Alamo Group Inc.

NYSE:ALG 株式レポート

時価総額:US$1.9b

Alamo Group マネジメント

マネジメント 基準チェック /24

Alamo Groupの CEO はBob Hureauで、 Sep2025年に任命され、 の在任期間は 1 年未満です。 の年間総報酬は$ 4.53Mで、 6.5%給与と93.5%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.18%を直接所有しており、その価値は$ 3.35M 。経営陣と取締役会の平均在任期間はそれぞれ2年と6.4年です。

主要情報

Bob Hureau

最高経営責任者

US$4.5m

報酬総額

CEO給与比率6.54%
CEO在任期間less than a year
CEOの所有権0.2%
経営陣の平均在職期間2yrs
取締役会の平均在任期間6.4yrs

経営陣の近況

Recent updates

ナラティブの更新 May 10

ALG: Higher Margin Assumptions And Completed Buybacks Will Support Attractive Future Returns

Analysts have raised their price target for Alamo Group to $210.20 from $207.40, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that reshape their view of the stock's risk and earnings profile. What's in the News From October 1, 2025 to December 31, 2025, Alamo Group repurchased 0 shares for $0 million under its existing buyback program.
ナラティブの更新 Apr 25

ALG: Steady Margins And Untapped Buybacks Will Support Attractive Future Returns

Analysts have maintained their $207.40 price target for Alamo Group, with only minor adjustments to assumptions such as discount rate, long-term revenue growth, profit margin, and future P/E to reflect updated modeling rather than a change in overall view. What's in the News The company reported that from October 1, 2025 to December 31, 2025 it repurchased 0 shares for $0 million under its existing buyback program.
ナラティブの更新 Apr 11

ALG: Higher Margins And Disciplined Buybacks Will Support Attractive Future Returns

Analysts have lowered their price target on Alamo Group by about $4 to reflect modest updates to their views on fair value, discount rate, revenue, profit margin, and future P/E assumptions. What's in the News The company provided an update on its share repurchase activity for the period from October 1, 2025 to December 31, 2025, indicating that no shares were repurchased during this timeframe (Key Developments).
ナラティブの更新 Mar 27

ALG: Higher Dividend And Stronger Margin Outlook Will Support Attractive Future Returns

Analysts now set their price target for Alamo Group at $211.40, compared with $209.25 previously. This reflects updated views on revenue growth, profit margins and a slightly adjusted P/E assumption.
ナラティブの更新 Mar 11

ALG: Higher Dividend And Rebased Assumptions Will Support Attractive Future Returns

Analysts have lowered their price target on Alamo Group from $219.75 to $209.25, citing updated assumptions regarding revenue growth, profit margins, and a slightly revised outlook for the forward P/E ratio. What's in the News Alamo Group's Board of Directors declared a quarterly dividend of $0.34 per share.
ナラティブの更新 Feb 25

ALG: Stable Outlook And Higher Dividend Will Likely Support Balanced Future Returns

Analysts have maintained their $219.75 price target on Alamo Group, citing largely stable assumptions around fair value, discount rate, revenue growth, profit margin and future P/E expectations. What's in the News The Board of Directors declared a quarterly dividend of $0.34 per share for Alamo Group Inc.
ナラティブの更新 Feb 09

ALG: Steady Outlook And Higher Dividend Will Likely Support Balanced Future Returns

Analysts have kept their price target for Alamo Group steady at about $219.75, with only very minor tweaks to inputs like the discount rate, long term revenue growth, profit margin assumptions, and future P/E that do not materially change their overall view of the shares. What's in the News Alamo Group Inc.
ナラティブの更新 Jan 26

ALG: Higher Dividend And Steady Assumptions Will Likely Support Future Upside

Analysts have kept their price target for Alamo Group steady at about US$219.75, with only slight adjustments to inputs such as the discount rate, revenue growth outlook, profit margin and future P/E assumption that do not materially change their view of the shares. What's in the News Board declares a quarterly dividend of $0.34 per share, with the new amount scheduled for payment on January 29, 2026, to shareholders of record on January 16, 2026 (Key Developments).
ナラティブの更新 Jan 10

ALG: Higher Dividend And Steady Assumptions Will Likely Support Future Upside

Analysts have held their fair value estimate for Alamo Group steady at $219.75, with only small technical adjustments to the discount rate and long term assumptions used to support that target. What's in the News The board declared a quarterly dividend of $0.34 per share, with payment scheduled for January 29, 2026, to shareholders of record on January 16, 2026 (Key Developments).
分析記事 Jan 10

Alamo Group's (NYSE:ALG) Dividend Will Be Increased To $0.34

Alamo Group Inc.'s ( NYSE:ALG ) dividend will be increasing from last year's payment of the same period to $0.34 on...
ナラティブの更新 Dec 23

