Caterpillar’s Blowout Quarter May Point to More Industrial WinnersValmont Industries NYSE: VMI reported higher third-quarter sales, operating profit and earnings, led by growth in its North American utility and coatings businesses, while management raised its full-year adjusted earnings outlook despite expected fourth-quarter pressure from higher input costs and business mix.
Net sales increased 5.5% year over year to $1.1 billion. Operating income rose to $172.8 million, and operating margin expanded 220 basis points to 15.7%. Diluted earnings per share increased 25.3% from the prior-year period to $6.24.
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MarketBeat Week in Review – 04/20 - 04/24President and Chief Executive Officer Avner Applbaum said the quarter reflected continued momentum in infrastructure markets where the company holds strong positions, particularly utility-grid investment. He also pointed to North American agriculture growth driven by storm-related replacement demand, though he said that performance did not indicate a broad recovery in agricultural equipment markets.
Utility and coatings drive infrastructure growth
Infrastructure sales rose 9.1% to $882.1 million in the third quarter. North American utility sales increased 23%, supported by both higher pricing and volume growth, while North American coatings sales grew 13.8% on demand tied to infrastructure and data-center projects.
1 Stock Is Powering the AI Boom and the Next Farm SupercycleApplbaum said utilities are investing to modernize the grid, add capacity and improve resilience as power demand rises. Valmont’s infrastructure backlog reached $1.8 billion during the quarter as more opportunities in its customer pipeline converted into orders. He said the majority of backlog growth was tied to utility customers and that the company’s pipeline through 2029 had strengthened.
“We are more confident now in our goal,” Applbaum said in response to an analyst question about the company’s utility outlook. He cited customer spending plans, increased load-growth commitments, artificial intelligence-related investment, electric-vehicle activity, domestic manufacturing and the need for grid hardening after storms.
Valmont said it had installed and commissioned about 20% of the incremental utility-steel production capacity needed to support its 2029 plan through the third quarter. The company expects to double growth capital investment in 2027 from the level planned for 2026, with expansion directed toward utility and coatings operations.
Management said industry lead times have lengthened as demand has grown and new capacity has ramped. Applbaum said the company was booking utility business well into 2028, while customers’ plans extend to 2030 and, in some cases, beyond.
Infrastructure operating income increased to $154.8 million, although the segment’s operating margin declined to 17.6% from 17.8% a year earlier. Higher utility and coatings pricing and volumes were partly offset by material-cost increases, utility-capacity ramp costs and lower telecom contribution.
Chief Financial Officer John Schwietz said steel prices on the third-party index used for contractual pass-throughs were approximately 50% above prior-year levels. Because utility orders can remain in backlog for an extended period, input-cost changes reach results before related pricing adjustments are reflected in revenue. He said the catch-up process typically takes two to three quarters in a stable cost environment.
Schwietz said the price-cost effect modestly pressured third-quarter margins and was expected to create greater margin pressure in the fourth quarter as inflation accelerated. He said margins could resume expanding if cost inflation moderates, even without a complete stabilization in costs.
Telecom remains soft; international utility contract added
North American lighting and transportation sales declined 2.2% on lower volumes. Management said transportation markets were healthy, while lighting continued to face softer residential and commercial construction activity. The company is pursuing targeted lighting growth in Texas through work with utilities and municipalities, Applbaum said.
North American telecom sales fell 33.8% as carriers reduced or delayed capital spending following the peak of the 5G buildout. Applbaum said carriers were being selective on site modifications and shifting some capital allocation into 2027. While the company sees possible improvement later in 2027, he said Valmont has limited visibility and expects soft conditions to persist in the near term.
International infrastructure sales increased 5.5%, helped by pricing actions and favorable foreign exchange. Valmont also secured a contract in Europe to supply distribution poles to a major utility, expanding its participation in grid investment, according to management.
Agriculture margins improve despite international weakness
Agriculture sales declined 6.4% to $226 million. North American sales increased 15.8%, driven by storm-replacement orders and favorable pricing, while international sales fell 25.3% because of lower volumes in the Middle East and Brazil.
Applbaum said farmers facing storm damage turned to Valmont and its dealer network to restore irrigation systems during a critical operating period. Schwietz said storm-related demand was substantially responsible for North America’s growth during the quarter.
Agriculture operating income rose to $40.1 million, or 17.9% of sales, from $23.2 million, or 9.7% of sales, a year earlier. The result included about $7 million in one-time benefits, primarily recoveries in South America, Schwietz said. Excluding those items, the operating margin was just above 14%, aided by the greater North American sales mix, pricing and storm demand.
Aftermarket-parts sales increased approximately 12%, while technology-services revenue rose 7%, despite softer equipment demand. Management said higher input costs and lower grain prices continued to pressure farm economics in North America, while Brazil faced elevated interest rates and input costs.
In the Middle East, conflict and high shipping costs continued to delay projects. Valmont said it won a $100 million North Africa project involving its technology and water-management offerings. Shipments are expected to begin in the first half of 2027, with the project expected to run for roughly 18 months to two years. Schwietz said its operating margin is slightly below the company’s baseline level for large projects, but not significantly so.
Guidance reaffirmed as earnings outlook rises
Valmont reaffirmed its 2026 sales outlook of $4.3 billion to $4.45 billion, including infrastructure revenue of $3.4 billion to $3.5 billion and agriculture revenue of $900 million to $950 million. The company raised its adjusted diluted earnings-per-share guidance to $22.75 to $23.75 for the year.
Management expects fourth-quarter earnings and margins to moderate from third-quarter levels because of rising input costs, business mix and the absence of certain third-quarter benefits. Capital expenditure guidance remained unchanged at $170 million to $200 million.
Operating cash flow totaled $100.5 million in the quarter, including $40 million of accelerated receivable collections. Valmont ended the period with $122 million in cash and net-debt leverage of about 0.9 times. The company invested about $46 million in capital expenditures and returned $97 million to shareholders through $82 million in share repurchases and $15 million in dividends.
About Valmont Industries (NYSE:VMI)Valmont Industries, Inc is a global manufacturer of engineered products and services serving the infrastructure and agricultural markets. Founded in 1946 and headquartered in Omaha, Nebraska, the company operates through businesses focused on infrastructure, coatings, and water management.
Its infrastructure products include utility and transmission structures, lighting and traffic poles, highway and transportation structures, and related support systems. Valmont also provides hot-dip galvanizing and other protective coatings designed to extend the service life of steel products used in industrial, infrastructure, and commercial applications.
In agriculture, the company manufactures mechanized irrigation equipment, including center-pivot and linear irrigation systems, as well as agricultural products and services intended to support water conservation and crop production.
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Valmont Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivi
Valmont Industries (VMI - Free Report) came out with quarterly earnings of $6.24 per share, beating the Zacks Consensus Estimate of $5.7 per share. This compares to earnings of $4.98 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +9.47%. A quarter ago, it was expected that this infrastructure equipment maker would post earnings of $5.76 per share when it actually produced earnings of $6.14, delivering a surprise of +6.6%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Valmont, which belongs to the Zacks Steel - Pipe and Tube industry, posted revenues of $1.1 billion for the quarter ended September 2026, missing the Zacks Consensus Estimate by 1.15%. This compares to year-ago revenues of $1.05 billion. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Valmont shares have added about 12.4% since the beginning of the year versus the S&P 500's gain of 12.4%.
What's Next for Valmont?While Valmont has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Valmont was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $5.67 on $1.11 billion in revenues for the coming quarter and $23.03 on $4.37 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Steel - Pipe and Tube is currently in the top 41% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the broader Zacks Industrial Products sector, SiteOne Landscape (SITE - Free Report) , is yet to report results for the quarter ended September 2026. The results are expected to be released on October 28.
This company is expected to post quarterly earnings of $1.50 per share in its upcoming report, which represents a year-over-year change of +14.5%. The consensus EPS estimate for the quarter has been revised 6.3% higher over the last 30 days to the current level.
SiteOne Landscape's revenues are expected to be $1.3 billion, up 2.9% from the year-ago quarter.
For the quarter ended September 2026, Valmont Industries (VMI - Free Report) reported revenue of $1.1 billion, up 5.5% over the same period last year. EPS came in at $6.24, compared to $4.98 in the year-ago quarter.
The reported revenue represents a surprise of -1.15% over the Zacks Consensus Estimate of $1.12 billion. With the consensus EPS estimate being $5.70, the EPS surprise was +9.47%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Valmont performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Total Sales by Product Line- North America Utility: $469.62 million versus $476.05 million estimated by two analysts on average.Total Sales by Product Line- North America Lighting and Transportation: $127.47 million versus the two-analyst average estimate of $131.5 million.Total Sales by Product Line- International Infrastructure and Solar: $160.4 million versus the two-analyst average estimate of $159.3 million.Total Sales by Product Line- North America Telecommunications: $54.89 million compared to the $56.5 million average estimate based on two analysts.Total Sales by Product Line- North America Coatings: $67.21 million versus the two-analyst average estimate of $70.75 million.Total Sales- Intersegment: $-3.64 million versus the two-analyst average estimate of $-3.23 million. The reported number represents a year-over-year change of 0%.Net Sales- Agriculture: $224.22 million versus the two-analyst average estimate of $225.47 million. The reported number represents a year-over-year change of -6.4%.Total Sales- Infrastructure: $808.29 million compared to the $886.55 million average estimate based on two analysts. The reported number represents a change of 0% year over year.Total Sales- Agriculture: $241.34 million versus $227.21 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a 0% change.Net Sales- Infrastructure: $879.59 million compared to the $899.49 million average estimate based on two analysts. The reported number represents a change of +9.1% year over year.Operating income- Corporate: $-22.15 million compared to the $-26.97 million average estimate based on four analysts.Operating income- Infrastructure: $154.84 million compared to the $159.52 million average estimate based on four analysts.View all Key Company Metrics for Valmont here>>>
Shares of Valmont have returned -3.6% over the past month versus the Zacks S&P 500 composite's +0.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
OMAHA, Neb.--(BUSINESS WIRE)--Valmont® Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity, today reported financial results for the third quarter ended September 26, 2026. President and Chief Executive Officer Avner M. Applbaum commented, “We delivered another quarter of sales and earnings growth. Higher sales in North America Utility and Coatings reinforce our confidence in the strength and du.
Shares of Valmont Industries, Inc. (NYSE:VMI – Get Free Report) have been assigned an average rating of “Moderate Buy” from the six ratings firms that are covering the stock, Marketbeat Ratings reports. Two analysts have rated the stock with a hold rating and four have given a buy rating to the company. The average 1 year target price among brokerages that have updated their coverage on the stock in the last year is $587.00.
VMI has been the subject of a number of analyst reports. Stifel Nicolaus lifted their target price on shares of Valmont Industries from $645.00 to $678.00 and gave the company a “buy” rating in a research note on Monday, July 20th. JPMorgan Chase & Co. increased their price target on shares of Valmont Industries from $600.00 to $620.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 22nd. Wall Street Zen downgraded shares of Valmont Industries from a “buy” rating to a “hold” rating in a report on Saturday, October 10th. Zacks Research downgraded shares of Valmont Industries from a “strong-buy” rating to a “hold” rating in a report on Monday, July 20th. Finally, Weiss Ratings raised shares of Valmont Industries from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, October 8th.
View Our Latest Analysis on Valmont Industries
Insider Buying and Selling at Valmont Industries In other Valmont Industries news, Director Theodor Freye sold 800 shares of the business’s stock in a transaction dated Monday, July 27th. The stock was sold at an average price of $495.00, for a total value of $396,000.00. Following the completion of the sale, the director owned 2,805 shares of the company’s stock, valued at $1,388,475. The trade was a 22.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO John L. Schwietz purchased 208 shares of the firm’s stock in a transaction dated Thursday, July 23rd. The shares were bought at an average price of $486.14 per share, with a total value of $101,117.12. Following the purchase, the chief financial officer owned 2,992 shares in the company, valued at $1,454,530.88. This represents a 7.47% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 1.42% of the company’s stock. Hedge Funds Weigh In On Valmont Industries Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. V Square Quantitative Management LLC bought a new position in shares of Valmont Industries in the third quarter valued at approximately $49,000. Ninety One UK Ltd lifted its stake in shares of Valmont Industries by 4.6% in the third quarter. Ninety One UK Ltd now owns 198,650 shares of the industrial products company’s stock worth $91,971,000 after buying an additional 8,651 shares during the last quarter. NorthCrest Asset Manangement LLC boosted its holdings in shares of Valmont Industries by 18.1% during the 3rd quarter. NorthCrest Asset Manangement LLC now owns 2,396 shares of the industrial products company’s stock worth $1,123,000 after buying an additional 368 shares during the period. GK Wealth Management LLC bought a new stake in shares of Valmont Industries during the 3rd quarter worth $127,000. Finally, Wedmont Private Capital boosted its holdings in shares of Valmont Industries by 9.9% during the 3rd quarter. Wedmont Private Capital now owns 720 shares of the industrial products company’s stock worth $337,000 after buying an additional 65 shares during the period. Institutional investors and hedge funds own 87.84% of the company’s stock.
VMI opened at $452.02 on Tuesday. The company has a market capitalization of $8.73 billion, a PE ratio of 17.60, a price-to-earnings-growth ratio of 1.06 and a beta of 1.34. The company has a debt-to-equity ratio of 0.42, a current ratio of 2.35 and a quick ratio of 1.55. Valmont Industries has a fifty-two week low of $378.02 and a fifty-two week high of $585.71. The business has a 50-day moving average of $476.96 and a 200-day moving average of $494.76.
Valmont Industries (NYSE:VMI – Get Free Report) last announced its quarterly earnings results on Tuesday, July 21st. The industrial products company reported $6.14 EPS for the quarter, beating the consensus estimate of $5.80 by $0.34. Valmont Industries had a return on equity of 25.57% and a net margin of 11.70%. The business had revenue of $1.12 billion during the quarter, compared to analysts’ expectations of $1.09 billion. During the same quarter in the previous year, the business posted $4.88 EPS. The firm’s quarterly revenue was up 6.5% compared to the same quarter last year. Equities research analysts forecast that Valmont Industries will post 23.03 EPS for the current fiscal year.
