Compared to Estimates, Terex (TEX) Q3 Earnings: A Look at Key Metrics

Terex (TEX) reported $2.2 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 58.4%. EPS of $1.50 for the same period compares to $1.50 a year ago.

The reported revenue represents a surprise of +1.44% over the Zacks Consensus Estimate of $2.17 billion. With the consensus EPS estimate being $1.42, the EPS surprise was +5.63%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Terex performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Total Backlog: $7.01 billion versus the two-analyst average estimate of $6.66 billion.

• Net sales- ES: $400 million versus the nine-analyst average estimate of $437.68 million. The reported number represents a year-over-year change of -8.1%.

• Net sales- Materials Processing & Mining (MP): $434 million versus $441.03 million estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a +4.1% change.

• Net sales- SV: $657 million compared to the $655.38 million average estimate based on nine analysts.

• Net sales- Aerials: $709 million versus the nine-analyst average estimate of $634.35 million. The reported number represents a year-over-year change of +32%.

• Net sales- Corp and Other / Eliminations: $-3 million versus $-3.35 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +50% change.

• Adjusted Operating Profit- Aerials: $55 million versus the seven-analyst average estimate of $55.19 million.

• Adjusted Operating Profit- ES: $56 million compared to the $72.74 million average estimate based on seven analysts.

• Adjusted Operating Profit- MP: $79 million compared to the $70.02 million average estimate based on seven analysts.

• Adjusted Operating Profit- SV: $99 million compared to the $89.23 million average estimate based on seven analysts.

• Income (loss) from Operations- SV: $43 million compared to the $66.25 million average estimate based on three analysts.

• Income (loss) from Operations- ES: $52 million versus the three-analyst average estimate of $60.41 million.