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

Valmont Industries (NYSE:VMI) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided 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.

Wall Street Analysts Forecast Growth

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

Valmont Industries Stock Performance

Valmont Industries stock traded down $3.12 during 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 firm has a market capitalization 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. 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 firm’s 50-day simple moving average is $474.30 and its 200 day simple moving average is $495.87. 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 results on Tuesday, October 20th. The industrial products company reported $6.24 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.70 by $0.54. The business had revenue of $1.10 billion during the quarter, compared to analyst estimates of $1.12 billion. Valmont Industries had a return on equity of 25.57% and a net margin of 11.70%. Valmont Industries’s revenue for the quarter was up 5.5% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.98 earnings per share. Sell-side analysts forecast that Valmont Industries will post 23.03 earnings per share for the current fiscal year.

Valmont Industries Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, October 15th. Investors 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 11.99%.

Insider Buying and Selling at Valmont Industries

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

Key Stories Impacting Valmont Industries

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.