TNC Earnings
Thursday, Apr 30 2026
EPS Estimate
$0.41
$0.07 – $0.74
Revenue Estimate
$289M
Current Price
$78.78
Our Position
bearish · highQ4 miss triggers 22.6% stock plunge to three-year low
structured data
est. revisions rising
(+71.5pp / 30d)
A miss this sharp combined with a self-inflicted operational story — not a market-wide issue — suggests investors have lost confidence in management's execution and guidance credibility. The ERP implementation excuse raises questions: if a core systems upgrade derails results this badly, how robust is the underlying business, and when does operational stability return?
Watch: Watch for management commentary on ERP timeline and Q1 2026 guidance. If the next quarter shows recovery driven by system stabilization, the stock has a re-entry case. If misses repeat, the company risks further downgrades and multiple compression.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.0 (bullish skew)
Price downtrend
Key Context
Insider Activity
mixed
Price Trend
downtrend
From 52w High
-0.8%
P/E Ratio
33.4
Est. Revisions (30d)
+0.0% 0up/0dn
Analyst Target (mean)
$84 $67–$91 +6%
Options P/C Ratio
0.00
Est. Dispersion
165% 3 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Renaissance, Two Sigma, Citadel
Recent Activity
insider trades
51 transactions
Other
·
HUML DAVID W (Chief Executive Officer)
·26,755 shares
Buy
·
GLERUM JAMES T JR. (Director)
·8,163 shares
·$499,980
Buy
·
MULLIGAN DONAL L (Director)
·8,000 shares
·$504,130
Sell
·
ARVANI AZITA (Director)
·3,156 shares
·$193,794
Exercise
·
ARVANI AZITA (Director)
·3,538 shares
·$193,529
46 more
Award
·
ALLEN PATRICK E
·437 shr
Sell
·
EICHER CAROL S
·3,130 shr
·$193,997
Exercise
·
EICHER CAROL S
·3,538 shr
·$193,529
Award
·
ZAY RICHARD H.
·17,504 shr
Award
·
WEST FAY
·19,532 shr
Award
·
HUML DAVID W
·64,166 shr
Buy
·
HUML DAVID W
·4,000 shr
·$257,560
Sell
·
WINDLEY DAVID
·3,694 shr
·$235,899
Exercise
·
WINDLEY DAVID
·4,245 shr
·$230,590
Award
·
ERICKSON KRISTIN A.
·11,524 shr
Award
·
BALINSKI BARB
·10,008 shr
Award
·
SCHOTTLER PATRICK W.
·6,056 shr
Award
·
GLERUM JAMES T JR.
·437 shr
Sell
·
ZAY RICHARD H.
·4,042 shr
·$336,324
Award
·
SHEAHAN MARK W
·1,815 shr
Award
·
MORSE TIMOTHY R
·1,815 shr
Award
·
MULLIGAN DONAL L
·1,815 shr
Award
·
EICHER CAROL S
·1,815 shr
Award
·
GREEN MARIA C
·1,815 shr
Award
·
ARVANI AZITA
·1,815 shr
Award
·
WINDLEY DAVID
·1,815 shr
Award
·
HIDER ANDREW P
·1,815 shr
Other
·
HUML DAVID W
·17,571 shr
Sell
·
ARVANI AZITA
·2,358 shr
·$200,950
Exercise
·
ARVANI AZITA
·2,358 shr
·$153,553
Sell
·
BALINSKI BARB
·1,717 shr
·$148,383
Sell
·
ZAY RICHARD H.
·7,053 shr
·$617,669
Exercise
·
ZAY RICHARD H.
·7,053 shr
·$369,718
Award
·
ZAY RICHARD H.
·10,663 shr
Award
·
WEST FAY
·12,215 shr
Award
·
HUML DAVID W
·39,892 shr
Award
·
ERICKSON KRISTIN A.
·6,891 shr
Award
·
BALINSKI BARB
·6,011 shr
Award
·
CHRISTIANSON BROCK R
·2,625 shr
Award
·
SCHOTTLER PATRICK W.
·3,522 shr
Sell
·
BALINSKI BARB
·1,500 shr
·$144,908
Other
·
HUML DAVID W
·13,682 shr
Award
·
SHEAHAN MARK W
·1,043 shr
Award
·
MORSE TIMOTHY R
·1,073 shr
Award
·
MULLIGAN DONAL L
·1,073 shr
Award
·
EICHER CAROL S
·1,073 shr
Award
·
GREEN MARIA C
·1,073 shr
Award
·
ARVANI AZITA
·1,073 shr
Award
·
WINDLEY DAVID
·1,073 shr
Award
·
HIDER ANDREW P
·1,073 shr
Exercise
·
MULLIGAN DONAL L
·3,538 shr
·$193,529
Explore more
