Terex Corporation

Informe acción NYSE:TEX

Capitalización de mercado: US$6.9b

Terex Crecimiento futuro

Future controles de criterios 3/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Terex de 32.7% y 11.1% por año respectivamente. Se prevé que el BPA crezca en un 28.4% al año. Se espera que la rentabilidad financiera sea de 18.6% en 3 años.

Información clave

32.7%

Tasa de crecimiento de los beneficios

28.36%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Machinery16.3%
Tasa de crecimiento de los ingresos11.1%
Rentabilidad financiera futura18.62%
Cobertura de analistas

Good

Última actualización11 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • Apr 23

TEX: Repricing Will Favor REV Group Synergies And More Resilient Earnings Mix

The analyst fair value estimate for Terex has shifted from $77.00 to $95.00 as analysts factor in higher projected revenue growth, slightly stronger profit margins, a higher future P/E assumption, and recent research pointing to improved customer sentiment, better equipment utilization in Aerials, and potential synergies from the REV Group acquisition. Analyst Commentary Recent research on Terex has highlighted a mix of views, but there is a clear cluster of constructive commentary from bullish analysts who are focusing on execution in Aerials, the potential from the REV Group acquisition, and the impact of updated guidance on valuation frameworks.
Actualización de narrativa • Apr 08

TEX: 2026 Re Rating Will Rely On REV Synergy Delivery

Analysts have nudged the Terex fair value estimate slightly lower to about $77 from roughly $79. They still point to support from improved sentiment in the Aerials business, expected cost synergies from the REV Group deal, and a series of higher Street price targets following recent earnings and guidance updates.
Actualización de narrativa • Mar 25

TEX: Re Rating In 2026 Will Depend On Exceeding REV Group Synergies

Terex's analyst price targets have moved higher, with several firms lifting their views into the mid to high $70s and low $80s range as analysts point to improving sentiment in the Aerials business, conservative synergy assumptions for the REV Group acquisition, and support from recent guidance. Analyst Commentary Recent research highlights a mix of optimism and caution around Terex, with most of the debate centered on how much value the REV Group acquisition and Aerials recovery can add versus execution and integration risk.
Actualización de narrativa • Mar 10

TEX: Re Rating Narrative Will Hinge On Delivering REV Group Synergies

Analysts have lifted their average price target for Terex by a few dollars to around the mid $70s, citing stronger sentiment in the Aerials business, expectations for $75m in REV Group synergies, and a broader, more diversified platform following the merger. Analyst Commentary Recent Street research on Terex clusters around a similar message, with most firms adjusting price targets higher and focusing on the Aerials segment, synergy potential from the REV Group deal, and how these could influence the valuation over the next few years.
Actualización de narrativa • Feb 24

TEX: Re Rating Narrative Will Rely On Delivery Against FY26 Guidance

The analyst fair value estimate for Terex has increased from $64.75 to $78.85. Analysts attribute this change to recent price target increases across the Street and to confidence in the company's updated guidance as key drivers of the revision.
Actualización de narrativa • Feb 08

TEX: Fair Outlook Balances Merger Vote Overhang With Near Term Catalyst Watch

Narrative update: Terex The updated fair value estimate for Terex moves to US$64.75 from US$61.20, as analysts reflect slightly higher assumed profit margins, a modestly higher future P/E, and a lower discount rate in light of recent price target increases from multiple firms and a new short term catalyst watch. Analyst Commentary Recent Street research on Terex has focused on refreshed price targets and a short term catalyst watch, which together feed into the updated fair value framework described above.
Actualización de narrativa • Jan 25

TEX: Midcycle Repricing Will Favor Lower Volatility Earnings Mix Over Merger Risk

Analysts have nudged their price targets on Terex higher by single to low double digit dollar amounts, citing a series of recent target increases from firms such as Wells Fargo, Citi, BofA, and Truist, along with improving views on the company’s earnings mix and risk profile. Analyst Commentary Recent Street research on Terex centers around price target increases, fresh coverage, and an upgrade that collectively point to improving confidence in the company’s setup.
Actualización de narrativa • Jan 09

TEX: Shares Will Likely Revisit Highs As Merger Risks Stay Elevated

Analysts have lifted their price target on Terex by about US$2.47 to roughly US$61.20. This reflects updated fair value, discount rate and P/E assumptions, alongside mixed views on the planned REV Group merger and fresh coverage from Wells Fargo and Raymond James.
Actualización de narrativa • Dec 26

TEX: Midcycle Earnings Repricing Will Drive Upside Despite Merger Uncertainties

Analysts have raised their fair value estimate for Terex from $73.00 to $77.00 per share. They are incorporating a slightly higher discount rate, more conservative revenue growth, modestly higher margin expectations, and a still-supportive Street view that the stock deserves a higher midcycle earnings valuation despite deal-related risks.
Artículo de análisis • Dec 23

Investors Appear Satisfied With Terex Corporation's (NYSE:TEX) Prospects As Shares Rocket 26%

Terex Corporation ( NYSE:TEX ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
Artículo de análisis • Dec 01

Terex Corporation's (NYSE:TEX) Intrinsic Value Is Potentially 96% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Terex fair value estimate is US$90.67 Current share price of...
Actualización de narrativa • Nov 27

TEX: Shares Will Likely Revisit Previous Highs Amid Merger Uncertainty

Terex's analyst price target has been revised slightly downward to $58.73 from $59.70. Analysts are factoring in modest adjustments to growth estimates, as well as caution regarding merger-related uncertainty and sector headwinds.
Actualización de narrativa • Nov 10

