Terex Dirección
Dirección controles de criterios 3/4
El CEO de Terex es Simon Meester , nombrado en Jan 2024, tiene una permanencia de 2.67 años. compensación anual total es $7.29M, compuesta por 13.2% salario y 86.8% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.089% de las acciones de la empresa, por valor de $6.22M. La antigüedad media del equipo directivo y de la junta directiva es de 2.3 años y 1.7 años, respectivamente.
Información clave
Simon Meester
Chief Executive Officer (CEO)
US$7.3m
Compensación total
| Porcentaje del salario del CEO | 13.18% |
| Permanencia del CEO | 2.7yrs |
| Participación del CEO | 0.09% |
| Permanencia media de la dirección | 2.3yrs |
| Promedio de permanencia en la Junta Directiva | 1.7yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • Aug 09
Terex: Stability Arrives After Busy Times
Summary Terex has engaged in significant M&A, including acquiring Environmental Solutions Group and merging with REV Group, amid challenging timing and market conditions. The REV Group deal appears dilutive, with Terex issuing 48 million shares and paying a premium valuation, raising concerns about capital allocation. Pro forma, Terex expects $750 million EBITDA, $4 per share earnings, and leverage near 2x after divesting its aerial platform business. While Terex now trades at 10–12x pro forma earnings and has improved business quality, I remain cautious due to deal dilution and timing. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 23
TEX: 2026 Rerating Will Depend On Nearly Complete Transformation Execution
The Terex analyst price target has been raised by about $3, with analysts citing sectorwide second-quarter previews, constructive U.S. macroeconomic data, and company-specific transformation efforts as support for their updated views. Analyst Commentary Recent research on Terex shows a cluster of higher price targets and constructive Q2 earnings previews, with analysts weighing the company’s transformation efforts against sector and macro crosscurrents.
Actualización de narrativa • Jul 08
TEX: Transformed Earnings Mix And Q1 Demand Strength Will Support Higher Margins
Analysts have modestly lifted their Terex fair value estimate to about $98, citing higher price targets across the Street and research that points to a reshaped business profile, steady demand across key end markets, and updated expectations for growth, margins, and future P/E multiples. Analyst Commentary Recent research on Terex points to a cluster of constructive views, with several firms adjusting price targets and ratings in a way that supports the idea of a reshaped business profile and evolving valuation framework.Actualización de narrativa • Jun 24
TEX: 2026 Re Rating Will Hinge On Transformation And Synergy Delivery
The analyst price target for Terex has been trimmed slightly, with the updated fair value estimate moving from $76.79 to $76.05 as analysts factor in a modestly lower discount rate and future P/E multiple, despite generally constructive recent research commentary. Analyst Commentary Recent Street research on Terex points to a mix of optimism about the company’s transformation and valuation, alongside some caution reflected in trimmed price targets from firms like JPMorgan and others.Artículo de análisis • Jun 20
Terex (TEX) Stock Could Be 13% Undervalued After Strong Growth And Buy Signals
Terex stock reacts to strong fundamentals and technical momentum Terex (TEX) has attracted investor attention after reports of significant year-over-year growth in revenue and net profit, alongside high operating efficiency and supportive technical signals that point to strong price momentum. See our latest analysis for Terex. At a share price of $66.82, Terex has seen strong short term momentum, with a 30 day share price return of 16.61% feeding into a 1 year total shareholder return of...Actualización de narrativa • Jun 04
TEX: REV Synergies And Margin Expansion Will Support More Resilient Earnings Mix
Narrative Update The analyst price target for Terex has been trimmed by about $2 to $93.40, as analysts balance slightly softer modeled revenue growth with firmer profit margin expectations and a mix of recent target cuts and upgrades across the Street. Analyst Commentary Street research on Terex has been mixed, but several recent notes lean constructive, with a series of upgrades and fresh positive views offsetting some price target reductions.Actualización de narrativa • May 21
TEX: 2026 Re Rating Will Depend On REV Synergy Delivery
Analysts have made a small cut to the Terex price target to about $76, reflecting slightly lower assumptions for revenue growth and margins, even as recent research highlights better customer sentiment, expected merger synergies, and a mix of both upward and downward target revisions across the Street. Analyst Commentary Recent research shows a mix of optimism and caution on Terex, with several firms adjusting ratings and price targets as they reassess the impact of the REV Group acquisition, customer sentiment in key segments, and execution risk around cost synergies.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 • 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 AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$145m |
| Mar 31 2026 | n/a | n/a | US$107m |
| Dec 31 2025 | US$7m | US$962k | US$221m |
| Sep 30 2025 | n/a | n/a | US$156m |
| Jun 30 2025 | n/a | n/a | US$179m |
| Mar 31 2025 | n/a | n/a | US$247m |
| Dec 31 2024 | US$7m | US$918k | US$335m |
| Sep 30 2024 | n/a | n/a | US$465m |
| Jun 30 2024 | n/a | n/a | US$496m |
| Mar 31 2024 | n/a | n/a | US$516m |
| Dec 31 2023 | US$3m | US$540k | US$517m |
| Sep 30 2023 | n/a | n/a | US$481m |
| Jun 30 2023 | n/a | n/a | US$444m |
| Mar 31 2023 | n/a | n/a | US$358m |
| Dec 31 2022 | US$2m | US$511k | US$300m |
Compensación vs. Mercado: La compensación total ($USD7.29M) de Simon está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD8.43M).
