Terex Corporation manufactures and sells aerial work platforms and materials processing machinery worldwide.
$54.96+0.83%
报价 2026-11-06
市值
$6.18B
EV
$8.64B
PE (TTM)
28.6x
预期 PE (FY2026)
11.1x
52 周区间距高点 -26.3%
$41.78$74.58
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.2x | 4.97 → 5.88（1.2x） | 9.3 |
| FY+32028-12 | 1.2x | 4.97 → 6.86（1.4x） | 8.0 |
毛利率 18% · TTM 收入 $7487M · 基数 EPS 4.97（调整后）
电话会信号
辅助标签Q3 20262026-10-28
扩产需求加速积压订单词频高下调/撤回指引供不应求
指引 下调
信心 4
分析师 2
“All four segments are well positioned for continued margin expansion going into 2027, with healthy backlog and strong bookings.”
原文引用（4）
- 扩产：we are tactically expanding capacity in 2 locations in Brandon South Dakota and in Ocala, Florida
- 需求加速：Order activity improved significantly during the quarter with pro forma orders up 53% year-over-year.
- 下调/撤回指引：we are refining our full year outlook. We now expect sales in the range of $8 billion to $8.2 billion and adjusted pro forma EBITDA of $930 million to $960 million
- 供不应求：We think a sustainable lead time for this industry is about 12 months, and we are well over 24.
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| TEXTerex Corporation | $6.18B | +0.8% | +50.4% | 19.8% | 28.6x | 16.4x | 15.4x | |
| UNFUniFirst Corporation | $4.26B | -3.2% | +4.8% | 37% | 39.1x | 15.7x | 54.1x | |
| AZZAZZ Inc. | $3.76B | +2.9% | +6.3% | 23.9% | 11.5x | 7.5x | 8.8x | Cheap |
| KAIKadant Inc. | $3.46B | -2.2% | +14.9% | 45.2% | 36.1x | 17.6x | 22.4x | GARP |
| TNETTriNet Group, Inc. | $3.05B | -1.0% | +313.8% | 4.3% | 17.3x | 9.8x | 8.6x | |
| MGRCMcGrath RentCorp | $3.05B | -1.9% | +2.6% | 47.6% | 17.1x | 9.1x | 14.4x | |
| SXIStandex International Corporation | $2.76B | -1.7% | +8.8% | 44.4% | 26.7x | 14.4x | 63.2x | |
| HURNHuron Consulting Group Inc. | $2.65B | -5.1% | +12.4% | 32.5% | 28.3x | 16.7x | 19.1x | GARP |
| ALGAlamo Group Inc. | $1.63B | -2.1% | +3.3% | 24.8% | 19.4x | 7.8x | 11.0x | Cheap |
| 同行中位数 | – | – | +7.5% | 34.8% | 23.0x | 12.1x | 16.7x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.2B | $2.24B | $1.73B | $1.32B | $1.39B | $1.49B | $1.23B | $1.24B |
| Gross Margin | 19.8% | 19.8% | 11.9% | 18.8% | 20.3% | 19.6% | 18.7% | 15.9% |
| Operating Margin | 8.3% | 8.4% | -4.7% | 10.4% | 10.1% | 8.7% | 5.6% | 4.3% |
| Net Income | $114M | $110M | $-89M | $63M | $65M | $72M | $21M | $-2M |
| Diluted EPS | 1 | 0.96 | -0.93 | 0.95 | 0.99 | 1.09 | 0.31 | -0.03 |
| Operating Cash Flow | $241M | $128M | $-31M | $205M | $154M | $102M | $-21M | $177M |
研究材料
Filing 摘要
电话会纪要摘要
暂无纪要摘要。