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Upturn AI Summary - About
Terex Corporation(TEX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for TEX
10/09/2026: TEX (2-star) is currently NOT-A-BUY. Pass it for now.
Terex Corporation is a global manufacturer of aerial work platforms and materials processing equipment, operating primarily through its Genie brand and materials processing segments. The company has a leading position in the aerial lift market and has successfully focused its portfolio to improve operational margins. Its primary investment story involves leveraging infrastructure spending trends and diversifying into the growing recycling and environmental machinery sectors. Risks include significant sensitivity to cyclical economic contractions and volatile input costs for steel and components. The stock may suit value-oriented industrial investors who can tolerate cyclical volatility, and it is a key development to monitor for long-term fleet modernization trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is tied to cyclical construction cycles rather than secular tech-style growth. |
| Momentum investor | Strong fit while signal remains positive | Investors may find opportunity during periods of strong industrial sector uptrends. |
| Value investor | Strong fit | The stock often trades at reasonable multiples relative to its industrial peer group. |
| Dividend investor | Mixed fit | While it pays a dividend, growth and cyclicality take precedence over high yield. |
| Low-risk investor | Weak fit | Cyclical exposure leads to price volatility that may not suit conservative portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is highly sensitive to the economic cycle and industrial sector sentiment. |
| Valuation risk | Medium | Market pricing can swing significantly based on changing interest rate and infrastructure spending expectations. |
| Competition risk (Heavy machinery) | Medium / high | Competitors like Caterpillar and Oshkosh have deep pockets and extensive global distribution. |
| Business quality | Medium | Margins fluctuate with input costs, though the company has improved operational consistency. |
| Dividend income | Low | The company prioritizes capital reinvestment over high dividend growth. |
| Execution risk | Medium | Successfully integrating large acquisitions is critical for long-term margin improvement. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -10.36% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.98B USD | Price to earnings Ratio 25.05 | 1Y Target Price 78.17 |
Price to earnings Ratio 25.05 | 1Y Target Price 78.17 | ||
Volume (30-day avg) 1.3M shares | Beta 1.47 | 52 Weeks Range 41.37 - 74.50 | Updated Date 10/09/2026 |
52 Weeks Range 41.37 - 74.50 | Updated Date 10/09/2026 | ||
Dividends yield (FY) 1.26% | Basic EPS (TTM) 2.09 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Aerial Work Platforms | Genie brand scissor lifts, boom lifts, and telehandlers. | This is the primary revenue driver, tied closely to commercial construction activity. |
| Materials Processing | Crushing, screening, and environmental equipment. | A growing, higher-margin segment linked to mining, aggregates, and recycling. |
| Geography | Global sales, with heavy concentration in North America and Europe. | Performance is highly dependent on North American infrastructure budgets and economic health. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 25.05 | Forward PE 9.81 | Enterprise Value 9.00B | Price to Sales(TTM) 0.9 |
Enterprise Value 9.00B | Price to Sales(TTM) 0.9 | ||
Enterprise Value to Revenue 1.34 | Enterprise Value to EBITDA 14.43 | Shares Outstanding 114.30M | Shares Floating 112.80M |
Shares Outstanding 114.30M | Shares Floating 112.80M | ||
Percent Insiders 1.75 | Percent Institutions 104.93 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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