Valmont Industries exhibits a stable top-line trajectory with revenue hovering near $1.0B quarterly and gross margins tightly range-bound between 29.6% and 31.3%, indicating effective cost management. However, earnings quality is marred by significant one-off ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has remained stable near $1.0B quarterly with gross margins consistently between 29.6% and 31.3%, but operating income swung from $29.3M in 2025Q2 to $166.1M in 2026Q2, indicating significant earnings volatility.
Valmont's focus on infrastructure positions it to benefit from the $1.2 trillion US infrastructure spending, driving growth and backlog momentum.
Successful tariff mitigation and margin discipline could drive EPS toward $20 by 2026, justifying a $400+ share price.
The 17.4x P/E ratio offers value compared to industrials peers, making VMI an appealing investment opportunity.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 21, 2026 | $6.14+5.9% vs $5.80 | $1.1B+2.3% vs $1.1B |
Q2 2026 Apr 21, 2026 | $5.51+16.7% vs $4.72 | $1.0B+3.4% vs $996M |
Q1 2026 Feb 17, 2026 | $4.92-0.6% vs $4.95 | $1.0B-0.5% vs $1.0B |
Q4 2025 Oct 21, 2025 | $4.98+7.3% vs $4.64 | $1.0B+0.3% vs $1.0B |
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, 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.
Canada Pension Plan Investment Board purchased a new position in Valmont Industries, Inc. (NYSE: VMI) in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 2,920 shares of the industrial products company's stock, valued at approximately $1,687,000. Other
VMI's utility investment cycle, capacity expansion, pricing and productivity gains support growth despite weakness in Agriculture and Telecommunications.
Benchmark VMI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Valmont Industries, Inc. (VMI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $468.01 | $9.03B | 27.87 | 0.71% | 8.53% | 21.65% | 0.56% | |
| $52.60 | $1.05B | 18.01 | 6.77% | 16.28% | 29.03% | — | |
| $76.32 | $4.14B | 15.20 | 18.97% | 1.92% | 8.46% | — | |
| $289.05 | $4.5B | 38.39 | 8.79% | 4.13% | 24.17% | — | |
| $163.81 | $6.92B | 23.14 | 12.11% | 18.6% | 35.36% | — | |
| $79.27 | $6.49B | 61.45 | 20.11% | 8.24% | 17.21% | — |
Valmont Industries, Inc. (VMI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Valmont Industries, Inc. (VMI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 28, 2026·SEC
Jul 21, 2026·SEC
Jun 16, 2026·SEC
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Valmont Industries, Inc. (VMI) stock FAQ — growth, dividends, profitability & financials explained
Valmont Industries, Inc. (VMI) reported $4.23B in revenue for fiscal year 2025. This represents a 557% increase from $644.5M in 1996.
Valmont Industries, Inc. (VMI) grew revenue by 0.7% over the past year. Growth has been modest.
Yes, Valmont Industries, Inc. (VMI) is profitable, generating $495.0M in net income for fiscal year 2025 (8.5% net margin).
Yes, Valmont Industries, Inc. (VMI) pays a dividend with a yield of 0.56%. This makes it attractive for income-focused investors.
Valmont Industries, Inc. (VMI) has a return on equity (ROE) of 21.6%. This is excellent, indicating efficient use of shareholder capital.
Valmont Industries, Inc. (VMI) generated $322.1M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