Valmont Industries Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Thursday, October 15th. Shareholders of record on Friday, September 25th were given a dividend of $0.77 per share. This represents a $3.08 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Friday, September 25th. Valmont Industries’s dividend payout ratio is presently 11.99%.
Valmont Industries Company Profile (Get Free Report)
Valmont Industries, Inc is a global manufacturer of engineered products and services that support infrastructure, agriculture and industrial applications. Founded in 1946 and headquartered in Omaha, Nebraska, the company serves customers in North America and international markets.
Its infrastructure businesses produce utility poles and structures, towers, steel and aluminum structures, lighting and traffic-support systems, and other products used in electrical transmission and distribution, telecommunications, transportation and commercial development.
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Analysts on Wall Street project that Valmont Industries (VMI - Free Report) will announce quarterly earnings of $5.71 per share in its forthcoming report, representing an increase of 14.7% year over year. Revenues are projected to reach $1.12 billion, increasing 6.7% from the same quarter last year.
The consensus EPS estimate for the quarter has been revised 0.5% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.
Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.
While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.
In light of this perspective, let's dive into the average estimates of certain Valmont metrics that are commonly tracked and forecasted by Wall Street analysts.
Analysts' assessment points toward 'Net Sales- Agriculture' reaching $225.47 million. The estimate points to a change of -5.8% from the year-ago quarter.
The average prediction of analysts places 'Total Sales- Infrastructure' at $886.55 million. The estimate suggests a change of +9.7% year over year.
The combined assessment of analysts suggests that 'Total Sales- Agriculture' will likely reach $227.21 million. The estimate indicates a change of -5.9% from the prior-year quarter.
Analysts forecast 'Net Sales- Infrastructure' to reach $899.49 million. The estimate suggests a change of +11.5% year over year.
View all Key Company Metrics for Valmont here>>>
Over the past month, shares of Valmont have returned -2.1% versus the Zacks S&P 500 composite's +1.4% change. Currently, VMI carries a Zacks Rank #3 (Hold), suggesting that its performance may align with the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Valmont Industries (VMI - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on October 20, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis infrastructure equipment maker is expected to post quarterly earnings of $5.71 per share in its upcoming report, which represents a year-over-year change of +14.7%.
Revenues are expected to be $1.12 billion, up 6.7% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.47% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Valmont?For Valmont, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.18%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Valmont will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Valmont would post earnings of $5.76 per share when it actually produced earnings of $6.14, delivering a surprise of +6.60%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Valmont doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
OMAHA, Neb.--(BUSINESS WIRE)--Valmont® Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity, will release its third quarter 2026 financial results before the market opens on Tuesday, October 20, 2026. Following the earnings release, Avner M. Applbaum, President and Chief Executive Officer, and John Schwietz, Chief Financial Officer, will host a webcast and conference call at 8:00 a.m. CT on Tuesd.
Caterpillar’s Blowout Quarter May Point to More Industrial WinnersValmont Industries NYSE: VMI outlined a plan to reach approximately $5.4 billion in sales and $35 in earnings per share by the end of 2029, driven primarily by demand for utility infrastructure, operating improvements and disciplined capital allocation.
Speaking at a D.A. Davidson presentation, CFO John Schwietz said the company’s $35 per-share target represents a 16.4% compound annual growth rate from 2025 earnings per share and is based on organic initiatives already underway. The company expects to generate operating margins of about 17% and return on invested capital of roughly 21% by 2029.
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MarketBeat Week in Review – 04/20 - 04/24Valmont reported approximately $4.1 billion of revenue in 2025, with infrastructure representing about 75% of sales and agriculture accounting for the remaining 25%. Senior Vice President of Capital Markets, Risk, and Treasurer Renee Campbell said the infrastructure segment produced adjusted operating margins of 17.3% last year, while agriculture remains at a cyclical low despite Valmont’s global market position in center-pivot irrigation through its Valley brand.
Utility Demand Drives Growth Outlook Campbell identified North American utility operations as Valmont’s largest business and its primary growth engine. The business generated nearly $1.5 billion in sales during 2025. Valmont expects North American utility sales to reach about $2.5 billion by the end of 2029, implying approximately $1 billion of incremental revenue and a 13% annual growth rate.
1 Stock Is Powering the AI Boom and the Next Farm SupercycleThe company cited utility investment plans totaling about $1.4 trillion through 2030, with nearly half related to transmission, distribution and substations. Valmont estimates a cumulative $53 billion serviceable market for its structures and solutions and said its customer-informed pipeline totals $6.7 billion through 2029.
“Our primary driver is capturing above-market growth in the utility business,” Schwietz said, adding that the opportunity could contribute roughly $10 of incremental earnings per share to the company’s 2029 outlook.
Casey Meyer, Valmont’s vice president of Treasury and Investor Relations, said substation spending is expected to provide the largest growth opportunity on a percentage basis as individual projects become larger and more complex. Transmission remains the largest part of the company’s utility portfolio in absolute dollars, followed by distribution.
Schwietz said incremental operating margins on new utility capacity are currently in the mid-20% range. He attributed that performance to a brownfield expansion approach that uses existing facilities, teams and customer relationships while limiting fixed-cost growth.
Operational Initiatives and Capital Deployment Beyond utility growth, Valmont expects commercial initiatives and cost reductions across lighting, traffic, telecommunications and international infrastructure operations to improve performance. In agriculture, the company is targeting growth in aftermarket parts, technology penetration and emerging markets.
Those efforts are expected to add $300 million in sales, including approximately $200 million from broader infrastructure operations and $100 million from agriculture. Schwietz said the initiatives are expected to produce a net $4 of incremental earnings per share after an unfavorable $1-per-share tax normalization impact.
The company also expects disciplined capital allocation, including share repurchases, to contribute an additional $2 of incremental earnings per share. Valmont continues to execute under its $700 million repurchase authorization.
From 2026 through 2029, Valmont projects about $2.5 billion of operating cash flow and approximately $1.5 billion of free cash flow after about $1 billion in capital expenditures. Much of that capital spending is planned for utility manufacturing capacity. The company said it sees more than $1 of annualized revenue for every $1 of capital expenditures deployed in that business.
Including existing debt capacity, Valmont expects approximately $2.7 billion of capital deployment capacity over the period. Schwietz said acquisitions remain part of the strategy but must fit within core businesses or established adjacencies and meet earnings-accretion and return-on-invested-capital thresholds.
Costs and Agriculture Remain Near-Term Considerations Management acknowledged near-term input-cost pressure. Schwietz said hot-rolled coil steel prices were up about 40% year to date, zinc was up about 35%, and diesel was up about 85%. Valmont uses escalators and de-escalators in contracts with alliance customers and reprices based on input indices quarterly, though the company typically experiences about a two-quarter lag between cost movements and corresponding pricing effects.
In agriculture, Campbell said North America and the Middle East appear to be at or near the bottom of the cycle, while Brazil faces high interest rates and tight credit conditions. The company is monitoring crop prices, grower input costs, interest rates and government agricultural investment.
Valmont did not assume a broad agriculture-market recovery in its 2029 framework, Schwietz said, meaning a return to more typical mid-cycle conditions could provide upside. Campbell also said aftermarket parts and technology products are margin-accretive and can help support dealer profitability when equipment demand remains weak.
Management said geopolitical conflict has delayed project activity in the Middle East, but it continues to view the region’s long-term irrigation opportunity favorably due to food-security needs, water scarcity and limited arable land. Risks to the broader outlook include inflation, changes in trade policy and geopolitical disruptions, according to Schwietz.
About Valmont Industries (NYSE:VMI)Valmont Industries, Inc is a global manufacturer of engineered products and services serving the infrastructure and agricultural markets. Founded in 1946 and headquartered in Omaha, Nebraska, the company operates through its Infrastructure and Agriculture segments.
Valmont's Infrastructure segment provides utility and substation structures, engineered poles, lighting and traffic structures, wireless communication infrastructure, transportation products, and protective coatings for steel and other materials.
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Valmont Industries, Inc. (VMI) 25th Annual Diversified Industrials & Services Conference September 24, 2026 12:20 PM EDT
Company Participants
Renee Campbell - Senior VP of Capital Markets & Risk and Treasurer
John Schwietz - Executive VP, CFO & Corporate Secretary
Casey Meyer
Conference Call Participants
Garik Shmois - D.A. Davidson & Co., Research Division
Presentation
Garik Shmois
D.A. Davidson & Co., Research Division
Hi, everyone. Welcome to the Valmont Industries presentation. I'm Garik Shmois. I'm an industrials analyst here at D.A. Davidson, and we're pleased to have the Valmont team with us. We have their CFO, John Schwietz. We have Renee Campbell, Senior Vice President, Capital Markets, Risk and Treasurer; and we have Casey Meyer, VP, Treasury and Investor Relations. They will do a presentation. And then afterwards, we have plenty of time for Q&A. So feel free if you have any questions, certainly, we'll offer audience participation. But if you do want to e-mail me questions, then I could read off. I'm at [email protected]. With that, I'll turn it over to Renee, who will get us started.
Renee Campbell
Senior VP of Capital Markets & Risk and Treasurer
Awesome. Thanks, Garik. Thank you very much, everyone, for having us today. Thanks, D.A. Davidson. I know that some of you that are joining us may not be as familiar with Valmont. So we wanted to just walk you through a brief presentation to help with that understanding. So quickly, a reminder that our presentation and discussion today is subject to our disclosure on forward-looking statements, which is outlined here on the slide.
So with that, who is Valmont? I'll start by sharing that we are celebrating our 80th anniversary as a company this year. Valmont's story began in 1946 in Valley, Nebraska, which is just outside of Omaha, and it is still home to our largest facility
WILMINGTON, Mass., Sept. 24, 2026 (GLOBE NEWSWIRE) -- Liberty Defense Holdings Ltd. (“Liberty” or the “Company”) (NASDAQ: DETX; TSXV: SCAN), a leading technology provider of AI-based, next-generation detection solutions for concealed weapons and threats, today announced the execution of a strategic, non-exclusive distribution agreement with VMI Security.
VMI Security is a recognized leader in non-intrusive security inspection solutions, serving a broad range of market verticals, including aviation, critical infrastructure, government, and public venues. The agreement expands Liberty’s U.S. sales channel network and strengthens the Company’s ability to address the large and growing demand for total security screening applications.
Under the agreement, VMI will offer Liberty’s HEXWAVE™ walkthrough screening system as part of its security solutions portfolio. HEXWAVE combines advanced artificial intelligence and machine learning with active sensing technology to detect metallic and non-metallic weapons, explosives, and other emerging threats in real time, while enabling a high-throughput, frictionless screening experience.
The partnership provides Liberty with access to VMI’s established customer relationships, extensive sales infrastructure, and deep expertise across airports, critical infrastructure, public venues, and other security-sensitive environments. VMI’s established market presence and ability to integrate multiple security technologies into comprehensive screening solutions are expected to enhance Liberty’s ability to introduce HEXWAVE to new customers and support additional commercial opportunities.
“The partnership with VMI Security comes at a critical time for the expanding US security screening market,” said Bill Frain, CEO of Liberty Defense. “VMI has a proven track record of delivering next-generation security inspection technologies and the ability to provide customers with end-to-end checkpoint screening solutions, now including HEXWAVE. We believe the combination of VMI’s security expertise and customer reach with Liberty’s AI-enabled detection capabilities creates a compelling opportunity to expand the adoption of HEXWAVE in high-value security applications.
“We are extremely excited to add HEXWAVE to VMI’s growing portfolio of security screening solutions,” said Scott Ortolani, COO of VMI Security. “I have personally followed the development of HEXWAVE since its introduction to the market, watching the technology evolve and the product demonstrate its capabilities in real-world security environments. I have been consistently impressed by both the technology and Liberty Defense’s vision for what advanced, high-throughput screening can become.
The Company also announces that on September 24, 2026, it granted an aggregate of 43,888 restricted share units (the “RSUs”) to certain directors and officers of the Company pursuant to the Company’s Omnibus Long-Term Incentive Plan dated for reference November 6, 2025 (the “Plan”). Of the RSUs granted, 23,888 RSUs vest on September 24, 2027, and 20,000 RSUs vest on September 24, 2028. All RSUs have an expiry date of September 24, 2031. Each RSU entitles the holder to receive one common share of the Company upon vesting and settlement.
For updates and news, please visit the Company website to subscribe to email alerts or follow Liberty Defense on social channels.
About Liberty Defense
Liberty Defense (NASDAQ: DETX; TSXV: SCAN) provides multi-technology security solutions for concealed weapons detection in high volume foot traffic areas and locations requiring enhanced security such as airports, stadiums, schools, and more. Liberty’s HEXWAVE product, for which the Company has secured an exclusive license from Massachusetts Institute of Technology (MIT), as well as a technology transfer agreement for patents related to active 3D radar imaging technology, provides discrete, modular, and scalable protection to provide layered, stand-off detection capability of metallic and non-metallic weapons. Liberty has also recently licensed the millimeter wave-based, High-Definition Advanced Imaging Technology (HD-AIT) body scanner and shoe scanner technologies as part of its technology portfolio. Liberty is committed to protecting communities and preserving peace of mind through superior security detection solutions.
For updates and news, please visit the Company website to subscribe to email alerts or follow Liberty Defense on social channels.
ABOUT VMI Security
VMI Security is one of the world leaders in manufacturing and developing X-ray inspection technologies. With non-intrusive inspection solutions that aim to strengthen control and security systems, VMI stands out for developing high-quality equipment and for its continuous support services.
