TWI as of Nov 3 · 11:35 ET

TWINYSESteel Works, Blast Furnaces & Rolling Mills (Coke Ovens)

Titan International Inc · Brief

Next report

114 days

Feb 25 · after closeest.Q4 FY26

Earnings

Expected move

No implied move.

Implied vs realized

8 reportsHistory

1 of 7≥ implied

avg implied: ±13.4%
avg realized: ±6.7%

Feb 26 '25±14.1%▼−9.28%×0.66

Apr 30 '25±10.2%▼−13.61%×1.34

Jul 31 '25±13.0%▼−6.73%×0.52

Nov 6 '25±14.1%▼−3.02%×0.21

Feb 26 '26±13.3%▼−5.80%×0.44

Q1 FY26±14.1%▼−4.63%×0.33

Q2 FY26±15.1%▼−3.79%×0.25

Q3 FY26—▼−25.83%—

quarterimplied−30%0+30%realized×

Q3 FY26—▼−25.83%—

Q2 FY26±15.1%▼−3.79%×0.25

Q1 FY26±14.1%▼−4.63%×0.33

Feb '26±13.3%▼−5.80%×0.44

Nov '25±14.1%▼−3.02%×0.21

Jul '25±13.0%▼−6.73%×0.52

2 older reports

Apr '25±10.2%▼−13.61%×1.34

Feb '25±14.1%▼−9.28%×0.66

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

Bull & bear

Feb 25 report · est.

Bull2 of 3

169managers reporting a position in the latest quarterly filings13F · Jun 30 '26

6 of 7recent reports where the move came in under the options implied rangeEarnings history

Bear2 of 3

10.00%revenue from the largest disclosed customer Deere & CompanySEC filings

9 of 23of the largest reporting managers reduced their stake in the latest quarter13F · Jun 30 '26

AI captions · Nov 2 '26once per report · top 2 per case

Linked exposure

TWI report session

Suppliers 2

GTGoodyear×0.35 CSLCarlisle Companies×0.26

Customers 1

DEDeere×0.23

× = co-movement · max 501dSource: SEC filings · market data

Latest changes

30 daysAll changes

Oct 29haltTrading halt: 09:31 ET, resumed 09:37 ET.Source

Oct 15impliedImplied move: ±15.6% into Oct 29 earnings (Oct 15 close).Source

Oct 8report dateEarnings date confirmed: Oct 29, before open.Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.