How often does Douglas Dynamics move more than the options market prices?

3 of the last 8 reports moved at least as far as the implied move.

PLOWNYSEConstruction Machinery & Equip

Douglas Dynamics, Inc (PLOW) earnings date, market-implied expected move, and options open interest by expiry

36.60

−1.52 · −3.99%

Regular session13:23 ET

Open37.73Volume328,026Mkt cap$879.7MP/E13.12EPS2.79Div yield3.10%

Day36.59 – 37.731%52-wk28.55 – 54.6031%

PLOW

Douglas Dynamics, Inc

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Expected move

Inputs

Next report

Feb 22

after close · in 109 days

est.Q4 FY26

Calendar

Next report

Last report

−8.05%

vs ±7.0% implied · ×1.14

shaded = implied · ▲▼ = realized

Nov 2 '26 · confirmedthin chain

Implied vs realized

Largest filed tie

filed ties

13F top-10 QoQ

−3.47%

shares held · 10 largest managers

13F · Jun 30 '26128d lag

251 managers

Top fund weight

0.04%

PLOW weight · IWM

N-PORTJun 30 '26

3 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Douglas Dynamics (PLOW) is expected to report on Feb 22 after close (estimated date).

Implied vs realized

8 reports

3 of 8≥ implied

avg implied: ±8.2%
avg realized: ±5.3%

Feb 24 '25Feb 24 '25confirmed±10.5%▲+5.94%×0.57

May 5 '25May 5 '25confirmed±4.5%▲+4.55%×1.00

Aug 4 '25Aug 4 '25confirmed±11.4%▲+1.41%×0.12

Nov 3 '25Nov 3 '25confirmed±5.8%▼−0.13%×0.02

Feb 23 '26Feb 23 '26confirmed±10.1%▲+4.10%×0.41

Q1 FY26May 4 '26confirmed±9.0%▲+13.82%×1.54

Q2 FY26Aug 3 '26confirmed±7.0%▼−4.76%×0.68

Q3 FY26Nov 2 '26confirmed±7.0%thin chain▼−8.05%×1.14

quarterimplied−15%0+15%realized×

Q3 FY26±7.0%▼−8.05%×1.14

Q2 FY26±7.0%

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 2 expiries · Nov 4 close

0.18OI · 2 expiries · Nov 4 closeP/C open interest · Nov 20 · nearest expiry

PUTS · chgexpiry · days · P/CCALLS · chgP/C

65+14%Nov 2015d366+1%

240%Feb 19106d0.102500%0.10

ExpiryPutsCallsP/C

Nov 2015d65+14%366+1%0.18

Feb 19106d240%2500%0.10

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ3 FY26

9.70%as filednet margin · revenue +1.57% QoQ · +34.48% YoY

Revenue

$218M+1.57% QoQ

Gross profit

$60M−10.43% QoQ

27.44% margin

Operating income

$31M−11.76% QoQ

14.35% margin

Pre-tax income

$28M−15.90% QoQ

Net income

$21M−16.63% QoQ

9.70% margin

Cost of revenue

$158M+6.99% QoQ

Operating expenses

$29M−8.92% QoQ

SG&A $27M

Other operating $2M

Other expense

$3M

Tax

$7M−13.66% QoQ

Revenue$218M+1.57%

Gross profit

$60M−10.43%

27.44% margin

Operating income

$31M−11.76%

14.35% margin

Pre-tax income

$28M−15.90%

Net income

$21M−16.63%

9.70% margin

Cost of revenue

$158M+6.99%

Operating expenses

$29M−8.92%

SG&A $27M

Other operating $2M

Other expense

$3M

Tax$7M−13.66%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Sep 30 '26 · width = $

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 13:15 ET

Intraday

Event sensitivity

FOMC ×1.18· ±1.7% vs ±1.5% · 24 releases

eventrelease day|move|up · n×base

FOMCrate decision±1.7%10 of 24×1.18

NFPjobs report±1.7%5 of 10×1.12

CPROFcorporate profits±1.6%7 of 12×1.11

PCEpersonal income & outlays±1.6%6 of 19×1.07

GDPgross domestic product±1.5%8 of 19×1.03

CPIconsumer prices±1.1%7 of 10×0.71

PPIproducer prices±1.0%4 of 10×0.68

Bar = avg |move| to ±2% · tick = ±1.5% avg day · ×base = |move| ÷ ±1.5% · min 6 releases

Earnings history

EPS 0.89 · consensus —

Quarter	Reported	EPS	Consensus
Q3 FY26	Nov 2 '26 · confirmed	0.89	—
Q2 FY26	Aug 3 '26 · confirmed	1.07	—
Q1 FY26	May 4 '26 · confirmed	0.26	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod