NYSE$ALG

Alamo Group Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Alamo Group's Q1 2023 sales and earnings reached record levels, driven by improved supply chain performance and effective price management.

Alamo Group Inc. reported record first quarter 2023 net sales of $411.8 million, an increase of 13.7% compared to the first quarter of 2022. Net income improved 80.6% to $33.3 million, or $2.79 per diluted share.

  • Net sales increased by 13.7% to $411.8 million.
  • Vegetation Management net sales increased by 16.0% to $256.4 million.
  • Industrial Equipment net sales increased by 10.2% to $155.3 million.
  • Net income rose by 80.6% to $33.3 million, or $2.79 per diluted share.

Headline financials

Total Revenue

$412M

Previous: $362M+13.7%
EPS (adj)

$2.79

Previous: $1.63+71.2%
Gross Margin

27.3%

No prior period
Total Backlog

$995M

Previous: $918M+8.4%
Capital Expenditures

-$9M

Previous: -$4.36M-106.5%
Free Cash Flow

$24.4M

Previous: $14.1M+72.5%
Net Income

$33.3M

Previous: $18.5M+80.6%
Operating Income

$49M

Previous: $29.1M+68.4%
Gross Profit

$113M

Previous: $86.6M+29.9%
Cash & Equivalents

$109M

Previous: $84.3M+29.7%
Total Assets

$1.43B

Previous: $1.34B+6.8%
Stock-Based Comp

$1.7M

Previous: $1.37M+23.9%

Revenue & EPS history

Alamo Group · Revenue · Quarterly

$412M

Q1 2023+13.7%vs Q1 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Alamo Group · $219M total across 1 segment · Q3 2021

  • Industrial Equipment
    $219M+11.6%

Forward guidance

The company expects the trends evident in the first quarter results will continue, with a strong backlog and continued positive pricing contribution in the coming quarters. A conservative approach to spending will also continue given the economic uncertainty that remains evident.

Tailwinds

  • Continued strength and durability of markets.
  • Large and healthy backlog.
  • Strength of balance sheet.
  • Continued, positive pricing contribution in the coming quarters.
  • Conservative approach to spending.

Headwinds

  • Softer order activity due to dealer concerns over higher interest rates.
  • Forecast decline in U.S. net farm income.
  • Rising agriculture equipment dealer inventories.
  • Weakening U.S. housing market.
  • Falling prices for industrial wood pellets.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.8%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+0.8%

Avg return

30 days after

55%

36 / 65 earnings

Positive

+23.2%

Q3 2014

Best reaction

-16.2%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.3%-4.4%-13.0%
Q4 2025-15.7%-23.0%-23.0%
Q3 2025+0.8%+0.2%-9.3%
Q1 2025+6.9%+12.3%+16.0%
Q4 2024-5.0%-3.3%-1.9%
Q3 2024+8.3%+7.9%+15.5%
Q2 2024-3.3%-9.4%-2.9%
Q1 2024+0.0%+0.1%-2.0%
Q4 2023-5.1%-5.8%-0.1%
Q3 2023+14.0%+14.5%+18.2%
Q2 2023-7.4%-7.4%-9.3%
Q1 2023+1.1%+1.7%+0.7%
Q4 2022+10.8%+13.3%+9.8%
Q3 2022-4.4%-0.9%+1.4%
Q2 2022+4.0%+5.6%+1.0%
Q1 2022-4.7%-9.8%-5.9%
Q4 2021+2.4%+2.7%+9.5%
Q3 2021-1.9%+1.9%-7.8%
Q2 2021+0.1%+2.0%+6.3%
Q1 2021+1.5%+0.4%-5.5%
Q4 2020-5.3%-4.1%-4.9%
Q3 2020+0.0%+3.9%+14.8%
Q2 2020+4.6%+5.6%+9.7%
Q1 2020+3.6%+2.5%+22.6%
Q4 2019-9.5%-6.6%-25.8%
Q3 2019-16.2%-14.4%-10.2%
Q2 2019+9.9%+7.8%+14.7%
Q1 2019-0.1%+1.9%-8.4%
Q4 2018+2.0%+2.5%+5.2%
Q3 2018+6.0%+1.7%-3.5%
Q2 2018+0.7%+1.7%+2.5%
Q1 2018-12.7%-14.6%-14.6%
Q4 2017-4.0%+0.7%-1.1%
Q3 2017+4.0%+4.9%+11.8%
Q2 2017-2.3%-0.9%-1.4%
Q1 2017+4.2%+6.8%+9.8%
Q4 2016-3.1%-3.7%-2.2%
Q3 2016+0.2%+4.3%+14.3%
Q2 2016-3.4%-1.4%-0.5%
Q1 2016+0.7%
Q4 2015+12.5%
Q3 2015+10.8%
Q2 2015-1.8%
Q1 2015-7.1%
Q4 2014+18.5%
Q3 2014+23.2%
Q2 2014+0.5%
Q1 2014-6.1%
Q4 2013+8.5%
Q3 2013+6.4%
Q2 2013+5.3%
Q1 2013+2.4%
Q4 2012+2.7%
Q3 2012-3.8%
Q2 2012-4.2%
Q1 2011-0.3%
Q1 2012+1.2%
Q4 2009+2.5%
Q4 2011+2.5%
Q3 2010-1.0%
Q3 2011-1.0%
Q2 2011-2.6%
Q2 2010-2.6%
Q4 2010-2.6%
Q1 2010+7.7%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro