$TTC — BUY 📊 | 6 MONTHS THESIS

The Toro Company provides professional turf maintenance equipment and services. It operates through Professional and Residential segments. 🎯 FQ2 FY2026 (ends May) | reported Jun 04 | Rev $1.4B | Adj EPS $1.60 vs $1.50 🟢 | GAAP EPS $1.53 | GAAP op margin 13.7% 💡 The market is pricing FY26 adj EPS near the $4.54 FactSet estimate, roughly equal to the new midpoint $4.56, so headline estimate risk is modest. The bigger gap is durability: the Street may underweight professional segment momentum, AMP-driven margin expansion, and underground construction demand, while overreacting to temporary Q3... 📉 Reward/risk: 2.1:1 🏢 Business Quality: 7/10 📊 Valuation: At $97.79 and FY26 adj EPS midpoint of $4.56, TTC trades at about 21.4x forward earnings. 🔮 Catalyst: Event: FQ3 FY2026 earnings report, expected early September 2026. Timing: Q3 ends August 2026, report likely first week of September 2026. Metric: Q3 total sales guided up mid-single-digits, Q3 adj EPS guided up mid-single-digits y/y

The Toro Company provides professional turf maintenance equipment and services. It operates through Professional and Residential segments.