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Terex's (TEX) Q4 Earnings & Revenues Top Estimates, Up Y/Y

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Terex Corporation’s (TEX - Free Report) fourth-quarter 2017 adjusted earnings surged a whopping 230% year over year to 33 cents per share. Earnings also beat the Zacks Consensus Estimate of 25 cents per share by a wide margin of 32%. Increased operating margins, bookings and backlog in every segment led to the overall improved performance in the quarter.

Including one-time items, Terex posted a loss of 37 cents per share in the quarter, narrower than the loss of $2.52 reported in the year-ago quarter.

Operational Update

Revenues in the reported quarter improved 9% year over year to $1,063.6 million from $974.7 million recorded in the prior-year quarter. Also, the figure beat the Zacks Consensus Estimate of $999.2 million.

Terex Corporation Price, Consensus and EPS Surprise

 

Terex Corporation Price, Consensus and EPS Surprise | Terex Corporation Quote

Cost of goods sold edged down 1.2% to $860 million from $870 million in the prior-year quarter. Gross profit surged around 95% year over year to $204 million. Gross margin expanded 850 basis points (bps) to 19.2%.

Selling, general and administrative expenses slumped 56% year over year to $164 million. Terex reported an operating income of $39.8 million against a loss of $272 million reported in the year-ago quarter.

Segment Performance

The Aerial Work Platforms (AWP) segment posted revenues of $449 million in the quarter, up 18.6% from $379 million in the prior-year quarter. Operating income improved 66.5% to $30.3 million from $18.2 million in the year-ago quarter.

Revenues from the Crane segment dipped 0.8% to $324 million from $327 million recorded in the year-earlier quarter. The segment reported an operating income of merely $1.8 million against a loss of $280.2 million reported in the comparable quarter last year.

The Material Processing (MP) segment’s revenues came in at $283 million, up 19.8% year over year. The segment reported an operating income of $35.5 million, up 58% year over year.

2017 Performance

Terex reported adjusted earnings per share of $1.35 in 2017, up a massive 53% year over year. Earnings beat the Zacks Consensus Estimate of $1.29. On a reported basis, the company posted earnings of 63 cents per share against a loss of $1.79 recorded in 2016.

Revenues dropped 1.8% year over year to $4,363 million from $4,443 million recorded in 2016. Revenues also beat the Zacks Consensus Estimate of $4,299 million.

Financial Position

Terex had cash and cash equivalents of $626.5 million at the end of fourth-quarter 2017 compared with $428.5 million reported at the end of 2016. Cash flow from operations came in at $153 million in 2017 compared to $377 million recorded last year. Long-term debt was $980 million as of Dec 31, 2017, compared with $1.56 billion as of Dec 31, 2016.

2018 Guidance

Terex expects its full-year 2018 adjusted EPS in the range of $2.35-$2.65, reflecting remarkable year-over-year growth of 85%. The company also anticipates that net sales will be up around 10% year over year in 2018.

Notably, Terex expects revenue growth and operating margin improvement in every business segment in 2018. It will continue to implement the Simplify and Execute to Win strategy. Moreover, focus on disciplined capital allocation strategy and backlog strength will drive the company’s growth.

Share Price Performance

In the last year, Terex has underperformed its industry with respect to price performance. The stock has appreciated around 31.6%, while the industry recorded growth of 51.6% during the same time frame.



Zacks Rank & Key Picks

Terex currently carries a Zacks Rank #3 (Hold).

Better-ranked stocks in the same sector include H&E Equipment Services, Inc. (HEES - Free Report) , Astec Industries, Inc. (ASTE - Free Report) and Caterpillar Inc. (CAT - Free Report) . While H&E Equipment Services sports a Zacks Rank #1 (Strong Buy), Astec and Caterpillar carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

H&E Equipment Services has a long-term earnings growth rate of 18.6%. Its shares have soared 70.5%, over the past six months.

Astec has a long-term earnings growth rate of 10%. The company’s shares have rallied 25% during the same time frame.

Caterpillar has a long-term earnings growth rate of 10.3%. The stock has gained 35.5% in six months’ time.

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