Stock of the Day

October 9, 2019

Alamo Group (ALG)

$164.87
-$0.40 (-0.2%)
Market Cap: $2.01B

About Alamo Group

Alamo Group Inc. designs, manufactures, distributes, and services vegetation management and infrastructure maintenance equipment for governmental, industrial, and agricultural uses worldwide. It operates through two segments, Vegetation Management and Industrial Equipment. Its Vegetation Management Division segment offers hydraulically-powered and tractor - and off-road chassis mounted mowers, other cutters and replacement parts for heavy-duty and intensive uses and heavy duty, tractor- and truck-mounted mowing and vegetation maintenance equipment, and replacement parts. This segment also provides rotary and finishing mowers, flail and disc mowers, front-end loaders, backhoes, rotary tillers, posthole diggers, scraper blades and replacement parts, zero turn radius mowers, cutting parts, plain and hard-faced replacement tillage tools, disc blades, and fertilizer application components; aftermarket agricultural parts, heavy-duty mechanical rotary mowers, snow blowers, rock removal equipment, tractor attachments, agricultural implements, hydraulic and boom-mounted hedge and grass cutters, hedgerow cutters, industrial grass mowers, agricultural seedbed preparation cultivators, self-propelled sprayers and multi-drive load-carrying vehicles, and cutting blades. The company's Industrial Equipment Division segment offers truck-mounted air vacuum, mechanical broom, and regenerative air sweepers, pothole patchers, leaf collection equipment and replacement brooms, parking lot and street sweepers, excavators, catch basin cleaners, and roadway debris vacuum systems, as well as truck-mounted vacuum machines, combination sewer cleaners, and hydro excavators. This segment also offers ice control products, snowplows and heavy duty snow removal equipment, hitches, attachments, and graders; and public works and runway maintenance products, parts, and services, and high pressure cleaning systems and trenchers. The company was founded in 1955 and is headquartered in Seguin, Texas.

Today's Trend

Alamo Group, Inc. (NYSE: ALG) shares have decreased as investors weigh lower earnings forecasts from Sidoti against the company’s plans to improve profitability and pursue acquisitions.

  • Management is targeting an 18% adjusted EBITDA margin while maintaining net leverage of up to 2.5 times to support potential mergers and acquisitions. The strategy could enhance long-term growth and operating efficiency if executed successfully. Alamo Group targets 18% adjusted EBITDA margin as it keeps net leverage up to 2.5x for M&A
  • Alamo Group was included in a Zacks industry outlook covering Deere, Kubota, CNH and AGCO. The broader agricultural and industrial-equipment outlook may influence ALG sentiment, although the article did not provide a company-specific earnings catalyst. Zacks Industry Outlook Deere, Kubota, CNH, AGCO and Alamo
  • Sidoti reduced its EPS forecasts across several periods, including Q3 2026 to $2.63 from $2.67, Q4 2026 to $2.43 from $2.46, and fiscal 2026 to $10.44 from $10.62. The firm also lowered Q1 2027 to $2.71 from $2.74, Q3 2027 to $3.11 from $3.13, Q4 2027 to $2.80 from $2.82, and fiscal 2027 to $11.93 from $12.00. These revisions signal somewhat softer expected earnings momentum and are the clearest near-term pressure on the stock.

The estimate reductions follow Alamo Group’s latest quarterly report, in which it exceeded consensus expectations with $2.82 in EPS and $450.7 million in revenue. However, with the stock trading below its 200-day moving average and Sidoti’s forecasts moving lower, investors appear focused more on the potential moderation in future profits than on the prior-quarter beat.

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