earnings reports and broader market conditions. In Q4 2024, Titan reported a slight decrease in net sales due to weakened global demand, but noted positive indicators for H2 2025 and 2026. In Q1 2025, the company reported a slight increase in net sales but missed EPS estimates, leading to a stock price drop. In Q2 2025, Titan reported revenues below analyst expectations and a GAAP loss per share, causing the stock to decline. Titan is scheduled to announce its Q3 2025 results in November 2025. In April 2025, Titan issued a statement indicating that consistent tariffs across the globe should benefit the company due to its domestic production capabilities.

Demand for Titan International's products is subject to seasonality, particularly in its agricultural and construction segments. Demand for agricultural machinery is seasonal and impacted by factors such as natural disasters, weather, commodity prices, and interest rates. Demand in the construction sector is driven by infrastructure projects, urbanization, and overall economic activity. Seasonality impacts the company's operations, leading to fluctuations in sales, accounts receivable, and inventory levels.

Titan International, Inc. (TWI) is a global manufacturer and supplier of wheels, tires, assemblies, and undercarriage products for off-highway equipment, operating in the Agricultural, Earthmoving/Construction, and Consumer segments. The Agricultural segment produces components for farming equipment. The Earthmoving/Construction segment manufactures systems for off-the-road earthmoving, mining, military, construction, and forestry equipment. The Consumer segment offers tires and products for ATVs, side-by-sides and turf applications. Titan sells its products directly to OEMs and to the aftermarket through distributors, dealers, and its own distribution centers.

Titan International has a global presence with manufacturing facilities and a network of dealers worldwide, including operations in the United States, Europe/CIS, Latin America, and other international markets. Its wheel business in the U.S. is the world's largest wheel manufacturer, and its teams in Turkey and Brazil play critical roles in its supply chain and market share growth.

There have been no specific public events or news in the past year (October 2024 - October 2025) that have significantly impacted Titan International, Inc.'s brand reputation, either positively or negatively. The company is generally recognized for its durable products and commitment to quality in the off-highway vehicle industry.

Titan International, Inc. is primarily owned by institutional shareholders, who hold approximately 80.39% of the stock. Major institutional owners include Aip, Llc, BlackRock, Inc., Vanguard Group Inc, Dimensional Fund Advisors Lp, and State Street Corp. Individual insider ownership is also significant, with Aipcf V Cayman Ltd and Kim A. Marvin each owning 18.66% of the company's shares. Other institutional investors like AlphaQuest LLC, Byrne Asset Management LLC, Quantbot Technologies LP, and Tower Research Capital LLC TRC have recently modified their holdings.