For sales information, please contact:
Ian McNaughton
Senior Director Business Development, Liberty Defense
613-292-3669 [email protected]
FORWARD-LOOKING STATEMENTS
When used in this press release, the words “estimate”, “project”, “belief”, “anticipate”, “intend”, “expect”, “plan”, “predict”, “may” or “should” and the negative of these words or such variations thereon or comparable terminology are intended to identify forward-looking statements and information. Although Liberty believes, in light of the experience of its officers and directors, current conditions and expected future developments and other factors that have been considered appropriate, that the expectations reflected in the forward-looking statements and information in this press release are reasonable, undue reliance should not be placed on them because Liberty can give no assurance that such statements will prove to be correct. Such statements and information reflect the current view of Liberty.
By their nature, forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause our actual results, performance or achievements, or other future events, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. There are a number of important factors that could cause Liberty’s actual results to differ materially from those indicated or implied by forward-looking statements and information, including those appearing in Liberty’s public filings. Such factors include, among others: currency fluctuations; limited business history of Liberty; disruptions or changes in the credit or security markets; results of operation activities and development of projects; project cost overruns or unanticipated costs and expenses; general development, market and industry conditions; and other factors described in Liberty’s public filings. Liberty undertakes no obligation to comment on analyses, expectations or statements made by third parties in respect of its securities or its financial or operating results (as applicable).
Liberty cautions that the foregoing list of material factors is not exhaustive. When relying on Liberty’s forward-looking statements and information to make decisions, investors and others should carefully consider the foregoing factors and other uncertainties and potential events. Liberty has assumed that the material factors referred to in the previous paragraph will not cause such forward-looking statements and information to differ materially from actual results or events. However, the list of these factors is not exhaustive and is subject to change and there can be no assurance that such assumptions will reflect the actual outcome of such items or factors. The forward-looking information contained in this press release represents the expectations of Liberty as of the date of this press release and, accordingly, are subject to change after such date. Liberty does not undertake to update this information at any particular time except as required in accordance with applicable laws.
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this press release.
Valmont Industries, Inc. (NYSE:VMI – Get Free Report) has received an average recommendation of “Moderate Buy” from the six brokerages that are presently covering the stock, Marketbeat.com reports. Two research analysts have rated the stock with a hold recommendation and four have given a buy recommendation to the company. The average 12 month target price among analysts that have covered the stock in the last year is $587.00.
Several analysts recently issued reports on the stock. Zacks Research cut shares of Valmont Industries from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 20th. Wall Street Zen cut Valmont Industries from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Weiss Ratings lowered Valmont Industries from a “buy (b)” rating to a “buy (b-)” rating in a research report on Wednesday. JPMorgan Chase & Co. increased their price target on Valmont Industries from $600.00 to $620.00 and gave the company an “overweight” rating in a report on Wednesday, July 22nd. Finally, Oppenheimer set a $600.00 price objective on Valmont Industries and gave the stock an “outperform” rating in a research report on Thursday, May 28th.
Read Our Latest Analysis on Valmont Industries
Insider Buying and Selling at Valmont Industries In other news, Director Theodor Freye sold 800 shares of the business’s stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $495.00, for a total transaction of $396,000.00. Following the transaction, the director owned 2,805 shares of the company’s stock, valued at approximately $1,388,475. The trade was a 22.19% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO John Schwietz acquired 208 shares of the company’s stock in a transaction that occurred on Thursday, July 23rd. The stock was purchased at an average cost of $486.14 per share, with a total value of $101,117.12. Following the acquisition, the chief financial officer directly owned 2,992 shares of the company’s stock, valued at $1,454,530.88. This trade represents a 7.47% increase in their position. The SEC filing for this purchase provides additional information. 1.42% of the stock is owned by insiders. Institutional Trading of Valmont Industries A number of hedge funds and other institutional investors have recently made changes to their positions in VMI. Parkside Financial Bank & Trust increased its position in shares of Valmont Industries by 6.4% during the 2nd quarter. Parkside Financial Bank & Trust now owns 349 shares of the industrial products company’s stock worth $202,000 after purchasing an additional 21 shares during the last quarter. Allen Capital Group LLC lifted its position in Valmont Industries by 2.2% in the fourth quarter. Allen Capital Group LLC now owns 1,130 shares of the industrial products company’s stock valued at $455,000 after buying an additional 24 shares during the last quarter. Rothschild Investment LLC lifted its position in Valmont Industries by 7.1% in the fourth quarter. Rothschild Investment LLC now owns 453 shares of the industrial products company’s stock valued at $182,000 after buying an additional 30 shares during the last quarter. Balefire LLC boosted its stake in Valmont Industries by 5.1% during the first quarter. Balefire LLC now owns 701 shares of the industrial products company’s stock worth $280,000 after buying an additional 34 shares during the period. Finally, HB Wealth Management LLC boosted its stake in Valmont Industries by 5.6% during the first quarter. HB Wealth Management LLC now owns 676 shares of the industrial products company’s stock worth $270,000 after buying an additional 36 shares during the period. Institutional investors and hedge funds own 87.84% of the company’s stock.
Valmont Industries Price Performance NYSE:VMI opened at $476.55 on Friday. Valmont Industries has a one year low of $361.50 and a one year high of $585.71. The company has a debt-to-equity ratio of 0.42, a quick ratio of 1.55 and a current ratio of 2.35. The firm has a market cap of $9.20 billion, a price-to-earnings ratio of 18.56, a PEG ratio of 1.08 and a beta of 1.34. The firm’s fifty day moving average is $490.05 and its two-hundred day moving average is $487.51.
Valmont Industries (NYSE:VMI – Get Free Report) last released its quarterly earnings data on Tuesday, July 21st. The industrial products company reported $6.14 earnings per share for the quarter, beating analysts’ consensus estimates of $5.80 by $0.34. The business had revenue of $1.12 billion during the quarter, compared to analyst estimates of $1.09 billion. Valmont Industries had a return on equity of 25.57% and a net margin of 11.70%.The company’s revenue was up 6.5% on a year-over-year basis. During the same quarter last year, the business posted $4.88 EPS. Research analysts expect that Valmont Industries will post 23.08 EPS for the current year.
Valmont Industries Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Friday, September 25th will be paid a $0.77 dividend. The ex-dividend date of this dividend is Friday, September 25th. This represents a $3.08 dividend on an annualized basis and a dividend yield of 0.6%. Valmont Industries’s dividend payout ratio (DPR) is 11.99%.
Valmont Industries Company Profile (Get Free Report)
Valmont Industries, Inc is a global manufacturer of engineered products and services serving the infrastructure and agricultural markets. Founded in 1946 and headquartered in Omaha, Nebraska, the company operates through its Infrastructure and Agriculture segments.
Valmont’s Infrastructure segment provides utility and substation structures, engineered poles, lighting and traffic structures, wireless communication infrastructure, transportation products, and protective coatings for steel and other materials.
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Key Takeaways Valmont benefits from strong utility demand, grid modernization, data centers and electrification.VMI raised 2026 Infrastructure sales guidance to $3.4-$3.5 billion amid robust growth.Valmont lifted 2026 EPS guidance to $22.25-$23.50 as pricing and productivity support margins. Valmont Industries, Inc.’s (VMI - Free Report) shares have rallied 18.6% in the past six months. The company has also outperformed the Zacks Steel - Pipe and Tube industry’s 6.3% growth over the same time frame. Valmont’s share price surge is driven by robust utility demand, grid modernization, capacity expansion, pricing discipline and productivity initiatives that are supporting revenue growth and margin expansion.
Image Source: Zacks Investment Research
Let’s take a look at the factors that are driving VMI stock.
Utility Investments, Capacity Expansion & Productivity Boost VMIVMI’s price appreciation has been supported by strong utility demand, capacity expansion and operational improvement initiatives. The company is benefiting from a multiyear utility investment cycle including grid modernization, rising power demand, data centers and electrification. The robust growth prompted management to raise its 2026 Infrastructure sales guidance to $3.4-$3.5 billion.
Investments in capacity and improvements in process are further strengthening the growth outlook, with the company deploying $55 million in capital expenditures toward North America Infrastructure in the first half of 2026. Its 2025-2029 framework anticipates approximately $1 billion in incremental sales from utility partnerships and capacity and throughput expansion.
Valmont is also strengthening profitability through pricing measures, productivity actions and cost management. Infrastructure operating margin improved to 17.6% in the second quarter from 16.3% a year earlier on an adjusted basis, while unallocated corporate expenses declined to $49 million in the first half of 2026 from $57.8 million. Investments in aftermarket offerings and the acquisition of the remaining stake in RMDS Innovation are supporting business diversification. The company raised its 2026 earnings guidance range to $22.25-$23.50 per share.
VMI’s Zacks Rank & Key PicksVMI currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the Basic Materials space are Reliance, Inc. (RS - Free Report) , Kronos Worldwide, Inc. (KRO - Free Report) and Avient Corporation (AVNT - Free Report) .
While RS currently sports a Zacks Rank #1 (Strong Buy), KRO and AVNT carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for RS’ 2026 earnings is pegged at $22.23 per share, indicating a 55.89% year-over-year increase. RS’shares have gained 37.1% over the past year.
The Zacks Consensus Estimate for KRO’s fiscal 2026 earnings is pegged at 35 cents per share, indicating a rise of 136.46% year over year. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters while missing it in the rest, with an average surprise of 33.99%.
The Zacks Consensus Estimate for AVNT’s current-year earnings is pinned at $3.2 per share, indicating a 13.48% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 3.4%. AVNT’sshares have gained 12.6% over the past year.
OMAHA, Neb.--(BUSINESS WIRE)--Valmont® Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity, will be attending the 25th Annual D.A. Davidson Industrials and Services Conference on Thursday, September 24th in Nashville, Tennessee. John Schwietz, Chief Financial Officer and Renee Campbell, Senior Vice President, Capital Markets and Risk, will present at 11:20 a.m. Central Time. A live webcast can b.
Valmont® Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity, will be attending the 25th Annual D.A. Davidson Industrials and Services Conference on Thursday, September 24th in Nashville, Tennessee. John Schwietz, Chief Financial Officer and Renee Campbell, Senior Vice President, Capital Markets and Risk, will present at 11:20 a.m. Central Time.
A live webcast can be accessed at the time of the event through the Investors page of Valmont’s website. A replay of the presentation will be available approximately 24 hours after the event and will remain available on the Investors page of Valmont.com for 90 days. The company will also host investor meetings throughout the day.
About Valmont Industries, Inc.
For more than 80 years, Valmont has been a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity. We are committed to customer-focused innovation that delivers lasting value. Learn more about how we’re Conserving Resources. Improving Life.® at valmont.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260916998662/en/
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Canada Pension Plan Investment Board purchased a new position in Valmont Industries, Inc. (NYSE:VMI – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,920 shares of the industrial products company’s stock, valued at approximately $1,687,000.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. bought a new stake in shares of Valmont Industries in the 2nd quarter valued at approximately $28,000. Elyxium Wealth LLC acquired a new position in shares of Valmont Industries in the 4th quarter worth approximately $27,000. Caitong International Asset Management Co. Ltd bought a new position in shares of Valmont Industries during the 4th quarter worth approximately $27,000. Elevation Wealth Partners LLC lifted its position in shares of Valmont Industries by 179.2% during the 2nd quarter. Elevation Wealth Partners LLC now owns 67 shares of the industrial products company’s stock worth $39,000 after buying an additional 43 shares during the period. Finally, Leonteq Securities AG bought a new stake in Valmont Industries in the fourth quarter valued at $30,000. Institutional investors own 87.84% of the company’s stock.
Insider Activity at Valmont Industries In related news, CFO John L. Schwietz purchased 208 shares of the business’s stock in a transaction dated Thursday, July 23rd. The shares were bought at an average price of $486.14 per share, with a total value of $101,117.12. Following the purchase, the chief financial officer directly owned 2,992 shares in the company, valued at $1,454,530.88. This trade represents a 7.47% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this link. Also, Director Theodor Werner Freye sold 800 shares of the firm’s stock in a transaction on Monday, July 27th. The stock was sold at an average price of $495.00, for a total value of $396,000.00. Following the completion of the transaction, the director owned 2,805 shares in the company, valued at $1,388,475. This represents a 22.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.42% of the company’s stock.
Valmont Industries Stock Performance Valmont Industries stock opened at $469.04 on Tuesday. Valmont Industries, Inc. has a 12-month low of $360.41 and a 12-month high of $585.71. The stock has a market capitalization of $9.06 billion, a price-to-earnings ratio of 18.26, a P/E/G ratio of 1.09 and a beta of 1.35. The company has a quick ratio of 1.55, a current ratio of 2.35 and a debt-to-equity ratio of 0.42. The stock has a 50-day simple moving average of $513.65 and a 200 day simple moving average of $486.36. Valmont Industries (NYSE:VMI – Get Free Report) last announced its earnings results on Tuesday, July 21st. The industrial products company reported $6.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.80 by $0.34. Valmont Industries had a net margin of 11.70% and a return on equity of 25.57%. The company had revenue of $1.12 billion for the quarter, compared to analyst estimates of $1.09 billion. During the same period in the prior year, the business earned $4.88 earnings per share. Valmont Industries’s quarterly revenue was up 6.5% on a year-over-year basis. On average, research analysts anticipate that Valmont Industries, Inc. will post 23.08 earnings per share for the current fiscal year.
Valmont Industries Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Friday, September 25th will be given a dividend of $0.77 per share. The ex-dividend date is Friday, September 25th. This represents a $3.08 dividend on an annualized basis and a yield of 0.7%. Valmont Industries’s dividend payout ratio is presently 11.99%.
Analysts Set New Price Targets Several research analysts have issued reports on VMI shares. JPMorgan Chase & Co. increased their price objective on Valmont Industries from $600.00 to $620.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 22nd. Weiss Ratings downgraded shares of Valmont Industries from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, August 14th. Stifel Nicolaus upped their target price on shares of Valmont Industries from $645.00 to $678.00 and gave the stock a “buy” rating in a report on Monday, July 20th. Zacks Research cut shares of Valmont Industries from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 20th. Finally, Wall Street Zen downgraded shares of Valmont Industries from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Four equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Valmont Industries currently has a consensus rating of “Moderate Buy” and a consensus target price of $587.00.
