Announcement • Apr 22
Alamo Group Inc. to Report Q1, 2026 Results on May 04, 2026 Alamo Group Inc. announced that they will report Q1, 2026 results After-Market on May 04, 2026 Announcement • Apr 02
Alamo Group Inc. Announces Regular Quarterly Dividend , Payable on April 29, 2026 Alamo Group Inc. announced that its Board of Directors has declared its regular quarterly dividend of $0.34 per share. Payment of the April dividend will be made on April 29, 2026, to shareholders of record at the close of business on April 15, 2026. Announcement • Mar 20
Alamo Group Inc., Annual General Meeting, May 01, 2026 Alamo Group Inc., Annual General Meeting, May 01, 2026. Announcement • Feb 18
Alamo Group Inc. to Report Q4, 2025 Results on Mar 02, 2026 Alamo Group Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 02, 2026 Announcement • Jan 03
Alamo Group Inc. Declares Higher Regular Quarterly Dividend, Payable on January 29, 2026 Alamo Group Inc. announced that its Board of Directors has declared a quarterly dividend of $0.34 per share, raising the quarterly dividend amount by $0.04 per quarter. Payment of the January dividend will be made on January 29, 2026, to shareholders of record at the close of business on January 16, 2026. Announcement • Dec 11
Alamo Group Inc. (NYSE:ALG) has signed a definitive agreement to acquire Petersen Industries, Inc. for approximately $170 million. Alamo Group Inc. (NYSE:ALG) has signed a definitive agreement to acquire Petersen Industries, Inc. for approximately $170 million on December 10, 2025. A cash consideration of $166.5 million will be paid by Alamo Group Inc. The price represents approximately 7.9x earnings before interest, taxes, depreciation and amortization (EBITDA), not including expected positive run-rate synergies. The company anticipates completing the transaction during the first quarter of 2026, subject to regulatory approval and customary closing conditions. D.A. Davidson & Co. acted as financial advisor for Alamo Group Inc. Dykema Gossett PLLC acted as legal advisor for Alamo Group Inc. Announcement • Oct 31
Alamo Group Inc. to Report Q3, 2025 Results on Nov 06, 2025 Alamo Group Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025 Announcement • Oct 02
Alamo Group Inc. Declares Regular Quarterly Dividend, Payable on October 28, 2025 Alamo Group Inc. announced that its Board of Directors has declared its quarterly dividend of $0.30 per share. Payment of the October dividend will be made on October 28, 2025, to shareholders of record at the close of business on October 15, 2025. Announcement • Jul 31
Alamo Group Inc. to Report Q2, 2025 Results on Aug 06, 2025 Alamo Group Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025 Announcement • Jul 02
Alamo Group Inc. Declares Regular Quarterly Dividend, Payable on July 29, 2025 Alamo Group Inc. announced that its Board of Directors has declared its quarterly dividend of $0.30 per share. Payment of the July dividend will be made on July 29, 2025, to shareholders of record at the close of business on July 16, 2025. Announcement • Jul 01
Alamo Group Inc. (NYSE:ALG) acquired Ring-O-Matic, Inc. from Brian Metcalf. Alamo Group Inc. (NYSE:ALG) acquired Ring-O-Matic, Inc. from Brian Metcalf on June 30, 2025.
