Valmont Industries, Inc.
NYSE•VMI
CEO: Mr. Avner M. Applbaum CPA
Sector: Industrials
Industry: Conglomerates
Listing Date: 1990-03-26
Valmont Industries, Inc. operates as manufacturer of products and services for infrastructure and agriculture markets in the United States, Australia, Brazil, and internationally. It operates through two segments, Infrastructure and Agriculture. The company manufactures and distributes steel, pre-stressed concrete, composite structures for electrical transmission, substation, and distribution applications; and designs, engineers, and manufactures metal, steel, wood, aluminum, and composite poles and structures for lighting and transportation applications. It also offers galvanizing, anodizing, painting, and powder coating services for paint products; towers, small cell structures, camouflage concealment solutions, passive intermodulation mitigation equipment, and components for wireless communication markets; and solar single-axis tracker product, an integrated system of steel structures, electric motors, and electronic controllers, as well as provides coatings services to preserve metal products. In addition, the company manufactures center pivot components and linear irrigation equipment for the agricultural markets, such as parts and tubular products for industrial customers; advanced technology solutions for agricultural sector; mechanical irrigation equipment and service parts under the Valley brand name. It serves municipalities and government entities, commercial lighting fixtures manufacturing companies, contractors, telecommunications and utility companies, and farmers, as well as the general manufacturing sector. Valmont Industries, Inc. was founded in 1946 and is headquartered in Omaha, Nebraska.
Contact Information
Market Cap
$8.33B
P/E (TTM)
25.8
27.3
Dividend Yield
0.7%
52W High
$487.58
52W Low
$259.09
52W Range
Rank38Top 36.9%
4.3
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q4 2025 Data
Revenue
$1.04B+0.00%
4-Quarter Trend
EPS
$8.58+0.00%
4-Quarter Trend
FCF
$70.44M+0.00%
4-Quarter Trend
2025 Annual Earnings Highlights
Key Highlights
Consolidated Sales Modest Growth Consolidated Net Sales reached $4.104 B, showing 0.7% growth, primarily driven by higher volumes in the Infrastructure segment.
Infrastructure Backlog Expansion Total backlog grew to $1.654 B by year-end 2025, reflecting strong order intake across segments compared to prior year.
Utility Sales Strong Performance Utility product line sales increased 10.4% to $1.511 B, supported by favorable market pricing and increased electrical energy consumption volumes.
Effective Tax Rate Reduction Effective tax rate dropped sharply to 6.3% in 2025, aided by a $73.8 M worthless securities deduction from the Prospera exit.
Risk Factors
Operating Income Decreased Sharply Operating income fell 20.8% to $415.58 M, significantly impacted by $91.3 M long-lived asset impairment charges recorded in 2025.
Commodity Cost Volatility Risk Reliance on steel, zinc, and fuel exposes margins; hypothetical 20% steel price shift impacts net sales by $110.0 M.
Agriculture Sales Volume Softness Agriculture net sales declined 5.8% to $1.014 B, driven by lower North American irrigation equipment sales volumes and grain price uncertainty.
Infrastructure Goodwill Impairment Recorded $64.9 M goodwill impairment in Infrastructure segment due to solar market exit and increased competitive pressures in Brazil.
Outlook
Capital Allocation Strategy Balanced Plan allocates 50% operating cash flow to high-return growth CapEx and acquisitions, 50% to shareholder returns via dividends and repurchases.
Infrastructure Capacity Expansion Strategic investments planned for manufacturing capacity, primarily supporting Utility segment growth and expanding grid resiliency capabilities.
Strategic Acquisitions Completed Acquired remaining 40% of ConcealFab for $81.8 M in 2025, enhancing 5G infrastructure mitigation solutions portfolio.
Shareholder Return Commitment Board approved 13% quarterly dividend increase subsequent to year-end, signaling confidence in liquidity position and future cash generation.
Peer Comparison
Revenue (TTM)
$54.63B
$10.42B
$10.08B
Gross Margin (Latest Quarter)
40.8%
39.8%
36.9%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| DY | $11.74B | 40.5 | 18.8% | 50.0% |
| SPXC | $10.75B | 42.1 | 13.3% | 13.8% |
| SAIA | $10.71B | 42.1 | 10.3% | 12.0% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
2.3%
Moderate Growth
4Q Net Income CAGR
24.4%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow
Deep Research
Next earnings:Apr 16, 2026
EPS:$4.73
|Revenue:$994.37M
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
|---|
No Data