Alamo Group 향후 성장
Future 기준 점검 3/6
Alamo Group은 연간 수입과 매출이 각각 20.6%와 4.5% 증가할 것으로 예상되고 EPS는 연간 19.9%만큼 증가할 것으로 예상됩니다.
핵심 정보
20.6%
이익 성장률
19.85%
EPS 성장률
| Machinery 이익 성장 | 16.3% |
| 매출 성장률 | 4.5% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 10 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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 Alpha분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2027 | 1,765 | 147 | 158 | 194 | 5 |
| 12/31/2026 | 1,696 | 127 | 90 | 121 | 5 |
| 3/31/2026 | 1,630 | 101 | 109 | 140 | N/A |
| 12/31/2025 | 1,604 | 104 | 145 | 178 | N/A |
| 9/30/2025 | 1,615 | 116 | 150 | 182 | N/A |
| 6/30/2025 | 1,597 | 118 | 185 | 212 | N/A |
| 3/31/2025 | 1,594 | 116 | 198 | 223 | N/A |
| 12/31/2024 | 1,629 | 116 | 185 | 210 | N/A |
| 9/30/2024 | 1,661 | 119 | 155 | 185 | N/A |
| 6/30/2024 | 1,679 | 127 | 98 | 128 | N/A |
| 3/31/2024 | 1,703 | 135 | 96 | 131 | N/A |
| 12/31/2023 | 1,690 | 136 | 93 | 131 | N/A |
| 9/30/2023 | 1,659 | 134 | 78 | 113 | N/A |
| 6/30/2023 | 1,608 | 125 | 61 | 95 | N/A |
| 3/31/2023 | 1,563 | 117 | 35 | 71 | N/A |
| 12/31/2022 | 1,514 | 102 | -17 | 15 | N/A |
| 9/30/2022 | 1,464 | 92 | -49 | -15 | N/A |
| 6/30/2022 | 1,434 | 84 | -34 | -3 | N/A |
| 3/31/2022 | 1,385 | 81 | -23 | 3 | N/A |
| 12/31/2021 | 1,334 | 80 | 24 | 50 | N/A |
| 9/30/2021 | 1,286 | 70 | 74 | 92 | N/A |
| 6/30/2021 | 1,239 | 73 | 120 | 135 | N/A |
| 3/31/2021 | 1,160 | 60 | 156 | 170 | N/A |
| 12/31/2020 | 1,163 | 58 | 166 | 184 | N/A |
| 9/30/2020 | 1,175 | 58 | 154 | 181 | N/A |
| 6/30/2020 | 1,155 | 56 | 115 | 147 | N/A |
| 3/31/2020 | 1,172 | 63 | 93 | 127 | N/A |
| 12/31/2019 | 1,119 | 63 | N/A | 89 | N/A |
| 9/30/2019 | 1,075 | 70 | N/A | 54 | N/A |
| 6/30/2019 | 1,061 | 76 | N/A | 42 | N/A |
| 3/31/2019 | 1,033 | 74 | N/A | 9 | N/A |
| 12/31/2018 | 1,009 | 73 | N/A | 13 | N/A |
| 9/30/2018 | 996 | 60 | N/A | 33 | N/A |
| 6/30/2018 | 979 | 53 | N/A | 31 | N/A |
| 3/31/2018 | 935 | 47 | N/A | 44 | N/A |
| 12/31/2017 | 912 | 44 | N/A | 71 | N/A |
| 9/30/2017 | 875 | 49 | N/A | 69 | N/A |
| 6/30/2017 | 851 | 45 | N/A | 83 | N/A |
| 3/31/2017 | 849 | 44 | N/A | 79 | N/A |
| 12/31/2016 | 845 | 40 | N/A | 76 | N/A |
| 9/30/2016 | 864 | 44 | N/A | 70 | N/A |
| 6/30/2016 | 879 | 45 | N/A | 66 | N/A |
| 3/31/2016 | 883 | 45 | N/A | 60 | N/A |
| 12/31/2015 | 880 | 43 | N/A | 52 | N/A |
| 9/30/2015 | 879 | 43 | N/A | 37 | N/A |
| 6/30/2015 | 882 | 42 | N/A | 37 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ALG 의 연간 예상 수익 증가율(20.6%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: ALG 의 연간 수익(20.6%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: ALG 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: ALG 의 수익(연간 4.5%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: ALG 의 수익(연간 4.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ALG의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 08:46 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Alamo Group Inc.는 10명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Mircea Dobre | Baird |
| Ross Gilardi | BofA Global Research |
| Christopher Moore | CJS Securities, Inc. |