Earnings summaries and quarterly performance for VALMONT INDUSTRIES.
Executive leadership at VALMONT INDUSTRIES.
Board of directors at VALMONT INDUSTRIES.
CP
Catherine Paglia
Detailed
Lead Independent Director
DN
Daniel Neary
Detailed
Director
DC
Deborah Caplan
Detailed
Director
JM
James Milliken
Detailed
Director
JR
Joan Robinson-Berry
Detailed
Director
MB
Mogens Bay
Detailed
Chairman of the Board
RL
Richard Lanoha
Detailed
Director
RF
Ritu Favre
Detailed
Director
TF
Theo Freye
Detailed
Director
Research analysts who have asked questions during VALMONT INDUSTRIES earnings calls.
Brian Drab
William Blair & Company
7 questions for VMI
Also covers: DCI, DDD, ENS +11 more
Brent Thielman
D.A. Davidson
5 questions for VMI
Also covers: AAON, ACA, APOG +27 more
AF
Adam Farley
Stifel Financial Corp.
4 questions for VMI
Also covers: AOS, BMI, CR +10 more
CM
Chris Moore
CJS Securities
4 questions for VMI
Also covers: AAON, AGX, ALG +11 more
NJ
Nathan Jones
Stifel, Nicolaus & Company, Incorporated
3 questions for VMI
Also covers: AOS, BMI, CPS +21 more
JB
Jonathan Braatz
Oppenheimer & Co. Inc.
2 questions for VMI
Also covers: AZZ, BKE, MYRG +3 more
JB
Jon Braatz
KCCA
2 questions for VMI
Also covers: APOG, AZZ, HLIO +5 more
TS
Tomohiko Sano
JPMorgan Chase & Co.
2 questions for VMI
Also covers: ALH, ALLE, AOS +8 more
TS
Tomo Sano
J.P. Morgan
2 questions for VMI
Also covers: EXPO, GTES, MIR +1 more
BT
Brent Teelman
D.A. Davidson & Co.
1 question for VMI
BT
Brent Theilman
D.A. Davidson & Co.
1 question for VMI
BD
Brian Drabb
William Blair & Company, L.L.C.
1 question for VMI
CM
Christopher Moore
CJS Securities
1 question for VMI
Also covers: BBSI
JV
Jean Veliz
D.A. Davidson Companies
1 question for VMI
Also covers: BBCP, TGLS, VMC +1 more
Nathan Jones
Stifel
1 question for VMI
Also covers: ADNT, AOS, BMI +15 more
TH
Thomas Hayes
CL King & Associates
1 question for VMI
Also covers: CSWI, EPAC, TNC
Recent press releases and 8-K filings for VMI.
Valmont Increases Quarterly Dividend
VMI
Dividends
Share Buyback
New Projects/Investments
- Valmont Industries, Inc. (NYSE: VMI) announced a 13% increase in its quarterly cash dividend.
- The new quarterly cash dividend is $0.77 per share, resulting in an annualized dividend of $3.08 per share.
- The dividend is payable on April 15, 2026, to shareholders of record on March 27, 2026.
- This increase is consistent with the capital allocation priorities outlined in February 2025, which target allocating approximately 50% of operating cash flow to high-return growth opportunities and 50% to shareholder returns through dividends and share repurchases.
4 days ago
Valmont Industries Provides 2026 Guidance and Long-Term Financial Outlook at Citi Conference
VMI
Guidance Update
New Projects/Investments
Share Buyback
- Valmont Industries reported $4.1 billion in revenue and $19.09 in EPS for 2025, with 2026 guidance set at $4.3 billion revenue and $22 EPS.
- The company anticipates achieving $500 million-$700 million in additional revenue and $25-$30 in adjusted EPS over the next 3-4 years (by 2028-2029).
- Key strategies include annual CapEx of $150 million-$200 million for infrastructure capacity expansion, a focus on high-margin aftermarket and technology in agriculture, and a $700 million share repurchase program, of which $200 million was executed in 2025.
- Valmont maintains a balanced capital allocation, aiming to deploy half of its cash for growth and half for shareholder returns, including an annual dividend increase, supported by a net leverage of approximately one times net earnings.