Get Our Latest Stock Report on VMI
Valmont Industries Company Profile (Free Report)
Valmont Industries, Inc (NYSE: VMI) is a diversified industrial manufacturer specializing in infrastructure and agricultural products. Headquartered in Omaha, Nebraska, the company engages in the design, production and distribution of engineered products that support water management, power transmission, lighting and traffic infrastructure. Valmont’s solutions range from center-pivot and lateral-move irrigation systems to utility poles, transmission towers, lighting structures and highway traffic signal support structures.
The company operates through several core business segments.
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Key Takeaways Valmont raised 2026 sales guidance as utility investment and data-center demand support growth.Utility pricing and volume leverage lifted Valmont's Infrastructure operating margin to 17.6% in Q2.Valmont's productivity efforts cut corporate expenses as Agriculture aftermarket and technology sales grew. Valmont Industries, Inc. (VMI - Free Report) has been benefiting from its multiyear utility investment cycle, expanding production capacity, disciplined pricing and ongoing productivity initiatives.
The company’s shares have gained 27.5% over a year compared with the Zacks Steel - Pipe and Tube industry’s 42.9% rise.
Image Source: Zacks Investment Research
Let’s find out why VMI stock is worth retaining at the moment.
Utility Investment and Capacity Expansion Aid GrowthValmont is well positioned to benefit from the multiyear investment cycle underway in the utility industry. Increasing power demand, grid modernization, electrification and the rapid expansion of data centers require investments in transmission, distribution and substation infrastructure. This is creating sustained demand for the company across the power grid. Management raised its 2026 Infrastructure sales guidance to $3.4-$3.5 billion and expects healthy volume growth.
Valmont is also expanding its capacity and improving manufacturing throughput to support this demand. The company invested $55 million in North America Infrastructure capital expenditures during the first half of 2026. Importantly, its 2025-2029 framework estimates roughly $1 billion of incremental sales and $10 of adjusted EPS from utility partnerships and capacity and throughput expansion.
Pricing actions are further supporting Infrastructure profitability. North America Utility pricing and volume leverage helped increase Infrastructure operating margin to 17.6% in the second quarter of 2026 from 16.3% on an adjusted basis a year earlier. North America Coatings sales also increased 16.6%, supported by infrastructure and data-center demand. Management expects pricing actions and operational execution to keep Infrastructure margins around first-half 2026 levels through year-end despite elevated material and freight costs.
Productivity Gains & Technology Investments Strengthen EarningsValmont’s ongoing productivity and realignment initiatives are providing another important source of earnings growth. The company continues to streamline its cost structure through commercial, engineering and operational initiatives. Unallocated corporate expenses declined to $49 million in the first half of 2026 from $57.8 million a year earlier, when realignment charges were included. Management is targeting a 17% operating margin by 2029, indicating further opportunities for margin expansion.
The company’s Agriculture business is also being strengthened through technology and aftermarket offerings. While weak farm economics have weighed on new equipment demand, aftermarket parts sales increased about 6%, and technology services rose 7% in the second quarter. Management expects these initiatives to support margin expansion when agriculture markets recover.
Valmont’s stronger operating performance has already led management to raise its 2026 outlook. The company now expects net sales of $4.3-$4.45 billion, compared with the previous range of $4.2-$4.4 billion. The lower end of adjusted EPS guidance was lifted to $22.25 from $21.50.
Agriculture and Telecommunications Softness AilsFarm economics are limiting equipment spending in North America, while tighter credit continues to constrain Brazil. Second-quarter Agriculture sales fell 15.8%, with North America down 2.3% and international sales down 28.9% as Middle East conflict delayed projects. Management kept 2026 Agriculture sales guidance at $0.9-$0.95 billion, implying a 6-11% decline, and expects normal seasonality to reduce second-half margins. These conditions could keep the segment below its earnings potential until equipment demand recovers.
North America Telecommunications sales also declined 26.1% in the second quarter as carriers shifted capital allocation, and management expects the business to be down in the teens for the year.
VMI’s Zacks Rank & Key PicksVMI currently carries a Zacks Rank #3 (Hold)
Some better-ranked stocks in the Basic Materials space are Neo Performance Materials Inc. (NOPMF - Free Report) , Carpenter Technology Corporation (CRS - Free Report) and Avient Corporation (AVNT - Free Report) .
While NOPMF currently sports a Zacks Rank #1 (Strong Buy), CRS and AVNT carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for NOPMF’s 2026 earnings is pinned at $1.4 per share, indicating a 185.71% year-over-year increase. NOPMF’sshares have gained 91.6% over the past year.
The Zacks Consensus Estimate for CRS’ fiscal 2027 earnings is pegged at $12.92 per share, indicating a rise of 20.07% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 8.39%.
The Zacks Consensus Estimate for AVNT’s current-year earnings is pinned at $3.2 per share, indicating a 13.48% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 3.4%. AVNT’sshares have gained 20.3% over the past year.
Avalon Trust Co purchased a new position in shares of Valmont Industries, Inc. (NYSE: VMI) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 39,748 shares of the industrial products company's stock, valued at approximately $22,958,000. Valmont Industries comprises approximately 1.4% of
Valmont Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivi
OMAHA, Neb.--(BUSINESS WIRE)--Valmont® Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity, today announced that Mogens C. Bay, Chairman of the Board, will retire from the Company's Board of Directors at the end of the Company's 2026 fiscal year, on December 26, 2026. Consistent with the Board's previously announced succession plan, Catherine J. Paglia, the Company's Vice Chair of the Board and.
OMAHA, Neb.--(BUSINESS WIRE)--Valmont® Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity, today announced that its Board of Directors has declared a quarterly dividend of $0.77 per share payable on October 15, 2026, to shareholders of record on September 25, 2026. The dividend indicates an annual rate of $3.08 per share.About Valmont Industries, Inc.For more than 80 years, Valmont has been a gl.
John L. Schwietz, Executive VP and CFO of Valmont Industries, Inc. (VMI -0.50%), executed a direct purchase of 208 shares of common stock on July 23, 2026. SEC Form 4 filing.
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-2.44
Current Price
$
486.16
Transaction summaryMetricValueTransaction value~$101,119Shares purchased (direct)208Post-transaction shares (directly held)2,992Post-transaction value$1.46 millionTransaction value based on SEC Form 4 weighted average purchase price ($486.15); post-transaction value based on July 23, 2026 market close ($488.60).
Key questionsWhat was the magnitude of the purchase relative to the executive's total direct position?
The purchase of 208 shares expanded John L. Schwietz's direct stake by 7%, increasing his total holdings to 2,992 shares of common stock.How does the total market value of the current holdings compare to the transaction cost?
The CFO's total direct position is valued at $1.46 million as of the July 23, 2026 market close, following an investment of approximately $101,119 at $486.15 per share.In what market context did this insider purchase occur?
The transaction was executed as Valmont Industries shares have recorded a 36% total return over the 12-month period ending July 23, 2026, while the company maintains a market capitalization of $9.4 billion.Company OverviewMetricValueShare Price (as of market close 2026-07-23)$488.60Market Capitalization$9.4 billionRevenue (TTM)$4.2 billionNet Income (TTM)$505.7 millionCompany SnapshotValmont Industries designs, manufactures, and distributes engineered metal, steel, aluminum, and composite structures, including poles, towers, and infrastructure components, through its Infrastructure segment, while also providing agricultural irrigation systems and equipment through its Agriculture segment.The company generates revenue through the design and production of engineered products for infrastructure applications and agricultural irrigation solutions, operating a capital-intensive manufacturing model with global distribution capabilities across North America, Australia, Brazil, Denmark, and other international markets.Valmont serves utility companies, telecommunications providers, renewable energy developers, and agricultural producers worldwide, positioning itself as a critical supplier of infrastructure components and irrigation technology to support global energy transmission, communications networks, and agricultural productivity.Valmont Industries is a diversified industrial conglomerate with approximately $4.2 billion in trailing twelve-month (TTM) revenue and a market capitalization of $9.4 billion, demonstrating significant scale in engineered products and infrastructure solutions. The company operates a dual-segment business model spanning Infrastructure and Agriculture, leveraging its manufacturing expertise and global footprint to serve essential end markets. With a net profit margin of approximately 11.8% on TTM results, Valmont exhibits operational efficiency and competitive positioning in capital-intensive industrial markets characterized by long-term infrastructure and agricultural investment cycles.
What this transaction means for investorsThere are many reasons an insider may sell stock in a company, not all of which have to do with his or her feelings about the direction of the stock price, such as having to pay a large personal expense.
There is only one reason an insider buys: they believe the stock price is going up.
Through that prism, Schwietz’s purchase of $100,000 worth of Valmont shares is bullish. Even more so when you consider that studies show an insider purchase predicts the share price being higher in 30 days more often than not.
Schwietz was appointed CFO in April after serving as an executive in various capacities throughout the business since 2009. He knows Valmont inside and out. That he is voting with his wallet on shares is a good sign.
Also, a positive signal for investors: strong second quarter fiscal 2026 earnings. Earlier this week, the company reported that Q2 sales rose 6.5% to $1.12 billion, with the company swinging to net income of nearly $120 million after posting a small net loss a year prior. Management also projected full-year sales should rise more than 6% with much better earnings per share.
A relatively small share purchase by CFO Schwietz is not by itself a full-throated call to buy Valmont Industry shares, but taken as part of a mosaic of information about the business, it’s a positive signal for investors.
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.
That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.
However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects, makes it pretty easy to find cutting-edge growth stocks.
Our proprietary system currently recommends Valmont Industries (VMI - Free Report) as one such stock. This company not only has a favorable Growth Score, but also carries a top Zacks Rank.
Research shows that stocks carrying the best growth features consistently beat the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better.
Here are three of the most important factors that make the stock of this infrastructure equipment maker a great growth pick right now.
Earnings GrowthArguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration.
While the historical EPS growth rate for Valmont is 14.7%, investors should actually focus on the projected growth. The company's EPS is expected to grow 20.3% this year, crushing the industry average, which calls for EPS growth of 10.1%.
Impressive Asset Utilization RatioGrowth investors often overlook asset utilization ratio, also known as sales-to-total-assets (S/TA) ratio, but it is an important feature of a real growth stock. This metric exhibits how efficiently a firm is utilizing its assets to generate sales.
Right now, Valmont has an S/TA ratio of 1.24, which means that the company gets $1.24 in sales for each dollar in assets. Comparing this to the industry average of 0.98, it can be said that the company is more efficient.
While the level of efficiency in generating sales matters a lot, so does the sales growth of a company. And Valmont looks attractive from a sales growth perspective as well. The company's sales are expected to grow 6% this year versus the industry average of 0%.
Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
There have been upward revisions in current-year earnings estimates for Valmont. The Zacks Consensus Estimate for the current year has surged 0.6% over the past month.
Bottom LineValmont has not only earned a Growth Score of B based on a number of factors, including the ones discussed above, but it also carries a Zacks Rank #2 because of the positive earnings estimate revisions.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
This combination indicates that Valmont is a potential outperformer and a solid choice for growth investors.
Valmont Industries (VMI - Free Report) has been beaten down lately with too much selling pressure. While the stock has lost 16.3% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.
We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price movements.
RSI oscillates between zero and 100. Usually, a stock is considered oversold when its RSI reading falls below 30.
Technically, every stock oscillates between being overbought and oversold irrespective of the quality of their fundamentals. And the beauty of RSI is that it helps you quickly and easily check if a stock's price is reaching a point of reversal.
So, by this measure, if a stock has gotten too far below its fair value just because of unwarranted selling pressure, investors may start looking for entry opportunities in the stock for benefiting from the inevitable rebound.
However, like every investing tool, RSI has its limitations, and should not be used alone for making an investment decision.
Why a Trend Reversal is Due for VMIThe RSI reading of 28.64 for VMI is an indication that the heavy selling could be in the process of exhausting itself, so the stock could bounce back in a quest for reaching the old equilibrium of supply and demand.
The RSI value is not the only factor that indicates a potential turnaround for the stock in the near term. On the fundamental side, there has been strong agreement among the sell-side analysts covering the stock in raising earnings estimates for the current year. Over the last 30 days, the consensus EPS estimate for VMI has increased 0.6%. And an upward trend in earnings estimate revisions usually translates into price appreciation in the near term.
Moreover, VMI currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. This is a more conclusive indication of the stock's potential turnaround in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
A downtrend has been apparent in Valmont Industries (VMI - Free Report) lately. While the stock has lost 9.3% over the past week, it could witness a trend reversal as a hammer chart pattern was formed in its last trading session. This could mean that the bulls have been able to counteract the bears to help the stock find support.
While the formation of a hammer pattern is a technical indication of nearing a bottom with potential exhaustion of selling pressure, rising optimism among Wall Street analysts about the future earnings of this infrastructure equipment maker is a solid fundamental factor that enhances the prospects of a trend reversal for the stock.
What is a Hammer Chart and How to Trade It?This is one of the popular price patterns in candlestick charting. A minor difference between the opening and closing prices forms a small candle body, and a higher difference between the low of the day and the open or close forms a long lower wick (or vertical line). The length of the lower wick being at least twice the length of the real body, the candle resembles a 'hammer.'
In simple terms, during a downtrend, with bears having absolute control, a stock usually opens lower compared to the previous day's close, and again closes lower. On the day the hammer pattern is formed, maintaining the downtrend, the stock makes a new low. However, after eventually finding support at the low of the day, some amount of buying interest emerges, pushing the stock up to close the session near or slightly above its opening price.
When it occurs at the bottom of a downtrend, this pattern signals that the bears might have lost control over the price. And, the success of bulls in stopping the price from falling further indicates a potential trend reversal.
Hammer candles can occur on any timeframe -- such as one-minute, daily, weekly -- and are utilized by both short-term as well as long-term investors.
Like every technical indicator, the hammer chart pattern has its limitations. Particularly, as the strength of a hammer depends on its placement on the chart, it should always be used in conjunction with other bullish indicators.
