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Side-by-side financial comparison of TORO CO (TTC) and Trade Desk (The) (TTD). Click either name above to swap in a different company.

TORO CO is the larger business by last-quarter revenue ($1.1B vs $846.8M, roughly 1.3× Trade Desk (The)). Trade Desk (The) runs the higher net margin — 22.1% vs 4.7%, a 17.3% gap on every dollar of revenue. On growth, Trade Desk (The) posted the faster year-over-year revenue change (14.3% vs -2.2%). Trade Desk (The) produced more free cash flow last quarter ($285.3M vs $207.2M). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (31.3% CAGR vs -8.1%).

The Toro Company is an American company based in the Minneapolis suburb of Bloomington, Minnesota, that designs, manufactures, and markets lawn mowers, snow blowers, and irrigation system supplies for commercial and residential, agricultural, and public sector uses.

The Trade Desk, Inc. is an American multinational technology company that specializes in real-time programmatic marketing automation technologies, products, and services, designed to personalize digital content delivery to users.

TTC vs TTD — Head-to-Head

Bigger by revenue
TTC
TTC
1.3× larger
TTC
$1.1B
$846.8M
TTD
Growing faster (revenue YoY)
TTD
TTD
+16.5% gap
TTD
14.3%
-2.2%
TTC
Higher net margin
TTD
TTD
17.3% more per $
TTD
22.1%
4.7%
TTC
More free cash flow
TTD
TTD
$78.1M more FCF
TTD
$285.3M
$207.2M
TTC
Faster 2-yr revenue CAGR
TTD
TTD
Annualised
TTD
31.3%
-8.1%
TTC

Income Statement — Q3 FY2025 vs Q4 FY2025

Metric
TTC
TTC
TTD
TTD
Revenue
$1.1B
$846.8M
Net Profit
$53.5M
$186.9M
Gross Margin
33.7%
80.7%
Operating Margin
5.7%
30.3%
Net Margin
4.7%
22.1%
Revenue YoY
-2.2%
14.3%
Net Profit YoY
-55.2%
2.6%
EPS (diluted)
$0.54
$0.39

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
TTC
TTC
TTD
TTD
Q4 25
$846.8M
Q3 25
$1.1B
$739.4M
Q2 25
$1.3B
$694.0M
Q1 25
$995.0M
$616.0M
Q4 24
$741.0M
Q3 24
$1.2B
$628.0M
Q2 24
$1.3B
$584.5M
Q1 24
$1.0B
$491.3M
Net Profit
TTC
TTC
TTD
TTD
Q4 25
$186.9M
Q3 25
$53.5M
$115.5M
Q2 25
$136.8M
$90.1M
Q1 25
$52.8M
$50.7M
Q4 24
$182.2M
Q3 24
$119.3M
$94.2M
Q2 24
$144.8M
$85.0M
Q1 24
$64.9M
$31.7M
Gross Margin
TTC
TTC
TTD
TTD
Q4 25
80.7%
Q3 25
33.7%
78.1%
Q2 25
33.1%
78.2%
Q1 25
33.7%
76.8%
Q4 24
81.7%
Q3 24
34.8%
80.5%
Q2 24
33.6%
81.1%
Q1 24
34.4%
78.9%
Operating Margin
TTC
TTC
TTD
TTD
Q4 25
30.3%
Q3 25
5.7%
21.8%
Q2 25
13.3%
16.8%
Q1 25
7.8%
8.8%
Q4 24
26.4%
Q3 24
12.8%
17.3%
Q2 24
13.9%
16.2%
Q1 24
8.8%
5.8%
Net Margin
TTC
TTC
TTD
TTD
Q4 25
22.1%
Q3 25
4.7%
15.6%
Q2 25
10.4%
13.0%
Q1 25
5.3%
8.2%
Q4 24
24.6%
Q3 24
10.3%
15.0%
Q2 24
10.7%
14.5%
Q1 24
6.5%
6.4%
EPS (diluted)
TTC
TTC
TTD
TTD
Q4 25
$0.39
Q3 25
$0.54
$0.23
Q2 25
$1.37
$0.18
Q1 25
$0.52
$0.10
Q4 24
$0.36
Q3 24
$1.14
$0.19
Q2 24
$1.38
$0.17
Q1 24
$0.62
$0.06

