Halper Sadeh LLC Urges JAMF, TEX, and REVG Shareholders to Reach Out to the Firm Regarding Their Rights
Investigation of Companies: Halper Sadeh LLC is investigating Jamf Holding Corp., Terex Corporation, and REV Group, Inc. for potential violations of federal securities laws and breaches of fiduciary duties to shareholders related to their recent transactions.
Details of Transactions: Jamf is being sold to Francisco Partners for $13.05 per share, Terex is merging with REV Group where Terex shareholders will own about 58% of the combined entity, and REV Group shareholders will receive shares in the new company plus cash.
Legal Rights for Shareholders: Shareholders of the involved companies are encouraged to contact Halper Sadeh LLC to discuss their legal rights and options regarding the transactions, with the firm offering services on a contingent fee basis.
Firm's Background: Halper Sadeh LLC represents global investors affected by securities fraud and corporate misconduct, having successfully implemented corporate reforms and recovered significant amounts for defrauded investors.
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- Netflix Downgrade: Wells Fargo downgrades Netflix from overweight to equal weight, citing the need for continued investment to drive growth and concerns over its competitive positioning in the market, indicating a cautious outlook on its future performance.
- Stake Change: Lodge Hill Capital disclosed on February 17, 2026, that it fully liquidated its position in Terex, selling 529,450 shares valued at approximately $27.16 million, indicating a cautious outlook on the company's future performance.
- Market Performance: Despite Terex's stock rising 67% over the past year to $67.76 per share, significantly outperforming the S&P 500's 17% increase, Lodge Hill's exit may reflect concerns over market volatility, particularly as the company undergoes a structural transformation.
- Financial Overview: Terex reported total sales of $5.4 billion for fiscal year 2025, with adjusted EPS of $4.93 and free cash flow of $325 million, representing a 147% conversion rate, showcasing strong financial health, yet future profitability remains uncertain.
- Strategic Risks: As the REV merger progresses, Terex's earnings structure is being reshaped; although management anticipates sales of $7.5 billion to $8.1 billion in 2026, integration risks, tariff exposure, and industrial cycle fluctuations could impact the company's long-term performance.
- Position Change: Lodge Hill Capital sold 529,450 shares of Terex in Q4, resulting in a $27.16 million decrease in the position's quarter-end value, indicating a waning confidence in the stock.
- Asset Management Ratio: Previously, Terex accounted for approximately 4.85% of the fund's assets under management, and the complete exit suggests a reevaluation of risk and return within the fund's investment strategy.
- Financial Performance: Terex reported full-year 2025 sales of $5.4 billion with adjusted EPS of $4.93, demonstrating strong market demand, although the fund's exit may impact short-term stock performance.
- Market Outlook: While Terex is undergoing a structural shift with management projecting 2026 sales of $7.5 billion to $8.1 billion, the fund's exit may reflect concerns over cyclical risks in the industry.
- Merger Milestone: The merger with REV Group is viewed as a defining milestone in Terex's transformation, with REV generating approximately $2.5 billion in revenue and $230 million in adjusted EBITDA in the last fiscal year, enhancing Terex's leadership in specialty equipment manufacturing.
- Synergy Expectations: Management anticipates realizing half of the $75 million run-rate synergies within the next 12 months, with full realization expected by 2028, which will significantly improve operational efficiency and profitability.
- Strong Financial Performance: Total net sales for Q4 2025 reached $1.3 billion, a 6% year-over-year increase, with an operating margin of 9.3%, up 150 basis points from the previous year, reflecting robust performance across all business segments and sustained growth potential.
- Optimistic 2026 Outlook: The company expects sales to grow approximately 5% in 2026, reaching between $7.5 billion and $8.1 billion, with EBITDA projected to increase by about $100 million to between $930 million and $1 billion, indicating strong market demand and solid profitability.

- Quarterly Sales Growth: Terex reported fourth-quarter net sales of $1.318 billion, up from $1.241 billion a year earlier and exceeding the consensus estimate of $1.3 billion, indicating strong demand and execution in the heavy equipment market.
- Profitability Improvement: Adjusted earnings per share rose to $1.12, significantly up from $0.77 a year ago and surpassing Wall Street's expectation of $1.11, reflecting the company's success in cost control and efficiency enhancements.
- Strong Orders: Fourth-quarter bookings climbed 32% year-over-year to $1.9 billion, with a book-to-bill ratio of 145%, indicating robust growth potential and market confidence for the company in the coming years.
- Optimistic 2026 Outlook: Terex expects 2026 sales between $7.5 billion and $8.1 billion, with EBITDA projected at $930 million to $1 billion, showcasing significant profit growth and market expansion following the REV merger.
- Earnings Beat: Diodes reported an adjusted EPS of 34 cents, surpassing market expectations of 32 cents, indicating strong profitability that boosts investor confidence.
- Sales Growth: The company's quarterly sales reached $391.578 million, exceeding the anticipated $385.560 million, suggesting sustained demand for its products that could drive future revenue growth.
- Stock Surge: Diodes shares jumped 31.8% to $81.32 on Wednesday, reflecting a positive market reaction to its earnings report, which may attract more investor interest.
- Market Performance: U.S. stocks were slightly higher, with the Dow Jones gaining around 0.1% on Wednesday, indicating cautious optimism about the economic outlook that could provide a favorable environment for other companies.










