Douglas Dynamics, Inc.

NYSE:PLOW 株式レポート

時価総額:US$993.0m

Douglas Dynamics 過去の業績

過去 基準チェック /26

Douglas Dynamicsは、平均年間24.7%の収益成長を遂げていますが、 Machinery業界の収益は、年間 成長しています。収益は、平均年間8% 2.9%収益成長率で 成長しています。 Douglas Dynamicsの自己資本利益率は19%であり、純利益率は7.7%です。

主要情報

24.75%

収益成長率

24.62%

EPS成長率

Machinery 業界の成長8.77%
収益成長率2.90%
株主資本利益率19.01%
ネット・マージン7.65%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 Apr 28

PLOW: Constructive 2026 Outlook And Q4 Update Will Support Further Upside

Analysts now frame Douglas Dynamics around a revised price target of about $48 to $50, up from prior levels in the mid $30s to high $30s. This reflects updated models after Q4 results and a view that the recent share rally has brought the stock closer to fair value.
ナラティブの更新 Apr 11

PLOW: Constructive 2026 Outlook And Q4 Update Suggest Shares Are Fairly Priced

Analysts have lifted their price target range for Douglas Dynamics to about $48 to $50, up from $35 to $39. This reflects updated models after Q4 results and a view that the 2026 outlook is constructive while the recent share rally has brought the stock closer to fair value.
ナラティブの更新 Mar 27

PLOW: 2026 Outlook And Q4 Revisions Will Support Further Upside

Analysts have lifted their price targets on Douglas Dynamics into a $48 to $50 range, reflecting updated models after Q4 results and the view that the recent share move now places the stock closer to estimated fair value. Analyst Commentary Bullish Takeaways Bullish analysts see the updated Q4 models as supportive of a higher valuation range, which is reflected in price targets moving into the high $40s to $50 level.
ナラティブの更新 Mar 13

PLOW: 2026 Outlook And Q4 Revisions Will Drive Bullish Repricing

Analysts have lifted their price target on Douglas Dynamics to $50.50 from $48.25, citing updated models following recent quarterly results and a view that shares are now closer to fair value after the latest rally. Analyst Commentary Bullish Takeaways Bullish analysts point to updated models after Q4 results as support for higher valuation ranges, with targets such as $50 and $50.50 indicating more confidence in the company’s execution on its current plan.
Seeking Alpha Mar 10

Douglas Dynamics: I Should Have Upgraded This Play Sooner

Summary Douglas Dynamics delivered a 43.7% share price surge, driven by robust revenue and profit growth, especially in Q4 2025. 2025 saw significant gains in both Work Truck Attachments and Work Truck Solutions segments, fueled by strong snowfall and municipal demand. Management guides for 2026 sales of $710–$760 million, EBITDA of $100–$120 million, and adjusted EPS of $2.25–$2.85. PLOW is upgraded to a soft ‘buy’ as growth momentum and fair valuation outweigh concerns about recent multiple expansion. Read the full article on Seeking Alpha
新しいナラティブ Feb 27

Municipal Demand And Replacement Cycle Tailwinds Will Support Stronger Long Term Prospects

Catalysts About Douglas Dynamics Douglas Dynamics designs and manufactures work truck attachments and solutions, including snow and ice control equipment and truck upfits for municipal and commercial customers. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Feb 26

PLOW: Q4 Revisions And Profitability Outlook Will Shape Future Share Performance

Analysts have raised their price target on Douglas Dynamics to $50 from $35, reflecting updated views on fair value, P/E multiples, and profitability following recent Q4 results and model revisions. Analyst Commentary Analysts updating their models after Q4 results are signaling a reassessment of Douglas Dynamics' fair value, with the new US$50 price target sitting meaningfully above the prior US$35 level.
分析記事 Jan 08

Is There An Opportunity With Douglas Dynamics, Inc.'s (NYSE:PLOW) 29% Undervaluation?