TEX: Share Price Is Expected To Revisit Previous Highs After Earnings Shift

Analysts have increased their price target for Terex from $56.82 to $59.70. They cite improved earnings potential and favorable sector trends despite ongoing industry headwinds.
Artículo de análisis • Oct 30

Terex (NYSE:TEX) Has Announced A Dividend Of $0.17

The board of Terex Corporation ( NYSE:TEX ) has announced that it will pay a dividend on the 19th of December, with...
Actualización de narrativa • Oct 27

Business Mix Improvements And Sector Headwinds Will Shape Equipment Demand Outlook

Terex's analyst price target has been raised from $55.20 to $56.82, with analysts citing improved business mix and potential for valuation upside in the face of sector headwinds. Analyst Commentary Recent analyst research presents a nuanced outlook on Terex, reflecting both optimism regarding company execution and caution over sector-wide risks.
Seeking Alpha • Aug 05

Terex: Shifting To Hold, As I Stay On The Sidelines

Summary I upgrade TEX from sell to hold, as the Environmental Solutions (ES) segment shows strong momentum and is reshaping the investment case. Legacy segments remain under significant pressure, with declining margins, falling backlog, and persistent macro headwinds impacting near-term performance. Tariff risks are worsening, with a $0.50 EPS hit expected for FY25, and TEX has yet to effectively mitigate these structural challenges. While ES could drive future upside and justify a higher multiple, near-term uncertainties warrant staying on the sidelines, with a hold rating. Read the full article on Seeking Alpha
Artículo de análisis • Jul 31

Terex (NYSE:TEX) Is Due To Pay A Dividend Of $0.17

Terex Corporation's ( NYSE:TEX ) investors are due to receive a payment of $0.17 per share on 19th of September. Based...
Artículo de análisis • Jul 20

Does Terex (NYSE:TEX) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis • Jul 04

Is It Time To Consider Buying Terex Corporation (NYSE:TEX)?

Terex Corporation ( NYSE:TEX ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...
Artículo de análisis • Jun 19

Is There An Opportunity With Terex Corporation's (NYSE:TEX) 32% Undervaluation?

Key Insights The projected fair value for Terex is US$66.83 based on 2 Stage Free Cash Flow to Equity Current share...
Seeking Alpha • Mar 06

Terex: Maintaining Neutral Stance Due To Short-Term Uncertainty

Summary Terex Corporation faces short-term revenue pressure due to weak demand driven across the business, despite contributions from ESG transactions. The negative impact from volume declines is expected to further put pressure on the overall profitability in 2025. Long-term prospects remain favorable, with tailwind from federal infrastructure spending and international market share gain opportunities. Current valuation appears cheap but unreasonable given anticipated volume declines and higher interest expenses, posing further downside risk, leading to another hold rating on TEX stock. Read the full article on Seeking Alpha
Seeking Alpha • Dec 16

Terex Corporation: Softness At The Worst Time

Summary Terex Corporation's acquisition of the Environmental Solutions Group from Dover creates a more diversified business, yet increases leverage at a point when the own business is struggling. Despite historical stability and margin improvements, Terex faces declining sales and earnings forecasts for 2024, exacerbating debt concerns post-acquisition. The $2 billion deal adds a promising third pillar but impacts Terex's previously strong balance sheet, as long-term competitive concerns arise. Given the current market softness and increased debt, I remain cautious and await the fourth quarter results before considering buying TEX stock on the dip. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NYSE:TEX - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20288,986687N/A7037
12/31/20278,49858056240811
12/31/20267,93533050045011
3/31/20265,926107322430N/A
12/31/20255,421221322440N/A
9/30/20255,344156279412N/A
6/30/20255,169179236374N/A
3/31/20255,064247201339N/A
12/31/20245,127335189326N/A
9/30/20245,109465196339N/A
6/30/20245,187496215362N/A
3/31/20245,208516274416N/A
12/31/20235,152517332459N/A
9/30/20235,147481323426N/A
6/30/20234,977444270372N/A
3/31/20234,651358212322N/A
12/31/20224,418300151261N/A
9/30/20224,190266-3374N/A
6/30/20224,064232-3944N/A
3/31/20224,02523031104N/A
12/31/20213,887218234293N/A
9/30/20213,683174418461N/A
6/30/20213,455149436482N/A
3/31/20213,10773406452N/A
12/31/20203,0769161225N/A
9/30/20203,1751397184N/A
6/30/20203,43443118234N/A
3/31/20204,050128227350N/A
12/31/20194,353210N/A173N/A
9/30/20194,517211N/A192N/A
6/30/20194,591228N/A10N/A
3/31/20194,537230N/A-127N/A
12/31/20184,517242N/A94N/A
9/30/20184,532190N/A190N/A
6/30/20184,544178N/A312N/A
3/31/20184,473189N/A273N/A
12/31/20173,794111N/A153N/A
9/30/20174,275-222N/A221N/A
6/30/20174,220-245N/A260N/A
3/31/20174,336-231N/A333N/A
12/31/20164,443-193N/A377N/A
9/30/20164,636145N/A370N/A
6/30/20164,835142N/A291N/A
3/31/20164,980108N/A203N/A
12/31/20155,022128N/A228N/A
9/30/20155,644185N/A238N/A
6/30/20156,198213N/A301N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (32.7% al año) de TEX es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (32.7% al año) de TEX crezcan más rápidamente que el mercado US (16.8% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de TEX crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (11.1% al año) de TEX crezcan más despacio que el mercado de US (11.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 11.1% al año) de TEX crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de TEX sea baja dentro de 3 años (18.6%).

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/17 19:30
Precio de las acciones al final del día2026/05/15 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Terex Corporation está cubierta por 34 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Mircea DobreBaird
Adam SeidenBarclays
Joel TissBMO Capital Markets Equity Research