Here's What Increases the Odds of a Turnaround for VMIAn upward trend in earnings estimate revisions that VMI has been witnessing lately can certainly be considered a bullish indicator on the fundamental side. That's because empirical research shows that trends in earnings estimate revisions are strongly correlated with near-term stock price movements.
Over the last 30 days, the consensus EPS estimate for the current year has increased 0.6%. What it means is that the sell-side analysts covering VMI are majorly in agreement that the company will report better earnings than they predicted earlier.
If this is not enough, you should note that VMI currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. And stocks carrying a Zacks Rank #1 or 2 usually outperform the market. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Moreover, the Zacks Rank has proven to be an excellent timing indicator, helping investors identify precisely when a company's prospects are beginning to improve. So, for the shares of Valmont, a Zacks Rank of 2 is a more conclusive fundamental indication of a potential turnaround.
Bank of New York Mellon Corp lowered its stake in shares of Valmont Industries, Inc. (NYSE:VMI – Free Report) by 1.8% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 153,379 shares of the industrial products company’s stock after selling 2,871 shares during the quarter. Bank of New York Mellon Corp owned approximately 0.79% of Valmont Industries worth $61,286,000 as of its most recent SEC filing.
A number of other large investors have also added to or reduced their stakes in VMI. Invesco Ltd. grew its position in shares of Valmont Industries by 8.3% during the 3rd quarter. Invesco Ltd. now owns 422,997 shares of the industrial products company’s stock valued at $164,009,000 after acquiring an additional 32,382 shares during the period. Geode Capital Management LLC lifted its stake in Valmont Industries by 3.5% in the fourth quarter. Geode Capital Management LLC now owns 369,059 shares of the industrial products company’s stock valued at $148,509,000 after purchasing an additional 12,480 shares during the last quarter. Sei Investments Co. grew its holdings in Valmont Industries by 3.1% during the third quarter. Sei Investments Co. now owns 290,948 shares of the industrial products company’s stock valued at $112,809,000 after purchasing an additional 8,715 shares during the period. AQR Capital Management LLC grew its holdings in Valmont Industries by 118.8% during the third quarter. AQR Capital Management LLC now owns 282,610 shares of the industrial products company’s stock valued at $108,884,000 after purchasing an additional 153,418 shares during the period. Finally, Vaughan Nelson Investment Management L.P. increased its position in Valmont Industries by 3.7% in the first quarter. Vaughan Nelson Investment Management L.P. now owns 252,605 shares of the industrial products company’s stock worth $100,933,000 after buying an additional 9,130 shares during the last quarter. Hedge funds and other institutional investors own 87.84% of the company’s stock.
Analyst Ratings Changes A number of equities research analysts recently issued reports on the company. Wall Street Zen upgraded Valmont Industries from a “buy” rating to a “strong-buy” rating in a research note on Saturday, July 18th. Zacks Research lowered shares of Valmont Industries from a “strong-buy” rating to a “hold” rating in a research report on Monday. Stifel Nicolaus lifted their target price on shares of Valmont Industries from $645.00 to $678.00 and gave the stock a “buy” rating in a research note on Monday. JPMorgan Chase & Co. boosted their price target on shares of Valmont Industries from $600.00 to $620.00 and gave the company an “overweight” rating in a research report on Wednesday. Finally, Oppenheimer set a $600.00 price target on shares of Valmont Industries and gave the company an “outperform” rating in a research note on Thursday, May 28th. Four investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, Valmont Industries has a consensus rating of “Moderate Buy” and an average target price of $587.00.
Get Our Latest Stock Report on VMI
Valmont Industries Trading Down 3.4% Valmont Industries stock opened at $487.94 on Thursday. The company has a debt-to-equity ratio of 0.42, a quick ratio of 1.59 and a current ratio of 2.35. Valmont Industries, Inc. has a fifty-two week low of $352.60 and a fifty-two week high of $585.71. The stock has a market cap of $9.47 billion, a P/E ratio of 19.00, a PEG ratio of 1.17 and a beta of 1.33. The firm’s fifty day moving average price is $539.13 and its 200-day moving average price is $477.68.
Valmont Industries (NYSE:VMI – Get Free Report) last posted its earnings results on Tuesday, July 21st. The industrial products company reported $6.14 EPS for the quarter, topping the consensus estimate of $5.80 by $0.34. Valmont Industries had a return on equity of 25.57% and a net margin of 11.70%.The business had revenue of $1.12 billion during the quarter, compared to analysts’ expectations of $1.09 billion. During the same period in the previous year, the business earned $4.88 earnings per share. The firm’s revenue was up 6.5% on a year-over-year basis. Equities research analysts forecast that Valmont Industries, Inc. will post 22.82 earnings per share for the current fiscal year.
Valmont Industries Announces Dividend The business also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Friday, June 26th were paid a $0.77 dividend. This represents a $3.08 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Friday, June 26th. Valmont Industries’s dividend payout ratio (DPR) is currently 17.10%.
Insider Transactions at Valmont Industries In other Valmont Industries news, Director Mogens C. Bay sold 17,500 shares of Valmont Industries stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $492.34, for a total transaction of $8,615,950.00. Following the completion of the sale, the director directly owned 112,309 shares in the company, valued at $55,294,213.06. The trade was a 13.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 1.42% of the stock is currently owned by insiders.
Key Stories Impacting Valmont Industries Here are the key news stories impacting Valmont Industries this week:
Positive Sentiment: Valmont posted stronger-than-expected Q2 results, with EPS of $6.14 versus the consensus near $5.80 and revenue of $1.12 billion above estimates. Article: Valmont Industries (VMI) Tops Q2 Earnings and Revenue Estimates Positive Sentiment: Management raised its full-year 2026 sales and earnings outlook, helped by strength in utilities and coatings, which supports the longer-term investment case. Article: VMI Q2 Earnings Beat Estimates on Utility Strength, FY26 View Raised Neutral Sentiment: Analyst sentiment remains constructive overall, with JPMorgan raising its price target to $620 and keeping an overweight rating, suggesting Wall Street still sees upside from current levels. Article: JPMorgan Raises Valmont Industries Price Target Neutral Sentiment: However, Zacks Research downgraded Valmont to hold, reflecting a more cautious stance after the earnings move. Article: Zacks Research Downgrades Valmont Industries Negative Sentiment: Investors are still weighing weakness in agriculture and softer telecom demand, which may be tempering enthusiasm despite the earnings beat and guidance increase. Article: Valmont Industries slips as investors weigh a modest guidance raise against lingering weak spots Valmont Industries Profile (Free Report)
Valmont Industries, Inc (NYSE: VMI) is a diversified industrial manufacturer specializing in infrastructure and agricultural products. Headquartered in Omaha, Nebraska, the company engages in the design, production and distribution of engineered products that support water management, power transmission, lighting and traffic infrastructure. Valmont’s solutions range from center-pivot and lateral-move irrigation systems to utility poles, transmission towers, lighting structures and highway traffic signal support structures.
The company operates through several core business segments.
Further Reading Five stocks we like better than Valmont Industries Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play Want to see what other hedge funds are holding VMI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Valmont Industries, Inc. (NYSE:VMI – Free Report).
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Valmont Industries (NYSE:VMI) reported higher second-quarter 2026 sales and earnings, driven by strength in its Infrastructure segment, particularly North America Utility and Coatings, while Agriculture remained pressured by weaker equipment demand and delayed projects in the Middle East.
President and CEO Avner Applbaum said the company delivered “a strong second quarter” reflecting execution of its strategy. He cited a 6.5% increase in net sales, a 130-basis-point expansion in adjusted operating margin and a 25.8% increase in adjusted earnings per share. Based on the results, Valmont raised its full-year sales and earnings outlook.
“Infrastructure delivered another high-quality quarter, led by 34% growth in North America Utility and 17% growth in Coatings,” Applbaum said. He added that commercial execution, pricing discipline and investments in capacity and throughput helped convert customer demand into profitable growth.
Infrastructure Strength Drives Revenue Growth Executive Vice President and CFO John Schwietz said consolidated net sales rose 6.5% year over year to $1.12 billion. Operating income increased to $166.1 million, while operating margin expanded to 14.8%. Diluted earnings per share rose 25.8% to $6.14. Schwietz said the tax rate remained steady at approximately 26%.
Infrastructure sales increased 14.8% year over year to $879 million. North America Utility sales rose 33.9%, driven by higher pricing and volume growth. Applbaum said demand in Utility continues to be supported by investment in grid modernization, power demand, data centers and electrification, adding that customer discussions suggest the market is in the early stages of a multiyear investment cycle.
North America Coatings sales increased 16.6%, supported by infrastructure and data center demand. Applbaum said the Coatings business is benefiting from higher internal volumes and growing third-party infrastructure demand, supported by Valmont’s galvanizing network.
North America Lighting and Transportation sales declined 2.4% due to lower volumes. Applbaum said Transportation markets remain healthy, while Lighting is being affected by softer residential and commercial construction activity. North America Telecom sales fell 26.1% as carrier spending slowed following the peak of the 5G deployment cycle.
International Infrastructure sales increased 7.4%, helped by favorable foreign exchange and a slight increase in volume. Applbaum said Valmont is pursuing initiatives to strengthen its international businesses, though he described the process as still in its early stages.
Agriculture Margins Improve Despite Lower Sales Agriculture sales declined 15.8% year over year to $244 million. North America sales decreased 2.3%, with reduced volumes partly offset by favorable pricing. International Agriculture sales dropped 28.9%, primarily due to lower Middle East volumes. Schwietz said that outside the Middle East, international Agriculture sales were relatively flat.
Despite the sales decline, Agriculture operating margin improved 90 basis points to 16.5%. Schwietz attributed the improvement to disciplined cost and risk management, and said the actions taken position the segment to expand margins when agricultural markets recover.
Applbaum said global agriculture market conditions remain challenging. In North America, tighter farm economics continue to constrain capital spending. In Brazil, a recently announced government crop plan reduced financing rates for irrigation equipment, but total funding allocated to irrigation is below last year’s level. In the Middle East, the ongoing conflict is causing delays in certain customer projects.
Valmont said it is focusing on higher-value opportunities within Agriculture, including aftermarket and technology solutions. Applbaum said aftermarket parts sales grew approximately 6% in the quarter, while technology services increased 7%, despite softer equipment demand.
Company Raises 2026 Outlook Valmont raised its full-year 2026 net sales guidance to a range of $4.3 billion to $4.45 billion. At the midpoint, Schwietz said that represents approximately 6.7% revenue growth for the year. The company increased its Infrastructure sales outlook to a range of $3.4 billion to $3.5 billion, while maintaining its Agriculture outlook.
The company also raised its diluted earnings per share outlook to a range of $22.25 to $23.50. At the midpoint, Schwietz said the guidance represents nearly 20% growth in adjusted EPS. He said the higher earnings outlook reflects continued strength in North America Utility and Coatings, supported by volume growth and favorable pricing.
Schwietz said raw material and freight costs are expected to remain elevated through the rest of the year, but pricing actions and operational execution are expected to support Infrastructure operating margins at levels consistent with the first half of 2026. In Agriculture, he said margins are expected to moderate in the second half due to normal seasonality.
Valmont maintained its capital expenditure outlook of $170 million to $200 million, with spending weighted toward the second half of the year as it continues investing in capacity expansion.
Cash Flow and Capital Allocation Valmont generated operating cash flow of $148 million in the quarter and ended the period with approximately $139 million in cash. Schwietz said net debt leverage remained close to one times.
The company invested $36 million in capital expenditures during the quarter, primarily to support Utility capacity expansion. It also repaid the remaining $60 million outstanding on its revolving credit facility and returned $75 million to shareholders, including $60 million of share repurchases and $15 million in dividends. At quarter end, approximately $451 million remained available under Valmont’s share repurchase authorization.
Management Addresses Telecom, Inflation and Utility Demand During the question-and-answer portion of the call, CJS Securities analyst Chris Moore asked about visibility in Telecom following the segment’s weaker quarter. Applbaum said Telecom is a quick-turn business with limited backlog visibility and that Valmont did not anticipate the second-quarter softness at the start of the year. He said carriers have shifted spending and are being more disciplined with capital allocation. Valmont now expects Telecom to be down in the teens for the year.
Asked about Agriculture in the Middle East, Applbaum said Valmont manufactures from its Dubai facility and has a flexible model to scale for projects. However, he said regional activity is currently minimal due to the conflict, with customers delaying projects. He said the long-term demand for food security in the region remains compelling.
Stifel analyst Nathan Jones asked whether Valmont was seeing signs of improvement in Agriculture. Applbaum said he would not characterize the market as showing “green shoots,” but said the company is seeing stabilization outside the Middle East. Schwietz said a 16% margin is sustainable for a second quarter in Agriculture, though margins are expected to move into the low teens in the back half of the year due to seasonality.
In response to questions about Infrastructure margins, Schwietz said sequential growth in Infrastructure was driven mostly by price, with a volume component. He said material cost inflation accelerated in the second quarter and is expected to affect the third quarter as well. Later, he said steel was up 27% to 30% year to date and diesel was up 45% year to date, depending on the measure used.
Applbaum said the inflationary pressure is manageable and does not change customer demand, Valmont’s competitive position or its long-term margin trajectory. He also said demand remains strong across transmission, distribution and substations in the Utility business, with capacity constraints more important than demand limitations in determining growth.
About Valmont Industries (NYSE:VMI) Valmont Industries, Inc (NYSE: VMI) is a diversified industrial manufacturer specializing in infrastructure and agricultural products. Headquartered in Omaha, Nebraska, the company engages in the design, production and distribution of engineered products that support water management, power transmission, lighting and traffic infrastructure. Valmont’s solutions range from center-pivot and lateral-move irrigation systems to utility poles, transmission towers, lighting structures and highway traffic signal support structures.
The company operates through several core business segments.
