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

Valmont Industries (NYSE:VMI) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 20.500-23.500 for the period, compared to the consensus EPS estimate of 21.300. The company issued revenue guidance of $4.2 billion-$4.4 billion, compared to the consensus revenue estimate of $4.3 billion.

Analysts Set New Price Targets

A number of research analysts have weighed in on VMI shares. DA Davidson lifted their price target on shares of Valmont Industries from $400.00 to $415.00 and gave the company a “neutral” rating in a research note on Wednesday, October 22nd. Stifel Nicolaus boosted their price objective on shares of Valmont Industries from $491.00 to $492.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Valmont Industries in a report on Monday, December 29th. Three analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, Valmont Industries presently has a consensus rating of “Moderate Buy” and an average target price of $462.33.

Valmont Industries Price Performance

NYSE:VMI opened at $445.44 on Wednesday. Valmont Industries has a 52-week low of $250.07 and a 52-week high of $487.58. The company has a market cap of $8.78 billion, a P/E ratio of 38.37 and a beta of 1.22. The company has a debt-to-equity ratio of 0.46, a quick ratio of 1.50 and a current ratio of 2.26. The stock’s 50-day simple moving average is $434.92 and its 200 day simple moving average is $406.37.

Valmont Industries (NYSE:VMI) last posted its quarterly earnings results on Tuesday, February 17th. The industrial products company reported $4.92 earnings per share for the quarter, missing analysts’ consensus estimates of $4.95 by ($0.03). Valmont Industries had a net margin of 6.33% and a return on equity of 22.92%. The company had revenue of $1.04 billion during the quarter, compared to the consensus estimate of $1.04 billion. During the same quarter in the prior year, the business earned $3.84 earnings per share. The firm’s revenue for the quarter was up .1% compared to the same quarter last year. Valmont Industries has set its FY 2026 guidance at 20.500-23.500 EPS. As a group, sell-side analysts forecast that Valmont Industries will post 18.07 EPS for the current fiscal year.

Trending Headlines about Valmont Industries

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

• Positive Sentiment: Management reiterated FY‑2026 EPS guidance of $20.50–$23.50 and highlighted backlog growth, signaling multi‑year demand visibility that supports longer‑term earnings. Valmont Reports Fourth Quarter GAAP EPS of $9.05 and Adjusted EPS of $4.92; Provides Full-Year 2026 EPS Outlook of $20.50 to $23.50
• Positive Sentiment: Company commentary and analyst write‑ups point to strength in infrastructure end markets (utility poles, engineered structures), which helped offset softness in agriculture and supports near‑term revenue conversion from backlog. VMI Q4 Deep Dive: Infrastructure Strength Offsets Agriculture Weakness as Guidance Holds Steady
• Neutral Sentiment: Results were mixed: adjusted EPS improved year‑over‑year but missed consensus by $0.03 and revenue was essentially flat (+0.1% YoY). The company posted GAAP EPS of $9.05 (includes items) and provided slides/call for detail — investors will be parsing margin drivers and segment trends. Valmont earnings press release / slide deck
• Negative Sentiment: The small EPS miss and reported sales underperformance triggered selling pressure; some headlines emphasized the miss and catalogued the mixed demand environment, which likely pressured the stock despite the constructive guidance. Valmont Drops on Q4 Figures
• Negative Sentiment: Agriculture end‑market softness noted on the call and in transcripts is a key risk: slower ag demand can weigh on near‑term revenue and margins if infrastructure backlog conversion slows. Valmont Industries, Inc. (VMI) Q4 2025 Earnings Call Transcript

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in VMI. Invesco Ltd. boosted its holdings in Valmont Industries by 8.3% in the 3rd quarter. Invesco Ltd. now owns 422,997 shares of the industrial products company’s stock valued at $164,009,000 after purchasing an additional 32,382 shares during the period. Sei Investments Co. boosted its stake in shares of Valmont Industries by 3.1% in the third quarter. Sei Investments Co. now owns 290,948 shares of the industrial products company’s stock valued at $112,809,000 after buying an additional 8,715 shares during the period. AQR Capital Management LLC grew its position in Valmont Industries by 118.8% during the third quarter. AQR Capital Management LLC now owns 282,610 shares of the industrial products company’s stock worth $108,884,000 after buying an additional 153,418 shares in the last quarter. Amundi grew its position in Valmont Industries by 49.7% during the third quarter. Amundi now owns 154,629 shares of the industrial products company’s stock worth $59,989,000 after buying an additional 51,309 shares in the last quarter. Finally, UBS Group AG increased its stake in Valmont Industries by 54.4% during the 3rd quarter. UBS Group AG now owns 138,812 shares of the industrial products company’s stock worth $53,822,000 after acquiring an additional 48,929 shares during the period. 87.84% of the stock is currently owned by institutional investors.

Valmont Industries Company Profile

Valmont Industries, Inc (NYSE: VMI) is a diversified industrial manufacturer specializing in infrastructure and agricultural products. Headquartered in Omaha, Nebraska, the company engages in the design, production and distribution of engineered products that support water management, power transmission, lighting and traffic infrastructure. Valmont’s solutions range from center-pivot and lateral-move irrigation systems to utility poles, transmission towers, lighting structures and highway traffic signal support structures.

The company operates through several core business segments.