Latest news with #TitanInternational
Yahoo
23-07-2025
- Business
- Yahoo
Titan International, Richardson Electronics, RTX, Hilton Grand Vacations, and CONMED Shares Skyrocket, What You Need To Know
What Happened? A number of stocks jumped in the afternoon session after a new trade agreement between the United States and Japan spurred a broad market rally. The positive sentiment swept across markets after it was announced the U.S. and Japan had reached a new trade deal. The agreement included a 15% tariff on Japanese goods imported into the U.S. and a commitment from Japan to invest $550 billion in the U.S. and open its markets to American cars and agricultural products. This development boosted investor confidence and contributed to a widespread rally, lifting stocks across many sectors. The Dow Jones Industrial Average and the S&P 500 both posted gains, creating a favorable environment that likely benefited individual stocks. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Agricultural Machinery company Titan International (NYSE:TWI) jumped 4.1%. Is now the time to buy Titan International? Access our full analysis report here, it's free. Specialty Equipment Distributors company Richardson Electronics (NASDAQ:RELL) jumped 4.7%. Is now the time to buy Richardson Electronics? Access our full analysis report here, it's free. Defense Contractors company RTX (NYSE:RTX) jumped 4.7%. Is now the time to buy RTX? Access our full analysis report here, it's free. Travel and Vacation Providers company Hilton Grand Vacations (NYSE:HGV) jumped 4.4%. Is now the time to buy Hilton Grand Vacations? Access our full analysis report here, it's free. Surgical Equipment & Consumables - Diversified company CONMED (NYSE:CNMD) jumped 3.8%. Is now the time to buy CONMED? Access our full analysis report here, it's free. Zooming In On Richardson Electronics (RELL) Richardson Electronics's shares are somewhat volatile and have had 10 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The biggest move we wrote about over the last year was 7 months ago when the stock dropped 12.3% on the news that the company reported underwhelming fourth-quarter (fiscal Q2 2025) results. Its revenue missed significantly, and its EBITDA fell short of Wall Street's estimates. Management attributed the weakness to a 22% decline in Healthcare sales due to lower CT tube, system, and parts demand. Overall, this was a challenging quarter. Richardson Electronics is down 28.8% since the beginning of the year, and at $10.07 per share, it is trading 32.3% below its 52-week high of $14.87 from January 2025. Investors who bought $1,000 worth of Richardson Electronics's shares 5 years ago would now be looking at an investment worth $2,427. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.
Yahoo
05-07-2025
- Business
- Yahoo
Jim Cramer on Titan International: 'I Can't Go for It'
Titan International, Inc. (NYSE:TWI) is one of the 22 stocks Jim Cramer recently talked about. A caller asked for Cramer's thoughts on the company, and he replied: 'Yeah, no, I've been following this company for a long time, and frankly, I mean, it just went up so huge. I can't go for it. I mean, I've been waiting for this thing, it's like done nothing for ages, and then suddenly, you know, it went from, you know, here's a $9 stock, a $10 stock, that's very interesting to me, but I don't know how it got there. It just happened like that. So I can't recommend it after this big move.' A miner deep in a mine with the company's advanced off-the-road equipment in the background. Titan International (NYSE:TWI) manufactures and sells wheels, tires, and undercarriage systems for off-highway vehicles. The company's products serve a wide range of equipment used in agriculture, construction, mining, forestry, and recreational applications. For the second quarter of 2025, Titan International (NYSE:TWI) expects revenue between $450 million and $500 million and adjusted EBITDA of $25 million to $35 million. Chief Financial Officer David Martin noted that the outlook is in line with first-quarter results and that less than 10% of total revenue is affected by current retaliatory tariffs from China. While we acknowledge the potential of TWI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.


CNBC
03-07-2025
- Business
- CNBC
Lightning Round: I like Domino's here, says Jim Cramer
'Mad Money' host Jim Cramer weighs in on stocks including: Domino's Pizza, Titan International, Leonardo DRS, and Joby Aviation.