Key Takeaways Valmont's Q2 EPS rose 25.8% to $6.14, while revenues climbed 6.5% to $1.12 billion.Infrastructure sales jumped 14.8% on North America Utility and Coatings strength, offsetting telecom weakness.VMI raised 2026 sales guidance to $4.3-$4.45 billion and lifted the EPS floor to $22.25. Valmont Industries, Inc. (VMI - Free Report) reported second-quarter 2026 earnings of $6.14 per share, up 25.8% from adjusted earnings of $4.88 a year ago. The figure beat the Zacks Consensus Estimate of $5.41.
Revenues increased 6.5% year over year to $1.12 billion and surpassed the consensus mark of $1.09 billion by 2.3%. Strong North America Utility and Coatings sales more than offset continued weakness in Agriculture.
The company ended the quarter with a total backlog of $1.67 billion. Gross profit rose 6.1% year over year to $340.8 million. Selling, general and administrative expenses declined to $174.7 million from $191.7 million, supporting the improvement in operating profitability.
VMI's Segment Performance in Q2Infrastructure revenues increased 14.8% year over year to $878.9 million, beating our estimate of $808.2 million and accounting for 78.4% of total sales. Growth reflected favorable pricing and higher volumes in North America Utility and Coatings, along with positive foreign-currency effects on international sales. Lower North America Telecommunications volumes, caused by moderating carrier spending, partly offset these gains.
Agriculture revenues fell 15.8% to $243.7 million, lagging our estimate of $284.2 million. North America irrigation sales declined 2.3% because of lower volumes amid persistent agricultural market softness, partly offset by favorable pricing. International Agriculture sales decreased 28.9%, primarily due to disruptions associated with the Middle East conflict.
VMI's FinancialsValmont ended the quarter with cash and cash equivalents of $139.1 million. Cash provided by operating activities totaled $148.1 million during the quarter. The company returned $74.9 million to its shareholders during the quarter, including $60 million through share repurchases and $14.9 million in dividends. Capital expenditures totaled $35.9 million, primarily supporting capacity investments in North America Utility.
Valmont's Outlook for 2026VMI raised its full-year 2026 net sales outlook to $4.3-$4.45 billion from the earlier $4.2-$4.4 billion. Infrastructure revenues are now projected at $3.4-$3.5 billion, up from the prior forecast of $3.3-$3.45 billion. The Agriculture sales outlook remains unchanged at $900-$950 million.
The company lifted the lower end of its earnings guidance to $22.25 per share from $21.50 while retaining the upper end at $23.50. Capital expenditures are still expected between $170 million and $200 million. The effective tax rate is projected at approximately 26%.
VMI’s Stock Price PerformanceVMI’s shares have gained 41% in the past year compared with the industry’s growth of 45.7%.
Image Source: Zacks Investment Research
VMI’s Zacks Rank & Key PicksVMI currently carries a Zacks Rank #3 (Hold).
Better-ranked stocks in the basic materials space include Carpenter Technology Corporation (CRS - Free Report) ,Kronos Worldwide, Inc. (KRO - Free Report) and Avient Corporation (AVNT - Free Report) .
Carpenter Technology is slated to report fourth-quarter 2026 results on July 30. The Zacks Consensus Estimate for earnings is pegged at $10.58 per share, indicating 41.44% year-over-year growth. CRS sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Kronos is scheduled to report second-quarter fiscal 2026 results on Aug. 5. The Zacks Consensus Estimate for KRO’s second-quarter loss per share is pegged at 33 cents, indicating 65.63% year-over-year growth. KRO flaunts a Zacks Rank #1 at present.
Avient is slated to report second-quarter 2026 results on Aug. 6. The consensus estimate for AVNT’s earnings per share is pegged at $3.08. AVNT presently carries a Zacks Rank #2 (Buy).
On July 21, 2026, Valmont Industries Inc (VMI) shares fell 3.9% to a current price of $505.35. This drop is part of a broader trend, with the stock declining 11
MarketBeat Week in Review – 04/20 - 04/24Valmont Industries NYSE: VMI reported higher second-quarter 2026 sales and earnings, driven by strength in its Infrastructure segment, particularly North America Utility and Coatings, while Agriculture remained pressured by weaker equipment demand and delayed projects in the Middle East.
President and CEO Avner Applbaum said the company delivered “a strong second quarter” reflecting execution of its strategy. He cited a 6.5% increase in net sales, a 130-basis-point expansion in adjusted operating margin and a 25.8% increase in adjusted earnings per share. Based on the results, Valmont raised its full-year sales and earnings outlook.
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1 Stock Is Powering the AI Boom and the Next Farm Supercycle“Infrastructure delivered another high-quality quarter, led by 34% growth in North America Utility and 17% growth in Coatings,” Applbaum said. He added that commercial execution, pricing discipline and investments in capacity and throughput helped convert customer demand into profitable growth.
Infrastructure Strength Drives Revenue Growth Executive Vice President and CFO John Schwietz said consolidated net sales rose 6.5% year over year to $1.12 billion. Operating income increased to $166.1 million, while operating margin expanded to 14.8%. Diluted earnings per share rose 25.8% to $6.14. Schwietz said the tax rate remained steady at approximately 26%.
Investing in Sustainable Solutions: 2 Top Water Tech StocksInfrastructure sales increased 14.8% year over year to $879 million. North America Utility sales rose 33.9%, driven by higher pricing and volume growth. Applbaum said demand in Utility continues to be supported by investment in grid modernization, power demand, data centers and electrification, adding that customer discussions suggest the market is in the early stages of a multiyear investment cycle.
North America Coatings sales increased 16.6%, supported by infrastructure and data center demand. Applbaum said the Coatings business is benefiting from higher internal volumes and growing third-party infrastructure demand, supported by Valmont’s galvanizing network.
North America Lighting and Transportation sales declined 2.4% due to lower volumes. Applbaum said Transportation markets remain healthy, while Lighting is being affected by softer residential and commercial construction activity. North America Telecom sales fell 26.1% as carrier spending slowed following the peak of the 5G deployment cycle.
International Infrastructure sales increased 7.4%, helped by favorable foreign exchange and a slight increase in volume. Applbaum said Valmont is pursuing initiatives to strengthen its international businesses, though he described the process as still in its early stages.
Agriculture Margins Improve Despite Lower Sales Agriculture sales declined 15.8% year over year to $244 million. North America sales decreased 2.3%, with reduced volumes partly offset by favorable pricing. International Agriculture sales dropped 28.9%, primarily due to lower Middle East volumes. Schwietz said that outside the Middle East, international Agriculture sales were relatively flat.
Despite the sales decline, Agriculture operating margin improved 90 basis points to 16.5%. Schwietz attributed the improvement to disciplined cost and risk management, and said the actions taken position the segment to expand margins when agricultural markets recover.
Applbaum said global agriculture market conditions remain challenging. In North America, tighter farm economics continue to constrain capital spending. In Brazil, a recently announced government crop plan reduced financing rates for irrigation equipment, but total funding allocated to irrigation is below last year’s level. In the Middle East, the ongoing conflict is causing delays in certain customer projects.
Valmont said it is focusing on higher-value opportunities within Agriculture, including aftermarket and technology solutions. Applbaum said aftermarket parts sales grew approximately 6% in the quarter, while technology services increased 7%, despite softer equipment demand.
Company Raises 2026 Outlook Valmont raised its full-year 2026 net sales guidance to a range of $4.3 billion to $4.45 billion. At the midpoint, Schwietz said that represents approximately 6.7% revenue growth for the year. The company increased its Infrastructure sales outlook to a range of $3.4 billion to $3.5 billion, while maintaining its Agriculture outlook.
The company also raised its diluted earnings per share outlook to a range of $22.25 to $23.50. At the midpoint, Schwietz said the guidance represents nearly 20% growth in adjusted EPS. He said the higher earnings outlook reflects continued strength in North America Utility and Coatings, supported by volume growth and favorable pricing.
Schwietz said raw material and freight costs are expected to remain elevated through the rest of the year, but pricing actions and operational execution are expected to support Infrastructure operating margins at levels consistent with the first half of 2026. In Agriculture, he said margins are expected to moderate in the second half due to normal seasonality.
Valmont maintained its capital expenditure outlook of $170 million to $200 million, with spending weighted toward the second half of the year as it continues investing in capacity expansion.
Cash Flow and Capital Allocation Valmont generated operating cash flow of $148 million in the quarter and ended the period with approximately $139 million in cash. Schwietz said net debt leverage remained close to one times.
The company invested $36 million in capital expenditures during the quarter, primarily to support Utility capacity expansion. It also repaid the remaining $60 million outstanding on its revolving credit facility and returned $75 million to shareholders, including $60 million of share repurchases and $15 million in dividends. At quarter end, approximately $451 million remained available under Valmont’s share repurchase authorization.
Management Addresses Telecom, Inflation and Utility Demand During the question-and-answer portion of the call, CJS Securities analyst Chris Moore asked about visibility in Telecom following the segment’s weaker quarter. Applbaum said Telecom is a quick-turn business with limited backlog visibility and that Valmont did not anticipate the second-quarter softness at the start of the year. He said carriers have shifted spending and are being more disciplined with capital allocation. Valmont now expects Telecom to be down in the teens for the year.
Asked about Agriculture in the Middle East, Applbaum said Valmont manufactures from its Dubai facility and has a flexible model to scale for projects. However, he said regional activity is currently minimal due to the conflict, with customers delaying projects. He said the long-term demand for food security in the region remains compelling.
Stifel analyst Nathan Jones asked whether Valmont was seeing signs of improvement in Agriculture. Applbaum said he would not characterize the market as showing “green shoots,” but said the company is seeing stabilization outside the Middle East. Schwietz said a 16% margin is sustainable for a second quarter in Agriculture, though margins are expected to move into the low teens in the back half of the year due to seasonality.
In response to questions about Infrastructure margins, Schwietz said sequential growth in Infrastructure was driven mostly by price, with a volume component. He said material cost inflation accelerated in the second quarter and is expected to affect the third quarter as well. Later, he said steel was up 27% to 30% year to date and diesel was up 45% year to date, depending on the measure used.
Applbaum said the inflationary pressure is manageable and does not change customer demand, Valmont’s competitive position or its long-term margin trajectory. He also said demand remains strong across transmission, distribution and substations in the Utility business, with capacity constraints more important than demand limitations in determining growth.
About Valmont Industries (NYSE:VMI)Valmont Industries, Inc NYSE: VMI is a diversified industrial manufacturer specializing in infrastructure and agricultural products. Headquartered in Omaha, Nebraska, the company engages in the design, production and distribution of engineered products that support water management, power transmission, lighting and traffic infrastructure. Valmont's solutions range from center-pivot and lateral-move irrigation systems to utility poles, transmission towers, lighting structures and highway traffic signal support structures.
The company operates through several core business segments.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Valmont Industries (VMI - Free Report) came out with quarterly earnings of $6.14 per share, beating the Zacks Consensus Estimate of $5.76 per share. This compares to earnings of $4.88 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +6.60%. A quarter ago, it was expected that this infrastructure equipment maker would post earnings of $4.72 per share when it actually produced earnings of $5.51, delivering a surprise of +16.74%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Valmont, which belongs to the Zacks Steel - Pipe and Tube industry, posted revenues of $1.12 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.32%. This compares to year-ago revenues of $1.05 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Valmont shares have added about 30.7% since the beginning of the year versus the S&P 500's gain of 8.7%.
What's Next for Valmont?While Valmont has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Valmont was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $5.78 on $1.1 billion in revenues for the coming quarter and $22.82 on $4.31 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Steel - Pipe and Tube is currently in the top 41% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the broader Zacks Industrial Products sector, Emerson Electric (EMR - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 4.
This maker of process controls systems, valves and analytical instruments is expected to post quarterly earnings of $1.68 per share in its upcoming report, which represents a year-over-year change of +10.5%. The consensus EPS estimate for the quarter has been revised 0.1% lower over the last 30 days to the current level.
Emerson Electric's revenues are expected to be $4.79 billion, up 5.3% from the year-ago quarter.
For the quarter ended June 2026, Valmont Industries (VMI - Free Report) reported revenue of $1.12 billion, up 6.5% over the same period last year. EPS came in at $6.14, compared to $4.88 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.09 billion, representing a surprise of +2.32%. The company delivered an EPS surprise of +6.6%, with the consensus EPS estimate being $5.76.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Valmont performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Total Sales by Product Line- North America Utility: $456.74 million versus the two-analyst average estimate of $431.65 million.Total Sales by Product Line- North America Lighting and Transportation: $130.5 million compared to the $130.9 million average estimate based on two analysts.Total Sales by Product Line- International Infrastructure and Solar: $165.68 million compared to the $162.25 million average estimate based on two analysts.Total Sales by Product Line- North America Telecommunications: $56.99 million versus $75.4 million estimated by two analysts on average.Total Sales by Product Line- North America Coatings: $66.81 million compared to the $65.25 million average estimate based on two analysts.Total Sales- Intersegment: $-3.95 million versus the two-analyst average estimate of $-3.99 million. The reported number represents a year-over-year change of -10.1%.Net Sales- Agriculture: $241.97 million versus $236.23 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -15.8% change.Total Sales- Infrastructure: $878.94 million versus $835.09 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +14.8% change.Total Sales- Agriculture: $243.7 million compared to the $264.59 million average estimate based on two analysts. The reported number represents a change of -15.8% year over year.Net Sales- Infrastructure: $876.72 million compared to the $861.94 million average estimate based on two analysts. The reported number represents a change of +14.9% year over year.Operating income- Corporate: $-28.15 million compared to the $-24.81 million average estimate based on four analysts.Operating income- Infrastructure: $154.38 million versus the four-analyst average estimate of $154.09 million.View all Key Company Metrics for Valmont here>>>
Shares of Valmont have returned -9.8% over the past month versus the Zacks S&P 500 composite's -0.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
OMAHA, Neb.--(BUSINESS WIRE)--Valmont® Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity, today reported financial results for the second quarter ended June 27, 2026. President and Chief Executive Officer Avner M. Applbaum commented, “Valmont delivered solid second quarter results, demonstrating the execution of our strategy and the strength of our market-leading businesses. In North America U.
