Terex 過去の業績
過去 基準チェック /16
Terexの収益は年間平均-1.7%の割合で減少していますが、 Machinery業界の収益は年間 増加しています。収益は年間9.2% 9.6%割合で 増加しています。 Terexの自己資本利益率は2.9%であり、純利益率は2.2%です。
主要情報
-1.65%
収益成長率
-1.59%
EPS成長率
| Machinery 業界の成長 | 8.77% |
| 収益成長率 | 9.59% |
| 株主資本利益率 | 2.94% |
| ネット・マージン | 2.17% |
| 前回の決算情報 | 30 Jun 2026 |
最近の業績更新
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
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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 • 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収支内訳
収支内訳
Terex の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 6,677 | 145 | 650 | 39 |
| 31 Mar 26 | 5,926 | 107 | 621 | 39 |
| 31 Dec 25 | 5,421 | 221 | 540 | 39 |
| 30 Sep 25 | 5,344 | 156 | 579 | 25 |
| 30 Jun 25 | 5,169 | 179 | 565 | 25 |
| 31 Mar 25 | 5,064 | 247 | 523 | 25 |
| 31 Dec 24 | 5,127 | 335 | 517 | 25 |
| 30 Sep 24 | 5,109 | 465 | 519 | 28 |
| 30 Jun 24 | 5,187 | 496 | 526 | 28 |
| 31 Mar 24 | 5,208 | 516 | 525 | 28 |
| 31 Dec 23 | 5,152 | 517 | 512 | 28 |
| 30 Sep 23 | 5,147 | 481 | 454 | 56 |
| 30 Jun 23 | 4,977 | 444 | 440 | 56 |
| 31 Mar 23 | 4,651 | 358 | 415 | 56 |
| 31 Dec 22 | 4,418 | 300 | 429 | 22 |
| 30 Sep 22 | 4,190 | 266 | 382 | 52 |
| 30 Jun 22 | 4,064 | 232 | 370 | 52 |
| 31 Mar 22 | 4,025 | 230 | 370 | 52 |
| 31 Dec 21 | 3,887 | 218 | 378 | 52 |
| 30 Sep 21 | 3,683 | 174 | 380 | 59 |
| 30 Jun 21 | 3,455 | 149 | 386 | 59 |
| 31 Mar 21 | 3,107 | 73 | 376 | 59 |
| 31 Dec 20 | 3,076 | 9 | 408 | 59 |
| 30 Sep 20 | 3,175 | 13 | 426 | 72 |
| 30 Jun 20 | 3,434 | 43 | 440 | 72 |
| 31 Mar 20 | 4,050 | 128 | 486 | 72 |
| 31 Dec 19 | 4,353 | 210 | 480 | 72 |
| 30 Sep 19 | 4,517 | 211 | 526 | 63 |
| 30 Jun 19 | 4,591 | 228 | 539 | 63 |
| 31 Mar 19 | 4,537 | 230 | 540 | 63 |
| 31 Dec 18 | 4,517 | 242 | 536 | 63 |
| 30 Sep 18 | 4,532 | 190 | 504 | 81 |
| 30 Jun 18 | 4,544 | 178 | 519 | 81 |
| 31 Mar 18 | 4,473 | 189 | 532 | 81 |
| 31 Dec 17 | 3,794 | 111 | 479 | 56 |
| 30 Sep 17 | 4,275 | -222 | 541 | 86 |
| 30 Jun 17 | 4,220 | -245 | 533 | 86 |
| 31 Mar 17 | 4,336 | -231 | 535 | 86 |
| 31 Dec 16 | 4,443 | -193 | 541 | 86 |
| 30 Sep 16 | 4,636 | 145 | 533 | 90 |
| 30 Jun 16 | 4,835 | 142 | 549 | 90 |
| 31 Mar 16 | 4,980 | 108 | 554 | 90 |
| 31 Dec 15 | 5,022 | 128 | 557 | 90 |
| 30 Sep 15 | 5,644 | 185 | 611 | 136 |
質の高い収益: TEXは 高品質の収益 を持っています。
利益率の向上: TEXの現在の純利益率 (2.2%)は、昨年(3.5%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: TEXの収益は過去 5 年間で年間1.7%減少しました。
成長の加速: TEXは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: TEXは過去 1 年間で収益成長率がマイナス ( -19% ) となったため、 Machinery業界平均 ( 8.7% ) と比較することが困難です。
株主資本利益率
高いROE: TEXの 自己資本利益率 ( 2.9% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/09/14 21:17 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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 12 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。32
| アナリスト | 機関 |
|---|---|
| Mircea Dobre | Baird |
| Adam Seiden | Barclays |
| Joel Tiss | BMO Capital Markets Equity Research |