Heavy Machinery Stocks' Q1 Earnings: Terex Revenue Up 41.1%, Douglas Dynamics Leads, Lindsay Lags

Earnings
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Summary · why it matters

The heavy machinery industry's first-quarter earnings season saw mixed results among the 21 companies tracked, with aggregate revenues beating analyst estimates by 1.2% while next-quarter guidance was in line. Terex reported revenues of $1.73 billion, a 41.1% year-on-year increase that exceeded expectations by 2.6%, though it missed on EPS and full-year EBITDA guidance. Douglas Dynamics was the best performer, with revenues of $137.8 million up 19.8% year-on-year and beating estimates by 3.4%, alongside the highest full-year guidance raise among peers. Lindsay was the weakest, with revenues of $157.7 million down 15.7% year-on-year and missing estimates by 4.2%, along with significant misses on adjusted operating income and EPS. Other notable results included PACCAR's revenues of $6.78 billion, down 8.9% and slightly below estimates, and Titan International's revenues of $505.1 million, up 2.9% and beating estimates, though it had the weakest guidance update.

Impact on stocks 5

Industrials± Mixed · 4 stocks
Douglas Dynamics Inc
PLOW
▲ PositiveDemandrelevance

Revenues of $137.8 million up 19.8% year-on-year, beating estimates by 3.4%, with highest full-year guidance raise.

Terex Corporation
TEX
± MixedDemandrelevance

Revenues up 41.1% and beat estimates by 2.6%, but missed on EPS and full-year EBITDA guidance.

PACCAR Inc
PCAR
▼ NegativeDemandrelevance

Revenues of $6.78 billion down 8.9% and slightly below estimates.

Climate Adaptation & Water▼ · 1 stocks
Lindsay Corporation
LNN
▼ NegativeDemandrelevance

Revenues down 15.7% year-on-year, missing estimates by 4.2%, with significant misses on adjusted operating income and EPS.

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