"Barclays argues that Terex's portfolio is less cyclical and better balanced across non-construction end markets, improving its through-cycle durability and risk/reward profile."
"The completed REV Group merger added a fourth segment, Specialty Vehicles, contributing an estimated $2.2 billion revenue baseline from fire trucks, ambulances, and recreational vehicles."
"Terex posted Q4 2025 revenue of $1.318 billion, beating estimates, while Q4 bookings hit $1.90 billion, up 32% year-over-year on a pro forma basis."
"Management guided for net sales of $7.5 billion to $8.1 billion and adjusted EPS of $4.50 to $5.00 for 2026, indicating considerable momentum."
Barclays reinstated coverage of Terex Corp, assigning an Overweight rating and a $65 price target. The stock has declined 20.02% recently, trading at $54.87. Barclays believes the company's portfolio transformation and stabilization of end markets enhance its risk/reward profile. The merger with REV Group has diversified Terex's offerings, contributing significantly to revenue. Terex reported Q4 2025 revenue of $1.318 billion, with strong demand reflected in a 32% year-over-year increase in bookings. Management projects net sales of $7.5 billion to $8.1 billion for 2026, indicating positive momentum.
Read at 24/7 Wall St.
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