Feb 19, 2026, 1:50 PM
Valmont Industries Discusses 2025 Results, 2026 Guidance, and Long-Term Strategy at Citi Conference
VMI
Guidance Update
New Projects/Investments
Share Buyback
- Valmont Industries reported $4.1 billion in revenue and $19.09 adjusted EPS for 2025, providing 2026 guidance of $4.3 billion revenue and $22 adjusted EPS, and targeting $4.6 billion-$4.8 billion revenue and $25-$30 adjusted EPS by 2028-2029.
- The company is strategically investing $150 million-$200 million annually in CapEx to expand utility capacity, driven by strong demand and a record backlog extending into 2027.
- Despite a challenging agriculture market, Valmont is focusing on high-margin aftermarket and technology solutions, and expanding in growth regions like Brazil, after incurring one-time expenses in 2025.
- Valmont's balanced capital allocation includes deploying half of its cash for business growth and half for shareholder returns, highlighted by a $700 million share repurchase authorization with $200 million executed in 2025.
Feb 19, 2026, 1:50 PM
Valmont Industries Provides 2026 Guidance and Long-Term Outlook
VMI
Guidance Update
Share Buyback
New Projects/Investments
- Valmont Industries reported $4.1 billion in revenue and $19.09 in EPS for 2025, and provided 2026 guidance of $4.3 billion in revenue (midpoint) and $22 in EPS.
- The company anticipates reaching $4.6-$4.8 billion in revenue and $25-$30 in adjusted EPS over the next 3-4 years (by 2028-2029), driven by strong demand in infrastructure and strategic investments in agriculture.
- Capital allocation priorities include deploying $150 million-$200 million annually in CapEx for infrastructure capacity, executing a $700 million share repurchase program (with $200 million completed in 2025), and increasing dividends.
- Valmont will host an Investor Day on Tuesday, June 16 in New York City to detail its strategy and long-term financial framework.
Feb 19, 2026, 1:50 PM
Valmont Industries Reports Q4 and Full-Year 2025 Results, Issues 2026 Guidance
VMI
Earnings
Guidance Update
New Projects/Investments
- Valmont Industries reported Q4 2025 adjusted diluted earnings per share of $4.92, an increase of 28.1% year-over-year, and full-year 2025 adjusted diluted earnings per share of $19.09, up 11.1% over 2024.
- For Q4 2025, Infrastructure sales grew 7.2% to $819 million, driven by a 21% increase in Utility sales, while Agriculture sales decreased 19.9% to $222.7 million.
- The company provided 2026 guidance with projected net sales between $4.2 billion and $4.4 billion and diluted earnings per share between $20.50 and $23.50.
- Valmont ended 2025 with a utility backlog of $1.5 billion, up 22% from a year ago, and expects continued strong growth in the utility market.
- Strategic actions included acquiring the remaining 40% of ConcealFab in Q4 2025 and the remaining 80% of Rational Mines in January 2026, alongside $198 million in share repurchases in 2025.
Feb 17, 2026, 2:00 PM
Valmont Industries Reports Q4 and Full-Year 2025 Results, Provides 2026 Outlook
VMI
Earnings
Guidance Update
Share Buyback
- Valmont Industries reported Q4 2025 Net Sales of $1,038 million and Full-Year 2025 Net Sales of $4,104 million, with growth in Infrastructure offsetting lower Agriculture sales. Q4 2025 Diluted EPS was $9.05, including a $78.5 million tax benefit, while adjusted diluted EPS was $4.92 due to $27.5 million in Brazil expenses. Full-year 2025 Adjusted Diluted EPS increased 11.1% to $19.09.
- The Infrastructure segment's Q4 2025 sales grew 7.2% to $819.0 million, driven by strong Utility market conditions and healthy Coatings demand, leading to a 22.5% increase in adjusted operating income. In contrast, the Agriculture segment's Q4 2025 sales decreased 19.9% to $222.7 million, primarily due to North American market softness and a weakened Brazil environment, resulting in an adjusted operating loss of $(3.3) million.
- For Full-Year 2026, Valmont projects Net Sales between $4.2 billion to $4.4 billion (2.5% to 7% growth) and Diluted EPS between $20.50 to $23.50 (7% to 23% growth).