Investors might want to bet on Valmont Industries (VMI - Free Report) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.
The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.
Since a changing earnings picture is a powerful factor influencing near-term stock price movements, the Zacks rating system is very useful for individual investors. They may find it difficult to make decisions based on rating upgrades by Wall Street analysts, as these are mostly driven by subjective factors that are hard to see and measure in real time.
Therefore, the Zacks rating upgrade for Valmont basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.
For Valmont, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.
Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for ValmontThis infrastructure equipment maker is expected to earn $22.83 per share for the fiscal year ending December 2026, which represents no year-over-year change.
Analysts have been steadily raising their estimates for Valmont. Over the past three months, the Zacks Consensus Estimate for the company has increased 4.2%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of Valmont to a Zacks Rank #1 positions it in the top 5% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
In its upcoming report, Valmont Industries (VMI - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $5.76 per share, reflecting an increase of 18% compared to the same period last year. Revenues are forecasted to be $1.09 billion, representing a year-over-year increase of 4.1%.
The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.
Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.
While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.
In light of this perspective, let's dive into the average estimates of certain Valmont metrics that are commonly tracked and forecasted by Wall Street analysts.
The average prediction of analysts places 'Net Sales- Agriculture' at $236.23 million. The estimate indicates a year-over-year change of -17.8%.
The combined assessment of analysts suggests that 'Total Sales- Infrastructure' will likely reach $835.09 million. The estimate suggests a change of +9.1% year over year.
Analysts forecast 'Total Sales- Agriculture' to reach $264.59 million. The estimate indicates a year-over-year change of -8.6%.
The consensus estimate for 'Net Sales- Infrastructure' stands at $861.94 million. The estimate indicates a year-over-year change of +13%.
View all Key Company Metrics for Valmont here>>>
Shares of Valmont have experienced a change of -3.7% in the past month compared to the +0.5% move of the Zacks S&P 500 composite. With a Zacks Rank #1 (Strong Buy), VMI is expected to outperform the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Key Takeaways Valmont gained 64.6% as utility infrastructure demand strengthened performance.Brownfield expansions added about $95 million in annual capacity and supported a $1.65 billion backlog.Automation, restructuring and lower expenses drove margin expansion and earnings growth. Valmont Industries, Inc. (VMI - Free Report) shares have rallied 64.6% in the past year. The company has also outperformed the Zacks Steel - Pipe and Tube industry’s 53.5% growth over the same time frame. The rally has been driven by robust demand in utility infrastructure and optimization of operational cost structure and manufacturing efficiency. The restructuring initiatives have widened margins, reinforcing investor outlook.
Let’s take a look at the factors that are driving VMI stock.
Valmont's strong performance over the past year has been driven by the momentum in its Infrastructure business and the successful implementation of operational improvement initiatives. Robust demand for grid modernization, electrification, data centers, AI-driven requirements and infrastructure supported Valmont.
Following this, the company focused more on brownfield capacity expansions to increase production capabilities and optimized manufacturing efficiency, adding roughly $95 million in annual revenue capacity. These investments supported higher volumes, favorable pricing and margin expansion while helping Valmont build a strong backlog of approximately $1.65 billion. Management expects industry demand to continue, positioning the company to benefit from a multi-year utility investment cycle.
At the same time, Valmont strengthened profitability through disciplined execution and continuous operational improvement initiatives. The company streamlined its structure, optimized resource allocation and lowered corporate expenses while undertaking restructuring plans.
Manufacturing efficiency improved through automation, AI-enabled scheduling and planning tools, workflow redesign and productivity enhancements across multiple facilities, driving consistent margin expansion and earnings growth. It also continued investing in its Agriculture business by expanding its AgSense digital irrigation solutions and launching the ICON+ control system to broaden revenue opportunities. Strategic acquisitions, including the remaining stake in ConcealFab, further enhanced its digital irrigation and telecommunications segment. Disciplined capital allocation, share repurchases and higher earnings guidance during the year reinforced investor confidence in Valmont's long-term growth prospects.
VMI’s Zacks Rank & Other Key Picks
VMI currently carries a Zacks Rank #2 (Buy).
Some other top-ranked stocks in the Basic Materials space are Kronos Worldwide, Inc. (KRO - Free Report) , Carpenter Technology Corporation (CRS - Free Report) and Albemarle Corporation (ALB - Free Report) .
While KRO sports a Zacks Rank #1 (Strong Buy) at present, CRS and ALB carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for KRO’s 2026 loss is pinned at 33 cents per share, indicating a 65.63% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in one of the trailing four quarters and missed the rest. KRO’sshares have gained 1% over the past year.
The Zacks Consensus Estimate for CRS’ 2026 earnings is pegged at $10.56 per share, indicating a rise of 41.18% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 8.95%.
The Zacks Consensus Estimate for ALB’s current fiscal-year earnings is pinned at $13.06 per share, indicating a 1,753.16% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters while missing it one, with an average surprise of 74.5%. ALB’sshares have gained 82.8% over the past year.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Key Takeaways Valmont Industries is benefiting from strong utility infrastructure demand and multi-year grid investments.VMI improved margins through restructuring, AI-enabled planning and added capacity, boosting efficiency.VMI raised 2026 earnings guidance and Infrastructure revenue outlook on stronger execution and demand. Valmont Industries, Inc.’s (VMI - Free Report) shares have rallied 34.1% year to date. While the company has underperformed the Zacks Steel - Pipe and Tube industry's rise of 40.1%, it topped the S&P 500's gain of 10.4%.
The rally has been driven by Valmont’s successful implementation of operational improvement strategy, robust demand in the Utility end-market, increased 2026 earnings guidance and upward revisions in earnings estimates that have strengthened the company’s long-term growth outlook.
Image Source: Zacks Investment Research
Let’s take a look at the factors that are driving VMI stock.
Robust Utility Demand and Margin Gains Drive VMI's UpsideValmont Industries' rally has been primarily driven by robust utility infrastructure demand and the company's operational improvement initiatives. The Infrastructure segment continues to benefit from a multi-year investment cycle supported by grid modernization, electrification and rising electricity demand from AI-driven data centers.
Management expects approximately $1.4 trillion of U.S. grid investments through 2030, creating a strong pipeline for transmission, distribution and substation projects. This resulted in healthy backlog growth, improving revenue visibility and higher confidence in sustained demand.
At the same time, VMI has significantly strengthened profitability through restructuring, productivity improvements and strategic capacity expansion. Corporate expenses declined as restructuring initiatives streamlined operations.
Brownfield expansion projects added approximately $95 million in annual revenue capacity. The company has also removed production bottlenecks, implemented AI-enabled scheduling and planning tools, and continued operational excellence initiatives that have improved manufacturing efficiency. These efforts have driven some of the strongest Infrastructure segment margins in recent years while positioning the company to capitalize on rising utility demand.
Reflecting the combined benefits of demand trends and improved execution, management raised its 2026 earnings guidance and increased Infrastructure segment revenue expectations. With expanding capacity, higher operating efficiency, improving margins and sustained exposure to long-term utility infrastructure investments, VMI remains well positioned to deliver higher revenue and earnings growth over the coming years.
VMI’s Zacks Rank & Other Key PicksVMI currently carries a Zacks Rank #2 (Buy).
Some other top-ranked stocks in the Basic Materials space are Albemarle Corporation (ALB - Free Report) , Carpenter Technology Corporation (CRS - Free Report) and Avino Silver & Gold Mines Ltd. (ASM - Free Report) .
While ALB sports a Zacks Rank #1 (Strong Buy) at present, CRS and ASM carry a Zacks Rank #2 each. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for ALB’s 2026 earnings is pinned at $12.98 per share, indicating a 1,743.04% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed one, with an average surprise of 74.5%. ALB’s shares have jumped 90.5% over the past year.
The Zacks Consensus Estimate for CRS’ 2026 earnings is pegged at $10.56 per share, indicating a rise of 41.18% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 8.95%.
The Zacks Consensus Estimate for ASM’s current fiscal-year earnings is pinned at 34 cents per share, indicating a 17.24% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 125%. ASM’sshares have gained 86.4% over the past year.
Most of us have heard the dictum "the trend is your friend." And this is undeniably the key to success when it comes to short-term investing or trading. But it isn't easy to ensure the sustainability of a trend and profit from it.
The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the stock alive.
Our "Recent Price Strength" screen, which is created on a unique short-term trading strategy, could be pretty useful in this regard. This predefined screen makes it really easy to shortlist the stocks that have enough fundamental strength to maintain their recent uptrend. Also, the screen passes only the stocks that are trading in the upper portion of their 52-week high-low range, which is usually an indicator of bullishness.
Valmont Industries (VMI - Free Report) is one of the several suitable candidates that passed through the screen. Here are the key reasons why it could be a profitable bet for "trend" investors.
A solid price increase over a period of 12 weeks reflects investors' continued willingness to pay more for the potential upside in a stock. VMI is quite a good fit in this regard, gaining 40.3% over this period.
However, it's not enough to look at the price change for around three months, as it doesn't reflect any trend reversal that might have happened in a shorter time frame. It's important for a potential winner to maintain the price trend. A price increase of 6.3% over the past four weeks ensures that the trend is still in place for the stock of this infrastructure equipment maker.
Moreover, VMI is currently trading at 96.9% of its 52-week High-Low Range, hinting that it can be on the verge of a breakout.
Looking at the fundamentals, the stock currently carries a Zacks Rank #2 (Buy), which means it is in the top 20% of more than the 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises -- the key factors that impact a stock's near-term price movements.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Another factor that confirms the company's fundamental strength is its Average Broker Recommendation of #1 (Strong Buy). This indicates that the brokerage community is highly optimistic about the stock's near-term price performance.
So, the price trend in VMI may not reverse anytime soon.
In addition to VMI, there are several other stocks that currently pass through our "Recent Price Strength" screen. You may consider investing in them and start looking for the newest stocks that fit these criteria.
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OMAHA, Neb.--(BUSINESS WIRE)--Valmont® Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity, will release its second quarter 2026 financial results before the market opens on Tuesday, July 21, 2026. Following the earnings release, Avner M. Applbaum, President and Chief Executive Officer, and John Schwietz, Chief Financial Officer, will host a webcast and conference call at 8:00 a.m. CT on Tuesday.
Key Takeaways BTSG, KNSA, ATI and VMI were selected for strong net profit margins.Each stock has witnessed upward EPS estimate revisions for the current fiscal year.All four picks have a Zacks Rank of 1 or 2 and solid VGM Scores, suggesting further upside potential. Net profit, also referred to as the bottom line, is one of the key tools to determine the financial health of an enterprise. The metric demonstrates a company’s ability to convert per-dollar sales into profits.
A low profit margin indicates higher risks, implying that a revenue drop might dampen profits, pushing a company into the red. However, BrightSpring Health Services, Inc. (BTSG - Free Report) , Kiniksa Pharmaceuticals International, plc (KNSA - Free Report) , ATI Inc. (ATI - Free Report) and Valmont Industries, Inc. (VMI - Free Report) boast solid net profit margins.
Net Profit Margin = Net profit/Sales * 100
In simple terms, net profit is the amount a company retains after deducting all costs, interest, depreciation, taxes and other expenses. In fact, net profit margin can turn out to be a potent point of reference to gauge the strength of a company’s operations and its cost-control measures.
Also, higher net profit is essential for rewarding stakeholders. Further, strength in the metric not only attracts investors but also draws well-skilled employees who eventually enhance business value.
Moreover, a higher net profit margin compared with peers provides a company with a competitive edge.
Pros and ConsNet profit margin helps investors gain clarity on a company’s business model in terms of pricing policy, cost structure and manufacturing efficiency. Hence, a strong net profit margin is preferred by all classes of investors.
However, net profit margin, as an investment criterion, has its share of pitfalls. The metric varies widely from industry to industry. While net income is a key metric for investment measurement in traditional industries, it is not that important for technology companies.
In addition, the difference in accounting treatment of various items — especially non-cash expenses like depreciation and stock-based compensation — makes comparison a daunting task.
Furthermore, for companies preferring to grow with debt instead of equity funding, higher interest expenses usually weigh on net profit. In such cases, the measure is rendered ineffective while analyzing a company’s performance.
The Winning StrategyA healthy net profit margin and solid EPS growth are the two most sought-after elements in a business model.
Apart from these, we have added a few criteria to ensure maximum returns from this strategy.
Screening ParametersNet Margin 12 months – Most Recent (%) greater than equal to 0: A high net profit margin indicates solid profitability.
Percentage Change in EPS F(0)/(F-1) greater than equal to 0: It indicates earnings growth.
Average Broker Rating (1-5) equal to 1: A rating of #1 indicates brokers’ extreme bullishness on the stock.
Zacks Rank less than or equal to 2: Stocks with a Zacks Rank #1 (Strong Buy) or 2 (Buy) generally perform better than their peers in all types of market environments.
VGM Score of A or B: Our research shows that stocks with a VGM Score of A or B, when combined with a Zacks Rank #1 or 2, offer the best upside potential.
Here we discuss our four picks from the 11 stocks that qualified the screen:
BrightSpring Health Services provides complementary home and community-based pharmacy and health solutions. The stock sports a Zacks Rank #1 and has a VGM Score of B. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for BrightSpring Health Services’ 2026 earnings has moved upward by 16 cents to $1.67 per share over the past 60 days. BTSG outpaced the Zacks Consensus Estimate thrice in the trailing four quarters while missing the same on one occasion, with the average surprise being 14.61%.
Kiniksa Pharmaceuticals is a biopharmaceutical company developing and commercializing novel therapies for diseases with unmet need, with a focus on cardiovascular indications. The stock currently sports a Zacks Rank of 1 and has a VGM Score of B.
The Zacks Consensus Estimate for Kiniksa Pharmaceuticals’ 2026 earnings has been revised upward by 13.8% over the past 60 days to $1.24 per share. KNSA beat the Zacks Consensus Estimate twice in the trailing four quarters while missing on two occasions, the average surprise being 1.53%.
