股价表现 - 公司股价近期表现强劲 过去一个月上涨14% 创下52周新高31 42美元 [1] - 年初至今累计涨幅达32 7% 远超行业平均跌幅13 8%和同业2 1%的回报率 [1] 业绩驱动因素 - 连续四个季度盈利超预期 最近一期财报EPS 0 09美元大幅超出市场预期-0 16美元 [2] - 营收超预期幅度达9 9% [2] - 本财年预计EPS 2 05美元(同比+39 46%) 营收6 347亿美元(同比+11 64%) [3] - 下一财年预计EPS 2 3美元(同比+12 2%) 营收6 66亿美元(同比+4 93%) [3] 估值分析 - 当前市盈率15 3倍 高于同业平均12 8倍 [7] - 市现率14 8倍 显著高于同业7 6倍 [7] - PEG比率1 09 显示估值合理性 [7] - 价值评分A级 但增长和动量评分分别为D级和F级 综合VGM评分B级 [6] 行业比较 - 同业公司Dorman Products(DORM)同样获Zacks买入评级 价值/增长/动量评分均为B级 [10] - DORM上季度盈利超预期36 49% 本财年预计EPS 7 82美元 营收21亿美元 [11] - 汽车替换零件行业整体表现优异 位列全行业前24% [12] 评级与展望 - 公司获Zacks买入评级(2级) 得益于分析师盈利预测上调 [8] - 符合推荐标准(Zacks评级1-2级且风格评分A-B级) [9]

You should not place undue reliance on these forward-looking statements. In addition, the forward-looking statements in this release speak only as of the date hereof and we undertake no obligation, except as required by law, to update or release any revisions to any forward-looking statement, even if new information becomes available in the future. © 2023 Douglas Dynamics, LLC 2 INVESTOR PRESENTATION MAY 2024 Sarah Lauber – Executive Vice President, Chief Financial Officer Nathan Elwell – Vice President, In ...

© 2025 Douglas Dynamics, LLC 2 RECENT ANNOUNCEMENTS This presentation contains certain forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. These statements include information relating to future events, future financial performance, strategies, expectations, competitive environment, regulation, product demand, the payment of dividends, and availability of financial resources. These statements are often identified by use of words such as "anticipat ...

行业概况 - 汽车-轮胎-卡车行业包含102只个股 在Zacks行业排名中位列第12位 该排名涵盖16个不同行业组别 [2] - 行业平均年内回报率为-11% 显著低于Douglas Dynamics和Ferrari的个股表现 [4] Douglas Dynamics(PLOW)分析 - 当前Zacks评级为2(买入) 该评级模型重点关注盈利预测及修正 [3] - 过去三个月全年盈利预测共识值上调16.6% 反映分析师情绪改善 [4] - 年内股价回报率达22.1% 远超行业均值及所属的汽车替换零件子行业(-3.1%) [4][6] - 所属汽车替换零件子行业包含7只个股 在Zacks子行业排名中位列第26位 [6] Ferrari(RACE)分析 - 当前Zacks评级为1(强力买入) 为最高评级 [5] - 过去三个月全年EPS预测共识值上调6.3% [5] - 年内股价回报率8.5% 优于所属的汽车原装设备子行业(-0.3%) [5][6] - 所属汽车原装设备子行业包含52只个股 在Zacks子行业排名中位列第74位 [6] 投资机会 - 两家公司在汽车-轮胎-卡车行业中均呈现显著超额收益 且盈利预测持续上调 [4][5] - Douglas Dynamics在细分领域表现尤为突出 其22.1%的年内回报率三倍于Ferrari [4][5] - 两家公司所属子行业排名差异较大(26位vs74位) 但个股表现均逆势上涨 [6]

文章核心观点 - 道格拉斯动力公司庆祝在纽约证券交易所上市15周年，公司将继续优化运营、拓展业务和改进商业模式 [1][3] 公司庆祝活动 - 公司执行副总裁兼首席财务官莎拉·劳伯敲响纽交所开市钟，总裁兼首席执行官马克·范根德伦、董事会主席唐·斯特迪文特等公司代表一同出席 [2][9] 公司概况 - 公司是北美领先的商用工作卡车附件和设备制造商及改装商，拥有超75年历史 [1][4] - 公司通过道格拉斯动力管理系统致力于持续改进，生产高质量产品，提供行业领先服务和交付，以提升股东价值 [4] - 公司产品和服务分为工作卡车附件和工作卡车解决方案两个业务板块，涵盖多个知名品牌 [4] 联系方式 - 如需进一步信息可联系公司投资者关系副总裁内森·埃尔韦尔，电话847 - 530 - 0249，邮箱investorrelations@douglasdynamics.com [5]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number: 001-34728 DOUGLAS DYNAMICS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdi ...

Douglas Dynamics (PLOW) Q1 2025 Earnings Call May 06, 2025 10:00 AM ET Company Participants Nathan Elwell - VP - Investor RelationsMark Van Genderen - President & CEOSarah Lauber - EVP & CFOBobby Schultz - Equity Research Senior Associate Conference Call Participants Michael Shlisky - Managing Director & Senior Equity Research AnalystGregory Burns - Analyst Operator Good day, and welcome to the Douglas Dynamics First Quarter twenty twenty five Earnings Conference Call. All participants will be in a listen o ...

Douglas Dynamics (PLOW) Q1 2025 Earnings Call May 06, 2025 10:00 AM ET Speaker0 Good day, and welcome to the Douglas Dynamics First Quarter twenty twenty five Earnings Conference Call. All participants will be in a listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Nathan Elwell, VP of IR. Please go ahead. Speaker1 Thank you. Welcome everyone and thank you for joining us on tod ...

公司业绩表现 - 公司季度每股收益为0.09美元，超出市场预期的亏损0.16美元，去年同期为亏损0.29美元 [1] - 季度盈利超出预期156.25%，上一季度盈利0.39美元，超出预期5.41% [1] - 过去四个季度公司四次超出每股收益预期 [2] 财务数据 - 季度营收1.1507亿美元，超出市场预期9.90%，去年同期为9566万美元 [2] - 过去四个季度公司两次超出营收预期 [2] - 当前市场对下一季度每股收益预期为0.86美元，营收预期1.869亿美元 [7] - 当前财年每股收益预期1.79美元，营收预期6.242亿美元 [7] 股价表现 - 年初至今股价上涨3.8%，同期标普500指数下跌3.3% [3] - 当前Zacks评级为3级（持有），预计短期内表现与市场持平 [6] 行业情况 - 所属汽车替换零件行业在Zacks行业排名中位列前39% [8] - Zacks排名前50%的行业表现优于后50%行业超过2倍 [8] 同业公司 - Innoviz Technologies预计季度每股亏损0.08美元，同比改善55.6% [9] - Innoviz Technologies预计季度营收1832万美元，同比增长159.5% [10]

Exhibit 99.1 DOUGLAS DYNAMICS REPORTS FIRST QUARTER 2025 RESULTS Record Results at Work Truck Solutions; Positive Impact of Winter Weather at Work Truck Attachments First Quarter 2025 Highlights*: "With a rich history, deep industry experience, and a focus on continuous improvement, our brands continue to get stronger as we look to the future," explained Mark Van Genderen, President, and CEO. "This was an excellent quarter for our company across the board, with both segments executing successfully and deliv ...