Terex Corporation

Informe acción NYSE:TEX

Capitalización de mercado: US$7.0b

Terex Dirección

Dirección controles de criterios 2/4

El CEO de Terex es Simon Meester , nombrado en Jan 2024, tiene una permanencia de 2.33 años. compensación anual total es $6.62M, compuesta por 13.9% salario y 86.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.09% de las acciones de la empresa, por valor de $6.32M. La antigüedad media del equipo directivo y de la junta directiva es de 2.3 años y 1.4 años, respectivamente.

Información clave

Simon Meester

Chief Executive Officer (CEO)

US$6.6m

Compensación total

Porcentaje del salario del CEO13.87%
Permanencia del CEO2.3yrs
Participación del CEO0.09%
Permanencia media de la dirección2.3yrs
Promedio de permanencia en la Junta Directiva1.4yrs

Actualizaciones recientes de la dirección

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Dec 23
Investors Appear Satisfied With Terex Corporation's (NYSE:TEX) Prospects As Shares Rocket 26%

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

Dec 01
Terex Corporation's (NYSE:TEX) Intrinsic Value Is Potentially 96% Above Its Share Price

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.

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.

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

Oct 30
Terex (NYSE:TEX) Has Announced A Dividend Of $0.17

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.

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

Aug 05

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

Jul 31
Terex (NYSE:TEX) Is Due To Pay A Dividend Of $0.17

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

Jul 20
Does Terex (NYSE:TEX) Have A Healthy Balance Sheet?

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

Jul 04
Is It Time To Consider Buying Terex Corporation (NYSE:TEX)?

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

Jun 19
Is There An Opportunity With Terex Corporation's (NYSE:TEX) 32% Undervaluation?

Terex Corporation (NYSE:TEX) Stock Rockets 28% But Many Are Still Ignoring The Company

May 13
Terex Corporation (NYSE:TEX) Stock Rockets 28% But Many Are Still Ignoring The Company

Terex: Maintaining Neutral Stance Due To Short-Term Uncertainty

Mar 06

Terex Corporation: Softness At The Worst Time

Dec 16

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Simon Meester en comparación con los beneficios de Terex?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025n/an/a

US$221m

Sep 30 2025n/an/a

US$156m

Jun 30 2025n/an/a

US$179m

Mar 31 2025n/an/a

US$247m

Dec 31 2024US$7mUS$918k

US$335m

Sep 30 2024n/an/a

US$465m

Jun 30 2024n/an/a

US$496m

Mar 31 2024n/an/a

US$516m

Dec 31 2023US$3mUS$540k

US$517m

Sep 30 2023n/an/a

US$481m

Jun 30 2023n/an/a

US$444m

Mar 31 2023n/an/a

US$358m

Dec 31 2022US$2mUS$511k

US$300m

Compensación vs. Mercado: La compensación total ($USD6.62M) de Simon está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD8.73M).

Compensación vs. Ingresos: La compensación de Simon ha aumentado más de un 20%, mientras que los beneficios de la empresa han caído más de un 20% en el último año.


CEO

Simon Meester (55 yo)

2.3yrs
Permanencia
US$6,619,371
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

NombrePosiciónPermanenciaCompensaciónPropiedad
Simon Meester
President2.3yrsUS$6.62m0.090%
$ 6.3m
Scott Posner
Senior VP14.1yrsUS$1.87m0.032%
$ 2.2m
Kieran Hegarty
President of Terex Materials Processing16.2yrsUS$2.19m0.16%
$ 11.1m
Joshua Gross
President of Aerials2.3yrsUS$1.45m0.012%
$ 859.6k
Jennifer Kong-Picarello
Senior VP & CFO1.3yrssin datos0.0081%
$ 573.3k
Joseph LaDue
VP, Chief Accounting Officer & Controllerless than a yearsin datos0.0032%
$ 222.3k
Derek Everitt
Vice President of Investor Relationsno datasin datossin datos
Jon Paterson
Senior VP4.3yrssin datossin datos
John Dreasher
Senior VP & Chief Human Resources Officerless than a yearsin datos0.0097%
$ 681.0k
Ramon Oliu
Chief Risk Officer of Finance12.5yrssin datossin datos
Patrick Carroll
President of Environmental Solutions1.3yrssin datos0.031%
$ 2.2m
Kevin Trimmer
Senior Vice President of Terex Operating System1.7yrssin datossin datos
2.3yrs
Permanencia media
53yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de TEX se considera experimentado (2.3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Simon Meester
President2.3yrsUS$6.62m0.090%
$ 6.3m
Donald DeFosset
Independent Director27.3yrsUS$225.00k0.16%
$ 11.5m
David Dauch
Independent Directorless than a yearsin datos0.0040%
$ 277.9k
Maureen O'Connell
Independent Directorless than a yearsin datos0.012%
$ 815.3k
David Sachs
Non-Executive Independent Chairman34.3yrsUS$498.54k0.37%
$ 26.0m
Charles Dutil
Independent Directorless than a yearsin datos0.039%
$ 2.7m
Andra Rush
Independent Director8.8yrsUS$260.00k0.022%
$ 1.6m
Jean-Marie Canan
Independent Vice Chairless than a yearsin datos0.055%
$ 3.8m
Srikanth Padmanabhan
Independent Directorless than a yearsin datos0.0025%
$ 177.3k
Kathleen Steele
Independent Directorless than a yearsin datos0.0075%
$ 529.0k
Oluseun Salami
Independent Director2.8yrsUS$260.00k0.011%
$ 790.7k
Sandra O'Connor
Independent Vice Chair6.2yrsUS$279.82k0.038%
$ 2.7m
1.4yrs
Permanencia media
60yo
Promedio de edad

Junta con experiencia: La junta directiva de TEX no se considera experimentada (1.4 años de permanencia promedio), lo que sugiere una nueva junta directiva.


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/03 12:05
Precio de las acciones al final del día2026/05/01 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