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Terex Corp. (TEX) Stock Fundamental Analysis & AI Rating 2026

TEX NYSE Industrial Trucks, Tractors, Trailors & Stackers DE CIK: 0000097216
Recently Updated • Analysis: Apr 17, 2026 • SEC Data: 2025-12-31
HOLD
78% Conf
Pending
Analysis scheduled

📊 TEX Key Takeaways

Revenue: $5.4B
Net Margin: 4.1%
Free Cash Flow: $322.0M
Current Ratio: 2.30x
Debt/Equity: 1.24x
EPS: $3.33
AI Rating: HOLD with 78% confidence
Terex Corp. (TEX) receives a HOLD rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $5.4B, net profit margin of 4.1%, and return on equity (ROE) of 10.5%, Terex Corp. demonstrates mixed fundamentals in the Automotive sector. Below is our complete TEX stock analysis for 2026.

Is Terex Corp. (TEX) a Good Investment?

Claude

Terex exhibits financial stagnation with flat revenue and net income growth, offset by solid free cash flow generation and adequate liquidity. However, declining EPS (-32.9% YoY), elevated leverage (1.24x debt/equity), and tight interest coverage (2.7x) suggest limited growth catalysts and vulnerability to economic deterioration in its capital-intensive industrial sector.

Why Buy Terex Corp. Stock? TEX Key Strengths

Claude
  • + Strong free cash flow of $322M provides financial flexibility and debt service capacity
  • + Solid liquidity with 2.30x current ratio and $772M cash position reduces near-term refinancing risk
  • + Operating cash flow of $440M demonstrates underlying business cash generation capability despite margin pressures

TEX Stock Risks: Terex Corp. Investment Risks

Claude
  • ! Revenue and net income stagnation (0% YoY) indicates loss of market share, competitive pressure, or cyclical industry downturn
  • ! Diluted EPS collapsed 32.9% YoY despite flat net income, signaling substantial shareholder dilution and structural headwinds
  • ! Tight 2.7x interest coverage with $2.6B long-term debt provides minimal cushion against revenue volatility or rate increases

Key Metrics to Watch

Claude
  • * Revenue growth inflection and gross margin expansion in next fiscal period
  • * Debt/equity ratio trajectory and absolute debt reduction progress
  • * Operating margin trends and return on equity improvement to justify equity investment

Terex Corp. (TEX) Financial Metrics & Key Ratios

Revenue
$5.4B
Net Income
$221.0M
EPS (Diluted)
$3.33
Free Cash Flow
$322.0M
Total Assets
$6.1B
Cash Position
$772.0M

💡 AI Analyst Insight

Strong liquidity with a 2.30x current ratio provides a solid financial cushion.

TEX Profit Margin, ROE & Profitability Analysis

Gross Margin 19.4%
Operating Margin 8.8%
Net Margin 4.1%
ROE 10.5%
ROA 3.6%
FCF Margin 5.9%

TEX vs Automotive Sector: How Terex Corp. Compares

How Terex Corp. compares to Automotive sector averages

Net Margin
TEX 4.1%
vs
Sector Avg 6.0%
TEX Sector
ROE
TEX 10.5%
vs
Sector Avg 12.0%
TEX Sector
Current Ratio
TEX 2.3x
vs
Sector Avg 1.2x
TEX Sector
Debt/Equity
TEX 1.2x
vs
Sector Avg 1.0x
TEX Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Terex Corp. Stock Overvalued? TEX Valuation Analysis 2026

Based on fundamental analysis, Terex Corp. has mixed fundamental signals relative to the Automotive sector in 2026.

