Valmont Industries (VMI)
NYSE:VMI
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VMI Stock Chart & Stats
$412.62
-$3.43(-1.11%)
At close: 4:00 PM EST
$412.62
-$3.43(-1.11%)
Day’s Range― - ―
52-Week Range$316.56 - $545.99
Previous CloseN/A
Volume58.03K
Average Volume (3M)220.31K
Market Cap
$10.55B
Enterprise Value$10.85B
Total Cash (Recent Filing)$160.19M
Total Debt (Recent Filing)$921.30M
Price to Earnings (P/E)30.7
Beta1.00
Next Earnings
Jul 29, 2026EPS Estimate
5.8Next Dividend Ex-DateN/A
Dividend Yield0.63%
Share Statistics
EPS (TTM)17.62
Shares Outstanding19,413,650
10 Day Avg. Volume201,805
30 Day Avg. Volume220,314
Financial Highlights & Ratios
PEG Ratio10.34
Price to Book (P/B)5.00
Price to Sales (P/S)1.99
P/FCF Ratio26.20
Enterprise Value/Market Cap1.03
Enterprise Value/Revenue2.61
Enterprise Value/Gross Profit8.57
Enterprise Value/Ebitda19.50
Forecast
1Y Price Target
$553.67Price Target Upside34.18% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering4
EPS Forecast (FY)22.79
Revenue Forecast (FY)$4.31B
Bulls Say, Bears Say
Bulls Say
Strong Free Cash FlowSustained TTM free cash flow of roughly $419M (+8.8% YoY) indicates durable cash conversion. This underpins the company’s ability to fund $170–$200M annual capex, repurchases and dividend increases, preserve financial flexibility through cycles, and finance strategic investments without relying on external funding.
Improving Leverage And Capital EfficiencyDebt-to-equity improved to ~0.65 from ~0.94 while ROE runs above 20%, reflecting better leverage management and high capital efficiency. This structural improvement reduces refinancing risk, preserves borrowing capacity for organic growth or M&A, and supports continued shareholder returns over the medium term.
Resilient Infrastructure / Utility Demand And PricingDouble-digit Infrastructure growth and 27% utility volume/ pricing gains signal durable structural demand (grid hardening, public infrastructure). Strong pricing power and elevated take-rates support margin sustainability, and planned Utility-focused capex and capacity expansions should convert structural backlog into reliable revenue over coming quarters.
Bears Say
Sharp Trailing Revenue DeclineA ~-23.8% TTM revenue drop is a material top-line deterioration versus prior periods. If revenue weakness persists it can erode operating leverage, compress margins and free cash flow, and increase strain on fixed-cost-intensive manufacturing operations, making profitability and debt metrics more sensitive to demand volatility.
Agriculture Segment WeaknessA 15.1% drop in Agriculture sales highlights cyclical exposure and weaker international demand. Prolonged softness reduces recurring aftermarket and parts revenue, lowers utilization of ag-focused assets, and constrains cross-segment leverage, making company-wide revenue recovery more dependent on cyclical agricultural conditions rather than just infrastructure strength.
Tariff And Supply-chain Regulatory RiskNew Section 232 tariffs on Mexico‑sourced product create a structural cost and supply-chain risk for a material portion of utility volumes. Mitigation (reshoring melt/pour, pricing) may raise unit costs or require capital shifts; unresolved tariff impacts can persistently compress margins and necessitate longer-term operational changes.
Valmont News
VMI FAQ
What was Valmont Industries’s price range in the past 12 months?
Valmont Industries lowest stock price was $316.56 and its highest was $545.99 in the past 12 months.
What is Valmont Industries’s market cap?
Valmont Industries’s market cap is $10.55B.
When is Valmont Industries’s upcoming earnings report date?
Valmont Industries’s upcoming earnings report date is Jul 29, 2026 which is in 55 days.
How were Valmont Industries’s earnings last quarter?
Valmont Industries released its earnings results on Apr 21, 2026. The company reported $5.51 earnings per share for the quarter, beating the consensus estimate of $4.731 by $0.779.
Is Valmont Industries overvalued?
According to Wall Street analysts Valmont Industries’s price is currently Undervalued.
Does Valmont Industries pay dividends?
Valmont Industries pays a Quarterly dividend of $0.68 which represents an annual dividend yield of 0.63%. See more information on Valmont Industries dividends here
What is Valmont Industries’s EPS estimate?
Valmont Industries’s EPS estimate is 5.8.
How many shares outstanding does Valmont Industries have?
Valmont Industries has 19,413,650 shares outstanding.
What happened to Valmont Industries’s price movement after its last earnings report?
Valmont Industries reported an EPS of $5.51 in its last earnings report, beating expectations of $4.731. Following the earnings report the stock price went up 11.928%.
Which hedge fund is a major shareholder of Valmont Industries?
Currently, no hedge funds are holding shares in VMI
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Valmont Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$553.67 (34.18% Upside)
$553.67 (34.18% Upside)
Blogger Sentiment
Bullish
VMI Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 45.5K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $8.8M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Negative
Last 7 Days ▲ 3.2%
Last 30 Days ▼ 3.8%
Last 30 Days ▼ 3.8%
News Sentiment
Very Bullish
Bullish news 99%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
72.56%
12-Months-Change
Fundamentals
Return on Equity
21.43%
Trailing 12-Months
Asset Growth
1.77%
Trailing 12-Months
Company Description
Valmont Industries
Valmont Industries, Inc. produces and sells fabricated metal products in the United States, Australia, Brazil, Denmark, and internationally. It operates through two segments: Infrastructure and Agriculture. The company manufactures and distributes engineered metal, steel, wood, aluminum, and composite poles, towers, and components for lighting, traffic, and wireless communication markets; engineered access systems; integrated structure solutions for smart cities; and highway safety products. It also offers engineered steel and concrete pole structures for utility transmission, distribution, substations, and renewable energy generation equipment; and inspection services. In addition, the company provides hot-dipped galvanizing, anodizing, and powder coating services to preserve and protect metal products; and water management solutions and technology for precision agriculture. Further, it manufactures and distributes mechanical irrigation equipment, and related parts and services under the Valley brand name for the agricultural industry; and tubular products for industrial customers. The company serves municipalities and government entities, commercial lighting fixtures manufacturing companies, contractors, telecommunications and utility companies, and large farms, as well as the general manufacturing sector. Valmont Industries, Inc. was founded in 1946 and is headquartered in Omaha, Nebraska.
VMI Company Deck
VMI Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a predominantly positive tone driven by strong first-quarter financial results, robust Infrastructure demand (notably North America Utility), record EPS, improved margins, healthy cash generation, and an increased full-year outlook. Key concerns remain around the Agriculture business (sales down 15.1%), regional disruptions in the Middle East (including a paused Dubai facility), segment-specific softness in Lighting/Telecom, and exposure to recent tariff changes—issues management is addressing through capacity shifts, pricing, cost management and supply-chain adjustments. On balance, the positive operational momentum and upgraded guidance outweigh the headwinds.View all VMI earnings summariesVMI Stock 12 Month Forecast
Average Price Target
$553.67
▲(34.18% Upside)
Technical Analysis
Ownership Overview
1.30% Insiders
24.36% Mutual Funds
25.05% Other Institutional Investors
22.41% Public Companies and
Individual Investors