Brian Drab

Brent Thielman

Adam Farley

Jonathan Braatz

Jon Braatz

Nathan Jones

Chris Moore

Jean Veliz

Thomas Hayes

- Valmont Industries reported Q3 2025 **net sales of $1.05 billion**, a **2.5%** increase year-over-year, with diluted earnings per share (EPS) improving **21%** to **$4.98**.  **[0000102729_2193405_1]** **[0000102729_2193405_3]** 
- The company raised its full-year 2025 adjusted diluted EPS guidance to a range of **$18.70 to $19.50**, with a midpoint of **$19.10**, and projects full-year net sales of approximately **$4.1 billion**.  **[0000102729_2193405_4]** 
- The Infrastructure segment's sales grew **6.6%** to **$808.3 million**, driven by **12.3%** growth in Utility sales and **37%** growth in Telecommunications sales, achieving an operating margin of **17.8%**.  **[0000102729_2193405_3]** 
- The Agriculture segment experienced a **9%** decrease in sales to **$241.3 million**, with operating income impacted by an **$11 million bad debt expense** in Brazil, resulting in an operating margin of **9.7%**.  **[0000102729_2193405_3]** 
- Valmont generated **$112.5 million** in operating cash flow, invested **$42 million** in CapEx primarily for utility capacity expansion, and returned **$39 million** to shareholders in Q3 2025.  **[0000102729_2193405_3]** **[0000102729_2193405_4]**

Valmont Industries Reports Strong Q3 2025 Results and Raises Full-Year EPS Guidance

- Valmont Industries reported **Q3 2025 net sales of $1,050,000,000**, a **2.5%** increase year over year, with diluted earnings per share improving **21%** to **$4.98**.  **[0000102729_2193436_1]** **[0000102729_2193436_3]** 
- The Infrastructure segment's sales grew **6.6%** to **$808,300,000**, driven by **12.3%** growth in Utility and **37%** in Telecommunications, contributing to an improved operating margin of **17.8%**.  **[0000102729_2193436_3]** 
- Agriculture segment sales decreased **9%** to **$241,300,000**, impacted by lower North America irrigation equipment volumes and an **$11,000,000** bad debt expense in Brazil.  **[0000102729_2193436_3]** 
- The company generated **$112,500,000** in operating cash flows and invested **$42,000,000** in CapEx, primarily for utility capacity expansion, which added **$95,000,000** in annual revenue capacity.  **[0000102729_2193436_4]** 
- Valmont raised its full-year 2025 adjusted diluted earnings per share guidance to a range of **$18.70 to $19.50**, with a midpoint of **$19.10**, and projects net sales of approximately **$4,100,000,000**.  **[0000102729_2193436_4]**

Valmont Industries Reports Strong Q3 2025 Results with Raised Full-Year EPS Guidance

- Valmont Industries reported strong Q3 2025 financial results, with **net sales increasing 2.5%**, **operating income growing 12.5%**, and **diluted EPS rising 21.2% to $4.98**.  **[0000102729_2193227:6]** 
- Growth in the **Utility** and **Telecommunications** segments, with sales up **12.3%** and **37.0%** respectively, was offset by lower sales in **Agriculture (-9.0%)** and **Solar (-51.9%)**.  **[0000102729_2193227:4]** **[0000102729_2193227:7]** 
- The company **raised its full-year 2025 Adjusted Diluted EPS outlook** to a range of **$18.70 to $19.50**, increasing the midpoint to **$19.10** from $18.50.  **[0000102729_2193227:9]** 
- Valmont demonstrated disciplined capital allocation in Q3 2025, generating **$112.5 million in operating cash flows**, returning **$13 million in dividends**, and repurchasing **$26 million of shares** at an average price of **$374.33** per share.  **[0000102729_2193227:8]**

Valmont Industries Reports Strong Q3 2025 Results and Raises Full-Year EPS Outlook

- Valmont Industries reported **Q3 CY2025 revenue of $1.045 billion**, a **2.5% year-over-year increase**, primarily driven by strong growth in its Infrastructure segment.  **[102729_8deb471f72dd4eb38e759bd09a707551]** 
- The company's **non-GAAP earnings per share reached $4.98**, surpassing analyst estimates by **7.8%**.  **[102729_8deb471f72dd4eb38e759bd09a707551]** 
- Valmont **raised its full-year earnings guidance** and refined its **fiscal year 2025 revenue outlook to approximately $4.1 billion**.  **[102729_8deb471f72dd4eb38e759bd09a707551]** 
- The company also lowered its effective tax rate to **25%** and maintained capital expenditure guidance between **$140 million and $160 million** for FY2025.  **[102729_8deb471f72dd4eb38e759bd09a707551]**

Valmont Industries Reports Strong Q3 Results and Raises Full-Year Guidance

- Valmont Industries, Inc. reported **net sales of $1.05 billion** for the third quarter ended September 27, 2025, marking a **2.5% increase** compared to the same period in 2024. **Diluted earnings per share (EPS) increased 21.2% to $4.98**.  **[102729_49ff3e428073431782f4e2bdcbca51e9_0]** **[102729_49ff3e428073431782f4e2bdcbca51e9_1]** 
- The company **raised its full-year 2025 adjusted diluted EPS outlook** to a range of **$18.70 to $19.50**.  **[102729_49ff3e428073431782f4e2bdcbca51e9_0]** **[102729_49ff3e428073431782f4e2bdcbca51e9_2]** 
- The **Infrastructure segment's sales grew 6.6% to $808.3 million**, driven by robust Utility and Telecommunications demand, while the **Agriculture segment's sales decreased 9.0% to $241.3 million** due to market softness.  **[102729_49ff3e428073431782f4e2bdcbca51e9_0]** **[102729_49ff3e428073431782f4e2bdcbca51e9_2]** 
- Valmont returned **$39.2 million to shareholders** through share repurchases and dividends, and its **backlog increased by $293.2 million or 20.4%** since year-end 2024.  **[102729_49ff3e428073431782f4e2bdcbca51e9_0]**

VALMONT INDUSTRIES (VMI)