TEREX CORP (TEX) FY2025 10-K Annual Report

Filed: Feb 13, 2026
Industrials
Industrial Trucks, Tractors, Trailors & StackersSEC EDGAR

TEREX CORP (TEX) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 13, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

TEREX CORP FY2025 10-K Analysis

Business Overview

  • Core business: global industrial equipment manufacturer for materials processing, waste/recycling, MEWPs, and electric utility industries
  • Emphasis on electric and hybrid products enabling emission-free and quiet operation, supporting renewable energy and waste recovery
  • Reportable segments reorganized: Environmental Solutions now aggregates ESG and Utilities segments under ES
  • Manufacturing footprint spans North America, Europe, and Asia Pacific with worldwide sales and global lifecycle support
  • Continued strategic focus on portfolio management through acquisitions and divestitures of non-core businesses

Management Discussion & Analysis

  • Revenue $5.42B, up 5.7% YoY, driven by ESG business acquisition, offset by lower Aerials and Materials Processing demand
  • Operating margin 8.8% vs 10.3% in 2024, operating profit down $51M to $475M due to lower Aerials volume and tariffs
  • Best segment: Environmental Solutions sales up 105.7% to $1.69B, operating profit up 185.4% to $234M; Worst segment: Aerials sales down 14.5% to $2.06B, operating profit down 62% to $103M
  • Cash and equivalents $772M, total liquidity $1.57B, increased $384M YoY; capital allocation includes share repurchases, dividends, and capex (no exact $ given)
  • Increased interest expense ($165M vs $76M) from debt issued for ESG acquisition; management expects adequate liquidity for 12 months; risks include tariffs and tax legislation changes

Risk Factors

  • Regulatory/legal risk: Unrecognized tax benefits liability $20M with expected $5M reduction from audit settlement in 2026
  • Geopolitical/macroeconomic threat: Global economic volatility from tariffs, trade wars, inflation, FX volatility, and high interest rates impacting cash generation
  • Operational/supply chain vulnerability: $618M purchase obligations, mostly payable within 12 months, including cancellable and non-cancellable commitments
  • Competitive/market disruption risk: Dependence on third-party finance companies for customer creditworthiness affecting equipment sales volume
  • Financial/structural risk: Outstanding debt $2,552M with $707M future interest payments and $150M due within 12 months

TEREX CORP FY2025 Key Financial Metrics
XBRL

Revenue

$5.4B

+5.7% YoY

Net Income

$221M

-34.0% YoY

Gross Margin

19.4%

-144bp YoY

Operating Margin

8.8%

-150bp YoY

Net Margin

4.1%

-246bp YoY

ROE

10.5%

-774bp YoY

Total Assets

$6.1B

+7.1% YoY

EPS (Diluted)

$3.33

-32.9% YoY

Operating Cash Flow

$440M

+35.0% YoY

Source: XBRL data from TEREX CORP FY2025 10-K filing on SEC EDGAR. All figures in USD.

Get deeper insights on TEREX CORP

Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.