Douglas Dynamics Inc（PLOW）資訊與事件PLOWDouglas Dynamics Inc

Company Raises FY26 Revenue Outlook to $765M-$805M

Raises FY26 revenue view to $765M-$805M from $750M-$795M. Consensus is for FY26 EPS $2.85 and for revenue $771.15M. Sarah Lauber, Executive Vice President and CFO, noted, "Based on the strength of pre-season orders for the Attachments segment, we are raising our 2026 guidance once again. In Solutions, healthy municipal demand continues to support performance near our record 2025 levels, largely offsetting the anticipated softness in some of our commercial markets. Supported by the hard work and dedication of our team, our updated outlook highlights that we are on track to produce record annual results in 2026."

Software Stocks Under Pressure, Financials Worst Performing Sector

Uncertainty regarding trade policy in the wake of last week's Supreme Court decision to overrule the Trump tariff efforts, compounded by more AI impact uncertainty after a widely circulated doomsday scenario substack published over the weekend by Citrini Research reverberated across the equity markets on Monday.  Software names were again under heavy selling pressure, though Financials was the worst performing sector on fears that technology will breach the payment network moats while also decreasing white-collar labor demand, with the feedback loop into mortgages and the housing market.  Staples, Healthcare, Utilities and Energy fared better amid continuing sector rotation away from Tech.In the opening hour of the evening session, the fragile sentiment has found some footing, with S&P e-minis and Nasdaq 100 contracts up marginally.  Commodities, meanwhile, are just off Monday's highs - WTI Crude Oil front-month contract still sits north of $66 per barrel, Gold is bid above $5,250, and Silver is just shy of $88 per ounce.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Super Group Limitedup 15.2%Keysight Technologiesup 15.1%Forward Airup 8.0%Helix Energy Solutions Groupup 6.9%Bed Bath & Beyondup 5.3%Douglas Dynamicsup 4.4%ALSO HIGHER -Teradataup 4.9% after disclosing litigation settlement, $480M awardDOWN AFTER EARNINGS -Ultra Clean Holdingsdown 10.4%Hims & Hers Healthdown 7.9%Paymentusdown 3.7%Kratos Defense & Security Solutionsdown 3.0%Diamondback Energydown 2.8%ALSO LOWER -Whirlpooldown 7.7% after mixed shelf offeringTandem Diabetesdown 5.0% after convertible debt offering

Company Sees FY26 Revenue of $710M to $760M

Sees FY26 revenue $710M-$760M, consensus $708.05M. Sarah Lauber, Executive Vice President and CFO, noted, "Over the past two years, we have delivered meaningful top-line growth. In addition, our bottom-line results have shown substantial improvement. This performance reflects several factors, including sustained strong demand and execution at Solutions, plus the ongoing success of cost control initiatives and more favorable weather conditions positively impacting demand at Attachments. A strong 2025-26 winter season should help address the extended equipment replacement cycle, where equipment was underutilized for several winters due to below average snowfall. With our current level of visibility, we believe the business is well positioned to drive continued improvements with year-over-year growth in 2026, which is reflected in our outlook."