Latest Earnings Results: Q3 '26
Estimated EPS
$1.42
Reported EPS
$1.50
Surprise
+5.38%
Estimated Rev
$2.16B
Reported Rev
$2.2B
Surprise
+1.65%
• Reported GAAP EPS of $1.50 • Reported revenue of $2.2B up 58.40% YoY • Terex expects 2026 sales of $8.0 to $8.2B, Adjusted EBITDA of $930M to $960M, 11.7% margin at midpoint, adjusted diluted EPS of $4.80 - $5.00, and free cash flow of $360M to $400M.
Bullish Takeaway
Terexs $7B backlog and higher bookings accompanied pro forma adjusted EBITDA growth, with MP and SV improvements; Terex also advanced Aerials separation discussions with multiple strategic counterparties.
Bearish Takeaway
Terex reported lower Environmental Solutions sales and EBITDA amid unfavorable mix, production inefficiencies and inflationary pressures; Aerials cited customer-mix and tariff pressures, while Terex identifies competition and pricing pressure as risks.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $1.09 | -- | -- | N/A |
Q3 '26 | $1.42 | $1.50 | 5.38% | BEAT |
Q2 '26 | $1.23 | $1.37 | 11.20% | BEAT |
Q1 '26 | $0.78 | $0.98 | 26.41% | BEAT |
Q4 '25 | $1.11 | $1.12 | 1.14% | BEAT |