Zacks Investment Research·Jun 25, 2026
Here's Why You Should Buy Valmont Industries Stock Right NowVMI's utility infrastructure demand, strong backlog, capacity expansion and productivity initiatives are supporting growth and margin momentum.
Valmont Industries, Inc.(VMI)Earnings, Financials & Key Ratios
VMI•NYSE
$559.02
33.3× P/E·Price updated Jul 2, 2026
AboutValmont Industries, Inc. produces and sells fabricated metal products in the United States, Australia, Brazil, Denmark, and internationally. It operates through two segments: Infrastructure and Agriculture. The company manufactures and distributes engineered metal, steel, wood, aluminum, and composite poles, towers, and components for lighting, traffic, and wireless communication markets; engineered access systems; integrated structure solutions for smart cities; and highway safety products. It also offers engineered steel and concrete pole structures for utility transmission, distribution, substations, and renewable energy generation equipment; and inspection services. In addition, the company provides hot-dipped galvanizing, anodizing, and powder coating services to preserve and protect metal products; and water management solutions and technology for precision agriculture. Further, it manufactures and distributes mechanical irrigation equipment, and related parts and services under the Valley brand name for the agricultural industry; and tubular products for industrial customers. The company serves municipalities and government entities, commercial lighting fixtures manufacturing companies, contractors, telecommunications and utility companies, and large farms, as well as the general manufacturing sector. Valmont Industries, Inc. was founded in 1946 and is headquartered in Omaha, Nebraska.Show more
- Revenue$4.1B+0.7%
- EBITDA$611M-1.5%
- Net Income$350M+0.6%
- EPS (Diluted)16.79-2.3%
- Gross Margin30.21%-0.8%
- EBITDA Margin14.88%-2.2%
- Operating Margin12.73%-1.1%
- Net Margin8.53%-0.1%
- ROE21.65%-6.4%
VMI Price & Volume
Valmont Industries, Inc. (VMI) stock price & volume — 10-year historical chart
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Valmont Industries Navigates Cyclical Margin Volatility Challenges
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Stable
Profitability:Moderate
Financial:Adequate
Cash Flow:Mixed
Primary Risk:Cyclical Commodity Input Exposure
Key Thesis Takeaways
- Valmont Industries is currently undergoing a strategic deleveraging phase, evidenced by a reduction in total debt from $1.3 billion in 2023Q4 to $921.3 million by 2026Q1.
- While the company has demonstrated a capacity for operational recovery with a 15.1% operating margin in 2026Q1, investors should remain cautious regarding the persistent volatility in earnings quality and the significant $977.2 million goodwill balance.
- Future performance will likely hinge on the company's ability to stabilize its erratic free cash flow margins, which have fluctuated between 0.9% and 20.1% over the past nine quarters.
Verdict Logic
while the company has reduced debt to $921.3 million, the high P/E ratio of 33.87 and volatile cash flow conversion suggest that the current valuation may not fully account for ongoing cyclical risks.
VMI Growth Metrics
Valmont Industries, Inc. (VMI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years4.59%
5 Years7.23%
3 Years-1.89%
TTM2.4%
Profit CAGR
10 Years24.2%
5 Years20.01%
3 Years11.77%
TTM-0.83%
EPS CAGR
10 Years25.66%
5 Years20.64%
3 Years13.05%
TTM1.69%
Return on Capital
10 Years13.31%
5 Years15.65%
3 Years16.91%
Last Year20.26%
VMI Recent Earnings
Valmont Industries, Inc. (VMI) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 5/12 qtrs (42%)
Q2 2026Latest
Apr 21, 2026Metric
Actual
Est
EPS
$5.51+16.7%
$4.72
Rev
$1.0B+3.4%
$996M
Q1 2026
Feb 17, 2026Metric
Actual
Est
EPS
$4.92-0.6%
$4.95
Rev
$1.0B-0.5%
$1.0B
Q4 2025
Oct 21, 2025Metric
Actual
Est
EPS
$4.98+7.3%
$4.64
Rev
$1.0B+0.3%
$1.0B
Q3 2025
Jul 22, 2025Metric
Actual
Est
EPS
$4.88+3.4%
$4.72
Rev
$1.1B+1.8%
$1.0B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 21, 2026 | $5.51vs $4.72+16.7% | $1.0Bvs $996M+3.4% |
| Q1 2026 | Feb 17, 2026 | $4.92vs $4.95-0.6% | $1.0Bvs $1.0B-0.5% |
| Q4 2025 | Oct 21, 2025 | $4.98vs $4.64+7.3% | $1.0Bvs $1.0B+0.3% |
| Q3 2025 | Jul 22, 2025 | $4.88vs $4.72+3.4% | $1.1Bvs $1.0B+1.8% |
Based on last 12 quarters of dataView full earnings history →
Latest VMI News
Recent stock market news and headlines for Valmont Industries, Inc. (VMI)
Zacks Investment Research·Jun 24, 2026
Here's Why Valmont Industries (VMI) is a Strong Growth StockWondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Zacks Investment Research·Jun 22, 2026
Here is Why Growth Investors Should Buy Valmont (VMI) NowValmont (VMI) possesses solid growth attributes, which could help it handily outperform the market.
Seeking Alpha·Jun 16, 2026
Valmont Industries, Inc. (VMI) Analyst/Investor Day TranscriptValmont Industries, Inc. (VMI) Analyst/Investor Day Transcript
Zacks Investment Research·Jun 16, 2026
VMI Stock Rallies 32% in 3 Months: What's Driving the Upside?Valmont Industries' rally is backed by Infrastructure margin gains, utility demand, backlog growth and raised fiscal 2026 guidance.
Peers Comparison
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 |
|---|---|---|---|---|---|---|---|
| $559.02 | $10.93B | 33.29 | 0.71% | 8.53% | 21.65% | 0.47% | |
| $60.85 | $1.21B | 20.84 | 6.77% | 16.03% | 27.71% | — | |
| $92.94 | $5.04B | 18.51 | 18.97% | 3.31% | 15.21% | — | |
| $463.11 | $7.21B | 61.50 | 8.79% | 3.71% | 22.14% | — | |
| $158.15 | $6.75B | 22.34 | 12.11% | 18.59% | 34.81% | — | |
| $116.42 | $9.54B | 90.25 | 20.11% | 7.3% | 13.4% | — |
Compare VMI vs Peers
Valmont Industries, Inc. (VMI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
VMI SEC Filings & Documents
Valmont Industries, Inc. (VMI) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 21, 2026·SEC
Material company update
Apr 15, 2026·SEC
Material company update
Apr 9, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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VMI Frequently Asked Questions
Valmont Industries, Inc. (VMI) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Valmont Industries, Inc.'s revenue?
Valmont Industries, Inc. (VMI) reported $4.16B in revenue for fiscal year 2025. This represents a 546% increase from $644.5M in 1996.
How fast is Valmont Industries, Inc. growing?
Valmont Industries, Inc. (VMI) grew revenue by 0.7% over the past year. Growth has been modest.
Is VMI profitable?
Yes, Valmont Industries, Inc. (VMI) is profitable, generating $344.8M in net income for fiscal year 2025 (8.5% net margin).
Dividend & Returns
Does VMI pay dividends?
Yes, Valmont Industries, Inc. (VMI) pays a dividend with a yield of 0.47%. This makes it attractive for income-focused investors.
What is VMI's return on equity?
Valmont Industries, Inc. (VMI) has a return on equity (ROE) of 21.6%. This is excellent, indicating efficient use of shareholder capital.
What is Valmont Industries, Inc.'s free cash flow?
Valmont Industries, Inc. (VMI) generated $419.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.