Terex (TEX)
Builds specialty vehicles, waste systems, materials equipment, and aerial work platforms.
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Builds fire and ambulance vehicles, refuse and utility equipment, crushers and screens, and Genie aerial work platforms. Revenue comes from equipment sales and lifecycle parts and service, with North America now its largest market.
Designs, manufactures, and supports specialized equipment across four segments. Environmental Solutions supplies refuse bodies, compactors, recycling systems, digger derricks, and insulated aerial devices. Materials Processing covers crushers, screens, washing systems, and material handlers. Specialty Vehicles builds fire apparatus, ambulances, terminal trucks, sweepers, and motorhomes, while Aerials makes Genie work platforms and telehandlers.
Pairs manufacturing across North America, Europe, and Asia-Pacific with dealer, parts, service, financing, and digital channels spanning the equipment life cycle. North America accounts for most sales, making municipal budgets, fleet replacement, infrastructure activity, rental demand, and tariffs important operating dependencies. The organization is integrating REV operations, and Aerials remains within its current reporting structure.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 3, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $84 | Target: $86 |
| Jul 20, 2026 | Barclays | Reiterate | Rating: —Target: — | Target: $70 |
| Jul 2, 2026 | Truist Financial | Target | Target: $82 | Target: $92 |
| Jun 23, 2026 | D.A. Davidson | Target | Target: — | Target: $81 |
| May 11, 2026 | Evercore ISI | Target | Target: — | Target: $81 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $407.0M · Total debt $2.69B · Total assets $10.34B · Shareholders' equity $4.93B
- Revenue
- $2.24B
- Operating income
- $187.0M
- Net income
- $110.0M
HistoryDividendAnnual yield
| Institutions | ≈ 102.32% | 116.95M shares | |
|---|---|---|---|
| 501 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.68% | 1.93M shares | |
| 25 holders · as of Sep 8, 2026 | |||
| Adds to | 104.00% | ||
114.30M company shares as of Sep 20, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 104.00%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 14.96% | 17.10M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 12.85% | 14.69M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.02% | 5.74M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.34% | 4.96M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 3.86% | 4.41M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 23, 2026 | Stephen Johnston | officer: Former VP CAO and Controller | −1,702 | $69.92 |
| Jun 4, 2026 | Stephen Johnston | officer: Former VP CAO and Controller | −379 | $63.19 |
| May 4, 2026 | Joshua Gross | officer: President - Aerials | −5,874 | $61.53 |
| Feb 17, 2026 | Kieran Hegarty | officer: President, Materials Processin | −11,980 | $69.24 |
| Feb 12, 2026 | Michael Edward Virnig | officer: President, Specialty Vehicles | −16,330 | $67.35 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Terex | $59.48 | +0.94% | $6.73B | 29.9 | 10.9 | 1.0 | +50.5% |
| Oshkosh | $141.24 | −1.49% | $8.85B | 16.4 | 10.8 | 0.8 | +6.7% |
| Thor Industries | $73.29 | +4.79% | $3.64B | 14.1 | 17.3 | 0.4 | −8.4% |
| Astec Industries | $42.23 | +1.34% | $958.1M | 49.0 | 11.4 | 0.6 | +23.6% |
| Winnebago Industries | $28.13 | +3.38% | $769.2M | 20.0 | 13.1 | 0.3 | −9.9% |
| Federal Signal | $116.83 | +1.51% | $7.03B | 24.8 | 21.6 | 2.9 | +18.7% |
| Blue Bird | $59.08 | +0.74% | $1.86B | 7.1 | — | 1.2 | +29.9% |
| Custom Truck One Source | $9.49 | +1.17% | $2.13B | 99.9 | 43.5 | 1.0 | +10.2% |
| Median | 20.0 | 15.2 | 0.8 | +10.2% |