3 weeks ago
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MarketBeat
Wed, February 25, 2026 astatine 6:48 AM CST 9 min read
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Major ERP nonaccomplishment successful North America — a November go‑live caused terrible functionality problems that outgo astir 3 weeks of bid introduction and parts shipping, forced labor‑intensive workarounds, and prompted Tennant to intermission its planned EMEA rollout portion remaining successful “Hypercare.”
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Material fiscal deed quantified — absorption estimates the ERP disruption reduced Q4 income by astir $30 million, chopped adjusted EBITDA by ~$22 cardinal (≈$0.91 EPS impact), and pushed 2026 ERP spending to apt much than $20 cardinal aft ~$98 cardinal invested since 2023.
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Outlook and maturation initiatives — Tennant guided 2026 nett income of $1.24–$1.28 cardinal with adjusted EBITDA $175–190 cardinal and adjusted EPS $4.70–$5.30, portion pushing robotics (AMR) maturation aft $85 cardinal successful 2025 AMR gross and a people of ~$250 cardinal by 2028.
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Tennant (NYSE:TNC) said its 4th fourth and full-year 2025 results were “materially impacted” by the North America go-live of a caller ERP strategy successful aboriginal November, which absorption said created terrible functionality issues that disrupted bid entry, production, shipping, and lawsuit service.
President and CEO David Huml said that contempt a palmy ERP motorboat successful APAC successful September and extended mentation successful North America, the North America cut-over introduced “severe strategy functionality issues,” peculiarly affecting bid processing for highly configurable machines. Management expected a short-lived productivity dip akin to APAC, wherever operations normalized wrong a week, but said North America alternatively mislaid “three afloat weeks of instrumentality bid introduction and parts shipping capability.”
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To support operations moving, Tennant implemented stopgap procedures that Huml described arsenic labor-intensive and inefficient. The disruption affected each 3 U.S. accumulation and organisation facilities and led to added overtime, freight, and different nonstop operating costs. Customer impacts were besides significant, including constricted bid fulfillment, unreliable shipment visibility, and a prolonged backlog. Huml said parts, consumables, and work were “especially affected,” with the institution incapable to vessel parts for astir of November.
By precocious successful the quarter, absorption said the astir captious issues had been resolved. Huml told analysts the institution is present unchangeable crossed halfway processes—“book orders, build, ship, invoice, and collect”—but is inactive moving done ratio and idiosyncratic adoption issues. Tennant remains successful “Hypercare” and is targeting strategy stableness by the extremity of the archetypal 4th of 2026, with ratio improvements continuing into the 2nd quarter.
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