Alamo Group, Inc. · NYSE:ALG
Alamo — Investor Presentation (August 2026)
21 slides from Alamo's investor presentation, August 2026
Slide 1: August 2026 Investor Presentation
August 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 $1.66B 13.4% Industrial, 28
Slide 4: Industrial Equipment
Industrial Equipment Financial Performance ($M) YTD Q2'26 YTD Q2'25 Overview Net Sales $513.4 $467.8 The Industrial Equipment Division provides equipment solutions for infrastructure Adj. Operating Income $70.8 $65.8 maintenance, industrial applications, and public works. Its products include hydrau
Slide 5: Vegetation Management
Vegetation Management Financial Performance ($M) YTD Q2'26 YTD Q2'25 Overview Net Sales $354.5 $342.2 The Vegetation Management Division delivers innovative equipment solutions for Adj. Operating Income $23.9 $27.7 land management, municipal maintenance, and agriculture. Its product portfolio includ
Slide 6: Stable End Market Dynamics
Stable End Market Dynamics Alamo Group’s diversified portfolio serves essential sectors with recurring demand, predictable replacement cycles, and long equipment life, providing a stable foundation for growth through all economic conditions. • Reliable, non-discretionary spending on infrastructure m
Slide 7: Successful Long-Term Growth and Resilient Margins Across the Cycle
Successful Long-Term Growth and Resilient Margins Across the Cycle Alamo Group Revenue ($Bn) Adj. EBITDA Growth ($M) and Margin (%) Average Adj. EBITDA Margin 12.1% $1.7 $248 $1.7 $1.6 $1.6 $228 $1.5 $217 $223 $195 $1.3 $1.2 $1.1 $163 $1.0 $138 $0.9 $0.9 $123 $124 $0.8 $0.8 $107 $96 14.7% $89 14.0%
Slide 8: Compelling Investor Opportunity
Compelling Investor Opportunity Complementary differentiators make Alamo an attractive long-term investment Leadership Market Proven Management Team Attractive End Markets Scale Advantage Strong Cash Flow Positions & Culture • Large, growing addressable • Trusted products and • Scale drives commerci
Slide 9: Capital Allocation Framework
Capital Allocation Framework Our priorities for capital deployment include M&A, organic capex and returning capital to shareholders Item Target or Guidance Commentary Capital Expenditures ~2.0% ▪ Average annual spend rate, excluding any unusual expenditures (e.g., a new facility) of Net Sales ▪ Incl
Slide 10: 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 10 August 2026 Investor Presentation
Slide 11: Leadership
Leadership Board of Directors President & CEO Independent Chair of the Board Robert Hureau Richard Parod Executive VP & Chief Financial Officer Chair of Compensation Committee Agnes Kamps Robert Bauer Executive VP – Corporate Development Chair of Nominating / Governance Committee Ed Rizzuti Eric Etc
Slide 12: Mission Vision
Mission To provide our customers with innovative equipment solutions Vision To help keep our communities clean, safe and sustainable
Slide 13: Safety Respect Integrity
Safety Respect Integrity We look out for each other, We treat people with a high regard We are always honest in our work and so no one gets hurt and value different perspectives keep our commitments Accountability Customer Focused We make decisions with our We take full responsibility for our custom
Slide 14: Corporate Office and Investor Contacts
Corporate Office 1627 East Walnut St. Seguin, Texas 78155 Robert P. Hureau President & CEO Agnes Kamps EVP / Chief Financial Officer Kevin Carter VP / Finance, Strategy & Investor Relations Additional details about Alamo Group’s financial news and reports can be located on our website in the followi
Slide 15: Appendix
Appendix 15 August 2026 Investor Presentation
Slide 16: Income Statement
Income Statement (in USD Millions) Q2'26 Q1'26 Q4'25 Q3'25 Q2'25 Q1'25 Q4'24 Q3'24 Net Sales 450.7 417.1 373.6 420.0 419.1 390.9 385.3 401.3 Gross Margin 110.9 104.8 85.0 101.7 108.3 102.8 91.8 100.9 % of Net Sales 24.6% 25.1% 22.7% 24.2% 25.8% 26.3% 23.8% 25.1% Operating Expenses 65.1 62.6 62.5 64.
Slide 17: Reconciliation
Reconciliation (in USD Millions) Q2'26 Q1'26 Q4'25 Q3'25 Q2'25 Q1'25 Q4'24 Q3'24 Net Sales 450.7 417.1 373.6 420.0 419.1 390.9 385.3 401.3 Operating Income 45.8 42.2 22.5 37.5 47.1 44.5 34.4 40.1 Adjustments: add: CEO Transition(1) - - - 1.9 0.2 0.2 - - add: Acquisition and Integration Expenses (2)
Slide 18: Reconciliation – Industrial Division
Reconciliation – Industrial Division (in USD Millions) Q2'26 Q1'26 Q4'25 Q3'25 Q2'25 Q1'25 Q4'24 Q3'24 Net Sales 271.6 241.7 234.9 247.0 240.7 227.1 225.5 211.2 Operating Income 36.9 31.6 33.1 30.1 34.3 31.1 28.0 27.7 Adjustments: add: CEO Transition(1) - - - 1.0 0.1 0.1 - - add: Acquisition and Int
Slide 19: Reconciliation – Vegetation Division
Reconciliation – Vegetation Division (in USD Millions) Q2'26 Q1'26 Q4'25 Q3'25 Q2'25 Q1'25 Q4'24 Q3'24 Net Sales 179.1 175.4 138.7 173.1 178.4 163.9 159.8 190.1 Operating Income 8.9 10.5 (10.6) 7.5 12.8 13.3 6.5 12.4 Adjustments: add: CEO Transition(1) - - - 0.9 0.1 0.1 - - add: Acquisition and Inte
Slide 20: Cash Flow & Balance Sheet
Cash Flow & Balance Sheet (in USD Millions) Q2'26 Q1'26 Q4'25 Q3'25 Q2'25 Q1'25 Q4'24 Q3'24 Net Cash from Operating Activities 46.2 (23.5) 75.1 65.5 22.7 14.2 79.1 96.3 Capital Expenditures (5.8) (4.5) (5.2) (12.4) (7.0) (6.0) (6.0) (7.9) Free Cash Flow 40.4 (28.0) 69.9 53.1 15.7 8.2 73.1 88.4 LTM F
Slide 21: alamo-group.com info@alamo-group.com © 2026 Alamo Group Inc . All Rights Reserved.
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