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Valmont Industries Earnings Calls
| Release date | Apr 21, 2026 |
| EPS estimate | $4.72 |
| EPS actual | $5.51 |
| EPS Surprise | 16.74% |
| Revenue estimate | 995.8M |
| Revenue actual | 1.029B |
| Revenue Surprise | 3.35% |
| Release date | Feb 17, 2026 |
| EPS estimate | $4.95 |
| EPS actual | $4.92 |
| EPS Surprise | -0.606% |
| Revenue estimate | 1.043B |
| Revenue actual | 1.038B |
| Revenue Surprise | -0.474% |
| Release date | Oct 21, 2025 |
| EPS estimate | $4.64 |
| EPS actual | $4.98 |
| EPS Surprise | 7.33% |
| Revenue estimate | 1.043B |
| Revenue actual | 1.046B |
| Revenue Surprise | 0.270% |
| Release date | Jul 22, 2025 |
| EPS estimate | $4.72 |
| EPS actual | $4.88 |
| EPS Surprise | 3.39% |
| Revenue estimate | 1.032B |
| Revenue actual | 1.051B |
| Revenue Surprise | 1.80% |
Last 4 Quarters for Valmont Industries
Below you can see how VMI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 22, 2025 |
| Price on release | $353.56 |
| EPS estimate | $4.72 |
| EPS actual | $4.88 |
| EPS surprise | 3.39% |
| Date | Price |
|---|---|
| Jul 16, 2025 | $330.09 |
| Jul 17, 2025 | $336.24 |
| Jul 18, 2025 | $335.65 |
| Jul 21, 2025 | $331.90 |
| Jul 22, 2025 | $353.56 |
| Jul 23, 2025 | $358.44 |
| Jul 24, 2025 | $357.39 |
| Jul 25, 2025 | $361.43 |
| Jul 28, 2025 | $357.83 |
| 4 days before | 7.11% |
| 4 days after | 1.21% |
| On release day | 1.38% |
| Change in period | 8.40% |
| Release date | Oct 21, 2025 |
| Price on release | $414.53 |
| EPS estimate | $4.64 |
| EPS actual | $4.98 |
| EPS surprise | 7.33% |
| Date | Price |
|---|---|
| Oct 15, 2025 | $409.95 |
| Oct 16, 2025 | $406.33 |
| Oct 17, 2025 | $404.86 |
| Oct 20, 2025 | $408.97 |
| Oct 21, 2025 | $414.53 |
| Oct 22, 2025 | $401.16 |
| Oct 23, 2025 | $411.30 |
| Oct 24, 2025 | $418.00 |
| Oct 27, 2025 | $415.07 |
| 4 days before | 1.12% |
| 4 days after | 0.130% |
| On release day | -3.23% |
| Change in period | 1.25% |
| Release date | Feb 17, 2026 |
| Price on release | $443.96 |
| EPS estimate | $4.95 |
| EPS actual | $4.92 |
| EPS surprise | -0.606% |
| Date | Price |
|---|---|
| Feb 10, 2026 | $474.19 |
| Feb 11, 2026 | $477.85 |
| Feb 12, 2026 | $467.32 |
| Feb 13, 2026 | $475.33 |
| Feb 17, 2026 | $443.96 |
| Feb 18, 2026 | $454.97 |
| Feb 19, 2026 | $463.77 |
| Feb 20, 2026 | $471.27 |
| Feb 23, 2026 | $457.35 |
| 4 days before | -6.38% |
| 4 days after | 3.02% |
| On release day | 2.48% |
| Change in period | -3.55% |
| Release date | Apr 21, 2026 |
| Price on release | $458.77 |
| EPS estimate | $4.72 |
| EPS actual | $5.51 |
| EPS surprise | 16.74% |
| Date | Price |
|---|---|
| Apr 15, 2026 | $411.89 |
| Apr 16, 2026 | $401.71 |
| Apr 17, 2026 | $412.62 |
| Apr 20, 2026 | $409.88 |
| Apr 21, 2026 | $458.77 |
| Apr 22, 2026 | $466.75 |
| Apr 23, 2026 | $494.44 |
| Apr 24, 2026 | $498.92 |
| Apr 27, 2026 | $497.99 |
| 4 days before | 11.38% |
| 4 days after | 8.55% |
| On release day | 1.74% |
| Change in period | 20.90% |
Valmont Industries Earnings Call Transcript Summary of Q1 2026
Valmont reported a strong start to FY2026 with total sales of $1.03B (up 6.2% YoY), operating income of $155.6M and record Q1 EPS of $5.51 (up 27.5% YoY). Infrastructure was the primary driver: Infrastructure sales rose 14.1% to $806M, led by North America Utility (+27.4%) driven by pricing, elevated volumes and capacity expansion. Agriculture sales declined 15.1% to $227M, though Ag operating margin improved to 14.8% due to pricing and cost discipline. Management raised 2026 guidance: sales $4.2–4.4B, Infrastructure $3.3–3.45B, Agriculture $0.9–0.95B, and EPS $21.50–$23.50 (midpoint implying ~17.9% adjusted EPS growth). Tariff risk (Section 232 changes) was incorporated into guidance; management expects to mitigate impact by maximizing U.S. poured/melted steel and aims to be tariff-cost-profit neutral. Cash flow remained healthy (operating cash flow $103.5M), ending cash $160.2M, net debt ~1x, CapEx planned $170–200M (mostly for Utility capacity), and $71M returned to shareholders in the quarter (including increased dividend). Key investor takeaways: secular strength and above-market growth in North America Utility driven by multi-year utility investment, operational progress and capacity additions; Agriculture faces near-term pressure (Middle East disruption, tighter farm economics) but margins are being defended via pricing, mix and aftermarket/technology; management emphasizes disciplined capital allocation and expects continued strong Utility performance through 2026.
