TEX — Terex Corporation

NYSE · Industrials · 10 juin 2026
$63.67 +1.55% Momentum Score 94 A+ ☪ Halal
$7.27B
Market Cap
1.3M
Volume
10.9x
Fwd P/E
1.30
Beta
$42 – $72
52W Range
4.8%
Short Interest
107.00%
Div Yield
TEX Chart
Click to enlarge

Verdict Express

A+ Bullish High% confidence

Terex is a deep-value industrial play at 10.9x forward PE with consistent earnings beats and a fresh MACD bullish crossover. The company's aerial work platforms and materials processing equipment benefit from the infrastructure spending cycle. With 11% upside to 52-week highs and a 1.07% dividend yield, this offers an attractive risk/reward for value-momentum investors.

Why Buy

  • Forward PE 10.9x — deep value for quality industrial
  • Q1 beat +26% — 4 consecutive quarters of outperformance
  • Fresh MACD bullish crossover — momentum catalyst
  • Dividend yield 1.07% adds income component
  • Infrastructure spending tailwind for equipment demand

Why Avoid

  • 11% from 52-week high — needs more catching up
  • Cyclical exposure to construction spending
  • Higher beta (1.3) means larger drawdowns in sell-offs

Business Overview

Terex Corporation is a global manufacturer of aerial work platforms (Genie brand — cherry pickers, boom lifts, scissor lifts), materials processing equipment (crushers, screens, conveyors), and mobile cranes. The company serves construction, infrastructure, utility, and mining end markets.

Terex benefits directly from the global infrastructure spending cycle, with its Genie aerial platform segment being a market leader in both rental fleet and direct sales channels. The company's materials processing division captures demand from aggregates production and recycling — both growth markets driven by urbanization and sustainability mandates.

Fundamentals

MetricValueSignal
Revenue (TTM)$N/AN/A YoY
EBITDA$N/ANegative
Gross MarginN/AWeak
Operating MarginN/ANegative
Net MarginN/ALoss
ROEN/ANegative
Cash$N/A
Debt$1.60BDebt/MCap 22.0%
Fwd P/E10.9xValue
Analyst TargetN/A

Technical Analysis

RSI (14)58.2
EMA 20$60.90
EMA 50$60.90
EMA 200$57.40
MACD0.340
Signal-0.200
ATR (14)$2.71
Above EMA200 Above EMA50 MACD Bullish RSI Neutral

Technical Setup

Constructive setup with EMA20 ($60.9) = EMA50 ($60.9) > EMA200 ($57.4) — tightening before expansion. RSI 58.2 in neutral-bullish zone with room to run. MACD just crossed bullish (0.34 above -0.20 signal) — fresh momentum ignition signal. ATR $2.71 (4.3%) provides active trading range. Price 11% below 52-week high ($71.50).

Risk Analysis

28/10
Risk

Risk Profile: Moderate

Deep-value industrial with consistent beats and fresh momentum signal. Moderate cyclical risk offset by valuation floor.

Cyclical Exposure

Medium
  • Construction equipment demand follows economic cycles
  • Higher beta (1.3) amplifies market drawdowns
Probability
Impact
10.9x PE provides significant valuation floor; infrastructure spending provides demand visibility

Raw Materials

Low
  • Steel and component cost inflation pressure margins
  • Supply chain disruptions could delay deliveries
Probability
Impact
Pricing power demonstrated in Q1 beat — passing costs to customers

Trade Idea

Entry Zone
$63.00
Momentum entry
Stop Loss
$57.50
-8.7% risk
Target 1
$71.50
+13.5% upside
Target 2
$78.00
+23.8% stretch
Risk/Reward
1:1.5
20-day horizon

Thesis

Terex delivered a Q1 EPS beat of 26% at a forward PE of just 10.9x — one of the cheapest industrials with consistent earnings upside. The MACD just crossed bullish (0.34 vs -0.20 signal), confirming a fresh momentum ignition. Infrastructure spending and construction activity provide multi-year demand tailwinds for aerial platforms and materials processing equipment.

Catalysts

  • Q1 2026 EPS $0.98 vs $0.78 est (+26%) — strong beat
  • Forward PE 10.9x — deep value for consistent earner
  • MACD fresh bullish crossover — momentum ignition
  • Infrastructure spending driving aerial platform and crane demand

Invalidation

  • Break below EMA200 ($57.40) on volume > 2M
  • Construction spending contraction
  • Margin compression from raw materials inflation

Disclaimer

This analysis is provided for informational and educational purposes only. It does not constitute financial advice, investment recommendation, or solicitation to buy or sell any security.

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Always conduct your own research and consult a licensed financial advisor before making investment decisions.

Data sourced from DailyTickers Gateway, Yahoo Finance, SEC EDGAR, and public market data. Accuracy is not guaranteed.

Verdict Business Fundamentals Technical Risks Trade Idea