Why Tennant (TNC) Crashed -25%: When an ERP Rollout Goes Off the Rails
TNC (Tennant Company) is down more than 25% today because it reported a very large earnings and revenue miss for Q4 2025, blamed on serious ERP rollout problems and weaker demand, and guided to a slower‑than‑hoped recovery in 2026.
Why TNC fell so much
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Tennant reported Q4 adjusted EPS of about 0.48 per share versus analyst expectations of roughly 1.68, a negative surprise of over 70%, and a sharp drop from about 1.52 a year earlier.
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Revenue was about 291.6 million, down around 11–14% year over year and well below forecasts in the low 320 million range, with adjusted EBITDA down roughly 46% as lower volumes and ERP‑related costs crushed margins.
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Management disclosed that the Q4 ERP go‑live in North America caused major order‑management and fulfillment disruptions, cutting an estimated 30 million from sales and about 22 million from adjusted EBITDA, and said much of 2026 will still be about stabilizing operations rather than immediately bouncing back.
How the market is reading it
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The combination of a huge earnings miss, operational execution issues around the ERP system, and guidance that implies only gradual improvement in 2026 led investors to question both near‑term profitability and management’s execution quality, driving a 20–25%+ single‑day selloff.
Tickeron AI Perspective
Contributor
TNC in downward trend: price dove below 50-day moving average on August 06, 2026
TNC moved below its 50-day moving average on August 06, 2026 date and that indicates a change from an upward trend to a downward trend. In of 43 similar past instances, the stock price decreased further within the following month. The odds of a continued downward trend are .
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on August 06, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on TNC as a result. In of 95 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .
The Moving Average Convergence Divergence Histogram (MACD) for TNC turned negative on August 06, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 44 similar instances when the indicator turned negative. In of the 44 cases the stock turned lower in the days that followed. This puts the odds of success at .
The 10-day moving average for TNC crossed bearishly below the 50-day moving average on July 30, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In of 15 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are .
Following a 3-day decline, the stock is projected to fall further. Considering past instances where TNC declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .
The Aroon Indicator for TNC entered a downward trend on August 04, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where TNC's RSI Oscillator exited the oversold zone, of 24 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are .
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 8 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where TNC advanced for three days, in of 319 cases, the price rose further within the following month. The odds of a continued upward trend are .
TNC may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.174) is normal, around the industry mean (5.793). P/E Ratio (65.404) is within average values for comparable stocks, (74.510). Projected Growth (PEG Ratio) (2.492) is also within normal values, averaging (2.130). Dividend Yield (0.018) settles around the average of (0.018) among similar stocks. P/S Ratio (1.000) is also within normal values, averaging (204.732).
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating slightly worse than average price growth. TNC’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating that the returns do not compensate for the risks. TNC’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 73, placing this stock worse than average.
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General Information
a manufacturer of indoor and outdoor cleaning solutions
Industry IndustrialMachinery
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