Added to YB: 2025-12-23
Pitch date: 2025-11-05
TEX [bullish]
Terex Corporation
+47.74%
current return
Author Info
No bio for this author
Company Info
Terex Corporation manufactures industrial equipment for materials processing machinery, waste and recycling solutions, mobile elevating work platforms, and equipment for the electric utility industry worldwide.
Market Cap
$7.9B
Pitch Price
$46.68
Price Target
N/A
Dividend
0.98%
EV/EBITDA
14.39
P/E
20.87
EV/Sales
1.82
Sector
Machinery
Category
special_situation
Terex Corporation - $TEX
TEX: Weird M&A situation - merging w/ REV Group for $425M cash + 48M shares while simultaneously spinning/selling Genie aerial platform biz. Chair Sachs owns material stake & buying more. If deal breaks, own solid co earning $5+ EPS at $47. If consummated, combined entity + Genie sale at 1x rev = $26/share value alone.
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