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Upturn AI SWOT - About
TEX 
Terex Corporation (TEX)
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Upturn Advisory Summary
04/01/2025: TEX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -7.84% | Avg. Invested days 26 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.53B USD | Price to earnings Ratio 7.68 | 1Y Target Price 49.91 |
Price to earnings Ratio 7.68 | 1Y Target Price 49.91 | ||
Volume (30-day avg) 1100704 | Beta 1.56 | 52 Weeks Range 36.00 - 67.39 | Updated Date 04/1/2025 |
52 Weeks Range 36.00 - 67.39 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 1.80% | Basic EPS (TTM) 4.96 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.53% | Operating Margin (TTM) 4.27% |
Management Effectiveness
Return on Assets (TTM) 6.98% | Return on Equity (TTM) 19.12% |
Valuation
Trailing PE 7.68 | Forward PE 7.85 | Enterprise Value 4723848000 | Price to Sales(TTM) 0.49 |
Enterprise Value 4723848000 | Price to Sales(TTM) 0.49 | ||
Enterprise Value to Revenue 0.92 | Enterprise Value to EBITDA 8.16 | Shares Outstanding 66400000 | Shares Floating 64719416 |
Shares Outstanding 66400000 | Shares Floating 64719416 | ||
Percent Insiders 2.64 | Percent Institutions 101.28 |
Analyst Ratings
Rating 3.08 | Target Price 55.45 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold 9 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Terex Corporation
Company Overview
History and Background
Terex Corporation was founded in 1925 as Euclid Company, a manufacturer of heavy earthmoving equipment. It evolved through various acquisitions and divestitures to become Terex, a global manufacturer of lifting and material processing products.
Core Business Areas
- Aerial Work Platforms (AWP): Designs, manufactures, and services aerial work platforms, telehandlers, and light towers, used in construction, maintenance, and infrastructure projects.
- Material Processing (MP): Designs, manufactures, and services crushing, screening, washing, and material handling equipment for the construction, recycling, and mining industries.
Leadership and Structure
The leadership team is headed by the CEO. The organizational structure consists of business segments and corporate functions such as finance, legal, and operations.
Top Products and Market Share
Key Offerings
- Genie Aerial Work Platforms: Genie platforms are popular for construction and maintenance. Competitors include JLG Industries (OSH) and Skyjack. While precise market share data fluctuates, Genie consistently ranks among the top AWP brands globally. Estimated revenue can't be accurately determined without access to confidential company reports.
- Terex Finlay Crushing and Screening Equipment: Terex Finlay is a brand of mobile crushing, screening, and conveying equipment for the quarrying, mining, construction, and recycling industries. Competitors include Sandvik (SAND.ST) and Metso Outotec (MX:MOCORP). Estimated revenue can't be accurately determined without access to confidential company reports.
Market Dynamics
Industry Overview
The lifting and material processing equipment industry is driven by construction activity, infrastructure spending, mining operations, and recycling initiatives. It's cyclical and subject to economic fluctuations.
Positioning
Terex occupies a strong position in the aerial work platform and material processing markets, known for its diverse product portfolio and global reach. Its competitive advantages include established brands and dealer networks.
Total Addressable Market (TAM)
The global construction equipment market (including AWP and material processing) is estimated to be several hundred billion USD. Terex is well-positioned to capture a significant portion of this TAM, leveraging its product offerings and global footprint.
Upturn SWOT Analysis
Strengths
- Strong brand recognition (Genie, Terex Finlay)
- Diverse product portfolio
- Global distribution network
- Established customer base
Weaknesses
- Cyclical business performance
- Exposure to commodity price fluctuations
- Dependence on infrastructure spending
- Supply chain vulnerabilities
Opportunities
- Increasing infrastructure investment
- Growth in emerging markets
- Adoption of electric and hybrid equipment
- Expansion into aftermarket services
Threats
- Economic downturns
- Intense competition
- Rising raw material costs
- Geopolitical risks
Competitors and Market Share
Key Competitors
- JLG Industries (OSH)
- Caterpillar (CAT)
- Komatsu (KMTUY)
Competitive Landscape
Terex competes with larger, more diversified companies like Caterpillar and Komatsu, as well as specialized players like JLG. Terex's strengths lie in its focused product portfolio and strong brands, but it faces challenges from competitors with greater scale and resources.
Major Acquisitions
ProAll
- Year: 2021
- Acquisition Price (USD millions): 330
- Strategic Rationale: Expanded its material processing segment with self-propelled volumetric concrete mixers.
Growth Trajectory and Initiatives
Historical Growth: Terex's historical growth has been influenced by acquisitions, economic cycles, and market trends in construction and mining.
Future Projections: Future growth is projected to be driven by infrastructure spending, emerging markets, and technological advancements like electrification.
Recent Initiatives: Recent initiatives include investing in new product development, expanding its service offerings, and optimizing its supply chain.
Summary
Terex holds strong positions in the AWP and material processing markets with recognizable brands. The company's cyclical nature makes it susceptible to economic downturns, but infrastructure investments offer potential growth. Competition is intense, and managing raw material costs remains crucial. Overall, Terex's diverse portfolio and global presence provide a solid foundation for future success, but proactive adaptation to market dynamics is essential.
Similar Companies
- CAT
- DE
- CNHI
Sources and Disclaimers
Data Sources:
- Company reports
- Industry analysis
- Financial news sources
Disclaimers:
This analysis is based on publicly available information and analyst estimates. Investment decisions should be made after thorough research and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Terex Corporation
Exchange NYSE | Headquaters Norwalk, CT, United States | ||
IPO Launch date 1990-03-26 | President, CEO & Director Mr. Simon A. Meester | ||
Sector Industrials | Industry Farm & Heavy Construction Machinery | Full time employees 11400 | Website https://www.terex.com |
Full time employees 11400 | Website https://www.terex.com | ||
Terex Corporation provides materials processing machinery and mobile elevating work platform worldwide. The MP segment offers crushers, washing systems, screens, trommels, apron feeders, material handlers, pick and carry cranes, rough terrain cranes, tower cranes, wood processing, biomass and recycling equipment, concrete mixer trucks and concrete pavers, conveyors, and replacement parts under the Terex, Powerscreen, Fuchs, EvoQuip, Canica, Cedarapids, CBI, Simplicity, Franna, Terex Ecotec, Finlay, ProAll, ZenRobotics, Terex Washing Systems, Terex MPS, Terex Jaques, Terex Advance, ProStack, Terex Bid-Well, MDS, MARCO, MAGNA, Green-Tec, and Terex Recycling Systems brands. Its products are used in construction, infrastructure, and recycling projects; quarrying, mining, and material handling applications; maintenance applications to lift equipment or material; and landscaping and biomass production industries. The AWP segment provides aerial work platform equipment, utility equipment, and telehandlers under the Terex and Genie brands; and portable material lifts, portable aerial work platforms, trailer-mounted articulating booms, self-propelled articulating and telescopic booms, and scissor lifts for construction and maintenance of industrial, commercial, institutional, and residential buildings and facilities, transmission and distribution lines, construction and foundation drilling applications, commercial operations, and tree trimming and various infrastructure projects. The ESG segments offers refuse collection bodies, hydraulic cart lifters, automated carry cans, compaction, balers, recycling equipment, and cameras under the Heil, Marathon, 3rd Eye, Soft-Pak, Connected Collections, Parts Central, Curotto-Can, and Bayne Thinline brands; and waste hauler software solutions. The company offers financing solutions to assist customers in the rental, leasing, and acquisition of its products. The company was founded in 1933 and is based in Norwalk, Connecticut.
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