ALG: Stable Margins And Lower Risk Will Likely Support Future Upside

Analysts have modestly increased their price target on Alamo Group by approximately $0.00, citing slightly lower discount rate assumptions and largely unchanged expectations for long term revenue growth, profit margins, and future valuation multiples. What's in the News From July 1, 2025 to September 30, 2025, Alamo Group repurchased 0 shares for $0 million, completing a previously announced share buyback program with no actual purchases executed under the authorization (Key Developments).
Seeking Alpha Dec 21

Alamo Group's Risks Remain Elevated

Summary Alamo Group remains a 'hold' after an 18% stock drop, reflecting justified market caution amid mixed segment performance. Industrial Equipment segment shows robust growth, but Vegetation Management revenue and profitability continue to decline due to weak end markets. ALG's valuation is attractive versus peers, with a compelling EV/EBITDA multiple and a net cash position of $35.4 million supporting downside resilience. Despite management optimism, macro headwinds and falling backlogs warrant caution; near-term revenue may benefit from backlog consumption, but risks persist. Read the full article on Seeking Alpha
ナラティブの更新 Dec 09

ALG: Future Profitability Will Likely Support A Higher Fair Value

Analysts have raised their price target on Alamo Group by 7.00 dollars to 219.75 dollars, citing stronger anticipated revenue growth, improved profit margins, and a slightly lower expected future P/E multiple. Together these factors support a higher fair value estimate despite a modest uptick in the discount rate.
ナラティブの更新 Nov 25

ALG: Earnings Outlook Will Remain Bright Despite Slight Margin Compression

Analysts have revised their price target for Alamo Group downward from $232.25 to $212.75. This reflects expectations of slower revenue growth and a slightly lower profit margin.
ナラティブの更新 Nov 09

ALG: New Leadership Experience And Higher Margins Will Support Further Upside

Alamo Group Price Target Lowered Amid Analyst Reassessment Analysts have reduced their price target for Alamo Group from $244.25 to $232.25. They cited adjusted expectations for revenue growth, profit margins, and a higher discount rate as key factors in their revised valuation.
分析記事 Sep 28

Alamo Group (NYSE:ALG) Is Doing The Right Things To Multiply Its Share Price

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Aug 05

Alamo Group Inc.'s (NYSE:ALG) Business Is Trailing The Market But Its Shares Aren't

NYSE:ALG 1 Year Share Price vs Fair Value Explore Alamo Group's Fair Values from the Community and select yours When...
分析記事 Jul 07

Estimating The Fair Value Of Alamo Group Inc. (NYSE:ALG)

Key Insights Alamo Group's estimated fair value is US$244 based on 2 Stage Free Cash Flow to Equity Current share price...
分析記事 Jun 24

Alamo Group (NYSE:ALG) Is Looking To Continue Growing Its Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 May 11

Results: Alamo Group Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Shareholders of Alamo Group Inc. ( NYSE:ALG ) will be pleased this week, given that the stock price is up 10% to US$191...
分析記事 Apr 22

Is There Now An Opportunity In Alamo Group Inc. (NYSE:ALG)?

While Alamo Group Inc. ( NYSE:ALG ) might not have the largest market cap around , it saw significant share price...
分析記事 Apr 07

Alamo Group Inc.'s (NYSE:ALG) Intrinsic Value Is Potentially 35% Above Its Share Price

Key Insights The projected fair value for Alamo Group is US$225 based on 2 Stage Free Cash Flow to Equity Alamo Group's...
分析記事 Mar 24

Some Confidence Is Lacking In Alamo Group Inc.'s (NYSE:ALG) P/E

There wouldn't be many who think Alamo Group Inc.'s ( NYSE:ALG ) price-to-earnings (or "P/E") ratio of 19.1x is worth a...
分析記事 Feb 22

Is Alamo Group (NYSE:ALG) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Jan 20

Why Alamo Group Inc. (NYSE:ALG) Could Be Worth Watching

While Alamo Group Inc. ( NYSE:ALG ) might not have the largest market cap around , it saw significant share price...
分析記事 Jan 07

Returns At Alamo Group (NYSE:ALG) Appear To Be Weighed Down

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha Dec 23

Alamo Group: Too Soon For An Upgrade

Summary I previously downgraded Alamo Group to 'hold' due to falling backlog and valuation concerns; the stock has since risen 14%, outperforming the S&P 500's 11.2% gain. Revenue and profits have declined recently, particularly in vegetation management, but industrial equipment operations showed significant growth, nearly balancing the company's performance. Despite some positive signs, Alamo Group remains relatively pricey compared to peers, justifying a continued 'hold' rating. Management expects no meaningful improvement in the agricultural equipment market until late next year, with some optimism for forestry and tree care markets. Read the full article on Seeking Alpha
分析記事 Dec 09

