Douglas Dynamics (PLOW)
NYSE:PLOW
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Earnings Data
Report Date
Aug 03, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.18Last Year’s EPS
1.14Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was predominantly positive: the company reported record top-line and profit metrics, strong segment execution (notably Attachments driven by record P&A shipments and Solutions’ municipal strength), and raised full-year guidance. Strategic initiatives (M&A integration, capacity expansions, data-driven planning and dealer tools) are advancing. Key risks include the weather-driven and potentially one-time nature of much of the Attachments upside, some ongoing commercial softness in parts of Solutions (including Dejana’s final-mile exposure), negative free cash flow this quarter, and higher SG&A. Management emphasized operational readiness and prudent capital allocation but advised modeling toward average snowfall for future periods.Company Guidance
Record Consolidated Revenue and Strong Profitability
Consolidated net sales increased 20% year-over-year to a record $137.8 million. Adjusted EBITDA rose 78% to a record $16.8 million and adjusted EBITDA margin improved by 400 basis points to 12.2%. Record adjusted EPS of $0.36.
Attachments Segment Outperformance Driven by Snowfall
Work Truck Attachments net sales increased 67% year-over-year to a record $60.9 million. The quarter was driven by significantly above-average snowfall (season ~20% above 10-year average and 40% higher than prior winter) and record shipments of parts & accessories.
Parts & Accessories (P&A) Strength
Record shipments of P&A in the quarter—P&A were the primary driver of the Attachments upside. Management noted roughly one-third of the first-quarter volume increase was related to parts & accessories activity tied to the storms.
Work Truck Solutions Profitability and Backlog
Solutions produced near-record sales and record adjusted EBITDA of $9.1 million with a record margin of 11.9%. Municipal-focused operations remain robust, backlog is positive and above traditional levels, and the team is booking production dates well beyond the current year.
Raised Full-Year Guidance
Company raised 2026 guidance: net sales now expected between $750 million and $795 million; adjusted EBITDA $110 million to $125 million; adjusted EPS $2.55 to $3.05. Management stated even the low end would be a record year.
Strategic Progress — M&A, Capacity and Operational Projects
First full quarter contribution from Venco Venturo (acquired Nov 2025) with good cultural fit and integration progress. New upfit center in Missouri nearing ribbon-cutting; broke ground on dedicated logistics building in Manchester, IA. Continued investments in CPQ, dealer communication tools, data-driven planning and selective technology projects.
Shareholder Returns and Capital Allocation
Returned approximately $10.1 million to shareholders this quarter through dividend and repurchased ~70,000 shares. Management reaffirmed capital priorities: dividends, opportunistic buybacks, investments in growth and selective M&A.
PLOW Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PLOW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 04, 2026 | $44.58 | $50.74 | +13.82% |
Feb 23, 2026 | $42.34 | $44.07 | +4.10% |
Nov 03, 2025 | $29.22 | $29.18 | -0.13% |
Aug 04, 2025 | $27.62 | $28.01 | +1.41% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Douglas Dynamics (PLOW) report earnings?
Douglas Dynamics (PLOW) is schdueled to report earning on Aug 03, 2026, After Close (Confirmed).
What is Douglas Dynamics (PLOW) earnings time?
Douglas Dynamics (PLOW) earnings time is at Aug 03, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PLOW EPS forecast?
PLOW EPS forecast for the fiscal quarter 2026 (Q2) is 1.18.