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

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

Analyst Upgrades and Downgrades

Several brokerages have weighed in on VMI. Wall Street Zen cut shares of Valmont Industries from a “buy” rating to a “hold” rating in a research note on Saturday, October 10th. Weiss Ratings upgraded 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. increased their target price on shares of 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 raised their target price on shares of Valmont Industries from $645.00 to $678.00 and gave the stock a “buy” rating in a report on Monday, July 20th. Finally, Zacks Research downgraded shares of Valmont Industries from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 20th. 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 MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $587.00.

Valmont Industries Stock Down 0.7%

Shares of NYSE VMI opened at $447.56 on Thursday. The company has a market cap of $8.64 billion, a price-to-earnings ratio of 16.61, a PEG ratio of 1.03 and a beta of 1.34. The company has a current ratio of 2.41, a quick ratio of 1.55 and a debt-to-equity ratio of 0.43. Valmont Industries has a 12 month low of $378.02 and a 12 month high of $585.71. The stock has a 50-day moving average price of $473.34 and a two-hundred day moving average price of $496.19.

Valmont Industries (NYSE:VMI) last issued its quarterly earnings data on Tuesday, October 20th. The industrial products company reported $6.24 earnings per share for the quarter, topping analysts’ consensus estimates of $5.70 by $0.54. The business had revenue of $1.10 billion for the quarter, compared to analyst estimates of $1.12 billion. Valmont Industries had a return on equity of 26.25% and a net margin of 12.05%. Valmont Industries’s quarterly revenue was up 5.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $4.98 EPS. As a group, 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 issued a $0.77 dividend. The ex-dividend date was Friday, September 25th. This represents a $3.08 annualized dividend and a yield of 0.7%. Valmont Industries’s payout ratio is presently 11.99%.

Insider Activity at Valmont Industries

In other Valmont Industries news, Director Theodor Freye sold 800 shares of the stock in a transaction that occurred on Monday, July 27th. The stock was sold at an average price of $495.00, for a total transaction of $396,000.00. Following the transaction, the director directly owned 2,805 shares in the company, valued at approximately $1,388,475. This represents a 22.19% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 1.42% of the stock is currently owned by insiders.

Valmont Industries News Roundup

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

• Positive Sentiment: Valmont raised or reaffirmed a constructive fiscal 2026 adjusted EPS outlook of $22.75 to $23.75, with the midpoint above the $22.96 consensus estimate. Valmont Industries Q3 Earnings Up; Raises FY26 Adjusted EPS Outlook
• Positive Sentiment: Management expects fiscal 2026 revenue of approximately $4.3 billion to $4.5 billion, broadly centered on the $4.4 billion consensus forecast, suggesting continued growth despite uneven end markets. VMI Q3 Deep Dive: Utility and Aftermarket Growth Offset Telecom and Global Ag Weakness
• Neutral Sentiment: Utility infrastructure and aftermarket demand were strong, helping offset weakness in telecom and global agriculture. This mix supports earnings but highlights reliance on selected business lines. Valmont Industries Earnings Call Highlights Utility Upswing
• Negative Sentiment: The quarterly revenue shortfall may weigh on investor sentiment, particularly because telecom and agricultural markets remain soft. The fiscal 2026 revenue range also provides limited upside to expectations at its midpoint. Valmont Industries 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.