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Achieved 11% pro forma sales growth, led by a 20% surge in the newly integrated Specialty Vehicles segment and robust performance in Utilities.

Deliberately shifted portfolio exposure to be 80% North American-based, reducing sensitivity to global macro volatility and trade policy risks.

The REV integration is progressing ahead of schedule, leveraging the 'ESG playbook' to target $28 million in 2026 overhead synergies.

Utilities growth is being driven by U.S. grid expansion, specifically fueled by data center development and AI-related infrastructure needs.

Materials Processing (MP) strength is attributed to increased infrastructure activity and 'mega projects' providing a tailwind through 2030.

Management emphasized that the decision to maintain guidance despite a strong Q1 is a matter of 'discipline and timing' given current macro uncertainties.

Digital innovation is a key differentiator, with the '3rd Eye' AI solution being expanded from waste collection to fire and utility vehicles.

Reiterated full-year 2026 outlook with expected sales of $7.5 billion to $8.1 billion and EBITDA growth of approximately 12% year-over-year.

Specialty Vehicles segment is expected to maintain high single-digit growth, supported by a massive 2-year backlog and planned capacity expansions.

Aerials segment is anticipated to bottom in Q1 and begin a cyclical recovery, with margins expected to improve sequentially through Q3.

Environmental Solutions (ES) demand is expected to skew toward the second half of 2026, partially driven by prebuys ahead of 2027 EPA changes.

Management is targeting a $75 million synergy run rate for the REV merger within a 24-month window.

Q1 EBITA margins were impacted by 50 basis points due to the introduction of tariffs that were not present in the prior year period.

In the Aerials segment, management expects 2026 sales and margins to be similar to 2025, supported by a backlog of over $1 billion and expectations for price/cost favorability for the remainder of the year.

Free cash flow followed a typical seasonal outflow of $57 million, but the Specialty Vehicles addition provides a more favorable, less seasonal working capital profile.

For the Aerials business, recent 232 tariff changes are expected to be largely offset by the expiration of IEEPA, resulting in a negligible impact on that segment's outlook.

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Management cited the need for 'prudence' only one quarter into the year, noting that while fundamentals are strong, macro and tariff uncertainties persist.

The current outlook already contemplates solid growth and synergy realization, and management prefers to see more volume flow through the system before adjusting.

Growth is driven by a mix of genuine end-user demand for infrastructure projects and dealers converting rental units (RPOs) into permanent fleet purchases.

Dealer inventory levels are described as healthy—neither high nor low—suggesting the current booking rate is sustainable.

Management clarified that the potential sale is viewed as a 'through-cycle' decision; early signs of a cyclical upturn do not change the strategic rationale for the review.

The business is at the end of a typical two-year down cycle, and current booking trends align with management's internal recovery expectations.

Terex utilizes a 3-to-12 month hedging and contract lock-in strategy to mitigate CPI volatility, with a 3-to-6 month lag on cost impacts.

The Specialty Vehicles segment uses a pass-through mechanism for commercial chassis, insulating the company from those specific cost fluctuations.

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