Q2 2026 Terex Corp Earnings Call Transcript

Jul 30, 2026 / 12:30 PM GMT

Release Date Price: $62.22 (-3.62%)

Transcript 10-Q8-K

Key Points

Positve

Consolidated revenue grew 8.5% year-over-year on a pro forma basis, with growth across all segments.
Adjusted EBITDA increased 10.7% year-over-year to $269 million, driven by improvements in materials processing and specialty vehicles.
Bookings surged 25% year-over-year on a pro forma basis, with a strong backlog of $6.9 billion supporting second-half confidence.
Materials processing segment saw a 440 basis point margin expansion to 18.8%, driven by favorable product mix and price/cost discipline.
Specialty vehicles segment improved adjusted EBITDA margin by 210 basis points to 14.5%, reflecting operational efficiencies and price realization.

Negative

Aerial segment margins declined 340 basis points year-over-year to 5.7%, due to significantly higher tariff impacts.
Environmental solutions segment margins were pressured by temporary unfavorable mix and production ramp-up inefficiencies in utilities.
Refuse collection vehicle demand remains soft, with no material second-half pre-buy expected ahead of 2027 EPA regulations.
The company faces ongoing tariff headwinds, with $190 million in total tariff-related costs expected for the year.
Aerial segment margins are expected to face tough year-over-year comparisons due to higher tariffs and a one-time customs accrual.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TEX.N - Terex Corp
Q2 2026 Terex Corp Earnings Call
Jul 30, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the TEDxx second quarter 2020.

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Greetings and welcome to the TEDx second quarter 2020.

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