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

Valmont Industries (NYSE:VMI) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 22.750-23.750 for the period, compared to the consensus EPS 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 Ratings Changes

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

Valmont Industries Stock Down 0.7%

VMI traded down $3.12 during mid-day trading on Wednesday, reaching $447.56. 322,934 shares of the stock were exchanged, compared to its average volume of 198,468. The company has a debt-to-equity ratio of 0.42, a quick ratio of 1.55 and a current ratio of 2.35. The stock has a market capitalization of $8.64 billion, a PE ratio of 17.43, a price-to-earnings-growth ratio of 1.03 and a beta of 1.34. The company has a 50 day moving average price of $474.30 and a two-hundred day moving average price of $495.87. Valmont Industries has a 1 year low of $378.02 and a 1 year high of $585.71.

Valmont Industries (NYSE:VMI) last announced its earnings results on Tuesday, October 20th. The industrial products company reported $6.24 EPS for the quarter, beating the consensus estimate of $5.70 by $0.54. The company had revenue of $1.10 billion during the quarter, compared to the consensus estimate of $1.12 billion. Valmont Industries had a net margin of 11.70% and a return on equity of 25.57%. The firm’s revenue for the quarter was up 5.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $4.98 earnings per share. As a group, research analysts anticipate that Valmont Industries will post 23.03 EPS for the current year.

Valmont Industries Announces Dividend

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

Insider Activity

In other news, CFO John Schwietz bought 208 shares of the company’s stock in a transaction on Thursday, July 23rd. The shares were purchased at an average price of $486.14 per share, with a total value of $101,117.12. Following the transaction, the chief financial officer directly owned 2,992 shares in the company, valued at $1,454,530.88. This represents a 7.47% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Theodor Freye sold 800 shares of the business’s stock in a transaction that occurred on Monday, July 27th. The stock was sold at an average price of $495.00, for a total value of $396,000.00. Following the completion of the transaction, the director owned 2,805 shares in the company, valued at $1,388,475. The trade was a 22.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.42% of the company’s stock.

Key Headlines Impacting Valmont Industries

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

• Positive Sentiment: Adjusted EPS significantly exceeded expectations. Valmont reported third-quarter earnings of $6.24 per share, ahead of the $5.70 consensus estimate and up from $4.98 a year earlier. Revenue increased 5.5% year over year to $1.10 billion. Valmont Industries Q3 Earnings Top Estimates
• Positive Sentiment: Full-year EPS guidance is favorable. Valmont provided fiscal 2026 adjusted EPS guidance of $22.75 to $23.75, with a midpoint of $23.25 above the roughly $22.96 analyst consensus. The update indicates management expects earnings growth to continue. Valmont Industries Q3 Earnings and FY26 Outlook
• Neutral Sentiment: Growth is concentrated in selected businesses. Utility products and aftermarket activity were strong, helping offset softness in telecommunications and global agriculture. This mix supports near-term results but highlights uneven demand across Valmont’s markets. VMI Q3 Deep Dive
• Negative Sentiment: Revenue missed forecasts. Quarterly sales of approximately $1.10 billion came in below the $1.12 billion consensus estimate. The sales shortfall, combined with weakness in telecom and agriculture, may be outweighing the EPS beat in investors’ assessment of the outlook. Valmont Fiscal Q3 Sales

About Valmont Industries

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.