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
TTC
TTC
TTD
TTD
Cash + ST InvestmentsLiquidity on hand
$1.3B
Total DebtLower is stronger
$1.0B
Stockholders' EquityBook value
$1.4B
$2.5B
Total Assets
$3.5B
$6.2B
Debt / EquityLower = less leverage
0.73×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
TTC
TTC
TTD
TTD
Q4 25
$1.3B
Q3 25
$1.4B
Q2 25
$1.7B
Q1 25
$1.7B
Q4 24
$1.9B
Q3 24
$1.7B
Q2 24
$1.5B
Q1 24
$1.4B
Total Debt
TTC
TTC
TTD
TTD
Q4 25
Q3 25
$1.0B
Q2 25
$1.1B
Q1 25
$1.1B
Q4 24
Q3 24
$991.9M
Q2 24
$1.0B
Q1 24
$1.2B
Stockholders' Equity
TTC
TTC
TTD
TTD
Q4 25
$2.5B
Q3 25
$1.4B
$2.6B
Q2 25
$1.5B
$2.7B
Q1 25
$1.5B
$2.7B
Q4 24
$2.9B
Q3 24
$1.6B
$2.6B
Q2 24
$1.7B
$2.4B
Q1 24
$1.5B
$2.2B
Total Assets
TTC
TTC
TTD
TTD
Q4 25
$6.2B
Q3 25
$3.5B
$5.9B
Q2 25
$3.8B
$6.0B
Q1 25
$3.7B
$5.7B
Q4 24
$6.1B
Q3 24
$3.7B
$5.5B
Q2 24
$3.9B
$5.2B
Q1 24
$3.8B
$4.7B
Debt / Equity
TTC
TTC
TTD
TTD
Q4 25
Q3 25
0.73×
Q2 25
0.74×
Q1 25
0.75×
Q4 24
Q3 24
0.61×
Q2 24
0.62×
Q1 24
0.77×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
TTC
TTC
TTD
TTD
Operating Cash FlowLast quarter
$225.8M
$311.6M
Free Cash FlowOCF − Capex
$207.2M
$285.3M
FCF MarginFCF / Revenue
18.3%
33.7%
Capex IntensityCapex / Revenue
1.6%
3.1%
Cash ConversionOCF / Net Profit
4.22×
1.67×
TTM Free Cash FlowTrailing 4 quarters
$462.5M
$795.7M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
TTC
TTC
TTD
TTD
Q4 25
$311.6M
Q3 25
$225.8M
$224.7M
Q2 25
$171.7M
$165.0M
Q1 25
$-48.6M
$291.4M
Q4 24
$199.4M
Q3 24
$194.7M
$273.3M
Q2 24
$227.3M
$81.3M
Q1 24
$-92.2M
$185.5M
Free Cash Flow
TTC
TTC
TTD
TTD
Q4 25
$285.3M
Q3 25
$207.2M
$158.3M
Q2 25
$152.4M
$119.8M
Q1 25
$-67.7M
$232.3M
Q4 24
$179.2M
Q3 24
$170.6M
$224.6M
Q2 24
$206.9M
$59.1M
Q1 24
$-111.3M
$178.2M
FCF Margin
TTC
TTC
TTD
TTD
Q4 25
33.7%
Q3 25
18.3%
21.4%
Q2 25
11.6%
17.3%
Q1 25
-6.8%
37.7%
Q4 24
24.2%
Q3 24
14.7%
35.8%
Q2 24
15.3%
10.1%
Q1 24
-11.1%
36.3%
Capex Intensity
TTC
TTC
TTD
TTD
Q4 25
3.1%
Q3 25
1.6%
9.0%
Q2 25
1.5%
6.5%
Q1 25
1.9%
9.6%
Q4 24
2.7%
Q3 24
2.1%
7.8%
Q2 24
1.5%
3.8%
Q1 24
1.9%
1.5%
Cash Conversion
TTC
TTC
TTD
TTD
Q4 25
1.67×
Q3 25
4.22×
1.94×
Q2 25
1.26×
1.83×
Q1 25
-0.92×
5.75×
Q4 24
1.09×
Q3 24
1.63×
2.90×
Q2 24
1.57×
0.96×
Q1 24
-1.42×
5.86×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

TTC
TTC

Equipment Products And Services$815.7M72%
Residential Segment$192.8M17%
Irrigation$115.1M10%

TTD
TTD

Other$427.2M50%
Non Us$419.6M50%

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