Industrial equipment maker Terex beats Q2 sales estimates, keeps FY profit outlook

Terex

31/07/2025 12:27

Overview

Terex Q2 2025 sales rise 7.6%, beating analyst expectations, per LSEG data

Adjusted EPS for Q2 beats analyst estimates, indicating strong operational performance

Co authorizes $150 mln new share repurchase program, reflecting growth confidence

Outlook

Terex maintains full-year adjusted EPS outlook of $4.70 to $5.10

Company expects 2025 net sales between $5.3 bln and $5.5 bln

Terex sees 2025 segment operating margin at ~12%

Company anticipates 2025 free cash flow of $300 mln to $350 mln

Result Drivers

ENVIRONMENTAL SOLUTIONS - Strong sales and margin performance driven by refuse collection vehicles and Terex Utilities

AERIALS CHALLENGES - Lower sales volume due to reduced capex by rental customers, impacting operating profit

MATERIALS PROCESSING - Decline in sales attributed to lower channel requirements and end-market demand

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$1.50 bln
$1.44 bln (9 Analysts)
Q2 Adjusted EPS
Beat
$1.49
$1.4 (12 Analysts)
Q2 Income From Operations
$129 mln
Q2 Operating Income Margin
8.7%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 7 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the heavy machinery & vehicles peer group is "buy."

Wall Street's median 12-month price target for Terex Corp is $52.00, about 4.3% above its July 30 closing price of $49.79

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release: ID:nPn2yktZBa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)