Alamo Group Inc.

NYSE:ALG Voorraadrapport

Marktkapitalisatie: US$1.8b

Alamo Group Inkomsten in het verleden

Verleden criteriumcontroles 2/6

Alamo Group heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 9.5%, terwijl de Machinery-industrie de winst zag groeien met 8.3% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 5.6%. Het rendement op eigen vermogen van Alamo Group is 8.6%, en het heeft een nettomarge van 6.2%.

Belangrijke informatie

9.54%

Groei van de winst

9.21%

Groei van de winst per aandeel

Machinery Groei van de industrie8.77%
Inkomstengroei5.56%
Rendement op eigen vermogen8.63%
Nettomarge6.21%
Laatste winstupdate31 Mar 2026

Recente prestatie-updates uit het verleden

Recent updates

Seeking Alpha 21h

Alamo Group: A Solid Player Facing Challenging End Markets

Summary Alamo Group's shares have lagged the market, down 10% since December, despite a significant M&A move and continued organic growth potential. First quarter sales grew 7% to $417 million, but operating margins compressed 130 bps and backlog in industrial equipment declined, reflecting end-market weakness. The Petersen Industries acquisition adds high-margin revenue and diversification, with Alamo paying 2x sales and 8x EBITDA for a 25% margin business. I remain cautiously upbeat, seeing prudent leverage, solid earnings, and long-term margin targets as reasons to accumulate Alamo on dips, despite near-term operational headwinds. Read the full article on Seeking Alpha
Narratiefupdate Jun 02

ALG: Higher Margin Outlook Will Support Attractive Future Returns

Analysts have slightly trimmed their price expectations for Alamo Group, with the updated fair value estimate moving from about $210.20 to $209.80. This reflects marginally softer revenue growth assumptions alongside a small uptick in projected profit margins and a steady forward P/E profile.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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).
Analyseartikel 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...
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
User avatar
Nieuw narratief 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.
Analyseartikel 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
Analyseartikel 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...

Opbrengsten en kosten

Hoe Alamo Group geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

NYSE:ALG Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Mar 261,63010122211
31 Dec 251,60410421811
30 Sep 251,61511621114
30 Jun 251,59711820814
31 Mar 251,59411621214
31 Dec 241,62911621814
30 Sep 241,66111922513
30 Jun 241,67912722913
31 Mar 241,70313522813
31 Dec 231,69013622713
30 Sep 231,6591342310
30 Jun 231,6081252240
31 Mar 231,5631172190
31 Dec 221,51410219814
30 Sep 221,464922140
30 Jun 221,434842130
31 Mar 221,385812090
31 Dec 211,334802030
30 Sep 211,286701980
30 Jun 211,239731900
31 Mar 211,160601800
31 Dec 201,163581840
30 Sep 201,175581830
30 Jun 201,155561810
31 Mar 201,172631820
31 Dec 191,119631710
30 Sep 191,075701590
30 Jun 191,061761550
31 Mar 191,033741520
31 Dec 181,009731520
30 Sep 189966014710
30 Jun 189795314610
31 Mar 189354714110
31 Dec 17912441430
30 Sep 17875491339
30 Jun 17851451299
31 Mar 17849441299
31 Dec 16845401299
30 Sep 16864441169
30 Jun 16879451169
31 Mar 16883451169
31 Dec 15880431279
30 Sep 15879431198
30 Jun 15882421198

Kwaliteitswinsten: ALG heeft hoge kwaliteitsinkomsten.

Groeiende winstmarge: De huidige netto winstmarges (6.2%) ALG } zijn lager dan vorig jaar (7.3%).


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: De winst van ALG is de afgelopen 5 jaar met 9.5% per jaar gegroeid.

Versnelling van de groei: De winstgroei ALG is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.

Winst versus industrie: ALG had het afgelopen jaar een negatieve winstgroei ( -12.5% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Machinery ( 2.4% ).


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 8.6% ) van ALG wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/09 08:40
Aandelenkoers aan het einde van de dag2026/06/09 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Alamo Group Inc. wordt gevolgd door 10 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Mircea DobreBaird
Ross GilardiBofA Global Research
Christopher MooreCJS Securities, Inc.