Terex
Builds specialty vehicles, waste systems, materials equipment, and aerial work platforms.
Something off on this page? Send us feedback.
Profile
Builds fire and ambulance vehicles, refuse and utility equipment, crushers and screens, and Genie aerial work platforms. Revenue comes from equipment sales and lifecycle parts and service, with North America now its largest market.
Designs, manufactures, and supports specialized equipment across four segments. Environmental Solutions supplies refuse bodies, compactors, recycling systems, digger derricks, and insulated aerial devices. Materials Processing covers crushers, screens, washing systems, and material handlers. Specialty Vehicles builds fire apparatus, ambulances, terminal trucks, sweepers, and motorhomes, while Aerials makes Genie work platforms and telehandlers.
Pairs manufacturing across North America, Europe, and Asia-Pacific with dealer, parts, service, financing, and digital channels spanning the equipment life cycle. North America accounts for most sales, making municipal budgets, fleet replacement, infrastructure activity, rental demand, and tariffs important operating dependencies. The organization is integrating REV operations, and Aerials remains within its current reporting structure.
Company facts
Key statistics
Year to date +15.8% · Average volume (30d) 1.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | Morgan Stanley | Reiterate | Overweight | $84 | $86 | |
| Jul 20, 2026 | Barclays | Reiterate | Overweight | $70 | ||
| Jul 2, 2026 | Truist Financial | Target | $82 | $92 | ||
| Jun 23, 2026 | D.A. Davidson | Target | $81 | |||
| May 11, 2026 | Evercore ISI | Target | $81 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q2 FY26 | $1.23 | $1.37 | +11.4% | $2.14B | $2.24B | +4.6% | −3.62% |
| May 1, 2026Q1 FY26 | $0.78 | $0.98 | +25.6% | $1.70B | $1.73B | +2.0% | −4.61% |
| Feb 11, 2026Q4 FY25 | $1.12 | $1.12 | 0.0% | $1.30B | $1.32B | +1.0% | −5.02% |
| Oct 30, 2025Q3 FY25 | $1.22 | $1.50 | +23.0% | $1.30B | $1.39B | +6.8% | −2.48% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.23B | $1.49B | $1.39B | $1.32B | $1.73B | $2.24B | |
| Gross profit | $230.0M | $292.0M | $282.0M | $248.0M | $206.0M | $444.0M | |
| Operating income | $69.0M | $130.0M | $140.0M | $137.0M | −$82.0M | $187.0M | |
| Net income | $21.0M | $72.0M | $65.0M | $63.0M | −$89.0M | $110.0M | |
| Diluted EPS | $0.31 | $1.09 | $0.99 | $0.95 | −$0.93 | $0.96 | |
| Gross margin | 18.7% | 19.6% | 20.3% | 18.8% | 11.9% | 19.8% | |
| Operating margin | 5.6% | 8.7% | 10.1% | 10.4% | -4.7% | 8.4% |
Fiscal years (4-quarter sums)FY21 $3.89B · FY22 $4.42B · FY23 $5.15B · FY24 $5.13B · FY25 $5.42B
Revenue by product · Q4 FY25
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $407.0M · Total debt $2.69B · Total assets $10.34B · Shareholders' equity $4.93B
Dividends
Raised for 12 straight years — most recently to $0.17 from $0.15 in Aug 2023. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 11, 2026 | Aug 11 | Sep 18 | $0.17 | |
| Jun 8, 2026 | Jun 8 | Jun 22 | $0.17 | |
| Mar 6, 2026 | Mar 6 | Mar 19 | $0.17 | |
| Nov 10, 2025 | Nov 10 | Dec 19 | $0.17 | |
| Aug 11, 2025 | Aug 11 | Sep 19 | $0.17 | |
| Jun 6, 2025 | Jun 6 | Jun 20 | $0.17 | |
| Mar 7, 2025 | Mar 7 | Mar 19 | $0.17 | |
| Nov 8, 2024 | Nov 8 | Dec 19 | $0.17 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 114.30M · Float 112.24M · 98.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 17.10M | 14.96% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 14.69M | 12.85% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 5.74M | 5.02% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 4.96M | 4.34% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 4.41M | 3.86% | 13F | Aug 11, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 23, 2026 | Stephen Johnston | officer: Former VP CAO and Controller | −1,702 | $69.92 |
| Jun 4, 2026 | Stephen Johnston | officer: Former VP CAO and Controller | −379 | $63.19 |
| May 4, 2026 | Joshua Gross | officer: President - Aerials | −5,874 | $61.53 |
| Feb 17, 2026 | Kieran Hegarty | officer: President, Materials Processin | −11,980 | $69.24 |
| Feb 12, 2026 | Michael Edward Virnig | officer: President, Specialty Vehicles | −16,330 | $67.35 |
Peers
- Oshkosh
Three-segment rival in AWP, refuse trucks, and fire apparatus
- Thor Industries
World's largest RV maker; ~47% North American motorized share
- Astec Industries
Aggregate, asphalt, and road-building equipment maker across two segments
- Winnebago Industries
Premium motorhome maker; Newmar holds >30% Class A diesel share
- Federal Signal
Municipal vehicle OEM entering refuse trucks via New Way acquisition
- Blue Bird
Leading North American Type C/D school bus maker with 30% market share
- Custom Truck One Source
Largest US utility truck rental and sales platform
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Terex | $63.73 | −0.02% | $7.28B | 32.4 | 11.7 | 1.1 | +50.5% |
| Oshkosh | $153.96 | −0.05% | $9.51B | 17.6 | 11.8 | 0.9 | +6.7% |
| Thor Industries | $77.02 | 0.00% | $4.01B | 15.5 | 19.3 | 0.4 | −3.9% |
| Astec Industries | $43.39 | +0.05% | $997.7M | 51.0 | 11.1 | 0.6 | +23.6% |
| Winnebago Industries | $30.60 | −0.13% | $865.0M | 22.5 | 13.9 | 0.3 | −9.9% |
| Federal Signal | $118.13 | +0.04% | $7.21B | 25.5 | 21.8 | 2.9 | +18.7% |
| Blue Bird | $59.70 | +0.78% | $1.87B | 7.2 | 12.1 | 1.2 | +29.9% |
| Custom Truck One Source | $9.20 | −0.05% | $2.09B | 98.0 | 42.2 | 1.0 | +10.2% |
| Median | 22.5 | 13.9 | 0.9 | +10.2% |