ATI is a diversified specialty materials producer. It has two main business segments, High Performance Materials & Components, and Advanced Alloys & Solutions. The stock currently carries a Zacks Rank of 2 and has a VGM Score of B.
The Zacks Consensus Estimate for ATI’s 2026 earnings has been revised upward to $4.43 per share from $4.20 in the past 60 days. ATI outperformed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 8.56%.
Valmont Industries is primarily engaged in the production of fabricated metal products, metal and concrete pole and tower structures, and mechanized irrigation systems in the United States and abroad. The stock currently carries a Zacks Rank of 2 and has a VGM Score of B.
The Zacks Consensus Estimate for Valmont Industries’ 2026 earnings has moved upward by 5 cents to $22.83 per share over the past 30 days. VMI outpaced the Zacks Consensus Estimate thrice in the trailing four quarters while missing the same on one occasion, with the average surprise being 6.71%.
OMAHA, Neb.--(BUSINESS WIRE)--Valmont® Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity, today released its 2026 Sustainability Report.
"At Valmont, sustainability is embedded in the way we serve our customers and communities around the world," said Avner Applbaum, President and CEO. “Every day, our teams help strengthen critical infrastructure, support agricultural productivity, and design solutions to perform reliably for generations. Our purpose – Conserving Resources. Improving Life.® – continues to guide how we operate and where we focus our efforts. This report highlights the progress we continue to make across our sustainability priorities and provides transparency into the goals and commitments that guide our work. As we look ahead, we remain focused on operating responsibly, improving efficiency, and managing risk to create long-term value for our stakeholders."
The report can be accessed at Sustainability | Valmont.
About Valmont Industries, Inc.
For more than 80 years, Valmont has been a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity. We are committed to customer-focused innovation that delivers lasting value. Learn more about how we’re Conserving Resources. Improving Life.® at valmont.com.
Concerning Forward-Looking Statements
This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on assumptions made by management, considering its experience in the industries where Valmont operates, perceptions of historical trends, current conditions, expected future developments, and other relevant factors. It is important to note that these statements are not guarantees of future performance or results. They involve risks, uncertainties (some of which are beyond Valmont’s control), and assumptions. Forward-looking statements may be accompanied by words such as “opportunities,” “estimate,” “outlook,” “clear path,” “target,” “expect,” “plan” and similar expressions. While management believes these forward-looking statements are based on reasonable assumptions as of the date made, numerous factors could cause actual results to differ materially from those anticipated. These factors include, among other things, risks described in Valmont’s reports to the Securities and Exchange Commission (“SEC”), the Company’s actual cash flows and net income, future economic and market circumstances, industry conditions, company performance and financial results, operational efficiencies, availability and price of raw materials, availability and market acceptance of new products, product pricing, domestic and international competitive environments, geopolitical risks, and actions and policy changes by domestic and foreign governments, including tariffs. The Company cautions that any forward-looking statements in this release are made as of its publication date and does not undertake to update these statements, except as required by law.
The Company may provide certain non-GAAP financial measures (adjusted diluted earnings per share and adjusted effective tax rate) on a forward-looking basis from time to time. These measures are typically calculated by excluding the impact of items such as foreign exchange, acquisitions, divestitures, realignment or restructuring expenses, goodwill or intangible asset impairment, changes in tax laws or rates, change in redemption value of redeemable noncontrolling interests, and other non-recurring items. To the extent the Company provide forward-looking non-GAAP financial measures, reconciliations to the most directly comparable GAAP financial measures are not provided, as the Company cannot do so without unreasonable effort due to the inherent uncertainty and difficulty in predicting the timing and financial impact of such items. For the same reasons, the Company cannot assess the likely significance of unavailable information, which could be material to future results.
Website and Social Media Disclosure
The Company uses its website and social media channels, as identified on its website, to distribute company information. Posts on these channels may contain material information. Therefore, investors should monitor these channels alongside the Company’s press releases, SEC filings, and public conference calls and webcasts. The contents of the Company’s website and social media channels are not considered part of this press release.
Valmont Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productiv
Key Takeaways VMI shares surged 69% in the past year, outpacing the industry's 62% rise.VMI is benefiting from utility infrastructure demand, backlog growth and operational improvements.Capacity additions, AI-enabled tools and higher 2026 guidance support VMI's growth outlook. Valmont Industries, Inc. (VMI - Free Report) shares have surged 69% over the past year, outperforming the Zacks Steel - Pipe and Tube industry’s rise of 62%. It has been benefiting from demands in utility infrastructure and growth actions led by restructuring and productivity enhancement initiatives toward expanding profitability. Multi-year investment in utility also indicates better growth momentum in the near future.
We are positive about VMI’s prospects and believe that the time is right for you to add the stock to the portfolio, as it looks promising and is poised to carry the momentum ahead.
Image Source: Zacks Investment Research
Let's see what makes VMI stock an attractive investment option at the moment.
Positive Analyst Sentiment for VMI StockEarnings estimates for VMI have been going up over the past 30 days. The Zacks Consensus Estimate for 2026 has increased by 5 cents. The consensus estimate for the second quarter of 2026 has also been revised upward by 3 cents over the same time frame. The favorable estimate revisions instill investor confidence in the stock.
VMI’s Strong Growth ProspectsThe Zacks Consensus Estimate for VMI’s 2026 earnings is pegged at $22.83, suggesting a 19.59% increase from the previous year’s tally. Earnings are projected to increase by 18.03% in the second quarter of 2026.
Superior Return on Equity (ROE) for VMIROE is a measure of a company’s efficiency in utilizing shareholders’ funds. ROE for the trailing 12 months for VMI is 24.94%, above the industry’s level of 11.57%.
Image Source: Zacks Investment Research
VMI Gains on Strong Utility Demand and Strategic ExpansionValmont is well-positioned to benefit from multi-year investments in utility infrastructure, supported by electrification, grid modernization and rapidly growing power demand from data centers. The company’s Infrastructure segment continues to emerge as its primary growth engine, with management highlighting that U.S. utilities are expected to invest roughly $1.4 trillion through 2030 to upgrade and expand the electrical grid.
Strong backlog growth has improved revenue visibility and reinstated confidence in sustained demand for VMI’s distribution and substation structures, and continued strategic investments, which position the company to capture increasing utility spending and higher project volumes. In addition to favorable end-market trends, VMI is executing well on operational initiatives aimed at enhancing profitability. The company has implemented restructuring and productivity programs, removed production bottlenecks and upgraded manufacturing capacities, driving some of the strongest Infrastructure segment margins in recent years.
Brownfield expansion projects have added approximately $95 million in annual revenue capacity, while the deployment of AI-enabled scheduling and planning tools is improving efficiency and supporting further margin expansion.
Reflecting these positive fundamentals, management raised its 2026 earnings guidance and increased Infrastructure segment revenue expectations, underscoring confidence in its performance. With strong backlog growth, expanding capacity, improving operational efficiency and exposure to long-term utility investment trends, VMI remains well positioned to deliver sustained revenue growth, margin expansion and earnings growth over the coming years.
VMI’s Zacks Rank & Other Key PicksVMI currently carries a Zacks Rank #2 (Buy).
Some other top-ranked stocks in the Basic Materials space are Nucor Corporation (NUE - Free Report) , Newmont Corporation (NEM - Free Report) and Avino Silver & Gold Mines Ltd. (ASM - Free Report) .
While NUE and NEM sport a Zacks Rank #1 (Strong Buy) each at present, ASM carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for NUE’s 2026 earnings is pinned at $16.34 per share, indicating a 111.93% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed the remaining two, with an average surprise of 8.10%. NUE’s shares have jumped 84.2% over the past year.
The Zacks Consensus Estimate for NEM’s 2026 earnings is pegged at $9.91 per share, indicating a rise of 43.83% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters. NEM’sshares have gained 58.8% over the past year.
The Zacks Consensus Estimate for ASM’s current fiscal-year earnings is pinned at 34 cents per share, indicating a 17.24% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 125%.
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.
In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.
However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects, makes it pretty easy to find cutting-edge growth stocks.
Our proprietary system currently recommends Valmont Industries (VMI - Free Report) as one such stock. This company not only has a favorable Growth Score, but also carries a top Zacks Rank.
Research shows that stocks carrying the best growth features consistently beat the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy).
Here are three of the most important factors that make the stock of this infrastructure equipment maker a great growth pick right now.
Earnings GrowthEarnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration.
While the historical EPS growth rate for Valmont is 14.7%, investors should actually focus on the projected growth. The company's EPS is expected to grow 19.6% this year, crushing the industry average, which calls for EPS growth of 9.9%.
Impressive Asset Utilization RatioAsset utilization ratio -- also known as sales-to-total-assets (S/TA) ratio -- is often overlooked by investors, but it is an important indicator in growth investing. This metric exhibits how efficiently a firm is utilizing its assets to generate sales.
Right now, Valmont has an S/TA ratio of 1.23, which means that the company gets $1.23 in sales for each dollar in assets. Comparing this to the industry average of 0.98, it can be said that the company is more efficient.
While the level of efficiency in generating sales matters a lot, so does the sales growth of a company. And Valmont looks attractive from a sales growth perspective as well. The company's sales are expected to grow 5% this year versus the industry average of 0%.
Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
There have been upward revisions in current-year earnings estimates for Valmont. The Zacks Consensus Estimate for the current year has surged 0.2% over the past month.
Bottom LineValmont has not only earned a Growth Score of A based on a number of factors, including the ones discussed above, but it also carries a Zacks Rank #2 because of the positive earnings estimate revisions.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
This combination indicates that Valmont is a potential outperformer and a solid choice for growth investors.
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The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +24% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Valmont Industries (VMI - Free Report) Headquartered in Omaha, NE, Valmont Industries, Inc. is primarily engaged in the production of fabricated metal products, metal and concrete pole and tower structures and mechanized irrigation systems in the United States and abroad.
VMI is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. VMI has a Growth Style Score of A, forecasting year-over-year earnings growth of 19.6% for the current fiscal year.
One analyst revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.27 to $22.83 per share. VMI also boasts an average earnings surprise of +6.7%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, VMI should be on investors' short list.
OMAHA, Neb.--(BUSINESS WIRE)--Valmont® Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity, today will host its 2026 Investor Day in New York City.
Avner M. Applbaum, President and Chief Executive Officer, and John Schwietz, Executive Vice President and Chief Financial Officer, will be joined by additional members of the Company’s leadership team to provide an in-depth review of the company and present a refreshed strategy with updated long-term financial targets.
Mr. Applbaum commented, “It’s an exciting time to be with Valmont, and our Investor Day will demonstrate how we are positioned to deliver our next phase of profitable growth and shareholder value creation. As we celebrate our 80th anniversary as a company, we’re introducing a three-pillar strategy: to Capture above-market growth in Utility, to Strengthen efficiency and performance across the portfolio, and to Enable the business with disciplined capital and resource deployment. Today, our experienced business leaders will discuss the specific opportunities and value drivers translating to profitable growth, margin expansion and a clear path to deliver $35 Earnings per Share (EPS) by the end of 2029.”
In conjunction with today's event, Valmont is introducing new long-term financial targets:
2029E Financial Outlook
Net Sales (organic) of $5.4B Operating Margin of 17% EPS of $35 Return on Invested Capital (ROIC) of >21% Event Webcast Details
A live webcast of the presentations, including two question and answer sessions, will begin at 8:30 a.m. Eastern Time and will be approximately a half-day event. As previously announced, the live webcast will be available at the start of the event. Virtual registration can be accessed here: Registration | Valmont 2026 Investor Day. Presentation materials are available on the Company’s Investor Relations website at investors.valmont.com and a replay of the webcast will be accessible after the conclusion of the event.
About Valmont Industries, Inc.
For more than 80 years, Valmont has been a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity. We are committed to customer-focused innovation that delivers lasting value. Learn more about how we’re Conserving Resources. Improving Life.® at valmont.com.
Concerning Forward-Looking Statements
This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on assumptions made by management, considering its experience in the industries where Valmont operates, perceptions of historical trends, current conditions, expected future developments, and other relevant factors. It is important to note that these statements are not guarantees of future performance or results. They involve risks, uncertainties (some of which are beyond Valmont’s control), and assumptions. Forward-looking statements may be accompanied by words such as “opportunities,” “estimate,” “outlook,” “clear path,” “target,” “expect,” “plan” and similar expressions. While management believes these forward-looking statements are based on reasonable assumptions as of the date made, numerous factors could cause actual results to differ materially from those anticipated. These factors include, among other things, risks described in Valmont’s reports to the Securities and Exchange Commission (“SEC”), the Company’s actual cash flows and net income, future economic and market circumstances, industry conditions, company performance and financial results, operational efficiencies, availability and price of raw materials, availability and market acceptance of new products, product pricing, domestic and international competitive environments, geopolitical risks, and actions and policy changes by domestic and foreign governments, including tariffs. The Company cautions that any forward-looking statements in this release are made as of its publication date and does not undertake to update these statements, except as required by law.
The Company may provide certain non-GAAP financial measures (adjusted diluted earnings per share and adjusted effective tax rate) on a forward-looking basis from time to time. These measures are typically calculated by excluding the impact of items such as foreign exchange, acquisitions, divestitures, realignment or restructuring expenses, goodwill or intangible asset impairment, changes in tax laws or rates, change in redemption value of redeemable noncontrolling interests, and other non-recurring items. To the extent the Company provide forward-looking non-GAAP financial measures, reconciliations to the most directly comparable GAAP financial measures are not provided, as the Company cannot do so without unreasonable effort due to the inherent uncertainty and difficulty in predicting the timing and financial impact of such items. For the same reasons, the Company cannot assess the likely significance of unavailable information, which could be material to future results.
Website and Social Media Disclosure
The Company uses its website and social media channels, as identified on its website, to distribute company information. Posts on these channels may contain material information. Therefore, investors should monitor these channels alongside the Company’s press releases, SEC filings, and public conference calls and webcasts. The contents of the Company’s website and social media channels are not considered part of this press release.
