Valmont Industries (VMI)
NYSE:VMI
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Earnings Data
Report Date
Jul 29, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
5.78Last Year’s EPS
4.88Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive tone driven by strong first-quarter financial results, robust Infrastructure demand (notably North America Utility), record EPS, improved margins, healthy cash generation, and an increased full-year outlook. Key concerns remain around the Agriculture business (sales down 15.1%), regional disruptions in the Middle East (including a paused Dubai facility), segment-specific softness in Lighting/Telecom, and exposure to recent tariff changes—issues management is addressing through capacity shifts, pricing, cost management and supply-chain adjustments. On balance, the positive operational momentum and upgraded guidance outweigh the headwinds.Company Guidance
Strong Overall Financial Performance
Net sales of $1.03 billion, up 6.2% year-over-year; operating income of $155.6 million with operating margin of 15.1%, up 190 basis points; diluted EPS of $5.51, up 27.5% year-over-year and a record first-quarter EPS.
Infrastructure Segment Outperformance
Infrastructure sales of $806 million, up 14.1% year-over-year. North America Utility sales grew 27.4% driven by pricing and higher volumes; North America Coatings up 13.3%; Infrastructure operating income $143 million or 17.8% of net sales, improving 110 basis points.
Raised 2026 Guidance and Strong EPS Outlook
Updated full-year guidance: net sales $4.2B–$4.4B; Infrastructure $3.3B–$3.45B; Agriculture $0.9B–$0.95B. Diluted EPS guidance $21.50–$23.50. At midpoint guidance implies ~4.8% revenue growth and ~17.9% adjusted EPS growth.
Healthy Cash Generation and Capital Allocation
Generated $103.5 million of operating cash flow in the quarter; ended Q1 with $160.2 million of cash and net debt leverage ~1x. Returned $71 million to shareholders (including $58 million share repurchases) and increased quarterly dividend by 13% to $0.77.
Investing to Expand Capacity and Improve Throughput
Q1 CapEx of $35 million; company plans $170M–$200M CapEx for 2026 (majority to Utility). Capacity expansions and operational improvements are driving throughput gains and better-than-one-for-one capacity productivity in key U.S. plants; bid lead times reported at best-in-industry ~42–44 weeks.
Strategic M&A and Portfolio Actions
Completed acquisition of Rational Minds and purchase of remaining minority shares of ConcealFab for a combined $20 million, supporting technology and aftermarket positioning; resolved a Brazil legal matter within existing accruals.
VMI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
VMI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 21, 2026 | $409.88 | $458.77 | +11.93% |
Feb 17, 2026 | $474.41 | $443.10 | -6.60% |
Oct 21, 2025 | $407.52 | $413.06 | +1.36% |
Jul 22, 2025 | $330.10 | $351.65 | +6.53% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Valmont Industries (VMI) report earnings?
Valmont Industries (VMI) is schdueled to report earning on Jul 29, 2026, After Close (Confirmed).
What is Valmont Industries (VMI) earnings time?
Valmont Industries (VMI) earnings time is at Jul 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is VMI EPS forecast?
VMI EPS forecast for the fiscal quarter 2026 (Q2) is 5.78.