What move does the options market price into Toro's report?

Implied ±8.4%, either direction · provisional.

TTCNYSELawn & Garden Tractors & Home Lawn & Gardens Equip

Toro Co (TTC) earnings date, market-implied expected move, and options open interest by expiry

107.83

Closed16:00 ET

Open107.50Volume760,503Mkt cap$10.2BP/E28.68EPS3.76Div yield1.44%

Day107.50 – 108.5033%52-wk66.46 – 108.8298%

TTC

Toro Co

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±8.4%implied · straddle

98.87117.05

spot 107.96exp Dec 18ATM strike 110ATM straddle 10.70IV 33%

Oct 30 closeprovisional

Expected move

Inputs

Next report

Dec 16

before open · in 45 days

est.Q4 FY26

Calendar

Next report

Last report

−6.84%

vs ±6.0% implied · ×1.14

shaded = implied · ▲▼ = realized

Sep 3 '26 · confirmed

Implied vs realized

Linked news

80dGFF · customerGriffon (GFF) Q3 2026 Earnings Call Transcript

News

Largest filed tie

13F top-10 QoQ

−0.56%

shares held · 10 largest managers

13F · Jun 30 '26124d lag

594 managers

Top fund weight

0.26%

TTC weight · MDY

N-PORTJun 30 '26

5 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Toro (TTC) is expected to report on Dec 16 before open (estimated date).

Implied vs realized

8 reports

—≥ implied

Dec 18 '24Dec 18 '24confirmed—▼−4.54%—

Mar 6 '25Mar 6 '25confirmed—▼−4.90%—

Jun 5 '25Jun 5 '25confirmed—▼−3.02%—

Sep 4 '25Sep 4 '25confirmed—▲+0.10%—

Dec 17 '25Dec 17 '25confirmed—▲+10.71%—

Q1 FY26Mar 5 '26confirmed—▼−1.81%—

Q2 FY26Jun 4 '26confirmed—▼−2.33%—

Q3 FY26Sep 3 '26confirmed±6.0%▼−6.84%×1.14

quarterimplied−15%0+15%realized×

Q3 FY26±6.0%▼−6.84%×1.14

Q2 FY26—▼−2.33%

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 3 expiries · Oct 30 close

0.13OI · 3 expiries · Oct 30 closeP/C open interest · Dec 18 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

18+500%Nov 2019d0.02833+174%0.02

report · Dec 16 · before open · est.

1340%Dec 1847d1,000+26%

46+31%Mar 19138d0.06736+4%0.06

ExpiryPutsCallsP/C

Nov 2019d18+500%833+174%0.02

report · Dec 16 · before open · est.

Dec 1847d1340%1,000+26%0.13

Mar 19138d46+31%

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±8.4%

Funds 4

MDY±0.0%

REVS±0.0%

VIG±0.0%

VTI±0.0%

Suppliers 1

OTTR±3.0%×0.36

Customers 1

GFF±5.5%×0.65

Dashed = straddle · × = co-movement · max 500dMethod 1 more fund Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

as filedQ3 FY26

6.28%as filednet margin · revenue −13.96% QoQ · +8.35% YoY

Revenue

$1.2B−13.96% QoQ

Gross profit

$418M−13.38% QoQ

34.11% margin

Operating income

$115M−40.92% QoQ

9.40% margin

Pre-tax income

$107M−41.71% QoQ

Net income

$77M−47.04% QoQ

6.28% margin

Cost of revenue

$808M−14.26% QoQ

Operating expenses

$303M+5.28% QoQ

SG&A $260M

Other operating $43M

Other expense

$8M

Tax

$30M−21.32% QoQ

Revenue$1.2B−13.96%

Gross profit

$418M−13.38%

34.11% margin

Operating income

$115M−40.92%

9.40% margin

Pre-tax income

$107M−41.71%

Net income

$77M−47.04%

6.28% margin

Cost of revenue

$808M−14.26%

Operating expenses

$303M+5.28%

SG&A $260M

Other operating $43M

Other expense

$8M

Tax$30M−21.32%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Jul 31 '26 · width = $

Revenue flow

Intraday

15m bars

Long dash = implied range · Oct 30 close · Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:00 ET

Intraday

Event sensitivity

FOMC ×1.04· ±1.3% vs ±1.3% · 24 releases

eventrelease day|move|up · n×base

FOMCrate decision±1.3%8 of 24×1.04

PPIproducer prices±1.1%4 of 10×0.87

CPIconsumer prices±1.1%1 of 10×0.87

PCEpersonal income & outlays±1.0%9 of 19×0.82

CPROFcorporate profits±0.9%7 of 12×0.72

GDPgross domestic product±0.9%10 of 19×0.72

NFPjobs report±0.9%8 of 10×0.71

Bar = avg |move| to ±2% · tick = ±1.3% avg day · ×base = |move| ÷ ±1.3% · min 6 releases

Earnings history

EPS 0.81 · consensus —

Quarter	Reported	EPS	Consensus
Q3 FY26	Sep 3 '26 · confirmed	0.81	—
Q2 FY26	Jun 4 '26 · confirmed	1.50	—
Q1 FY26	Mar 5 '26 · confirmed	0.69	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod