Terex Corporation

NYSE:TEX 株式レポート

時価総額：US$6.9b

Terex 将来の成長

Future 基準チェック /36

Terex利益と収益がそれぞれ年間32.7%と11.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18.6% 28.4%なると予測されています。

主要情報

32.7%

収益成長率

28.36%

EPS成長率

Machinery 収益成長16.3%
収益成長率11.1%
将来の株主資本利益率18.62%
アナリストカバレッジ

Good

最終更新日11 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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

業績と収益の成長予測

NYSE:TEX - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: TEXの予測収益成長率 (年間32.7% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: TEXの収益 ( 32.7% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: TEXの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: TEXの収益 ( 11.1% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: TEXの収益 ( 11.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: TEXの 自己資本利益率 は、3年後には低くなると予測されています ( 18.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/17 02:57
終値2026/05/15 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Terex Corporation 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34

アナリスト機関
Mircea DobreBaird
Adam SeidenBarclays
Joel TissBMO Capital Markets Equity Research