Brief: Alamo Group Q2 EPS USD 2.57 Vs. IBES Estimate USD 2.7

Alamo

06/08/2025 21:16

Overview

Alamo Group Q2 net sales rise 0.7%, beating analyst expectations, per LSEG data

EPS for Q2 misses analyst estimates, impacted by currency revaluation

Operating income of $47.1 mln beats estimates, driven by strong division growth

Outlook

Company expects Industrial Equipment Division to perform strongly through 2026

Vegetation Management Division poised for improvement post-consolidation

Result Drivers

INDUSTRIAL EQUIPMENT GROWTH - Strong demand from governmental agencies and specialty contractors drove 17.6% organic sales growth in Industrial Equipment Division

VEGETATION MANAGEMENT DECLINE - Sales in Vegetation Management Division fell 15.7% year-over-year due to facility consolidation costs

OPERATING MARGIN IMPROVEMENT - Improved operating efficiencies and strong division growth contributed to 83 basis point increase in operating margin

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$419.10 mln
$409.40 mln (4 Analysts)
Q2 EPS
Miss
$2.57
$2.7 (4 Analysts)
Q2 Net Income
Miss
$31.10 mln
$32.40 mln (3 Analysts)
Q2 Operating Income
Beat
$47.10 mln
$45.20 mln (3 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the heavy machinery & vehicles peer group is "buy."

Wall Street's median 12-month price target for Alamo Group Inc is $238.50, about 5.2% above its August 5 closing price of $226.12

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nPn7wvYRPa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)