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Terex Corporation

TEX

Industrials · 62.85 +1.0% today

Jodie read · what matters now

Revenue increased 41.1% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to TEX, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections4 verified links3 additional receipts in Pro
Organic co-movement groupAuto Parts & Equipment · ParticipantDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

The latest filing shows material pressure

10-Q filed 2026-05-01 against the comparable filing from 2025-05-02.

cautious
OperationsmixedEvidence score 0
liquiditycautiousEvidence score -1
valuationmixed

What improved

  • Revenue increased 41.1% versus the comparable filing period.

What weakened

  • Operating income moved from a profit to a loss in the comparable period.
  • Operating cash flow remained negative at -31.0M.
  • Gross margin fell 8.2 percentage points.

Filing receipts

Gross Profit Gross profit for the three months ended March 31, 2026 decreased $41 million when compared to the same period in 2025, primarily due to the inventory step-up and related amortization of $112 million recorded in connection with the REV Transaction, tariff cost within MP and Aerials, and unfavorable mix within ES and Aerials, partially offset by the gross profit contribution from SV and higher sales volumes within the MP and ES segments.

Adjusted EBITDA Adjusted EBITDA for the three months ended March 31, 2026 increased $45 million when compared to the same period in 2025, primarily due to Adjusted EBITDA generated by SV of $62 million, higher sales volumes in in MP and operational improvement initiatives, partially offset by tariff, which were not in effect in the prior year period, and unfavorable mix within Aerials, and product mix within ES.

Adjusted operating profit Adjusted operating profit for the three months ended March 31, 2026 increased $39 million when compared to the same period in 2025, primarily due to Adjusted operating profit generated by REV of $58 million, higher sales volumes in certain segments and cost reductions, partially offset by tariff cost and unfavorable mix within ES and Aerials.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind TEX

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depended on by

ASTEAstec Industries, Inc.partnerFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 3 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

TEX is currently a Participant in the organic co-movement group Auto Parts & Equipment. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.