TEREX CORP — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 55/100
What the filing says
Terex reported Q3 2026 sales of $2.2B (58.4% reported; 11.6% pro forma YoY growth) and adjusted EBITDA of $286M (13.0% margin). Net income was $114M ($1.00 diluted EPS); adjusted net income $171M ($1.50 EPS). The company raised 2026 full-year guidance to $8.0–$8.2B sales and $930–$960M adjusted EBITDA (11.7% margin midpoint). CEO announced active engagement with strategic counterparties on Aerials segment separation. Board authorized a new $500M share repurchase program ($611M total available).
Why this rating
Q3 beat guidance; pro forma growth solid at 12% EBITDA. Aerials separation adds strategic optionality. $500M buyback meaningful (17% of market cap) but execution timing unclear. Integration ongoing. Moderate significance relative to $3B market value.
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