Valmont Industries (NYSE:VMI) Releases FY 2026 Earnings Guidance

Valmont Industries (NYSE:VMI) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 22.750-23.750 for the period, compared to the consensus earnings per share estimate of 22.960. The company issued revenue guidance of $4.3 billion-$4.5 billion, compared to the consensus revenue estimate of $4.4 billion.

Analyst Upgrades and Downgrades

VMI has been the topic of several research reports. Wall Street Zen cut Valmont Industries from a “buy” rating to a “hold” rating in a report on Saturday, October 10th. Weiss Ratings raised Valmont Industries from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, October 8th. Zacks Research cut Valmont Industries from a “strong-buy” rating to a “hold” rating in a report on Monday, July 20th. Stifel Nicolaus upped their price objective on Valmont Industries from $645.00 to $678.00 and gave the stock a “buy” rating in a report on Monday, July 20th. Finally, JPMorgan Chase & Co. raised their target price on shares of Valmont Industries from $600.00 to $620.00 and gave the company an “overweight” rating in a report on Wednesday, July 22nd. Four equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $587.00.

Valmont Industries Trading Down 0.7%

Shares of NYSE VMI traded down $3.12 during mid-day trading on Wednesday, reaching $447.56. The company had a trading volume of 322,934 shares, compared to its average volume of 198,468. The business’s 50-day moving average is $474.30 and its 200-day moving average is $495.87. The company has a current ratio of 2.35, a quick ratio of 1.55 and a debt-to-equity ratio of 0.42. The stock has a market cap of $8.64 billion, a price-to-earnings ratio of 17.43, a price-to-earnings-growth ratio of 1.03 and a beta of 1.34. Valmont Industries has a 52 week low of $378.02 and a 52 week high of $585.71.

Valmont Industries (NYSE:VMI) last released its quarterly earnings data on Tuesday, October 20th. The industrial products company reported $6.24 EPS for the quarter, topping the consensus estimate of $5.70 by $0.54. The company had revenue of $1.10 billion for the quarter, compared to the consensus estimate of $1.12 billion. Valmont Industries had a return on equity of 25.57% and a net margin of 11.70%. Valmont Industries’s quarterly revenue was up 5.5% on a year-over-year basis. During the same period last year, the business posted $4.98 EPS. Equities analysts expect that Valmont Industries will post 23.03 earnings per share for the current year.

Valmont Industries Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, October 15th. Stockholders of record on Friday, September 25th were paid a dividend of $0.77 per share. The ex-dividend date was Friday, September 25th. This represents a $3.08 dividend on an annualized basis and a dividend yield of 0.7%. Valmont Industries’s payout ratio is presently 11.99%.

Insider Buying and Selling

In related news, Director Theodor Freye sold 800 shares of the stock in a transaction that occurred on Monday, July 27th. The shares were sold at an average price of $495.00, for a total value of $396,000.00. Following the transaction, the director owned 2,805 shares in the company, valued at approximately $1,388,475. This represents a 22.19% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO John L. Schwietz bought 208 shares of the firm’s stock in a transaction that occurred on Thursday, July 23rd. The shares were acquired at an average price of $486.14 per share, with a total value of $101,117.12. Following the completion of the transaction, the chief financial officer directly owned 2,992 shares of the company’s stock, valued at $1,454,530.88. This trade represents a 7.47% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Corporate insiders own 1.42% of the company’s stock.

Valmont Industries News Summary

Here are the key news stories impacting Valmont Industries this week:

• Positive Sentiment: Adjusted earnings were $6.24 per share, well above the $5.70 analyst consensus and up from $4.98 a year earlier. Revenue increased 5.5% year over year, while the company’s 11.7% net margin and 25.57% return on equity highlighted solid operating performance. Valmont Industries Q3 Earnings Top Estimates
• Positive Sentiment: Valmont raised its fiscal 2026 adjusted EPS outlook to $22.75-$23.75, a range whose midpoint is slightly above the $23.05 consensus estimate. The improved outlook provides support for the stock by signaling confidence in earnings resilience. Valmont Industries Q3 Earnings Up and Raises FY26 Adjusted EPS Outlook
• Neutral Sentiment: The company expects 2026 sales of $4.3 billion-$4.45 billion, broadly in line with the $4.38 billion FactSet forecast. The outlook suggests continued growth, but does not provide a significant revenue-estimate upgrade. Valmont Industries 2026 Sales Outlook
• Negative Sentiment: Third-quarter revenue of approximately $1.10 billion missed estimates of $1.12 billion. Utility and aftermarket demand was strong, but it was partly offset by weakness in telecom and global agriculture, creating concern about the pace and mix of future growth. VMI Q3 Deep Dive

Valmont Industries Company Profile

Valmont Industries, Inc is a global manufacturer of engineered products and services serving the infrastructure and agricultural markets. Founded in 1946 and headquartered in Omaha, Nebraska, the company operates through businesses focused on infrastructure, coatings, and water management.

Its infrastructure products include utility and transmission structures, lighting and traffic poles, highway and transportation structures, and related support systems. Valmont also provides hot-dip galvanizing and other protective coatings designed to extend the service life of steel products used in industrial, infrastructure, and commercial applications.

In agriculture, the company manufactures mechanized irrigation equipment, including center-pivot and linear irrigation systems, as well as agricultural products and services intended to support water conservation and crop production.