Alamo Group Inc. (ALG)

Alamo Group's stock experienced several events in the past six months. The stock reached an all-time high closing price of $231.63 on August 13, 2025. The company announced strong operating results for Q2 2025, with the Industrial Equipment Division experiencing an 18% year-over-year increase in sales, while the Vegetation Management Division saw a 16% decline. On November 6, 2025, Alamo Group reported its Q3 2025 financial results, with net sales increasing by 4.7% to $420 million, but income from operations and fully diluted EPS decreased, leading to a 4.12% stock decline to $173.14. The stock hit a 52-week low of $157.01 on November 19, 2025. Alamo Group announced its definitive agreement to acquire Petersen Industries on December 10, 2025, and declared a higher regular quarterly dividend, increasing it by 13.3% to $0.34 per share on January 2, 2026. The acquisition of Petersen Industries was completed on January 26, 2026. The company's next earnings publication date is estimated to be on February 26, 2026.

Demand for Alamo Group's products and services is influenced by seasonality, particularly in its agricultural segment. The agricultural sector can be seasonal, leading to fluctuations in demand for related equipment. However, the Industrial Equipment segment helps to mitigate this seasonality by focusing on year-round maintenance projects. Management has indicated that sequential sales and margin declines are typically expected in the fourth quarter due to seasonality.

Alamo Group, Inc. is a global manufacturer of high-quality equipment for infrastructure maintenance, agriculture, and other applications. The company operates in the Industrials sector, specifically in the Farm & Heavy Construction Machinery industry. Alamo Group designs, manufactures, distributes, and services a diverse range of equipment for right-of-way maintenance and agriculture, with operations divided into Industrial Equipment and Agricultural Equipment. Its products are marketed under brands such as Gradall, Vacall, Schwarze, Tiger, Terrain King, and Bush Hog, serving governmental agencies, contractors, industrial facilities, and agricultural operations.

Alamo Group has a significant global presence, operating 27 to 29 manufacturing facilities across North America, Europe, Australia, and Brazil. Its manufacturing locations include the U.S., Canada, the U.K., France, the Netherlands, and Brazil. In Q1 2024, the United States accounted for $267.9 million in revenue, Europe for $65.3 million, Canada for $25.3 million, and other international regions for $19.1 million.

Alamo Group's brand reputation has been consistently positive, focusing on its position as a leading manufacturer of high-quality equipment for essential industries. The company emphasizes its commitment to quality, innovation, and sustainability. There have been no publicly reported events that have negatively impacted Alamo Group's brand reputation within the last year; news coverage primarily highlights financial performance, strategic acquisitions, and dividend declarations.

Alamo Group Inc. has significant institutional ownership, with 590 institutional owners and shareholders holding a total of 15,670,346 shares. Major institutional owners include BlackRock, Inc., Longview Asset Management, Llc, Vanguard Group Inc, Allspring Global Investments Holdings, LLC, iShares Core S&P Small-Cap ETF, Dimensional Fund Advisors Lp, Victory Capital Management Inc, State Street Corp, and First Trust Advisors Lp. Individual insider transactions in the past year include President and CEO Robert Hureau purchasing shares in November and December 2025, while former President, CEO & Director Jeffery Leonard and Executive VP Edward Rizzuti sold shares in August 2025.