Terex's earnings call reflects a company managing well amid challenges. Strong performance in Environmental Solutions and increased backlog are positive indicators, but the impact of tariffs and uncertainties in Aerials and MP margins pose significant risks.
Company Guidance
During the Terex First Quarter 2025 Results Conference Call, the company provided guidance on various financial metrics and strategic initiatives. The company reported earnings per share (EPS) of $0.83 and sales of $1.2 billion, with a return on invested capital at 15%. Terex maintained its full-year EPS outlook of $4.70 to $5.10, even amid expected tariff impacts. Terex anticipates a significant improvement in free cash flow, projecting between $300 million and $350 million for 2025. In terms of sales, the company expects low year-over-year declines in the Aerials and Materials Processing (MP) segments, while Environmental Solutions is projected to grow slightly better than previous guidance. The Environmental Solutions segment accounted for one-third of global sales in Q1, achieving a 19.4% operating margin. Overall, the company continues to focus on mitigating tariff impacts, maintaining price/cost neutrality, and leveraging synergies from its ESG integration, with expected operational run-rate synergies exceeding $25 million by the end of 2026.
Strong Environmental Solutions Performance
Environmental Solutions accounted for 1/3 of global sales with a 19.4% operating margin, showing strong execution and contributing significantly to overall financial performance.
Increased Backlog
The company reported a backlog of $2.6 billion, up 13% sequentially, with a book-to-bill ratio of 124%, indicating strong demand.
Resilient Portfolio
Terex's diversified portfolio includes segments like waste and recycling (25% of revenue) and infrastructure (20% of revenue), characterized by low cyclicality and steady growth.
Successful Integration of ESG
The integration of ESG is on track, with expectations to deliver over $25 million in operational run rate synergies by the end of 2026.
Terex (TEX) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TEX Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 02, 2025
$36.40
$39.83
+9.42%
Feb 06, 2025
$47.79
$46.32
-3.08%
Oct 30, 2024
$53.87
$51.16
-5.03%
Jul 30, 2024
$65.02
$62.61
-3.71%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Terex (TEX) report earnings?
Terex (TEX) is schdueled to report earning on Aug 05, 2025, TBA Not Confirmed.
What is Terex (TEX) earnings time?
Terex (TEX) earnings time is at Aug 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.