Douglas Dynamics, Inc.

NYSE:PLOW 주식 리포트

시가총액: US$993.0m

Douglas Dynamics 경영진

경영진 기준 점검 2/4

Douglas Dynamics CEO는 Mark Genderen, Mar2025 에 임명되었습니다 의 임기는 1.17 년입니다. 총 연간 보상은 $3.01M, 21.7% 급여 및 78.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $2.31M 가치에 해당하는 회사 주식의 0.23% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.2 년과 4.6 년입니다.

핵심 정보

Mark Genderen

최고경영자

US$3.0m

총 보수

CEO 급여 비율21.65%
CEO 재임 기간1.2yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간1.2yrs
이사회 평균 재임 기간4.6yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
새로운 내러티브 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?
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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
분석 기사 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...
분석 기사 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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새로운 내러티브 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.
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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

CEO 보수 분석

Mark Genderen의 보수는 Douglas Dynamics의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$52m

Dec 31 2025US$3mUS$651k

US$46m

Sep 30 2025n/an/a

US$41m

Jun 30 2025n/an/a

US$65m

Mar 31 2025n/an/a

US$64m

Dec 31 2024US$1mUS$363k

US$55m

Sep 30 2024n/an/a

US$54m

Jun 30 2024n/an/a

US$28m

Mar 31 2024n/an/a

US$28m

Dec 31 2023US$582kUS$340k

US$23m

보상 대 시장: Mark의 총 보수(USD3.01M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.79M) 수준입니다.

보상과 수익: Mark의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Mark Genderen (56 yo)

1.2yrs
재임 기간
US$3,008,565
보수

Mr. Mark Van Genderen serves as President, CEO & Director of Douglas Dynamics, Inc. since March 03, 2025. He was President of Work Truck Attachments of Douglas Dynamics, Inc. since January 2023 and served...


리더십 팀

이름직위재임 기간보수지분
Mark Genderen
President1.2yrsUS$3.01m0.23%
$ 2.3m
Sarah Lauber
Executive VP8.8yrsUS$2.05m0.32%
$ 3.2m
Christopher Bernauer
President of Work Truck Attachments1.3yrsUS$1.02m0.023%
$ 225.4k
Nathan Elwell
Vice President of Investor Relationsno data데이터 없음데이터 없음
Shannan Vlieger
Senior Vice President of People & Cultureno data데이터 없음데이터 없음
Chad Barker
President of Municipal-Focused Operations of Work Truck Solutionsless than a year데이터 없음데이터 없음
Jon Sisulak
VP, Corporate Controller & Treasurerno data데이터 없음0.062%
$ 611.1k
Jesse Pilachowski
Director of Organizational Developmentno data데이터 없음데이터 없음
1.2yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: PLOW의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.2 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Mark Genderen
President1.2yrsUS$3.01m0.23%
$ 2.3m
Kenneth Krueger
Independent Director14.8yrsUS$189.60k0.18%
$ 1.8m
Donald Sturdivant
Independent Chairman of the Board15.6yrsUS$235.43k0.19%
$ 1.9m
James Janik
Director22.3yrsUS$885.80k0.66%
$ 6.6m
Lisa Bacus
Independent Director5.6yrsUS$202.10k0.088%
$ 869.2k
Bradley Nelson
Independent Directorless than a yearUS$59.25k0.020%
$ 200.3k
Jennifer Ansberry
Independent Directorless than a yearUS$59.25k0.020%
$ 200.3k
Joher Akolawala
Independent Director3.7yrsUS$204.60k0.068%
$ 679.4k
4.6yrs
평균 재임 기간
58.5yo
평균 나이

경험이 풍부한 이사회: PLOW의 이사회경험이 있음으로 간주됩니다(평균 재임 4.6 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 05:41
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Douglas Dynamics, Inc.는 10명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Timothy WojsBaird
Jason UrsanerCJS Securities, Inc.
Ryan SigdahlCraig-Hallum Capital Group LLC