VALMONT INDUSTRIES INC (VMI) Form 8-K — Oct 20, 2026
Valmont Industries (NYSE: VMI) reported Q3 2026 net sales of $1.10 billion, up 5.5% year over year, with diluted EPS of $6.24, up 25.3% from $4.98. Operating income rose 22.2% to $172.8 million (15.7% of sales), led by 23.0% growth in North America Utility sales and 13.8% growth in Coatings, partially offset by a 6.4% decline in Agriculture segment sales and sharply lower North America Telecom volumes. The company raised its full-year 2026 adjusted diluted EPS guidance to $22.75-$23.75 from $22.25-$23.50 while reaffirming net sales guidance of $4.3-$4.45 billion.
Key figures
- Eps
- 6.24
- Revenue
- 1103801000
- Guidance
- Full-year 2026 net sales of $4.3-$4.45 billion reaffirmed; adjusted diluted EPS raised to $22.75-$23.75 from $22.25-$23.50; capex $170-$200 million; adjusted effective tax rate ~26.0%
- Net Income
- 121053000
- Revenue Yoy
- 5.5%
- Total Assets
- 3540874000
- Cash Position
- 122045000
- Shares Outstanding
- 19391000
- Capex q3
- 45600000
- Dividends q3
- 14900000
- Ytd net sales
- 3251687000
- Ytd diluted eps
- 17.88
- Na telecom sales
- 54885000
- Operating income
- 172834000
- Agriculture sales
- 226000000
- Net leverage ratio
- ~0.9x
- Adjusted ebitda ttm
- 753040000
- Infrastructure sales
- 882100000
- Na utility sales yoy
- 23.0%
- Operating income yoy
- 22.2%
- Share repurchases q3
- 82300000
- Agriculture sales yoy
- -6.4%
- Dividend per share q3
- 0.77
- Operating cash flow q3
- 100500000
- Infrastructure sales yoy
- 9.1%
AI analysis
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