VALMONT INDUSTRIES INC (VMI) Valmont Industries, Inc. is a global enterprise specializing in engineered products, conducting operations across the United States, Australia, Brazil, Denmark, and other international markets. The company's business is organized into two primary divisions: Infrastructure and Agriculture. Within its Infrastructure segment, Valmont designs, produces, and distributes a wide array of engineered metal, steel, wood, aluminum, and composite structures, including poles, towers, and components. These are deployed in critical areas such as lighting, traffic control, and wireless communication networks. The segment also delivers specialized access systems, integrated structural solutions for smart urban environments, and highway safety products. Furthermore, it provides robust steel and concrete pole structures essential for utility transmission, power distribution, substations, and renewable energy generation facilities, complemented by inspection services. To ensure the durability of metal products, Valmont offers protective services like hot-dipped galvanizing, anodizing, and powder coating. The Agriculture segment focuses on advanced water management technologies and solutions tailored for precision farming. It manufactures and supplies mechanical irrigation equipment, along with associated parts and support services, primarily serving the agricultural industry under its well-known Valley brand. Additionally, this segment produces tubular products for various industrial clients. Valmont's extensive customer base includes municipalities and government agencies, manufacturers of commercial lighting fixtures, construction contractors, telecommunications and utility providers, large agricultural operations, and the broader manufacturing sector. Established in 1946, the company maintains its headquarters in Omaha, Nebraska.
Sector: Fabricated Structural Metal Products
Industry: Conglomerates
Valmont Industries, Inc. NYSE:VMI Industrials · Conglomerates
Mkt Cap $8.4B
Div Yield 0.69%
AH Close $435.01 +0.00% vs close
AH Close $435.01 +0.00% vs close
Mkt Cap $8.4B
Div Yield 0.69%
All Press Release SEC Filings News
Press Release ● Major ⚠ 3
Valmont Reports Third Quarter 2026 Results and Raises Full-Year 2026 Adjusted EPS Guidance
Valmont reported Q3 2026 net sales of $1.10 billion, up 5.5% year-over-year, with diluted EPS up 25.3% to $6.24 and operating income up 22.2% to $172.8 million (15.7% margin).
North America Utility sales surged 23.0% and Coatings grew 13.8%, offsetting sharply lower Telecom volumes and a 6.4% decline in Agriculture segment sales; total backlog rose to $2.01 billion from $1.65 billion at year-end.
The company raised full-year 2026 adjusted diluted EPS guidance to $22.75-$23.75 from $22.25-$23.50 while reaffirming its $4.3-$4.45 billion sales outlook, and returned $97.2 million to shareholders in the quarter with net leverage at ~0.9x.
• 5d ago AI analysis › Press Release
Valmont Announces Timing of Third Quarter 2026 Earnings Release and Conference Call
Valmont Industries will release third quarter 2026 financial results before market open on Tuesday, October 20, 2026.
CEO Avner M. Applbaum and CFO John Schwietz will host a webcast and conference call at 8:00 a.m. CT the same day to discuss results.
This is a routine scheduling announcement with no financial or operational content.
• 26d ago AI analysis › News
Valmont Industries Targets $35 EPS by 2029 on Utility Infrastructure Boom
marketbeat.com • 28d ago News
Valmont Industries, Inc. (VMI) Presents at 25th Annual Diversified Industrials & Services Conference Transcript
seekingalpha.com • 1mo ago Press Release
Liberty Defense Expands U.S. Distribution Footprint with New Agreement with VMI Security for HEXWAVE™
globenewswire.com • 1mo ago News
Valmont Industries, Inc. (NYSE:VMI) Receives $587.00 Average Price Target from Brokerages
defenseworld.net • 1mo ago News
Valmont Industries Shares Rise 19% in 6 Months: Here's Why
zacks.com • 1mo ago Press Release
Valmont to Participate in D.A. Davidson Industrials and Services Conference
Valmont Industries (NYSE: VMI) will attend the 25th Annual D.A. Davidson Industrials and Services Conference on Thursday, September 24 in Nashville, Tennessee.
CFO John Schwietz and SVP of Capital Markets and Risk Renee Campbell will present at 11:20 a.m. Central Time, with a live webcast on the company's investor site and a 90-day replay available afterward.
The company will also host investor meetings throughout the day. No new financial results, guidance, or strategic announcements accompany this release.
• 1mo ago AI analysis › News
Here's Why You Should Retain Valmont Stock in Your Portfolio
zacks.com • 1mo ago SEC Filing ⚠ 3
VMI: 10-Q · periodic report
For the thirteen weeks ended June 27, 2026, Valmont Industries reported net sales of $1.12 billion, up 6.5% from the prior year period, with net earnings attributable to the company reaching $120.0 million or $6.14 per diluted share. This compares to a net loss of $4.0 million in the same period of 2025, which was heavily impacted by $91.3 million in impairment charges.
