Alamo Group, Inc. · NYSE:ALG
Alamo — Investor Presentation (May 2026)
21 slides from Alamo's investor presentation, May 2026
Slide 1: May 2026 Investor Presentation
May 2026 Investor Presentation
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation and related conference call contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are not historical facts and represent only the Company’s beliefs and expectations. Fo
Slide 3: Alamo Group at a Glance
Alamo Group at a Glance Alamo Group is a leading global manufacturer of high-quality industrial and vegetation management equipment essential for public and private infrastructure maintenance and responsible land management practices. Sales by Division Sales by End Market $1.63B 13.4% Industrial, 28
Slide 4: Industrial Equipment
Industrial Equipment Financial Performance ($M) Q1'25 Q1'26 Overview Net Sales $227.1 $241.7 The Industrial Equipment Division provides equipment solutions for infrastructure Adj. Operating Income $31.3 $32.4 maintenance, industrial applications, and public works. Its products include hydraulic exca
Slide 5: Vegetation Management
Vegetation Management Financial Performance ($M) Q1'25 Q1'26 Overview Net Sales $163.9 $175.4 The Vegetation Management Division delivers innovative equipment solutions for Adj. Operating Income $14.2 $12.3 land management, municipal maintenance, and agriculture. Its product portfolio includes rotar
Slide 6: Stable End Market Dynamics
Stable End Market Dynamics Alamo Group’s diversified portfolio serves essential sectors with recurring demand, predictable replacement cycles, and long equipment life, providing a stable foundation for growth through all economic conditions. • Reliable, non-discretionary spending on infrastructure m
Slide 7: Successful Long-Term Growth and Resilient Margins Across the Cycle
Successful Long-Term Growth and Resilient Margins Across the Cycle Alamo Group Revenue ($Bn) Adj. EBITDA Growth ($M) and Margin (%) Average EBITDA Margin 12% $1.7 $248 $1.6 $1.6 $1.6 $228 $1.5 $217 $218 $195 $1.3 $1.2 $1.1 $163 $1.0 $138 $0.9 $0.9 $123 $124 $0.8 $0.8 $107 $96 $89 14.7% $77 12.9% 13.
Slide 8: Compelling Investor Opportunity
Compelling Investor Opportunity Alamo Group is poised for growth from an exciting mix of initiatives across the company Aftermarket Parts & Operational Excellence Disciplined Capital Product Innovation Cost Reduction Service Initiatives Allocation • Continued product • Expansion of recurring • Imple
Slide 9: Guiding Principles
Guiding Principles At Alamo Group, our principles guide everything we do. Excellence in People & Culture Mission. Vision. “To provide our customers with innovative equipment “To help keep our communities clean, safe, and solutions.” sustainable.” 3 Our Values Safety Teamwork Respect Customer Integri
Slide 10: Disciplined Capital Allocation Strategy
Disciplined Capital Allocation Strategy Capital Allocation Priorities • Capex in the range of 1-2% of sales Invest in Core • Product Development and R&D 1 Business • Supporting Information Technologies/Digitization • Manufacturing capacity and efficiency • Meaningful Tuck-In Acquisition Targets Targ
Slide 11: Long Term Financial Targets
Long Term Financial Targets Key Targets 1 Sales Growth of 8-10% Inclusive of Acquisitions 2 Adjusted Operating Income Margins of ~15% 3 Adjusted EBITDA Margins of ~18% 4 Free Cash Flow of 100% as a Percentage of Net Income 11 May 2026 Investor Presentation
Slide 12: Leadership
Leadership Board of Directors Independent Chair of the Board President & CEO Richard Parod Robert Hureau Chair of Compensation Committee Executive VP & Chief Financial Officer Robert Bauer Agnes Kamps Chair of Nominating / Governance Committee Eric Etchart Executive VP - Corporate Development & Inve
Slide 13: Corporate Office
Corporate Office 1627 East Walnut St. Seguin, Texas 78155 Robert P. Hureau President & CEO Agnes Kamps EVP/ Chief Financial Officer Ed Rizzuti EVP / Corporate Development & Investor Relations Additional details about Alamo Group’s financial news and reports can be located on our website in the follo
Slide 14: Appendix
Appendix 14 May 2026 Investor Presentation
Slide 15: Sales and Earnings Overview – Q1
Sales and Earnings Overview – Q1 Sales and Earnings (USD Millions) Sales by Division (USD Millions) $425.6 $417.1 $390.9 $241.7 $223.7 $227.1 $201.8 $32.1 $31.8 $29.2 $175.4 $163.9 Q1'24 Q1'25 Q1'26 Q1'24 Q1'25 Q1'26 Total Net Sales Net Income Industrial Vegetation 15 May 2026 Investor Presentation
Slide 16: Income Statement
Income Statement Quarter Ended March 31 (in USD Thousands) 2026 2025 2024 Revenue 417,149 390,950 425,586 Gross Margin 104,805 102,841 111,632 % of Revenue 25.1% 26.3% 26.2% SGA Expense 57,767 54,330 60,594 Operating Expenses 62,646 58,379 64,654 Operating Income 42,159 44,462 46,979 % of Revenue 10
Slide 17: Balance Sheet
Balance Sheet Quarter Ended March 31 (in USD Thousands) 2026 2025 2024 Current Assets 983,571 911,235 915,531 Total Assets 1,727,444 1,504,694 1,519,420 Current Liabilities 227,832 211,717 213,362 Working Capital 755,739 699,518 702,169 Total Debt 290,467 216,798 321,533 Total Debt Net of Cash 95,23
Slide 18: Reconciliation - EBITDA
Reconciliation - EBITDA Quarter Ended March 31 (in USD Thousands) 2026 2025 2024 Net Income 29,184 31,800 32,120 Interest, Net 3,143 1,957 5,290 Provision for Income Taxes 9,864 10,043 9,667 Depreciation 9,751 9,445 8,935 Amortization 4,879 4,049 4,059 EBITDA 56,821 57,293 60,071 Adjustments: add: C
Slide 19: Reconciliation - Operating Income
Reconciliation - Operating Income Quarter Ended March 31 (in USD Thousands) 2026 2025 2024 Operating Income 42,159 44,462 46,979 Adjustments: add: CEO Transition(1) - 222 - add: Acquisition and Integration Expenses (2) 558 - - add: Restructuring Expenses (3) 1,942 762 481 add: Gradall Strike(4) - -
Slide 20: Reconciliation - Operating Income & EBITDA
Reconciliation - Operating Income & EBITDA Alamo Group Industrial Division Vegetation Division Quarter Ended March 31 3 Months Ended March 31 3 Months Ended March 31 (in USD Thousands) 2026 2025 2026 2025 2026 2025 Operating Income 42,159 44,462 31,646 31,150 10,513 13,312 Adjustments: add: CEO Tran
Slide 21: alamo-group.com
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