Alamo Group Inc. (NYSE:ALG) completed the acquisition of Ring-O-Matic, Inc. from Brian Metcalf on June 30, 2025. Announcement • May 02
Alamo Group Inc. to Report Q1, 2025 Results on May 08, 2025 Alamo Group Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025 Announcement • Apr 02
Alamo Group Inc. Declares Quarterly Dividend, Payable on April 29, 2025 Alamo Group Inc. announced that its Board of Directors has declared its quarterly dividend of $0.30 per share. Payment of the April dividend will be made on April 29, 2025, to shareholders of record at the close of business on April 16, 2025. Announcement • Mar 15
Alamo Group Inc., Annual General Meeting, May 08, 2025 Alamo Group Inc., Annual General Meeting, May 08, 2025. Announcement • Feb 21
Alamo Group Inc. to Report Q4, 2024 Results on Feb 27, 2025 Alamo Group Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025 Buy Or Sell Opportunity • Jan 07
Now 22% undervalued Over the last 90 days, the stock has risen 8.4% to €168. The fair value is estimated to be €214, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 2.6% in 2 years. Earnings are forecast to grow by 22% in the next 2 years. Declared Dividend • Jan 06
Third quarter dividend of US$0.30 announced Shareholders will receive a dividend of US$0.30. Ex-date: 16th January 2025 Payment date: 29th January 2025 Dividend yield will be 0.6%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 8%. Announcement • Jan 03
Alamo Group Inc. Declares Quarterly Dividend, Payable on January 29, 2025 Alamo Group Inc. announced that its Board of Directors has declared a quarterly dividend of $0.30 per share, raising the quarterly dividend amount by $0.04 per quarter. This significant dividend increase of more than 15% underscores Alamo Group's unwavering commitment to delivering long-term value to its shareholders and is aligned with the Company's disciplined capital allocation strategy. The consistency of the Company's annual dividend increases reflects the resilience of the business and continued confidence in the Company's future. Payment of the January dividend will be made on January 29, 2025, to shareholders of record at the close of business on January 16, 2025. Announcement • Dec 05
Alamo Group Inc. Announces Appointment of Colleen Haley as Independent Director Alamo Group Inc. announced that it has expanded the membership of its Board of Directors from eight to nine members and has appointed Colleen Haley as a new independent member of the Board effective December 4, 2024. Ms. Haley, 57, has been Chief Executive Officer of Quality Metalcraft/Experi-Metal Inc. ("QMC-EMI") since March 2021. Based in Livonia, Michigan, QMC-EMI is a leading metal fabrication company serving the automotive, commercial vehicle, aerospace, and defense industries. Prior to her role with QMC-EMI, Ms. Haley was Group VP, Operations, with Parker Hannifin Corporation from 2016 to 2021. From 2000 to 2016, Ms. Haley held various senior managerial positions with Yazaki Corporation, including leading Yazaki's business in South America. From 1991 to 1995, Ms. Haley held managerial positions with ALCOA, and from 1995 to 2000, with a joint venture, Alcoa Fujikura Ltd. Ms. Haley holds both a Bachelor of Science and Master of Science from Michigan State University. Recent Insider Transactions • Nov 11
Insider recently sold €360k worth of stock On the 6th of November, Dan Malone sold around 2k shares on-market at roughly €182 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.4m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Nov 08
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €180, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 10x in the Machinery industry in Germany. Total returns to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €207 per share. Announcement • Nov 01
Alamo Group Inc. (NYSE:ALG) announces an Equity Buyback for $50 million worth of its shares. Alamo Group Inc. (NYSE:ALG) announces a share repurchase program. Under the buyback program, the company will repurchase up to $50 million worth of its shares. The plan will be valid up to 5 years ending on October 30, 2029. Announcement • Oct 25
Alamo Group Inc. to Report Q3, 2024 Results on Oct 31, 2024 Alamo Group Inc. announced that they will report Q3, 2024 results After-Market on Oct 31, 2024 Declared Dividend • Oct 07