The Infrastructure segment drove the sales increase, while the Agriculture segment saw a slight decline. During the quarter, the company settled Brazilian litigation for approximately $20.3 million and acquired the remaining 80% interest in RMDS Innovation for $15.4 million.
Liquidity remains robust with a leverage ratio of 0.93, well below the 3.50 covenant maximum, and $139.1 million in cash and equivalents. The company repurchased approximately $116.5 million of shares in the first half of the fiscal year and expects full-year capital expenditures to range between $170 million and $200 million.
SEC 10-Q • 2mo ago AI analysis › Press Release
Valmont Announces Planned Board Chair Transition
Valmont Industries announced that Board Chair Mogens C. Bay will retire from the Board on December 26, 2026, ending a 30-year tenure as Chairman.
Catherine J. Paglia, the current Vice Chair and Lead Independent Director, will succeed Bay as part of a previously announced succession plan.
Bay served as CEO for 25 years prior to his role as Chair, while CEO Avner Applbaum expressed confidence in the planned transition and Paglia's leadership.
• 2mo ago AI analysis › Press Release
Valmont Board Declares Quarterly Dividend
Valmont's Board declared a quarterly dividend of $0.77 per share, payable on October 15, 2026 to shareholders of record on September 25, 2026.
The dividend equates to an annual rate of $3.08 per share.
• 2mo ago AI analysis › News
Valmont Industries CFO Buys $100,000 in Shares. What Does This News Mean for Investors?
fool.com • 3mo ago News
3 Reasons Growth Investors Will Love Valmont (VMI)
zacks.com • 3mo ago News
Here's Why Valmont (VMI) Looks Ripe for Bottom Fishing
zacks.com • 3mo ago News
Down 16.3% in 4 Weeks, Here's Why You Should You Buy the Dip in Valmont (VMI)
zacks.com • 3mo ago News
Valmont Industries Q2 Earnings Call Highlights
defenseworld.net • 3mo ago News
VMI Q2 Earnings Beat Estimates on Utility Strength, FY26 View Raised
zacks.com • 3mo ago News
Valmont Industries Inc (VMI) Shares Fall 3.9% -- GF Value Says Still Overvalued
gurufocus.com • 3mo ago News
Valmont Industries, Inc. (VMI) Q2 2026 Earnings Call Transcript
seekingalpha.com • 3mo ago News
Valmont Industries Q2 Earnings Call Highlights
marketbeat.com • 3mo ago News
Compared to Estimates, Valmont (VMI) Q2 Earnings: A Look at Key Metrics
zacks.com • 3mo ago News
Valmont Industries (VMI) Tops Q2 Earnings and Revenue Estimates
zacks.com • 3mo ago Press Release ● Major ⚠ 2
Valmont Reports Second Quarter 2026 Results and Raises Full-Year 2026 Guidance
Valmont Industries reported Q2 2026 revenue of $1.12 billion, up 6.5% year-over-year, with operating income surging to $166.1 million.
Diluted EPS swung to a profit of $6.14 compared to a loss of ($1.53) in the prior year, driven by strong performance in the Infrastructure segment and favorable pricing.
Management raised full-year 2026 guidance, increasing the sales outlook to $4.3B-$4.45B and EPS to $22.25-$23.50, while returning $74.9 million to shareholders through buybacks and dividends.
• 3mo ago AI analysis › News
Valmont (VMI) Upgraded to Strong Buy: Here's What You Should Know
zacks.com • 3mo ago News
What Analyst Projections for Key Metrics Reveal About Valmont (VMI) Q2 Earnings
zacks.com • 3mo ago News
Valmont's Shares Jump 65% in a Year: What's Behind the Surge?
zacks.com • 3mo ago News
Valmont Industries' Electrifying Rise Isn't Over Yet
seekingalpha.com • 3mo ago News
Valmont Shares Rise 34% YTD: Here's What's Driving the Upside
zacks.com • 3mo ago Press Release
Valmont Announces Timing of Second Quarter 2026 Earnings Release and Conference Call
Valmont Industries announced it will release its second quarter 2026 financial results before the market opens on Tuesday, July 21, 2026.
CEO Avner M. Applbaum and CFO John Schwietz will host a conference call at 8:00 a.m. CT on the same day to discuss the results.
A replay of the call will be available three hours after the event until July 28, 2026.
• 3mo ago AI analysis › Press Release
Valmont Releases 2026 Sustainability Report
Valmont Industries, Inc. published its 2026 Sustainability Report, detailing the company's progress on its environmental and operational priorities.
