TWI
Titan International, Inc.

Titan International, Inc.TWI

Industrials · Farm & Heavy Construction Machinery
4.65USD
-5.30%
Oct 31, 2026
TWI overview ready
Titan supplies wheels, off-highway tires, tire-and-wheel assemblies, and undercarriage systems to agricultural, earthmoving/construction, mining, and specialty-equipment markets.
Narrative is still early
Exposed to the Off-Highway Equipment Demand Cycle narrative through Agricultural and Construction Equipment OEM and Replacement Demand — component supplier.
Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Fair valuation
The price broadly reflects how its multiples compare with businesses of the same kind, with upside and risk reasonably balanced.
Solid fundamentals
Ev / sales is strong.
Primary risk
Cyclicality of agricultural and construction equipment markets.
Market Oct 30Filing Sep 30Price action Oct 30Research Sep 16

Conviction Level

CompanyFit8.0PriceAction1.4Valuation5.0CompanyPosition7.3BusinessQuality5.1

Conviction uses Company Fit, Price Action, Valuation, Business Quality. Company Position is research context, not an input.

Theme leadershipGroup context · not a Conviction input
Engines & Heavy Machinery is tracked (too few stocks) — no leadership reading
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryDamaged / breakdown

The technical structure itself is broken across timeframes — the weakest entry profile.

Key Financials

Market Cap
$300.4M
Avg Volume (60D)
685.9K
60 sessions
Revenue Growth YoY
-0.9%
FY2025 vs FY2024
Gross Margin
+13.8%
Trailing twelve months
Operating Margin
-0.3%
Trailing twelve months
Free Cash Flow Yield
-9.0%
Distance from 200DMA
-40.5%
P/E
N/M
EV / EBITDA
11.6x
EV / Sales
0.4x
Market metrics as of Oct 30, 2026
Financial results for the period ended Sep 30, 2026
Filed balance-sheet data as of Sep 30, 2026

Fundamentals & Valuation

The available comparisons disagreed; the peers comparison is the more reliable method for this business and the others are published as dissent.
Titan International, Inc. has a Fair valuation stance because the price broadly reflects how its multiples compare with businesses of the same kind, with upside and risk reasonably balanced.

Company Research

Thesis
Titan supplies wheels, off-highway tires, tire-and-wheel assemblies, and undercarriage systems to agricultural, earthmoving/construction, mining, and specialty-equipment markets. Its revenue is directly tied to OEM build rates and replacement demand, rather than to a promoted AI, grid, defense, energy, or critical-minerals theme.
Opportunity
Limited opportunity
Farm, construction, earthmoving, and mining equipment purchases and replacement cycles drive demand for original-equipment and aftermarket components across the off-highway equipment supply chain.
Key risk
Cyclicality of agricultural and construction equipment markets.

Economic classification

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Business & Markets

Industrials · Farm & Heavy Construction Machinery
What they do

Titan International manufactures and sells wheels, tires, and undercarriage systems for off-highway vehicles, operating through agricultural, earthmoving/construction, and consumer segments globally.

How it earns

The company generates revenue primarily through transactional sales of its wheels, tires, and components to equipment manufacturers and end users.

Products & services
Wheels
Tires
Undercarriage systems and components
Customers & end markets
Agricultural equipment manufacturers and operators
Earthmoving and construction equipment users
Market position

Titan International is a recognized supplier in the off-highway tire and wheel market with multiple branded product lines.

Demand drivers
High cyclicality

Sales are sensitive to agricultural and construction equipment demand cycles and commodity price fluctuations.