Earnings summaries and quarterly performance for VALMONT INDUSTRIES.
Executive leadership at VALMONT INDUSTRIES.
Board of directors at VALMONT INDUSTRIES.
Research analysts who have asked questions during VALMONT INDUSTRIES earnings calls.
Brian Drab
William Blair & Company
6 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
Adam Farley
Stifel Financial Corp.
4 questions for VMI
Also covers: AOS, BMI, CR +10 more
Chris Moore
CJS Securities
2 questions for VMI
Also covers: AAON, AGX, ALG +9 more
Jonathan Braatz
Oppenheimer & Co. Inc.
2 questions for VMI
Also covers: AZZ, BKE, MYRG +3 more
Jon Braatz
KCCA
2 questions for VMI
Also covers: APOG, AZZ, HLIO +5 more
Nathan Jones
Stifel, Nicolaus & Company, Incorporated
2 questions for VMI
Also covers: AOS, BMI, CR +20 more
Tomohiko Sano
JPMorgan Chase & Co.
2 questions for VMI
Also covers: ALH, ALLE, AOS +4 more
Christopher Moore
CJS Securities
1 question for VMI
Jean Veliz
D.A. Davidson Companies
1 question for VMI
Also covers: BBCP, TGLS, VMC +1 more
Thomas Hayes
CL King & Associates
1 question for VMI
Also covers: CSWI, EPAC, TNC
Recent press releases and 8-K filings for VMI.
Valmont Industries Outlines Strategy for Growth and Shareholder Returns
VMI
Guidance Update
New Projects/Investments
Share Buyback
- Valmont Industries has significantly improved its financial performance since 2020, with earnings per share (EPS) more than doubling and Return on Invested Capital (ROIC) almost doubling to 16.4%. The company aims to achieve $25-$30 EPS by driving $500 million-$700 million in incremental sales growth.
- The business is primarily composed of 75% infrastructure and 25% agriculture. Infrastructure is supported by strong tailwinds such as aging infrastructure replacement, energy transition, and increased technology/data consumption. While agriculture is currently in a trough, it benefits from solid long-term drivers like food security and population growth.
- The company plans to invest approximately $150 million per year in capital expenditures, with about $100 million allocated to growth opportunities, particularly in utility infrastructure capacity. For every $100 million of growth CapEx, Valmont expects at least $100 million in revenue and $1 in EPS.
- Valmont's capital allocation strategy includes a $700 million share buyback authorization (just under 10% of market cap) to be executed over the next three to four years, and a commitment to regular dividend increases, following a 13% raise in February.
Nov 13, 2025, 5:25 PM
Valmont Industries Outlines Growth Strategy and Financial Performance
VMI
Guidance Update
New Projects/Investments
Share Buyback
- Valmont Industries has demonstrated strong financial performance, more than doubling its earnings per share and nearly doubling its return on invested capital to 16.4% since 2020.
- The company targets $500 million-$700 million in sales growth, projecting an incremental $7-$12 in earnings per share to reach a total of $25-$30.
- Valmont's strategy is underpinned by its dominant position in infrastructure (75% of business), benefiting from secular tailwinds like aging infrastructure replacement, energy transition, and increasing data consumption.
- With a strong balance sheet and projected operating cash flow of just under $600 million in 2024, Valmont plans to invest $150 million annually in CapEx (with $100 million for growth), pursue selective M&A, execute a $700 million share buyback, and consistently increase dividends.
Nov 13, 2025, 5:25 PM
Valmont Industries Outlines Growth Strategy and Capital Allocation
VMI
Guidance Update
New Projects/Investments
Share Buyback
- Valmont Industries aims to achieve $500 million-$700 million in sales growth, leading to an incremental $7-$12 in earnings per share (EPS) and a target EPS of $25-$30. This growth is expected to be driven by strong demand in the utility market, advancements in agriculture technology, and disciplined capital allocation.
- The company plans to invest in capacity expansion, particularly in its utility infrastructure business, with an expected run-rate CapEx of approximately $150 million per year over the next few years, of which about $100 million is allocated to growth opportunities.
- Valmont has authorized a $700 million share buyback program, which it intends to execute programmatically over the next three to four years, and has committed to establishing a regular cadence for dividend increases in the first quarter of each year.
- Since 2020, Valmont has more than doubled its earnings per share and nearly doubled its return on invested capital to 16.4%, demonstrating strong execution and cost management even as net sales plateaued.
Nov 13, 2025, 5:25 PM
Valmont Industries Reports Strong Q3 2025 Results and Raises Full-Year EPS Outlook
VMI
Earnings
Guidance Update
Share Buyback
- 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.
- 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%).
- 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.
- 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.
Oct 21, 2025, 1:00 PM
Valmont Industries Reports Strong Q3 2025 Results with Raised Full-Year EPS Guidance
VMI
Earnings
Guidance Update
New Projects/Investments
- 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.
- 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%.
- 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.
- 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.
- 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.
Oct 21, 2025, 1:00 PM
Valmont Industries Reports Strong Q3 2025 Results and Raises Full-Year EPS Guidance
VMI
Earnings
Guidance Update
Revenue Acceleration/Inflection
- 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.
- 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.
- 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%.
- 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%.
- 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.
Oct 21, 2025, 1:00 PM
Valmont Industries Reports Strong Q3 Results and Raises Full-Year Guidance
VMI
Earnings
Guidance Update
- 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.
- The company's non-GAAP earnings per share reached $4.98, surpassing analyst estimates by 7.8%.
- Valmont raised its full-year earnings guidance and refined its fiscal year 2025 revenue outlook to approximately $4.1 billion.
- The company also lowered its effective tax rate to 25% and maintained capital expenditure guidance between $140 million and $160 million for FY2025.
Oct 21, 2025, 11:21 AM
Valmont Reports Strong Q3 2025 Results and Raises Full-Year EPS Outlook
VMI
Earnings
Guidance Update
Share Buyback
- 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.
- The company raised its full-year 2025 adjusted diluted EPS outlook to a range of $18.70 to $19.50.
- 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.
- 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.
Oct 21, 2025, 11:00 AM
Quarterly earnings call transcripts for VALMONT INDUSTRIES.
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