Estimating The Intrinsic Value Of Alamo Group Inc. (NYSE:ALG)

Key Insights Alamo Group's estimated fair value is US$217 based on 2 Stage Free Cash Flow to Equity Alamo Group's...
分析記事 Nov 15

Some Confidence Is Lacking In Alamo Group Inc.'s (NYSE:ALG) P/E

There wouldn't be many who think Alamo Group Inc.'s ( NYSE:ALG ) price-to-earnings (or "P/E") ratio of 19.5x is worth a...
分析記事 Sep 27

We Think Alamo Group (NYSE:ALG) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
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新しいナラティブ Sep 11

Cost-Saving Tactics And Industrial Demand Surge Propel Company To New Heights

Expansion and modernization in the Industrial Equipment Division aim to improve operational efficiency and drive margin growth.
分析記事 Sep 05

Should You Investigate Alamo Group Inc. (NYSE:ALG) At US$176?

While Alamo Group Inc. ( NYSE:ALG ) might not have the largest market cap around , it received a lot of attention from...
Seeking Alpha Aug 11

Alamo Group: Solid Compounder At An Attractive Price

Summary Alamo Group is a well-managed, stable company with strong fundamentals, making it an attractive investment for conservative investors. Alamo Group is efficiently allocating capital with a consistently higher ROIC than its competitors, but it lacks a significant competitive moat. Key growth catalysts include increasing infrastructure spending, superior capital allocation, and resolution of temporary setbacks, though the cyclical nature of the Vegetation Management Division poses a risk. I give Alamo Group a cautious 'Buy' rating. Read the full article on Seeking Alpha
分析記事 Jul 29

Pinning Down Alamo Group Inc.'s (NYSE:ALG) P/E Is Difficult Right Now

With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...

CEO報酬分析

Alamo Group の収益と比較して、Bob Hureau の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$101m

Dec 31 2025US$5mUS$296k

US$104m

報酬と市場: Bobの 総報酬 ($USD 4.53M ) は、 US市場 ($USD 5.48M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Bobの報酬と会社の業績を比較するにはデータが不十分です。


CEO

Bob Hureau (57 yo)

less than a year
在職期間
US$4,526,676
報酬

Mr. Robert P. Hureau, also known as Bob, is Director of Alamo Group Inc. since 2025 and is its President & Chief Executive Officer from September 2, 2025. He was Chief Financial Officer and Executive Vice...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Robert Hureau
Presidentless than a yearUS$4.53m0.18%
$ 3.4m
Agnieszka Kamps
Executive VP2.2yrsUS$1.66m0.057%
$ 1.1m
Edward Rizzuti
Executive VP of Corporate Development & Investor Relations and Secretary8yrsUS$1.37m0.089%
$ 1.7m
Richard Raborn
Executive Vice President of Vegetation Management Division11.1yrsUS$1.45m0.12%
$ 2.1m
Kevin Thomas
Executive Vice President of the Industrial Equipment Division1.8yrsUS$1.48m0.038%
$ 709.1k
Reuben Srinivasan
Vice President of Corporate Human Resources1.5yrsデータなし0.013%
$ 236.8k
2.0yrs
平均在職期間
58yo
平均年齢

経験豊富な経営陣: ALGの経営陣は 経験豊富 とはみなされません ( 2年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Robert Hureau
President1.3yrsUS$4.53m0.18%
$ 3.4m
Richard Parod
Independent Chairman8.4yrsUS$300.04k0.080%
$ 1.5m
Colleen Haley
Independent Director1.4yrsUS$215.04k0.015%
$ 276.2k
Lorie Tekorius
Independent Director6.4yrsUS$215.04k0.049%
$ 907.3k
Robert Bauer
Independent Director10.8yrsUS$248.04k0.10%
$ 1.9m
Eric Etchart
Independent Director10.8yrsUS$228.04k0.10%
$ 1.9m
Tracy Jokinen
Independent Director9.8yrsUS$253.04k0.075%
$ 1.4m
Paul Householder
Independent Director2.3yrsUS$215.04k0.019%
$ 354.6k
Nina Grooms
Independent Director4.4yrsUS$215.04k0.033%
$ 605.8k
6.4yrs
平均在職期間
57yo
平均年齢

経験豊富なボード: ALGの 取締役会経験豊富 であると考えられます ( 6.4年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/21 08:51
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Alamo Group Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

アナリスト機関
Mircea DobreBaird
Ross GilardiBofA Global Research
Christopher MooreCJS Securities, Inc.