Alamo Group Inc.

NYSE:ALG Stok Raporu

Piyasa değeri: US$1.9b

Alamo Group Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 2/6

Alamo Group yıllık ortalama 9.5% oranında kazançlarını artırırken, Machinery sektöründe kazançlar growing at 8% annual. Gelirler growing yılda ortalama 5.6% oranında artmaktadır. Alamo Group'in özkaynak karlılığı 8.6% ve net marjı 6.2%'dir.

Anahtar bilgiler

9.54%

Kazanç büyüme oranı

9.21%

EPS büyüme oranı

Machinery Sektör Büyümesi8.77%
Gelir büyüme oranı5.56%
Özkaynak getirisi8.63%
Net Marj6.21%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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 Alpha
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Yeni Anlatı 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.
Analiz Makalesi 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
Analiz Makalesi 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...

Gelir ve Gider Dağılımı

Alamo Group nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NYSE:ALG Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
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

Kaliteli Kazançlar: ALG yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: ALG 'nin mevcut net kar marjları (6.2%) geçen yılın (7.3%) değerinden daha düşüktür.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: ALG şirketinin kazancı son 5 yılda yılda 9.5% oranında arttı.

Büyüme Hızlandırma: ALG 'in son bir yıldır negatif kazanç büyümesi oldu, bu nedenle 5 yıllık ortalamasıyla karşılaştırılamaz.

Kazançlar vs. Sektör: ALG geçtiğimiz yıl negatif kazanç büyümesine ( -12.5% ) sahipti ve bu da onu Machinery sektör ortalamasıyla ( 1.6% ) karşılaştırmayı zorlaştırıyordu.


Özkaynak Getirisi

Yüksek ROE: ALG 'nin Özsermaye Getirisi ( 8.6% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 10:22
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Alamo Group Inc. 10 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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