Second quarter dividend of US$0.26 announced Shareholders will receive a dividend of US$0.26. Ex-date: 15th October 2024 Payment date: 28th October 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 9%. Cash payout ratio: 13%. Announcement • Oct 03
Alamo Group Inc. Declares Regular Quarterly Dividend, Payable on October 28, 2024 Alamo Group Inc. announced that its Board of Directors has declared its quarterly dividend of $0.26 per share. Payment will be made on October 28, 2024, to shareholders of record at the close of business on October 15, 2024. Reported Earnings • Aug 02
Second quarter 2024 earnings released: EPS: US$2.37 (vs US$3.05 in 2Q 2023) Second quarter 2024 results: EPS: US$2.37 (down from US$3.05 in 2Q 2023). Revenue: US$416.3m (down 5.5% from 2Q 2023). Net income: US$28.3m (down 22% from 2Q 2023). Profit margin: 6.8% (down from 8.3% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Announcement • Jul 25
Alamo Group Inc. to Report Q2, 2024 Results on Jul 31, 2024 Alamo Group Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 31, 2024 Declared Dividend • Jul 08
First quarter dividend of US$0.26 announced Shareholders will receive a dividend of US$0.26. Ex-date: 16th July 2024 Payment date: 29th July 2024 Dividend yield will be 0.6%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 13%. Announcement • Jul 02
Alamo Group Inc. Declares Regular Quarterly Dividend, Payable on July 29, 2024 Alamo Group Inc. announced that its Board of Directors has declared its quarterly dividend of $0.26 per share. Payment will be made on July 29, 2024, to shareholders of record at the close of business on July 16, 2024. Announcement • Jun 13
Alamo Group Inc. Announces Executive Changes Alamo Group Inc. announced that Michael A. Haberman, Executive Vice President of the Industrial Equipment Division, will retire from his current role on August 6, 2024. Upon Mr. Haberman’s retirement, Kevin Thomas will succeed Mr. Haberman as Executive Vice President of the Industrial Equipment Division. Mr. Thomas has been with the Company since February 2022 when he joined as Vice President of the Excavator and Vacuum Truck Group. Prior to joining the Company, Mr. Thomas was with Navistar International since 1999, with his most recent role being as President of Navistar Defense LLC since 2015. Reported Earnings • May 03
First quarter 2024 earnings released: EPS: US$2.69 (vs US$2.80 in 1Q 2023) First quarter 2024 results: EPS: US$2.69 (down from US$2.80 in 1Q 2023). Revenue: US$425.6m (up 3.4% from 1Q 2023). Net income: US$32.1m (down 3.7% from 1Q 2023). Profit margin: 7.5% (down from 8.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Announcement • Apr 28
Alamo Group Inc. to Report Q1, 2024 Results on May 02, 2024 Alamo Group Inc. announced that they will report Q1, 2024 results After-Market on May 02, 2024 Declared Dividend • Apr 08
Fourth quarter dividend of US$0.26 announced Shareholders will receive a dividend of US$0.26. Ex-date: 15th April 2024 Payment date: 29th April 2024 Dividend yield will be 0.5%, which is lower than the industry average of 2.6%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 13%. Announcement • Apr 02
Alamo Group Inc. Declares Quarterly Dividend, Payable on April 29, 2024 Alamo Group Inc. announced that its Board of Directors has declared its quarterly dividend of $0.26 per share. Payment will be made on April 29, 2024, to shareholders of record at the close of business on April 16, 2024. Recent Insider Transactions • Mar 30
Insider recently sold €368k worth of stock On the 28th of March, Michael Haberman sold around 2k shares on-market at roughly €208 per share. This transaction amounted to 9.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months. Reported Earnings • Feb 23
Full year 2023 earnings released: EPS: US$11.42 (vs US$8.58 in FY 2022) Full year 2023 results: EPS: US$11.42 (up from US$8.58 in FY 2022). Revenue: US$1.69b (up 12% from FY 2022). Net income: US$136.2m (up 34% from FY 2022). Profit margin: 8.1% (up from 6.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Announcement • Feb 23