President and CEO Avner Applbaum stated that sustainability is embedded in the company's operations and that its purpose continues to guide efforts to improve efficiency and manage risk.
The report is accessible via the company's investor relations website and highlights the goals and commitments guiding Valmont's long-term value creation.
• 3mo ago AI analysis › Press Release
NYSE Content Update: Fed to Deliver First Rate Decision Under Chair Kevin Warsh
The NYSE issued a pre-market advisory highlighting the Federal Reserve's first interest rate decision under new Chair Kevin Warsh, with markets anticipating rates to hold steady.
The update also covered commentary on the ProShares Ultra SpaceX ETF and 1Password's CEO discussing recent M&A, while Valmont Industries rang the opening bell.
Hovnanian Enterprises (HOV) is scheduled to ring the closing bell to celebrate the 25th anniversary of its listing on the exchange.
• 4mo ago AI analysis › Press Release
Valmont Industries, Inc. to Host Investor Day Today, June 16, 2026
Valmont Industries is hosting its 2026 Investor Day in New York City to present a refreshed three-pillar strategy focused on capturing utility growth, strengthening efficiency, and enabling disciplined capital deployment.
Management unveiled new long-term financial targets for 2029, aiming for organic net sales of $5.4 billion, an operating margin of 17%, EPS of $35, and ROIC exceeding 21%.
CEO Avner Applbaum highlighted the company's positioning to deliver the next phase of profitable growth and shareholder value as Valmont marks its 80th anniversary.
• 4mo ago AI analysis › SEC Filing ⚠ 3
VMI: 8-K · other
Valmont Industries filed a Form 8-K to announce its Investor Day presentation, providing detailed financial guidance for 2026 and long-term targets through 2029. The company emphasized a strategic focus on utility infrastructure growth and agricultural productivity supported by its proprietary technology and operational efficiency initiatives.
For the full year 2026, Valmont projects net sales between $4.2 billion and $4.4 billion alongside adjusted diluted EPS in the range of $21.50 to $23.50. This outlook reflects strong performance in the Infrastructure segment, expected to grow 7% to 12%, which is anticipated to offset current softness in the Agriculture market where sales are forecast to decline 6% to 11%.
Management outlined 2029 expectations for mid-to-high single digit revenue compound annual growth and low-to-mid teens EPS growth, driven by capital expenditures of $170 million to $200 million annually. The plan includes disciplined capital allocation towards share repurchases and strategic investments to enhance shareholder returns.
SEC 8-K • 4mo ago SEC Filing
VMI: 8-K · leadership change
Valmont Industries Inc. filed an 8-K to disclose the separation and release agreement with Thomas Liguori, its former Executive Vice President and CFO. Liguori stepped down from his executive duties on April 8, 2026, to be succeeded by John Schwietz, and will remain in a transitional advisory capacity until his retirement date of December 26, 2026.
Under the agreement, Liguori is entitled to aggregate retirement benefits totaling approximately $4.92 million. This includes a lump-sum severance payment of roughly $299,000, continued base salary and benefits through the transition period, and accelerated vesting of various equity awards and long-term incentive plan payouts.
SEC 8-K • 4mo ago AI analysis › Press Release
Valmont Board Declares Quarterly Dividend
Valmont Industries' Board of Directors declared a quarterly dividend of $0.77 per share, payable on July 15, 2026.
The payment is for shareholders of record on June 26, 2026, indicating an annual dividend rate of $3.08 per share.
• 5mo ago AI analysis › Press Release
Valmont Industries, Inc. to Participate in Gabelli’s Omaha Value Investor Conference
Valmont Industries announced that its management team will participate in Gabelli’s 17th Annual Value Investor Conference in Omaha, NE.
CEO Avner M. Applbaum and SVP Renee Campbell are scheduled to host a fireside chat at 10:30 AM CT on Friday, May 1, 2026.
Interested investors can register via the provided link to access the live event webcast.
• 5mo ago AI analysis › Press Release
Valmont Industries, Inc. to Host Investor Day on June 16, 2026
Valmont Industries announced it will host an Investor Day on June 16, 2026, in New York City to discuss its long-term strategy and growth outlook.
CEO Avner Applbaum and CFO John Schwietz will lead the presentation, which will focus on the company’s Infrastructure and Agriculture segments.
The agenda is set to highlight the accelerating utility infrastructure investment cycle and actions underway to drive higher-margin growth in the agriculture segment.
• 6mo ago AI analysis › Press Release
Valmont Reports First Quarter 2026 Results and Raises Full-Year 2026 EPS Guidance
businesswire.com • 6mo ago 3 fund position changes (13F filings)Recent SEC filings with analysis