CNBC
02-07-2025
- Business
- CNBC
Cramer's Lightning Round: 'I can't recommend' Titan International
Titan International: "It just went up so huge, I can't go for it...I can't recommend it after this big move." Leonardo DRS: "I don't know Leonardo DRS...I've got to do more work." Joby Aviation: "Archer and Joby. What can I say? I'm not going to fight them." Click here to download Jim Cramer's Guide to Investing at no cost to help you build long-term wealth and invest
Yahoo
14-05-2025
- Business
- Yahoo
TWI Q1 Earnings Call: Tariff Impacts, Strategic Positioning, and Product Expansion Shape Outlook
Agricultural and farm machinery company Titan (NSYE:TWI) beat Wall Street's revenue expectations in Q1 CY2025, with sales up 1.8% year on year to $490.7 million. On the other hand, next quarter's revenue guidance of $475 million was less impressive, coming in 2.1% below analysts' estimates. Its non-GAAP profit of $0.01 per share was 81.8% below analysts' consensus estimates. Is now the time to buy TWI? Find out in our full research report (it's free). Revenue: $490.7 million vs analyst estimates of $464.2 million (1.8% year-on-year growth, 5.7% beat) Adjusted EPS: $0.01 vs analyst expectations of $0.06 (81.8% miss) Adjusted EBITDA: $30.82 million vs analyst estimates of $27.54 million (6.3% margin, 11.9% beat) Revenue Guidance for Q2 CY2025 is $475 million at the midpoint, below analyst estimates of $485.3 million EBITDA guidance for Q2 CY2025 is $30 million at the midpoint, below analyst estimates of $30.71 million Operating Margin: 2.5%, down from 6.5% in the same quarter last year Free Cash Flow was -$53.62 million compared to -$14.6 million in the same quarter last year Market Capitalization: $494.3 million Titan International's first quarter performance was influenced by shifting global trade dynamics, evolving demand in agricultural markets, and ongoing cost management efforts. Management highlighted the company's diversified manufacturing footprint and ability to pivot production in response to changing customer needs—particularly as tariffs and supply chain disruptions affect competitors. CEO Paul Reitz noted that Titan's broad product portfolio and U.S. manufacturing base are providing flexibility during this period of volatility, while the successful integration of Carlstar is contributing to improved margins in the consumer segment. When discussing forward-looking guidance, management focused on the ongoing uncertainty in global agriculture and industrial markets, as well as the impact of tariffs on sourcing strategies. CFO David Martin explained that Titan is closely monitoring working capital and expects cash flow to improve in the second half of the year. The company's cautious approach to capital investments and continued emphasis on debt reduction were underscored as key priorities in light of the current market climate. Management's remarks centered on how Titan International's operational flexibility and geographic reach are enabling it to weather market fluctuations and capitalize on sector-specific opportunities. The discussion provided insight into the company's responses to recent industry headwinds and the actions being taken to support long-term growth. Tariff navigation and sourcing: Management detailed how Titan is leveraging its domestic manufacturing base and diversified global supply chain to mitigate tariff impacts. The company primarily sources rubber from West Africa, which faces lower tariffs than some Asian suppliers, and contracts allow for cost pass-through to OEM customers with periodic adjustments. Ag market demand shifts: While U.S. agriculture orders remain subdued due to farmer caution and trade-related uncertainty, Titan is seeing increased demand in Brazil. Management attributes this to Brazilian farmers benefiting from shifts in global grain trade, particularly increased exports to China. The diversified presence in both hemispheres positions Titan to capture demand as cycles shift. Consumer segment resilience: The consumer products segment, which includes aftermarket products for users such as landscapers and golf courses, remained a gross margin leader. Management cited its higher proportion of aftermarket sales and shorter replacement cycles as contributing factors to segment profitability. Operational flexibility versus peers: Titan highlighted its ability to maintain production capabilities and workforce, while competitors have resorted to employee buyouts and workforce reductions. Management believes this positions the company to respond rapidly when demand rebounds, especially in the U.S. market. Goodyear licensing expansion: The recently announced expansion of Goodyear licensing rights into new product segments, including light construction and lawn and garden tires, was emphasized as a meaningful growth lever. Management expects this to accelerate sales synergies from the Carlstar acquisition and open doors in additional markets. Looking ahead, management's outlook is shaped by the evolving tariff landscape, stabilization in international agricultural demand, and a focus on disciplined capital allocation and operational execution. Tariff policy and supply chain: The company expects its diversified sourcing and domestic manufacturing to provide a competitive advantage as global tariff policies remain uncertain. Management believes consistently applied trade policy will benefit Titan over time, but acknowledges short-term volatility. Agricultural cycle timing: Titan anticipates continued strength in Brazil's agricultural sector, while U.S. demand may remain muted until farmer sentiment and equipment replacement cycles improve. The timing of a recovery in the U.S. market is viewed as a key variable for future growth. Operational discipline: Management is prioritizing debt reduction and targeted investment in product development. The company expects tighter working capital management and reduced capital spending to support improved free cash flow in the latter half of the year. Michael Shlisky (D.A. Davidson): Asked how tariffs on rubber and steel are affecting sourcing and whether Titan can pass through these costs. Management replied that most rubber is sourced from West Africa with minimal tariff impact and cost adjustments are built into OEM contracts. Michael Shlisky (D.A. Davidson): Inquired about global agricultural market health, particularly Brazil versus the U.S. Management noted strong demand in Brazil driven by grain exports and highlighted Titan's ability to shift production to meet regional demand. Michael Shlisky (D.A. Davidson): Questioned the improvement in visibility for future demand from OEM customers. CEO Paul Reitz acknowledged that while visibility has not returned to pre-downturn levels, Titan is prepared to adapt as inventory cycles normalize. Steve Ferazani (Sidoti): Sought insight into lessons learned from previous trade disruptions and how Titan's aftermarket business is positioned. Management emphasized operational flexibility, a broad manufacturing footprint, and the ability to shift production to meet changing customer needs. Derek Soderberg (Cantor Fitzgerald): Asked about the potential for Titan to gain market share as competitors reduce workforce. Management indicated that Titan is fielding more inquiries from customers seeking U.S.-produced products and sees opportunity for share gains during periods of dislocation. In the coming quarters, the StockStory team will be monitoring (1) Titan's ability to manage raw material and tariff-related cost pressures through its diversified sourcing strategy, (2) the pace of demand recovery in U.S. and European agricultural and construction markets, and (3) the early impact of expanded Goodyear licensing and new product launches on sales growth. Progress in working capital management and free cash flow generation will also be important signposts for evaluating execution against stated priorities. Titan International currently trades at a forward P/E ratio of 21×. Should you double down or take your chips? Find out in our free research report. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.