TEREX CORP — Form 8-K
Filed July 30, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Terex reported Q2 2026 sales of $2.2B (50.5% reported growth; 8.5% pro forma), adjusted EBITDA of $269M (12.0% margin), and adjusted EPS of $1.37. The company raised full-year 2026 guidance to $7.9–8.2B sales and $960M–$1.0B adjusted EBITDA (12.2% margin midpoint), citing strength in all segments, $6.9B backlog (up 3.9% pro forma YoY), $2.0B bookings (up 25.2% pro forma), and ~$28M in realized synergies from the REV Group acquisition (announced Feb 2, 2026; 11-month impact in 2026 outlook). Free cash flow was $101M; liquidity $1.1B.
Why this rating
REV acquisition materially expands Terex (specialty vehicles now ~$1.1B revenue). Guidance raise, synergy realization, and backlog strength are meaningful; however, integration risks, tariff headwinds, and Aerials margin compression (5.7% vs 9.1%) temper upside. Event is ~3% of market cap but trajectory-changing for portfolio.
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