Overview

• Specialized equipment maker's Q4 revenue met analyst expectations

• Adjusted EPS for Q4 beat analyst expectations

• Company's Q4 bookings rose 32% yr/yr, reflecting strong demand

Outlook

• Terex expects 2026 sales between $7.5 bln and $8.1 bln

• Company forecasts 2026 EBITDA of $930 mln to $1 bln

• Terex projects 2026 EPS of $4.50 to $5.00

Result Drivers

• STRONG BOOKINGS - Q4 bookings increased 32% year-over-year, reflecting robust demand across all segments

• COST PRODUCTIVITY - Margin improvements in Q4 were driven by cost productivity actions and higher volumes in Environmental Solutions and Materials Processing

• ESG INTEGRATION - Successful integration of ESG contributed to revenue and operating profit growth in Q4

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 5 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the heavy machinery & vehicles peer group is "buy."

• Wall Street's median 12-month price target for Terex Corp is $63.00, about 6.3% above its February 10 closing price of $59.26

Press Release: ID:nPn7wcCtPa

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