Key Insights The projected fair value for Douglas Dynamics is US$49.65 based on 2 Stage Free Cash Flow to Equity...
分析記事 Dec 12

Douglas Dynamics (NYSE:PLOW) Is Due To Pay A Dividend Of $0.295

Douglas Dynamics, Inc. ( NYSE:PLOW ) has announced that it will pay a dividend of $0.295 per share on the 31st of...
分析記事 Sep 08

Douglas Dynamics (NYSE:PLOW) Has Affirmed Its Dividend Of $0.295

Douglas Dynamics, Inc. ( NYSE:PLOW ) has announced that it will pay a dividend of $0.295 per share on the 30th of...
ナラティブの更新 Aug 07

Operational Optimization And Tech Investment Will Navigate Milder Winters

With no material change in Douglas Dynamics’ net profit margin or consensus revenue growth forecasts, the analyst price target remains stable at $36.33. What's in the News Raised 2025 net sales guidance to $630–660 million from $610–650 million.
分析記事 Jul 05

Douglas Dynamics (NYSE:PLOW) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Apr 18

No Flurry Of Optimism: Why I'm Downgrading Douglas Dynamics

Summary Douglas Dynamics' financial performance has been mixed, resulting in a 24.1% stock drop despite cheaper EV to EBITDA valuation and economic uncertainty, prompting a downgrade to 'hold'. The company’s revenue has declined from $616.1 million to $568.5 million over three years, with a significant drop in the Work Truck Attachments segment. Management forecasts higher 2025 sales between $610 million and $650 million, but economic and supply chain uncertainties could impact these projections. Rising steel prices and climate change pose significant risks to the business, affecting profit margins and long-term revenue from snow-related products. Read the full article on Seeking Alpha
Seeking Alpha Jan 30

Douglas Dynamics: Tactical Play With Heavy Snowfall Winter

Summary Douglas Dynamics is possibly poised for growth due to already heavy snowfall in the Northeast and Midwest, where snowfall drives plow and ice control product demand. PLOW expects around 5% YoY sales and EBITDA growth, supported by cost-saving measures and improved price realization, which may be conservative with last year's mild winter. Current stock prices are at 2016 levels, presenting a compelling buying opportunity with forward PEs potentially dropping to 16.5x or lower, assuming success in cost savings. We also think that based on past years when sales were at higher levels in more normal winters, forward PEs could be even more compressed and attractive. At the very least, prices are quite languished, and below the levels of last mild winter. Even on that tactical basis, it is interesting, though current dealer inventories are elevated. Read the full article on Seeking Alpha
分析記事 Dec 09

Douglas Dynamics' (NYSE:PLOW) Dividend Will Be $0.295

The board of Douglas Dynamics, Inc. ( NYSE:PLOW ) has announced that it will pay a dividend of $0.295 per share on the...
分析記事 Nov 06

Concerns Surrounding Douglas Dynamics' (NYSE:PLOW) Performance

The market shrugged off Douglas Dynamics, Inc.'s ( NYSE:PLOW ) solid earnings report. Our analysis showed that there...
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新しいナラティブ Sep 24

Cost Savings And Tactical Alliances Propel Record Growth And Future Profitability

Strategic partnerships and expansions, including with John Deere, aim to enhance sales channels and customer bases, fostering revenue growth in key segments.
分析記事 Sep 08

Douglas Dynamics (NYSE:PLOW) Is Due To Pay A Dividend Of $0.295

Douglas Dynamics, Inc. ( NYSE:PLOW ) has announced that it will pay a dividend of $0.295 per share on the 30th of...
分析記事 Jul 31

Douglas Dynamics' (NYSE:PLOW) Returns Have Hit A Wall

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Seeking Alpha Jul 30

Douglas Dynamics Is Beginning To Prove Itself

Summary Douglas Dynamics, Inc. shares rose 5.5% after exceeding revenue, earnings, and adjusted earnings per share expectations in Q2 of fiscal year 2024. Despite a decline in revenue, the company's financial performance improved year over year, with higher earnings and cash flows reported. Management's guidance for the rest of the year suggests continued growth, making the stock look attractively priced on an absolute basis. Read the full article on Seeking Alpha
分析記事 Jul 17