Alamo Group Inc. Announces Board Changes Alamo Group Inc. announced that Roderick ("Rock") R. Baty will retire from the Board of Directors effective April 30, 2024. Mr. Baty joined the Board in August 2011 and has served in various capacities during his tenure. Mr. Baty was appointed Independent Board Chair on May 3, 2018. Upon Mr. Baty's retirement from the Board, current Board member, Richard ("Rick") W. Parod, will be appointed the new Independent Board Chair effective April 30, 2024. The Company also announced that it has appointed Paul D. Householder as a new independent member of the Board effective February 22, 2024. Mr. Householder is the President and Chief Executive Officer of Ag Growth International Inc. Mr. Householder joined Ag Growth International Inc. in 2019 as Executive Vice President, International. In 2022, he was appointed President and Chief Executive Officer and elected to the Board of Directors. Ag Growth International Inc. is a manufacturer of portable and stationary grain handling, storage and conditioning equipment, including augers, belt conveyors, storage bins, handling accessories and aeration equipment. Prior to joining Ag Growth International Inc., Mr. Householder spent 28 years at Air Products & Chemicals Inc., holding several global leadership roles focusing on continuous improvement, business development, sales, and engineering. Announcement • Feb 16
Alamo Group Inc. to Report Q4, 2023 Results on Feb 22, 2024 Alamo Group Inc. announced that they will report Q4, 2023 results After-Market on Feb 22, 2024 Announcement • Jan 03
Alamo Group Inc. Declares Regular Quarterly Dividend, Payable on January 29, 2024 Alamo Group Inc. announced that its Board of Directors has declared its quarterly dividend of $0.26 per share. Payment will be made on January 29, 2024, to shareholders of record at the close of business on January 16, 2024. Reported Earnings • Nov 03
Third quarter 2023 earnings released: EPS: US$2.93 (vs US$2.17 in 3Q 2022) Third quarter 2023 results: EPS: US$2.93 (up from US$2.17 in 3Q 2022). Revenue: US$419.6m (up 14% from 3Q 2022). Net income: US$34.9m (up 35% from 3Q 2022). Profit margin: 8.3% (up from 7.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Announcement • Oct 27
Alamo Group Inc. to Report Q3, 2023 Results on Nov 02, 2023 Alamo Group Inc. announced that they will report Q3, 2023 results After-Market on Nov 02, 2023 Announcement • Oct 11
Alamo Group Inc. (NYSE:ALG) acquired 100% stake in Royal Truck and Equipment, Inc.. Alamo Group Inc. (NYSE:ALG) acquired 100% stake in Royal Truck and Equipment, Inc. on October 10, 2023. Royal Truck’s annual revenue was approximately $40 million in 2022 and the company had trailing twelve-month revenue of approximately $44 million as of the end of August, 2023. Royal Truck has approximately 50 employees. Mr. Roy currently serves as the President of Royal Truck and he will continue in this role for an agreed transition period following the closing. The company will become a part of Alamo’s Industrial Equipment Division led by Michael Haberman.
Alamo Group Inc. (NYSE:ALG) completed the acquisition of 100% stake in Royal Truck and Equipment, Inc. on October 10, 2023. Announcement • Oct 05
Alamo Group Inc. Declares Regular Quarterly Dividend, Payable on October 31, 2023 Alamo Group Inc. announced that its Board of Directors has declared its quarterly dividend of $0.22 per share. Payment will be made on October 31, 2023, to shareholders of record at the close of business on October 16, 2023. Reported Earnings • Aug 03
Second quarter 2023 earnings released: EPS: US$3.05 (vs US$2.40 in 2Q 2022) Second quarter 2023 results: EPS: US$3.05 (up from US$2.40 in 2Q 2022). Revenue: US$440.7m (up 11% from 2Q 2022). Net income: US$36.4m (up 28% from 2Q 2022). Profit margin: 8.3% (up from 7.2% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 25% per year. Announcement • Jul 28
Alamo Group Inc. to Report Q2, 2023 Results on Aug 02, 2023 Alamo Group Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 02, 2023 Buying Opportunity • Jul 07
Now 22% undervalued Over the last 90 days, the stock is up 6.6%. The fair value is estimated to be €206, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 6.4% in a year. Earnings is forecast to grow by 17% in the next year. Recent Insider Transactions • Jun 14
Executive VP & CFO recently sold €254k worth of stock On the 12th of June, Richard Wehrle sold around 2k shares on-market at roughly €170 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Richard's only on-market trade for the last 12 months. Reported Earnings • May 05