Return on Equity
10.5%
Sector avg: 12%
Net Profit Margin
4.1%
Sector avg: 6%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.24x
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Terex Corp. Balance Sheet: TEX Debt, Cash & Liquidity

Current Ratio
2.30x
Quick Ratio
1.36x
Debt/Equity
1.24x
Debt/Assets
65.9%
Interest Coverage
2.68x
Long-term Debt
$2.6B

TEX Revenue & Earnings Growth: 5-Year Financial Trend

TEX 5-year financial data: Year 2021: Revenue $4.4B, Net Income $54.4M, EPS $0.76. Year 2022: Revenue $4.4B, Net Income -$10.6M, EPS $-0.15. Year 2023: Revenue $5.2B, Net Income $220.9M, EPS $3.12. Year 2024: Revenue $5.2B, Net Income $300.0M, EPS $4.32. Year 2025: Revenue $5.4B, Net Income $518.0M, EPS $7.58.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Terex Corp.'s revenue has grown significantly by 25% over the 5-year period, indicating strong business expansion. The most recent EPS of $7.58 reflects profitable operations.

TEX Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
5.9%
Free cash flow / Revenue

TEX Quarterly Earnings & Performance

Quarterly financial performance data for Terex Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.2B $65.0M $0.98
Q2 2025 $1.4B $72.0M $1.09
Q1 2025 $1.2B $21.0M $0.31
Q3 2024 $1.2B $88.0M $1.31
Q2 2024 $1.4B $140.7M $2.08
Q1 2024 $1.2B $108.5M $1.60
Q3 2023 $1.1B $81.8M $1.20
Q2 2023 $1.1B $74.1M $1.07

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Terex Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$440.0M
Cash generated from operations
Stock Buybacks
$56.0M
Shares repurchased (TTM)
Capital Expenditures
$118.0M
Investment in assets
Dividends Paid
$45.0M
Returned to shareholders

TEX SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Terex Corp. (CIK: 0000097216)

📋 Recent SEC Filings

Date Form Document Action
Apr 13, 2026 8-K tex-20260413.htm View →
Apr 9, 2026 4 xslF345X06/wk-form4_1775760414.xml View →
Apr 9, 2026 4 xslF345X06/wk-form4_1775760348.xml View →
Apr 9, 2026 4 xslF345X06/wk-form4_1775760269.xml View →
Mar 24, 2026 4 xslF345X06/wk-form4_1774361595.xml View →

Frequently Asked Questions about TEX

What is the AI rating for TEX?

Terex Corp. (TEX) has an AI rating of HOLD with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TEX's key strengths?

Claude: Strong free cash flow of $322M provides financial flexibility and debt service capacity. Solid liquidity with 2.30x current ratio and $772M cash position reduces near-term refinancing risk.

What are the risks of investing in TEX?

Claude: Revenue and net income stagnation (0% YoY) indicates loss of market share, competitive pressure, or cyclical industry downturn. Diluted EPS collapsed 32.9% YoY despite flat net income, signaling substantial shareholder dilution and structural headwinds.

What is TEX's revenue and growth?

Terex Corp. reported revenue of $5.4B.

Does TEX pay dividends?

Terex Corp. pays dividends, with $45.0M distributed to shareholders in the trailing twelve months.

Where can I find TEX SEC filings?

Official SEC filings for Terex Corp. (CIK: 0000097216) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TEX's EPS?

Terex Corp. has a diluted EPS of $3.33.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is TEX a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Terex Corp. has a HOLD rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is TEX stock overvalued or undervalued?

Valuation metrics for TEX: ROE of 10.5% (sector avg: 12%), net margin of 4.1% (sector avg: 6%). Compare these metrics with sector averages to assess valuation.

Should I buy TEX stock in 2026?

Our dual AI analysis gives Terex Corp. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is TEX's free cash flow?

Terex Corp.'s operating cash flow is $440.0M, with capital expenditures of $118.0M. FCF margin is 5.9%.

How does TEX compare to other Automotive stocks?

Vs Automotive sector averages: Net margin 4.1% (avg: 6%), ROE 10.5% (avg: 12%), current ratio 2.30 (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 17, 2026 | Data as of: 2025-12-31 | Powered by Claude AI