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Titan International Inc. (TWI) Stock Fundamental Analysis & AI Rating 2026

TWI NYSE Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) IL CIK: 0000899751
Recently Updated • Analysis: Apr 18, 2026 • SEC Data: 2025-12-31
STRONG SELL
85% Conf
Pending
Analysis scheduled

📊 TWI Key Takeaways

Revenue: $1.8B
Net Margin: -3.5%
Free Cash Flow: $-24.6M
Current Ratio: 2.30x
Debt/Equity: 1.14x
EPS: $-1.00
AI Rating: STRONG SELL with 85% confidence
Titan International Inc. (TWI) receives a STRONG SELL rating with 85% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.8B, net profit margin of -3.5%, and return on equity (ROE) of -12.3%, Titan International Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete TWI stock analysis for 2026.

Is Titan International Inc. (TWI) a Good Investment?

Claude

Titan International faces acute financial distress with an unsustainable debt burden and deteriorating operations. The company cannot service its $587.9M long-term debt from operations (interest coverage ratio of 0.8x), burns cash at -$24.6M annually, and posts a -$63.5M net loss on declining revenue. This capital structure is untenable without significant operational turnaround or debt restructuring.

Why Buy Titan International Inc. Stock? TWI Key Strengths

Claude
  • + Current ratio of 2.30x provides near-term liquidity coverage
  • + Positive operating cash flow of $30M despite net losses
  • + $202.9M cash reserves offer temporary operational runway

TWI Stock Risks: Titan International Inc. Investment Risks

Claude
  • ! Interest coverage ratio of 0.8x - operating income cannot cover interest expense, creating imminent debt service risk
  • ! Negative free cash flow of -$24.6M combined with -$63.5M net loss indicates unsustainable capital structure and cash burn
  • ! Excessive leverage with $587.9M debt, 1.14x D/E ratio, and deteriorating profitability creates refinancing and default risk

Key Metrics to Watch

Claude
  • * Interest Coverage Ratio - currently critical at 0.8x, must exceed 1.5x for viability
  • * Free Cash Flow - negative trend signals unsustainable cash burn rate
  • * Operating Margin and Revenue Stabilization - need reversal of 1.1% operating margin and -0.9% revenue decline

Titan International Inc. (TWI) Financial Metrics & Key Ratios

Revenue
$1.8B
Net Income
$-63.5M
EPS (Diluted)
$-1.00
Free Cash Flow
$-24.6M
Total Assets
$1.7B
Cash Position
$202.9M

💡 AI Analyst Insight

Strong liquidity with a 2.30x current ratio provides a solid financial cushion.

TWI Profit Margin, ROE & Profitability Analysis

Gross Margin 13.9%
Operating Margin 1.1%
Net Margin -3.5%
ROE -12.3%
ROA -3.8%
FCF Margin -1.3%

TWI vs Materials Sector: How Titan International Inc. Compares

How Titan International Inc. compares to Materials sector averages

Net Margin
TWI -3.5%
vs
Sector Avg 10.0%
TWI Sector
ROE
TWI -12.3%
vs
Sector Avg 14.0%
TWI Sector
Current Ratio
TWI 2.3x
vs
Sector Avg 1.6x
TWI Sector
Debt/Equity
TWI 1.1x
vs
Sector Avg 0.6x
TWI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Titan International Inc. Stock Overvalued? TWI Valuation Analysis 2026

Based on fundamental analysis, Titan International Inc. shows some fundamental concerns relative to the Materials sector in 2026.

Return on Equity
-12.3%
Sector avg: 14%
Net Profit Margin
-3.5%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.14x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Titan International Inc. Balance Sheet: TWI Debt, Cash & Liquidity

Current Ratio
2.30x
Quick Ratio
1.20x
Debt/Equity
1.14x
Debt/Assets
68.8%
Interest Coverage
0.77x
Long-term Debt
$587.9M

TWI Revenue & Earnings Growth: 5-Year Financial Trend

TWI 5-year financial data: Year 2021: Revenue $1.8B, Net Income -$48.4M, EPS $-0.84. Year 2022: Revenue $2.2B, Net Income -$60.4M, EPS $-0.99. Year 2023: Revenue $2.2B, Net Income $49.6M, EPS $0.79. Year 2024: Revenue $2.2B, Net Income $176.3M, EPS $2.77. Year 2025: Revenue $1.8B, Net Income $78.8M, EPS $1.25.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Titan International Inc.'s revenue has shown modest growth of 4% over the 5-year period. The most recent EPS of $1.25 reflects profitable operations.

TWI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-1.3%
Free cash flow / Revenue

TWI Quarterly Earnings & Performance

Quarterly financial performance data for Titan International Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $448.0M -$2.3M $-0.04
Q2 2025 $460.8M $2.1M $0.03
Q1 2025 $482.2M -$649.0K $-0.01
Q3 2024 $401.8M -$6.9M $-0.10
Q2 2024 $481.2M $2.1M $0.03
Q1 2024 $482.2M $9.2M $0.14
Q3 2023 $401.8M $19.3M $0.31
Q2 2023 $481.2M $30.2M $0.48

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Titan International Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$30.0M
Cash generated from operations
Capital Expenditures
$54.6M
Investment in assets
Dividends
None
No dividend program

TWI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Titan International Inc. (CIK: 0000899751)

📋 Recent SEC Filings

Date Form Document Action
Mar 16, 2026 4 xslF345X05/wk-form4_1773703869.xml View →
Mar 16, 2026 4 xslF345X05/wk-form4_1773698568.xml View →
Mar 16, 2026 4 xslF345X05/wk-form4_1773698231.xml View →
Mar 16, 2026 4 xslF345X05/wk-form4_1773698190.xml View →
Mar 12, 2026 4 xslF345X05/wk-form4_1773352750.xml View →

Frequently Asked Questions about TWI

What is the AI rating for TWI?

Titan International Inc. (TWI) has an AI rating of STRONG SELL with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TWI's key strengths?

Claude: Current ratio of 2.30x provides near-term liquidity coverage. Positive operating cash flow of $30M despite net losses.

What are the risks of investing in TWI?

Claude: Interest coverage ratio of 0.8x - operating income cannot cover interest expense, creating imminent debt service risk. Negative free cash flow of -$24.6M combined with -$63.5M net loss indicates unsustainable capital structure and cash burn.

What is TWI's revenue and growth?

Titan International Inc. reported revenue of $1.8B.

Does TWI pay dividends?

Titan International Inc. does not currently pay dividends.

Where can I find TWI SEC filings?

Official SEC filings for Titan International Inc. (CIK: 0000899751) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TWI's EPS?

Titan International Inc. has a diluted EPS of $-1.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is TWI a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Titan International Inc. has a STRONG SELL rating with 85% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is TWI stock overvalued or undervalued?

Valuation metrics for TWI: ROE of -12.3% (sector avg: 14%), net margin of -3.5% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy TWI stock in 2026?

Our dual AI analysis gives Titan International Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is TWI's free cash flow?

Titan International Inc.'s operating cash flow is $30.0M, with capital expenditures of $54.6M. FCF margin is -1.3%.

How does TWI compare to other Materials stocks?

Vs Materials sector averages: Net margin -3.5% (avg: 10%), ROE -12.3% (avg: 14%), current ratio 2.30 (avg: 1.6).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 18, 2026 | Data as of: 2025-12-31 | Powered by Claude AI