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Titan Machinery shares fall as guidance disappoints

EditorRachael Rajan
Published 11/26/2024, 07:05 AM
TITN
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WEST FARGO, N.D. - Titan Machinery Inc. (NASDAQ:TITN) reported third-quarter earnings that beat analyst estimates, but shares fell 2.7% as the company's full-year guidance came in below expectations.

The agricultural and construction equipment dealer posted earnings per share of $0.07 for the quarter ended October 31, surpassing the analyst consensus of $0.03. Revenue of $679.8 million also topped estimates of $675.3 million.

However, Titan Machinery lowered its fiscal 2025 earnings guidance to between a loss of $0.25 per share and a profit of $0.25 per share, well below the $0.29 per share analysts were expecting. The company cited weakening demand in its international segments due to dry conditions impacting crop yields and farmer profitability.

"Although our expectations for our domestic Agriculture and Construction segments remain intact, we are seeing incremental weakening of demand within both our Europe and Australia businesses," said CEO Bryan Knutson.

For the third quarter, revenue declined 2.1% YoY to $679.8 million. The company's agriculture segment saw a 9.3% drop in revenue to $482 million, while construction revenue rose 10% to $85.3 million.

Titan Machinery made progress on reducing inventory levels, decreasing inventories by approximately $115 million compared to the fiscal second quarter. The company said it remains focused on accelerating inventory reductions to achieve targeted levels.

"We remain confident that this strategic approach will support our broader goal of enhancing our profitability through the market cycle," Knutson added.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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