Valmont narrows FY25 adjusted EPS view to $18.70-$19.50 from $17.50-$19.50

Consensus $18.70. Narrows FY25 revenue view to $4.1B from $4B-$4.2B, consensus $4.11B. Backs FY25 capital expenditures view $140M-$160M. Lowers FY25 effective tax rate view to 25% from 26%. The company said, “Steel cost assumptions are aligned with futures markets as of October 20, 2025. The Company’s fiscal 2025 outlook reflects its current plans and actions underway to mitigate the direct impacts of tariffs as of October 17, 2025; the Company believes these mitigation plans will enable it to remain profit neutral on a dollar basis in fiscal 2025.”