TEX · Terex Corp
10 customers — 28% of revenue (2025)
“In 2025, our largest customer accounted for less than 6% of our consolidated net sales and our top ten customers in the aggregate accounted for less than 28% of our consolidated net sales.”
One customer — 6% of revenue (2025)
“In 2025, our largest customer accounted for less than 6% of our consolidated net sales and our top ten customers in the aggregate accounted for less than 28% of our consolidated net sales.”
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. Terex raised full-year 2026 guidance on strong Q2 results and 25% proforma bookings growth, but cut ES outlook to low-single digit growth after a pre-buy on refuse collection vehicles ahead of 2027 EPA rules failed to materialize.
- + Raised full-year 2026 sales guidance to $7.9–$8.2B, adjusted EBITDA to $960M–$1.0B, and adjusted EPS to $4.70–$5.10
- + Q2 bookings grew 25% year-over-year on a proforma basis to $2B
- + MP adjusted EBITDA margin expanded 440 bps to 18.8%, with 270 bps year-over-year expansion excluding one-timers
- + Aerials updated to low-double digit sales growth with 560 bps sequential margin improvement and on track for full-year price/cost neutral
- + Aerials bookings grew 71% year-over-year to $530M and backlog rose 28% to $914M
- − Cut ES second-half revenue outlook to low-single digit growth after scrapping expectations of an EPA pre-buy on refuse collection vehicles
- − ES adjusted EBITDA margin fell 250 bps year-over-year to 17.5% on unfavorable mix and production ramp inefficiencies
- − Aerials adjusted EBITDA margin of 5.7% was down 340 bps year-over-year due to significantly higher tariffs
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Farm & Heavy Construction Machinery — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TEX
this stock
Terex Corp
|
$6.55B | -1.5% | +5.7% | 29.3 | 6.2% |
|
CAT
Caterpillar Inc
|
$379.99B | +41.5% | +4.3% | 35.6 | 1.8% |
|
DE
Deere & Co
|
$182.08B | +44.2% | -11.7% | 37.5 | 2.1% |
|
SNHIY
Sany Heavy Industries Co., Ltd./ADR
|
$86.82B | — | — | — | 0.0% |
|
PCAR
Paccar Inc
|
$58.59B | +0.3% | -15.5% | 23.4 | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TEX | -9.6% | -11.3% | -18.3% | -17.2% | -1.5% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -9.0% | -11.4% | -30.5% | -16.6% | -13.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.