Compensación vs. Ingresos: La compensación de Simon ha sido consistente con los resultados de la empresa en el último año.
CEO
Simon Meester (56 yo)
2.7yrs
Permanencia
US$7,294,990
Compensación
Mr. Simon A. Meester is CEO, President & Director at Terex Corporation since January 1, 2024. Mr. Meester is President of Aerial Work Platforms at Terex Corporation since May 2023. He was President of Geni...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 2.7yrs | US$7.29m | 0.089% $ 6.2m | |
| Senior VP & CFO | 1.6yrs | US$4.51m | 0.0081% $ 563.8k | |
| Senior VP | 14.4yrs | US$2.23m | 0.032% $ 2.2m | |
| President of Terex Materials Processing | 16.5yrs | US$2.21m | 0.16% $ 10.9m | |
| President of Environmental Solutions | 1.7yrs | US$2.08m | 0.031% $ 2.1m | |
| VP, Chief Accounting Officer & Controller | less than a year | sin datos | 0.0031% $ 218.3k | |
| Vice President of Investor Relations | less than a year | sin datos | sin datos | |
| Senior VP | 4.7yrs | sin datos | sin datos | |
| Senior VP & Chief Human Resources Officer | less than a year | sin datos | 0.0096% $ 669.5k | |
| Chief Risk Officer of Finance | 12.8yrs | sin datos | sin datos | |
| President of Aerials | 2.7yrs | US$1.45m | 0.0070% $ 488.0k | |
| Senior Vice President of Terex Operating System | 2yrs | sin datos | sin datos |
2.3yrs
Permanencia media
54yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de TEX se considera experimentado (2.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 2.7yrs | US$7.29m | 0.089% $ 6.2m | |
| Independent Director | 27.7yrs | US$307.50k | 0.16% $ 11.4m | |
| Independent Director | less than a year | sin datos | 0.0052% $ 362.2k | |
| Independent Director | less than a year | sin datos | 0.012% $ 801.5k | |
| Non-Executive Independent Chairman | 34.7yrs | US$450.00k | 0.37% $ 25.9m | |
| Independent Director | less than a year | sin datos | 0.039% $ 2.7m | |
| Independent Director | 9.1yrs | US$282.50k | 0.022% $ 1.5m | |
| Independent Vice Chair | less than a year | sin datos | 0.054% $ 3.8m | |
| Independent Director | less than a year | US$151.64k | 0.0058% $ 403.9k | |
| Independent Director | less than a year | sin datos | 0.011% $ 749.4k | |
| Independent Director | 3.1yrs | US$290.00k | 0.015% $ 1.0m | |
| Independent Vice Chair | 6.5yrs | US$305.00k | 0.041% $ 2.9m |
1.7yrs
Permanencia media
61yo
Promedio de edad
Junta con experiencia: La junta directiva de TEX no se considera experimentada (1.7 años de permanencia promedio), lo que sugiere una nueva junta directiva.
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/14 03:13 |
| Precio de las acciones al final del día | 2026/09/14 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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 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 32 analistas. 12 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.
| Analista | Institución |
|---|---|
| Mircea Dobre | Baird |
| Adam Seiden | Barclays |
| Joel Tiss | BMO Capital Markets Equity Research |