Valmont (VMI) Revenue by Segment

Shows how much sales come from each of Valmont’s business segments, highlighting which lines drive growth or expose the company to cyclicality; useful for gauging diversification, competitive strength, and where management is delivering momentum.

Valmont’s mix is shifting: Infrastructure is the real engine now—sustained, accelerating sales and expanding margins (led by North America utility and coatings) underpin upgraded guidance, strong cash flow and buybacks—while Agriculture shows a clear downtrend and volatility from regional project delays and soft equipment demand, even as aftermarket/tech provide some margin ballast. The disappearance of ‘Other’ likely reflects reclassification/streamlining. Elevated steel and fuel costs remain the key risk: infrastructure momentum must sustain pricing and execution to offset input inflation and hit EPS targets.