Terex Gestione
Criteri Gestione verificati 3/4
Terex Il CEO è Simon Meester, nominato in Jan2024, e ha un mandato di 2.33 anni. la retribuzione annua totale è $ 7.29M, composta da 13.2% di stipendio e 86.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.09% delle azioni della società, per un valore di $ 5.90M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.3 anni e 1.4 anni.
Informazioni chiave
Simon Meester
Amministratore delegato
US$7.3m
Compenso totale
| Percentuale dello stipendio del CEO | 13.18% |
| Mandato del CEO | 2.3yrs |
| Proprietà del CEO | 0.09% |
| Durata media del management | 2.3yrs |
| Durata media del Consiglio di amministrazione | 1.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • 1h
Terex: I Need To See Profitability Substantially Improving
Summary Terex completed a transformative merger with REV Group, creating a new specialty vehicles segment that is now its second-largest revenue contributor. Despite 41% sales growth, underlying margin deterioration and integration challenges persist, with Q1 EBITDA dropping to ($7 million) from $106 million last year. Management guides 2026 revenue of $7.5 billion–$8.1 billion and EBITDA of $930 million–$1 billion, but margin recovery is critical as guidance is $100 million below consensus at midpoint. I remain on the sidelines, monitoring TEX’s ability to realize $75 million in synergies, restore margins, and shift mix toward high-margin, less-cyclical segments. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$300m |
Compensazione vs Mercato: La retribuzione totale di Simon ($USD 7.29M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 8.38M ).
Compensazione vs guadagni: La retribuzione di Simon è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Simon Meester (55 yo)
2.3yrs
Mandato
US$7,294,990
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2.3yrs | US$7.29m | 0.090% $ 5.9m | |
| Senior VP & CFO | 1.3yrs | US$4.51m | 0.0081% $ 535.0k | |
| Senior VP | 14.1yrs | US$2.23m | 0.032% $ 2.1m | |
| President of Terex Materials Processing | 16.2yrs | US$2.21m | 0.16% $ 10.3m | |
| President of Environmental Solutions | 1.3yrs | US$2.08m | 0.031% $ 2.0m | |
| VP, Chief Accounting Officer & Controller | less than a year | Nessun dato | 0.0031% $ 207.1k | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior VP | 4.3yrs | Nessun dato | Nessun dato | |
| Senior VP & Chief Human Resources Officer | less than a year | Nessun dato | 0.0096% $ 635.9k | |
| Chief Risk Officer of Finance | 12.5yrs | Nessun dato | Nessun dato | |
| President of Aerials | 2.3yrs | US$1.45m | 0.0070% $ 463.1k | |
| Senior Vice President of Terex Operating System | 1.7yrs | Nessun dato | Nessun dato |
2.3yrs
Durata media
53yo
Età media
Gestione esperta: Il team dirigenziale di TEX è considerato esperto (durata media dell'incarico 2.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2.3yrs | US$7.29m | 0.090% $ 5.9m | |
| Independent Director | 27.3yrs | US$307.50k | 0.16% $ 10.9m | |
| Independent Director | less than a year | Nessun dato | 0.0039% $ 259.2k | |
| Independent Director | less than a year | Nessun dato | 0.012% $ 761.2k | |
| Non-Executive Independent Chairman | 34.3yrs | US$450.00k | 0.37% $ 24.3m | |
| Independent Director | less than a year | Nessun dato | 0.039% $ 2.6m | |
| Independent Director | 8.8yrs | US$282.50k | 0.022% $ 1.5m | |
| Independent Vice Chair | less than a year | Nessun dato | 0.054% $ 3.6m | |
| Independent Director | less than a year | US$151.64k | 0.0025% $ 165.6k | |
| Independent Director | less than a year | Nessun dato | 0.0075% $ 494.1k | |
| Independent Director | 2.8yrs | US$290.00k | 0.011% $ 748.0k | |
| Independent Vice Chair | 6.2yrs | US$305.00k | 0.038% $ 2.5m |
1.4yrs
Durata media
60yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di TEX non è considerato esperto (durata media del mandato 1.4 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/26 22:59 |
| Prezzo dell'azione a fine giornata | 2026/05/26 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Terex Corporation è coperta da 34 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Mircea Dobre | Baird |
| Adam Seiden | Barclays |
| Joel Tiss | BMO Capital Markets Equity Research |