Toromont Industries Ltd. · TSX:TIH
Toromont Industries — Q2 2026 Earnings Presentation
11 slides from Toromont Industries's earnings presentation, Jul 29, 2026
Slide 1: Disciplined. Dedicated. Driven. Q2 2026 Results
DISCIPLINED. DEDICATED. DRIVEN. Q2 2026 Results Wednesday, July 29, 2026
Slide 2: Advisory: Forward-looking information
ADVISORY Forward-looking information Information in this presentation that is not a historical fact is "forward-looking information". Words such as "plans", "intends", "outlook", "expects", "anticipates", "estimates", "believes", "likely", "should", "could", "would", "will", "may" and similar expres
Slide 3: Q2 2026 Highlights
Q2 2026 HIGHLIGHTS • Q2 results - reflected good growth in revenue across all revenue streams, with solid equipment deliveries and execution against order backlog and project schedules: • Revenue +16% in the second quarter of 2026. • Gross profit margins increased 230 bps to 26.9% for the quarter. T
Slide 4: Q2 2026 Financial Highlights
Q2 2026 FINANCIAL HIGHLIGHTS • Working Capital – similar compared to Q2 2025, continue to exercise discipline and focus on customer requirements, market conditions and activity levels • Inventories – increased in both the Q2 and YTD periods, on seasonality and higher activity levels, as well as refl
Slide 5: Q2 2026 Financial Summary
Q2 2026 FINANCIAL SUMMARY Financial Data in $ million, EPS in $ per share • Bookings up 171% in Q2 (YTD +116%), higher orders at the Equipment Group, CIMCO relatively unchanged (YTD, higher Equipment Group +129% & CIMCO +11%) Bookings : Backlog Revenue 2,850 2,826 • Backlog as at June 30 was $2.9 bi
Slide 6: Q2 2026 Equipment Group
Q2 2026 EQUIPMENT GROUP Financial Data in $ million, EPS in $ per share • Bookings up 196% in Q2 mainly reflecting higher power system orders (including the Bookings : Backlog Equipment & acquired business), incl. a $1.0B billion order previously announced, for delivery Rentals substantially in 2027
Slide 7: Q2 2026 CIMCO
Q2 2026 CIMCO Financial Data in $ million, EPS in $ per share • Bookings unchanged in Q2 (YTD up 11%) higher in the US & lower in Canada in both markets Bookings : Backlog Revenue • Industrial market unchanged in Q2 (YTD +12%) 375 • Recreational market down 1% (YTD +11%) 351 236 238 • Backlog up 7%
Slide 8: Key Takeaways Leading into 2H of 2026
KEY TAKEAWAYS LEADING INTO 2H of 2026 • Our key strategic priorities: • Maintaining safe and efficient operations • Delivering exceptional customer service • Applying disciplined financial and operational focus to support long-term growth • Expecting the business environment to be influenced buy a n
Slide 9: 2026 Schedule
2026 SCHEDULE All dates and times are preliminary and subject to change Release Date Investor Call Time Quarter Investor Call Date After market close Eastern Q3 2026 November 2, 2026 November 3, 2026 8:00 AM Fiscal 2026 February 11, 2027 February 12, 2027 8:00 AM DISCIPLINED. DEDICATED. DRIVEN. DISC
Slide 10: Thank You
THANK YOU TOROMONT «(Tame ESIC
Slide 11: Disciplined. Dedicated. Driven. Q2 2026 Results
DISCIPLINED. DEDICATED. DRIVEN. Q2 2026 Results Wednesday, July 29, 2026