First quarter 2023 earnings released: EPS: US$2.80 (vs US$1.56 in 1Q 2022) First quarter 2023 results: EPS: US$2.80 (up from US$1.56 in 1Q 2022). Revenue: US$411.8m (up 14% from 1Q 2022). Net income: US$33.3m (up 81% from 1Q 2022). Profit margin: 8.1% (up from 5.1% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 21% per year. Recent Insider Transactions • Mar 12
Executive VP recently sold €69k worth of stock On the 8th of March, Edward Rizzuti sold around 394 shares on-market at roughly €174 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €500k more than they bought in the last 12 months. Reported Earnings • Feb 24
Full year 2022 earnings released: EPS: US$8.58 (vs US$6.78 in FY 2021) Full year 2022 results: EPS: US$8.58 (up from US$6.78 in FY 2021). Revenue: US$1.51b (up 13% from FY 2021). Net income: US$101.9m (up 27% from FY 2021). Profit margin: 6.7% (up from 6.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 17% per year. Upcoming Dividend • Jan 10
Upcoming dividend of US$0.22 per share Eligible shareholders must have bought the stock before 17 January 2023. Payment date: 01 February 2023. Payout ratio is a comfortable 8.8% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.6%). Announcement • Jan 04
Alamo Group Inc. Declares Quarterly Dividend, Payable on February 1, 2023 Alamo Group Inc. announced that its Board of Directors has declared its quarterly dividend of $0.22 per share, approving an increase in the Company's quarterly dividend, from $0.18 per share to $0.22 per share. Payment will be made on February 1, 2023 to shareholders of record at the close of business on January 18, 2023. Reported Earnings • Nov 05
Third quarter 2022 earnings released: EPS: US$2.17 (vs US$1.48 in 3Q 2021) Third quarter 2022 results: EPS: US$2.17 (up from US$1.48 in 3Q 2021). Revenue: US$368.8m (up 9.0% from 3Q 2021). Net income: US$25.8m (up 47% from 3Q 2021). Profit margin: 7.0% (up from 5.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 17% per year. Announcement • Nov 05
Alamo Group Inc. Provides Earnings Guidance for the Fourth Quarter of 2022 Alamo Group Inc. provided earnings guidance for the fourth quarter of 2022. The company expecting fourth quarter sales to show solid growth relative to the fourth quarter of 2021 and The company anticipates that earnings will continue to improve on a year-over-year basis. Announcement • Oct 28
Alamo Group Inc. to Report Q3, 2022 Results on Nov 03, 2022 Alamo Group Inc. announced that they will report Q3, 2022 results After-Market on Nov 03, 2022 Announcement • Oct 04
Alamo Group Inc. Approves Quarterly Dividend, Payable November 1, 2022 Alamo Group Inc. announced that its Board of Directors has declared its quarterly cash dividend of $0.18 per share, payable November 1, 2022 to shareholders of record at the close of business on October 18, 2022. Recent Insider Transactions • Aug 12
Insider recently sold €205k worth of stock On the 10th of August, Richard Raborn sold around 2k shares on-market at roughly €132 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.8m more than they bought in the last 12 months. Reported Earnings • Aug 04
Second quarter 2022 earnings released: EPS: US$2.40 (vs US$2.20 in 2Q 2021) Second quarter 2022 results: EPS: US$2.40 (up from US$2.20 in 2Q 2021). Revenue: US$396.2m (up 14% from 2Q 2021). Net income: US$28.5m (up 9.4% from 2Q 2021). Profit margin: 7.2% (down from 7.5% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.5%, compared to a 9.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 9% per year. Announcement • Jul 30
Alamo Group Inc. Announces Operational Guidance for the Third Quarter of 2022 Alamo Group Inc. announced operational guidance for the third quarter of 2022. For the third quarter, the company expected consolidated production to increase between 115,000 and 125,000 ounces of gold in the third quarter. Announcement • Jul 28
Alamo Group Inc. to Report Q2, 2022 Results on Aug 03, 2022 Alamo Group Inc. announced that they will report Q2, 2022 results After-Market on Aug 03, 2022 Announcement • Jul 02
Alamo Group Inc. Declares Regular Quarterly Cash Dividend, Payable on August 1, 2022 On July 1, 2022, Alamo Group Inc. announced that its Board of Directors has declared its quarterly cash dividend of $0.18 per share, payable on August 1, 2022 to shareholders of record at the close of business on July 18, 2022. Recent Insider Transactions • Jun 17