Douglas Dynamics, Inc.'s (NYSE:PLOW) Shareholders Might Be Looking For Exit

There wouldn't be many who think Douglas Dynamics, Inc.'s ( NYSE:PLOW ) price-to-earnings (or "P/E") ratio of 19.7x is...
分析記事 Jun 11

Douglas Dynamics (NYSE:PLOW) Is Due To Pay A Dividend Of $0.295

The board of Douglas Dynamics, Inc. ( NYSE:PLOW ) has announced that it will pay a dividend of $0.295 per share on the...
Seeking Alpha May 24

Douglas Dynamics: Market Leader Trading At Near-Trough Multiple On Depressed Earnings

Summary Due to weak demand caused by weather-related challenges, Douglas Dynamics is trading at depressed earnings and a near trough multiple. This is creating an opportunity to invest in a business with both a market-leading, stable, and cash-generative segment, and a segment with a history of consistent growth. I see a credible case for the stock to reach $35-$40 based on my estimates of FCF growth over the next few years and a 15-20x multiple. While these estimates are dependent on favorable weather conditions, I believe the Solutions segment will continue to grow due to commentary from other companies regarding demand from vocational trucking customers. Read the full article on Seeking Alpha
Seeking Alpha May 02

Douglas Dynamics: Priced For (Potentially) Attractive Returns

Summary Douglas Dynamics' stock price has declined by nearly half since the start of 2021 due to declining sales and EBITDA. The company's Work Truck Attachments segment has been affected by external headwinds, including lower snowfall levels, destocking, and macro headwinds. Should weather reverse course, and both their WTA and WTS segment maintain their margins, PLOW is priced to generate attractive IRRs for investors. Read the full article on Seeking Alpha

収支内訳

Douglas Dynamics の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:PLOW 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 2667952980
31 Dec 2565646950
30 Sep 2561541890
30 Jun 2558265920
31 Mar 2558864940
31 Dec 2456955920
30 Sep 2455954850
30 Jun 2457428770
31 Mar 2458128780
31 Dec 2356823790
30 Sep 2359428830
30 Jun 2361635840
31 Mar 2359629830
31 Dec 2261638820
30 Sep 2260935830
30 Jun 2257129810
31 Mar 2254126800
31 Dec 2154130790
30 Sep 2154740770
30 Jun 2155342750
31 Mar 21515-76690
31 Dec 20480-87670
30 Sep 20482-93750
30 Jun 20490-90760
31 Mar 2054739790
31 Dec 1957249790
30 Sep 1956352710
30 Jun 1954649700
31 Mar 1953345720
31 Dec 1852443710
30 Sep 1851063710
30 Jun 1851162680
31 Mar 1848756640
31 Dec 1747555630
30 Sep 1746730610
30 Jun 1746528610
31 Mar 1744030550
31 Dec 1641638510
30 Sep 1640543480
30 Jun 1640252470
31 Mar 1639548470
31 Dec 1540044480
30 Sep 1538241460
30 Jun 1534037420

質の高い収益: PLOWは 高品質の収益 を持っています。

利益率の向上: PLOWの現在の純利益率 (7.7%)は、昨年(10.8%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: PLOW過去 5 年間で収益を上げており、収益は年間24.7%増加しています。

成長の加速: PLOWは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: PLOWは過去 1 年間で収益成長率がマイナス ( -18.3% ) となったため、 Machinery業界平均 ( 1.6% ) と比較することが困難です。


株主資本利益率

高いROE: PLOWの 自己資本利益率 ( 19% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/05/20 18:42
終値2026/05/20 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。

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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

Douglas Dynamics, Inc. 4 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
Timothy WojsBaird
Jason UrsanerCJS Securities, Inc.
Ryan SigdahlCraig-Hallum Capital Group LLC