Terex Corporation (TEX)

In February 2026, Terex completed its merger with REV Group, leading to a stock surge. In January 2026, the stock reached a new 52-week high. In November 2025, UBS Group adjusted its target price for Terex, decreasing it from $52.00 to $51.00 and maintaining a neutral rating. In October 2025, Terex reported its Q3 2025 earnings, surpassing EPS estimates but falling short on revenue, and finalized the acquisition of Environmental Solutions Group (ESG). In August 2025, investor sentiment experienced a downturn, leading to a 16% drop in the stock. In July 2025, for Q2 2025, Terex's EPS exceeded analyst expectations, while revenues did not meet forecasts.

Demand for Terex Corp.'s products exhibits seasonal patterns. Aerial Work Platforms (AWP) bookings typically show a sequential decline, with sales ramping up in March. Materials Processing (MP) bookings have shown growth, driven by aggregates and strong demand in the United States and India. Environmental Solutions (ES) bookings also reflect a return to normal seasonal ordering patterns.

Terex Corp. is a global manufacturer of industrial equipment, specializing in machinery and solutions for sectors like maintenance, manufacturing, energy, minerals and materials management, construction, waste and recycling, and entertainment. The company's major products are organized across three segments: Materials Processing (MP), Aerial Work Platforms (AWP), and Environmental Solutions Group (ESG).

Terex has a global presence with manufacturing in North America, Europe, and Asia Pacific, and its products are sold worldwide. Approximately 75% of its 2025 U.S. machine sales are expected to come from products manufactured in its 11 U.S. facilities. In the Materials Processing segment, about 85% of U.S. sales are generated by products made in the U.S. or the UK.

Terex Corp. generally receives a "Moderate Buy" consensus rating from analysts, with six buy ratings and six hold ratings from twelve firms, suggesting a generally positive perception among financial experts.

Terex Corp.'s ownership is primarily institutional investors, holding approximately 69.47% of the stock. Insiders own about 2.16%, and public companies and individual investors account for the remaining 28.37%. Major institutional shareholders include Fmr Llc, BlackRock, Inc., and Vanguard Group Inc. An example of an individual owner is Patrick S. Carroll, President of Environmental Solutions.