Pulling SEC filings + quote and writing the call…

TORO CO
Next earnings Sep 2, 2026 · consensus $1.32 EPS, $1.20B rev
Last earnings -2.3% on 2026-06-04
Quality turf-equipment franchise in a cyclical earnings dip; strong cash flow and 21.8% ROE, but 29.2x is a full price.
Sources: SEC EDGAR (CIK 0000737758, latest 10-Q filed 2026-06-04) · EODHD · analysis by claude-code · as of 6/21/2026, 8:52:58 PM.
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Middling fundamentals and a rich price (~69% above fair value) leave little margin of safety — a wait-and-see.
Toro is a well-run maker of professional and residential turf, landscaping and snow-management equipment with durable brands and a 33.4% gross margin. FY2025 was a soft year cyclically: revenue slipped 1.6% to $4.51B, operating income fell 23.1% to $410M, net income dropped 24.5% to $316M, and diluted EPS declined 20.9% to $3.17. After several years near peak ($410M-$443M net income from FY2021-FY2024), this looks like a cyclical/destocking pause rather than structural deterioration — operating margin compressed to 9.1% and net margin to 7.0%.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $3.96B | $4.51B | $4.55B | $4.58B | $4.51B |
| Gross profit | $1.34B | $1.50B | $1.58B | $1.55B | $1.50B |
| Operating income | $518M | $576M | $431M | $533M | $410M |
| Net income | $410M | $443M | $330M | $419M | $316M |
| Diluted EPS | $3.78 | $4.20 | $3.13 | $4.01 | $3.17 |
| Net margin | 10.4% | 9.8% | 7.2% | 9.1% | 7.0% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1074 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 1 open-market buy · 6 sales
| 2026-06-23 | Svendsen Kurt D VP, Technology | Exercise | 6.60K @ $56.54 | $373K |
| 2026-06-23 | Svendsen Kurt D VP, Technology | Sell | 6.60K @ $93.09 | $614K |
| 2026-06-22 | Totsky Joanna M. VP, GC & Corp Secretary | Exercise | 4.86K @ $92.19 | $448K |
| 2026-06-22 | Totsky Joanna M. VP, GC & Corp Secretary | Tax | 2.17K @ $92.19 | $200K |
| 2026-06-16 | Drake Angela C VP & CFO | Buy | 160.00 @ $90.01 | $14.4K |
| 2026-06-11 | MOELLER PETER D Group VP, Undg, Spec Con & Inl | Exercise | 2.00K @ $56.54 | $113K |
| 2026-06-11 | MOELLER PETER D Group VP, Undg, Spec Con & Inl | Sell | 1.32K @ $93.40 | $123K |
| 2026-06-11 | MOELLER PETER D Group VP, Undg, Spec Con & Inl | Sell | 100.00 @ $93.41 | $9.34K |
| 2026-06-11 | MOELLER PETER D Group VP, Undg, Spec Con & Inl | Sell | 100.00 @ $93.41 | $9.34K |
| 2026-06-11 | MOELLER PETER D Group VP, Undg, Spec Con & Inl | Sell | 480.00 @ $93.45 | $44.9K |
| 2026-06-09 | Ellis Gary Lee Director | Exercise | 4.95K @ $47.17 | $234K |
| 2026-06-09 | Ellis Gary Lee Director | Sell | 4.95K @ $91.91 | $455K |