- In 2025, the company invested $145 million in capital expenditures, deployed $102 million for acquisitions, distributed $52 million in dividends, and repurchased $198 million of shares at an average price of $327.65 per share.
Feb 17, 2026, 2:00 PM
Valmont Industries Announces Q4 and Full Year 2025 Results and 2026 Outlook
VMI
Earnings
Guidance Update
New Projects/Investments
- Valmont Industries reported Q4 2025 adjusted diluted earnings per share of $4.92, up 28.1% year-over-year, and full-year 2025 adjusted diluted EPS of $19.09, an 11.1% increase over 2024, with net sales of $4.1 billion for the full year.
- The company issued 2026 guidance, forecasting net sales between $4.2 billion and $4.4 billion and diluted earnings per share in the range of $20.50 to $23.50.
- The Infrastructure segment's sales grew 7.2% in Q4 2025 to $819 million, primarily driven by a 21% increase in Utility sales, and enters 2026 with a $1.5 billion backlog.
- The Agriculture segment's sales decreased 19.9% in Q4 2025 to $222.7 million, incurring an operating loss of $3.3 million due to $27.5 million in Brazil-related legal reserves and credit losses. The company anticipates double-digit operating margins for agriculture in Q1 2026 and for the full year.
- Valmont invested $145 million in CapEx in 2025, mainly for utility capacity expansion, and returned $250 million to shareholders through dividends and share repurchases. Additionally, the company acquired the remaining 40% of ConcealFab in Q4 2025 and 80% of Rational Mines in January 2026.
Feb 17, 2026, 2:00 PM
Valmont Industries Reports Q4 2025 Results and Issues 2026 Outlook
VMI
Earnings
Guidance Update
New Projects/Investments
- Valmont Industries reported adjusted diluted earnings per share of $4.92 for Q4 2025, an increase of 28.1% year-over-year, and $19.09 for the full year 2025, up 11.1% over 2024. Net sales for the full year 2025 were $4.1 billion, a slight increase year-over-year.
- For 2026, the company projects net sales between $4.2 billion and $4.4 billion and diluted earnings per share in the range of $20.50 to $23.50.
- The utility segment saw sales growth of 21% in Q4 2025 and enters 2026 with a $1.5 billion backlog, up 22% from a year ago, largely driven by strong demand and capacity increases. Overall, infrastructure enters 2026 from a position of strength with durable demand trends.
- The agriculture segment experienced a sales decrease of 19.9% in Q4 2025, but expects double-digit operating margins in Q1 2026 and for the full year. The company also deployed $102 million to acquire minority shares in joint ventures and returned $250 million to shareholders in 2025, including $198 million through share repurchases.
Feb 17, 2026, 2:00 PM
Valmont Reports Q4 2025 Earnings and Provides Full-Year 2026 EPS Outlook
VMI
Earnings
Guidance Update
New Projects/Investments
- Valmont Industries, Inc. reported Q4 2025 GAAP diluted EPS of $9.05 and Adjusted diluted EPS of $4.92, with net sales increasing 0.1% to $1.04 billion.
- For Full-Year 2025, net sales increased 0.7% to $4.10 billion, and Adjusted diluted EPS grew 11.1% to $19.09.
- The company provided a Full-Year 2026 EPS outlook of $20.50 to $23.50, indicating 7% to 23% growth.
- The backlog increased 15.1% to $1.65 billion for Full-Year 2025, primarily driven by strong utility market demand.
Feb 17, 2026, 12:11 PM
Valmont Industries Reports 2025 Financial Results and Provides 2026 Guidance
VMI
Earnings
Guidance Update
Share Buyback
- Valmont Industries reported net sales of $4.101 billion, adjusted operating income of $538 million, and adjusted diluted EPS of $19.09 for 2025.
- The company provided 2026 guidance including net sales of $4.300 billion, adjusted operating income of $623 million, and adjusted diluted EPS of $22.00.
- Valmont Industries announced a $700 million share repurchase authorization and a 13% dividend increase in February 2025.
- The long-term strategy aims to add $500 million to $700 million in revenue and achieve $25 to $30 EPS in 3-4 years.
Feb 17, 2026, 12:00 PM
Quarterly earnings call transcripts for VALMONT INDUSTRIES.
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