Independent Director recently bought €55k worth of stock On the 15th of June, Robert Bauer bought around 500 shares on-market at roughly €110 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €10m more in shares than they bought in the last 12 months. Reported Earnings • May 06
First quarter 2022 earnings released: EPS: US$1.56 (vs US$1.48 in 1Q 2021) First quarter 2022 results: EPS: US$1.56 (up from US$1.48 in 1Q 2021). Revenue: US$362.0m (up 16% from 1Q 2021). Net income: US$18.5m (up 5.8% from 1Q 2021). Profit margin: 5.1% (down from 5.6% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.4%, compared to a 9.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth. Buying Opportunity • Apr 12
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 11%. The fair value is estimated to be €155, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 36% in the next 2 years. Announcement • Apr 06
Alamo Group Inc. Declares Regular Quarterly Dividend, Payable on May 2, 2022 Alamo Group Inc. announced that its Board of Directors has declared its quarterly cash dividend of $0.18 per share, payable May 2, 2022 to shareholders of record at the close of business on April 18, 2022. Recent Insider Transactions • Mar 05
Independent Director recently bought €91k worth of stock On the 3rd of March, Robert Bauer bought around 700 shares on-market at roughly €129 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €13m more in shares than they bought in the last 12 months. Reported Earnings • Feb 26
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: US$6.78 (up from US$4.81 in FY 2020). Revenue: US$1.33b (up 15% from FY 2020). Net income: US$80.2m (up 42% from FY 2020). Profit margin: 6.0% (up from 4.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.7%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Announcement • Feb 18
Alamo Group Inc. to Report Q4, 2021 Results on Feb 24, 2022 Alamo Group Inc. announced that they will report Q4, 2021 results After-Market on Feb 24, 2022 Reported Earnings • Nov 04
Third quarter 2021 earnings released: EPS US$1.48 (vs US$1.70 in 3Q 2020) The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: US$338.3m (up 16% from 3Q 2020). Net income: US$17.5m (down 13% from 3Q 2020). Profit margin: 5.2% (down from 6.9% in 3Q 2020). The decrease in margin was driven by higher expenses. Recent Insider Transactions • Oct 28
Director recently sold €109k worth of stock On the 26th of October, Ronald Robinson sold around 840 shares on-market at roughly €130 per share. In the last 3 months, they made an even bigger sale worth €813k. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months. Recent Insider Transactions • Sep 25
Director recently sold €93k worth of stock On the 22nd of September, Ronald Robinson sold around 720 shares on-market at roughly €129 per share. In the last 3 months, they made an even bigger sale worth €813k. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months. Recent Insider Transactions • Aug 13
Insider recently sold €201k worth of stock On the 10th of August, Dan Malone sold around 2k shares on-market at roughly €130 per share. In the last 3 months, there was an even bigger sale from another insider worth €782k. Insiders have been net sellers, collectively disposing of €6.8m more than they bought in the last 12 months. Reported Earnings • Aug 05
Second quarter 2021 earnings released: EPS US$2.20 (vs US$1.10 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$347.6m (up 29% from 2Q 2020). Net income: US$26.0m (up 100% from 2Q 2020). Profit margin: 7.5% (up from 4.8% in 2Q 2020). The increase in margin was driven by higher revenue. Upcoming Dividend • Jul 07
Upcoming dividend of US$0.14 per share Eligible shareholders must have bought the stock before 14 July 2021. Payment date: 28 July 2021. Trailing yield: 0.4%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.1%). Recent Insider Transactions • Jun 25
Strategic Advisor & Director recently sold €782k worth of stock On the 23rd of June, Ronald Robinson sold around 6k shares on-market at roughly €126 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.4m more than they bought in the last 12 months. Recent Insider Transactions • May 28
