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

TWI NYSE Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) IL CIK: 0000899751
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Grade
D
87% Confidence
N/A
D
87% Conf
Pending
Analysis scheduled

📊 TWI Key Takeaways

Revenue: $505.1M
Net Margin: -4.8%
Free Cash Flow: $-59.8M
Current Ratio: 2.19x
Debt/Equity: 1.24x
EPS: $-0.38
AI Grade: D with 87% confidence
Titan International Inc. (TWI) receives a D fundamental grade with 87% confidence from our AI analysis based on SEC 10-K filings. With revenue of $505.1M, net profit margin of -4.8%, and return on equity (ROE) of -4.9%, 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 exhibits severe financial distress with negative operating margins (-2.7%), negative operating cash flow (-46.5M), and inability to cover interest expenses (coverage ratio of -0.5x). The company is destroying shareholder value through operational losses and cash burn, with free cash flow of -59.8M indicating unsustainable capital structure.

Titan International Inc. Key Strengths (TWI)

Claude
  • + Adequate short-term liquidity with 2.19x current ratio and 1.22x quick ratio providing operational buffer
  • + Maintains 171.3M in cash reserves providing runway for operational improvements
  • + Revenue decline is modest at -0.9% YoY suggesting business fundamentals haven't completely collapsed

TWI Stock Risks: Titan International Inc. Investment Risks

Claude
  • ! Negative profitability across all metrics (-4.8% net margin, -2.7% operating margin, -4.9% ROE) indicating structural operational dysfunction
  • ! Negative operating cash flow of -46.5M and free cash flow of -59.8M demonstrate company cannot generate cash from core business to fund debt service
  • ! Interest coverage ratio of -0.5x with 614.3M long-term debt creates existential refinancing risk; company cannot service debt from earnings
  • ! Cyclical steel industry exposure during commodity downturn limits near-term recovery prospects

Key Metrics to Watch

Claude
  • * Operating cash flow - must turn positive to demonstrate business sustainability
  • * Operating margin trajectory - needs to return to profitability to address debt service capability
  • * Debt refinancing activity and covenant compliance - critical given negative interest coverage

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

Revenue
$505.1M
Net Income
$-24.2M
EPS (Diluted)
$-0.38
Free Cash Flow
$-59.8M
Total Assets
$1.7B
Cash Position
$171.3M

💡 AI Analyst Insight

Strong liquidity with a 2.19x current ratio provides a solid financial cushion.

TWI Profit Margin, ROE & Profitability Analysis

Gross Margin 14.1%
Operating Margin -2.7%
Net Margin -4.8%
ROE -4.9%
ROA -1.4%
FCF Margin -11.8%

TWI vs Materials Sector: How Titan International Inc. Compares

How Titan International Inc. compares to Materials sector averages

Net Margin
TWI -4.8%
vs
Sector Avg 10.0%
TWI Sector
ROE
TWI -4.9%
vs
Sector Avg 14.0%
TWI Sector
Current Ratio
TWI 2.2x
vs
Sector Avg 1.6x
TWI Sector
Debt/Equity
TWI 1.2x
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
-4.9%
Sector avg: 14%
Net Profit Margin
-4.8%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.24x
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
2.19x
Quick Ratio
1.22x
Debt/Equity
1.24x
Debt/Assets
70.8%
Interest Coverage
-0.51x
Long-term Debt
$614.3M

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
-11.8%
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
Q1 2026 $490.7M -$649.0K $-0.01
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

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
-$46.5M
Cash generated from operations
Capital Expenditures
$13.3M
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
Apr 30, 2026 8-K twi-20260430.htm View →
Apr 30, 2026 10-Q twi-20260331.htm View →
Apr 29, 2026 DEF 14A twi-20260427.htm View →
Mar 16, 2026 4 xslF345X05/wk-form4_1773703869.xml View →
Mar 16, 2026 4 xslF345X05/wk-form4_1773698568.xml View →

Frequently Asked Questions about TWI

What is the AI rating for TWI?

Titan International Inc. (TWI) has an AI grade of D with 87% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TWI's key strengths?

Claude: Adequate short-term liquidity with 2.19x current ratio and 1.22x quick ratio providing operational buffer. Maintains 171.3M in cash reserves providing runway for operational improvements.

What are the risks of investing in TWI?

Claude: Negative profitability across all metrics (-4.8% net margin, -2.7% operating margin, -4.9% ROE) indicating structural operational dysfunction. Negative operating cash flow of -46.5M and free cash flow of -59.8M demonstrate company cannot generate cash from core business to fund debt service.

What is TWI's revenue and growth?

Titan International Inc. reported revenue of $505.1M.

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 $-0.38.

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 grade reflects both perspectives for balanced insights.

What is TWI's fundamental grade?

Based on our AI fundamental analysis in June 2026, Titan International Inc. has a D grade with 87% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is TWI stock overvalued or undervalued?

Valuation metrics for TWI: ROE of -4.9% (sector avg: 14%), net margin of -4.8% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is TWI's AI grade for 2026?

Our dual AI analysis gives Titan International Inc. a combined D grade 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 $-46.5M, with capital expenditures of $13.3M. FCF margin is -11.8%.

How does TWI compare to other Materials stocks?

Vs Materials sector averages: Net margin -4.8% (avg: 10%), ROE -4.9% (avg: 14%), current ratio 2.19 (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: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI