Snow and ice equipment company Douglas Dynamics (NYSE: PLOW) will be reporting results this Monday afternoon. Here’s what investors should know.

Douglas Dynamics missed analysts’ revenue expectations last quarter, reporting revenues of $214.6 million, up 10.5% year on year. It was a very strong quarter for the company, with an impressive beat of analysts’ EBITDA estimates and full-year EBITDA guidance exceeding analysts’ expectations.

Is Douglas Dynamics a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Douglas Dynamics’s revenue to grow 34.8% year on year, improving from the 25.3% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. Douglas Dynamics has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at Douglas Dynamics’s peers in the heavy transportation equipment segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Trinity delivered year-on-year revenue growth of 17.8%, beating analysts’ expectations by 7.4%, and Federal Signal reported revenues up 18.1%, falling short of estimates by 1.1%. Trinity traded up 15.3% following the results while Federal Signal’s stock price was unchanged.

Read our full analysis of Trinity’s results here and Federal Signal’s results here.

In the last year or so, investors have shifted their focus from one macro dynamic to the next (AI disintermediation and AI investment to geopolitical conflict, interest rates, and the health of the wider economy). While some of the heavy transportation equipment stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.2% on average over the last month. Douglas Dynamics is down 2.5% during the same time and is heading into earnings with an average analyst price target of $54 (compared to the current share price of $39.49).

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