Valmont Industries Inc
NYSE:VMI
Valmont Industries Inc
In the heart of America's industrial landscape, Valmont Industries Inc. has carved out a distinctive identity as a global leader in the niche market of infrastructure and agricultural products. Founded in 1946, Valmont has grown from a single steel pole manufacturing facility into a multinational corporation renowned for its innovative engineering and enduring solutions. The company's operations span four key business segments: engineered support structures, coatings, utility support structures, and irrigation. With a keen focus on addressing the world's pressing demands for infrastructure and food production, Valmont designs, manufactures, and sells a diverse range of products such as lighting and traffic structures, coatings that protect steel from corrosion, poles and towers that are the backbone of utility lines, and advanced agricultural irrigation systems that enhance crop productivity globally.
At the core of Valmont's earning power is its capacity to deliver high-quality, tailored solutions that meet the diverse needs of their clientele across multiple sectors. The engineered support structures and utility support structures segments cater to the ever-growing global demand for reliable infrastructure, particularly in the energy and communications industries where robust poles and towers are indispensable. Meanwhile, the irrigation segment leverages cutting-edge technology to support the agricultural sector, offering precision irrigation systems that optimize water use for farmers—critical in a world where sustainable practices are increasingly prioritized. This strategic alignment with long-term global trends, such as urbanization, digital communication expansion, and sustainable food production, secures Valmont’s revenue streams, reinforcing its position as an integral player in facilitating both modern infrastructure and agricultural efficiency worldwide.
In the heart of America's industrial landscape, Valmont Industries Inc. has carved out a distinctive identity as a global leader in the niche market of infrastructure and agricultural products. Founded in 1946, Valmont has grown from a single steel pole manufacturing facility into a multinational corporation renowned for its innovative engineering and enduring solutions. The company's operations span four key business segments: engineered support structures, coatings, utility support structures, and irrigation. With a keen focus on addressing the world's pressing demands for infrastructure and food production, Valmont designs, manufactures, and sells a diverse range of products such as lighting and traffic structures, coatings that protect steel from corrosion, poles and towers that are the backbone of utility lines, and advanced agricultural irrigation systems that enhance crop productivity globally.
At the core of Valmont's earning power is its capacity to deliver high-quality, tailored solutions that meet the diverse needs of their clientele across multiple sectors. The engineered support structures and utility support structures segments cater to the ever-growing global demand for reliable infrastructure, particularly in the energy and communications industries where robust poles and towers are indispensable. Meanwhile, the irrigation segment leverages cutting-edge technology to support the agricultural sector, offering precision irrigation systems that optimize water use for farmers—critical in a world where sustainable practices are increasingly prioritized. This strategic alignment with long-term global trends, such as urbanization, digital communication expansion, and sustainable food production, secures Valmont’s revenue streams, reinforcing its position as an integral player in facilitating both modern infrastructure and agricultural efficiency worldwide.
EPS Growth: Adjusted diluted EPS for the year was $19.90, up 11.1% over 2024, with Q4 adjusted EPS at $4.92, up 28.1% year-over-year.
Strong Utility Demand: Utility backlog reached $1.5 billion, up 22% YoY, driven by grid expansion and data center investments, supporting a bullish 2026 outlook.
Guidance Raised: 2026 net sales projected at $4.2–$4.4 billion and diluted EPS at $20.50–$23.50, implying 4.8% revenue growth and 15.2% EPS growth at the midpoint.
Agriculture Recovery: Agriculture segment expects double-digit operating margins in Q1 2026 and for the full year, rebounding from 2025 challenges in Brazil and Middle East.
CapEx Increase: Capital spending to rise to $170–$200 million in 2026, largely for Utility capacity expansion, with high ROI expected.
Shareholder Returns: $250 million returned to shareholders in 2025, including $198 million in share repurchases and $52 million in dividends.
Brazil Risks Addressed: Legal reserves and credit losses in Brazil fully accrued in 2025; management does not expect further unusual expenses.