President recently sold €434k worth of stock On the 26th of May, Ronald Robinson sold around 3k shares on-market at roughly €125 per share. In the last 3 months, there was an even bigger sale from another insider worth €662k. This was Ronald's only on-market trade for the last 12 months. Recent Insider Transactions • May 13
VP, General Counsel & Secretary recently sold €62k worth of stock On the 11th of May, Edward Rizzuti sold around 475 shares on-market at roughly €130 per share. In the last 3 months, there was an even bigger sale from another insider worth €662k. Insiders have been net sellers, collectively disposing of €2.0m more than they bought in the last 12 months. Reported Earnings • May 07
First quarter 2021 earnings released: EPS US$1.48 (vs US$1.32 in 1Q 2020) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$311.2m (down 1.0% from 1Q 2020). Net income: US$17.5m (up 13% from 1Q 2020). Profit margin: 5.6% (up from 4.9% in 1Q 2020). The increase in margin was driven by lower expenses. Upcoming Dividend • Apr 07
Upcoming dividend of US$0.14 per share Eligible shareholders must have bought the stock before 14 April 2021. Payment date: 29 April 2021. Trailing yield: 0.3%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (1.1%). Announcement • Mar 16
Alamo Group Inc., Annual General Meeting, May 06, 2021 Alamo Group Inc., Annual General Meeting, May 06, 2021, at 09:00 Central Daylight. Agenda: To elect the seven directors named in the proxy materials to the Board of Directors to serve until the next Annual Meeting of Stockholders or until their successors are elected and qualified; to approve the compensation of the Company's named executive officers on an advisory basis; to ratify the Audit Committee’s appointment of KPMG LLP as the Company's independent auditors for the 2021 fiscal year; and to transact such other business as may properly come before the meeting or any adjournment thereof. Recent Insider Transactions • Mar 06
Executive VP & CFO recently sold €662k worth of stock On the 3rd of March, Dan Malone sold around 5k shares on-market at roughly €129 per share. This was the largest sale by an insider in the last 3 months. Dan has been a seller over the last 12 months, reducing personal holdings by €1.2m. Reported Earnings • Feb 27
Full year 2020 earnings released: EPS US$4.81 (vs US$5.36 in FY 2019) The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$1.16b (up 4.0% from FY 2019). Net income: US$56.6m (down 10.0% from FY 2019). Profit margin: 4.9% (down from 5.6% in FY 2019). The decrease in margin was driven by higher expenses. Analyst Estimate Surprise Post Earnings • Feb 27
Revenue misses expectations Revenue missed analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 7.6%, compared to a 5.1% growth forecast for the Machinery industry in Germany. Is New 90 Day High Low • Feb 24
New 90-day high: €130 The company is up 16% from its price of €112 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €75.84 per share. Announcement • Feb 19
Alamo Group Inc. to Report Q4, 2020 Results on Feb 25, 2021 Alamo Group Inc. announced that they will report Q4, 2020 results After-Market on Feb 25, 2021 Is New 90 Day High Low • Jan 08
New 90-day high: €121 The company is up 22% from its price of €98.87 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €71.33 per share. Is New 90 Day High Low • Nov 24
New 90-day high: €121 The company is up 31% from its price of €91.86 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €67.76 per share. Is New 90 Day High Low • Nov 02
New 90-day high: €103 The company is up 14% from its price of €90.12 on 04 August 2020. The German market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €68.72 per share. Analyst Estimate Surprise Post Earnings • Oct 30
Third-quarter earnings released: Revenue beats expectations Third-quarter revenue exceeded analyst estimates by 7.6% at US$291.8m. Revenue is forecast to grow 4.1% over the next year, while the growth in Machinery industry in Germany is expected to stay flat. Reported Earnings • Oct 30
Third quarter earnings released Over the last 12 months the company has reported total profits of US$58.1m, down 17% from the prior year. Total revenue was US$1.18b over the last 12 months, up 9.3% from the prior year. Is New 90 Day High Low • Oct 08
New 90-day high: €96.24 The company is up 15% from its price of €83.79 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €45.62 per share.