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Valmont Industries (VMI)
NYSE:VMI
Earnings Data
Report Date
Apr 22, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
4.36Last Year’s EPS
4.32Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 22, 2025
|% Change Since: 14.06%
|Next Earnings Date:Jul 16, 2025
Earnings Call Sentiment|Positive
Despite some challenges in the solar sector and North American agriculture, Valmont Industries demonstrated a strong performance in telecommunications and utility segments, with effective cost mitigation strategies keeping them on track for a positive year. The company is strategically investing in capacity expansions and expects to be cost-neutral with respect to tariffs, maintaining a strong financial outlook.Company Guidance
During the Valmont Industries First Quarter 2025 Earnings Conference Call, a range of guidance metrics were provided, highlighting the company's robust performance and strategic initiatives. The company reported a backlog of $1.5 billion, indicating healthy order activity and volume growth. First quarter net sales were $969.3 million, a slight 0.9% decrease year-over-year, although sales increased modestly on a constant currency basis. Valmont's gross margin was reported at 30%, down by 130 basis points from the previous year, primarily due to a higher mix of international projects in the agriculture segment, while diluted earnings per share stood at $4.32, in line with the prior year. The company reaffirmed its full-year expectations with projected net sales between $4.0 and $4.2 billion and diluted earnings per share expected to range from $17.20 to $18.80, with an expectation to land above the midpoint. Additionally, Valmont emphasized its strategic capital investments, including approximately $30 million in CapEx during the first quarter, aimed at expanding utility production and enhancing capacity across its footprint. The company also outlined cost management efforts, projecting that comprehensive plans to mitigate tariffs could lead to a cost-neutral impact for the year. Despite a challenging macroeconomic environment, Valmont Industries remains confident in its ability to deliver strong results, bolstered by strategic growth initiatives and a focus on long-term market trends.Strong Backlog and Stable Financial Performance
Valmont reported a growing backlog of $1.5 billion, indicating healthy demand. Despite a slight decrease in consolidated net sales, they increased modestly on a constant currency basis, with operating margins and earnings per share remaining stable.
Telecommunications Segment Growth
Telecom sales saw a strong increase of nearly 30%, driven by favorable carrier spending and ongoing 5G network expansions.
Successful Cost Mitigation Strategies
Valmont expects to be cost-neutral regarding tariffs for the fiscal year due to effective pricing strategies and supply chain adjustments, including increased use of US-sourced steel.
Capacity Expansion and Investment
Valmont invested $30 million in CapEx to increase utility production, with expansions in Brenham, Texas, and equipment upgrades in Florida and Kansas progressing as planned.
Positive Outlook for Brazilian Market
Early signs of market stabilization in Brazil, with a return to volume growth and encouraging order activity.
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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
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VMI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 22, 2025 | $269.53 | $278.28 | +3.25% |
| Feb 18, 2025 | $320.06 | $376.12 | +17.52% |
| Oct 22, 2024 | $293.70 | $324.23 | +10.39% |
| Jul 24, 2024 | $269.20 | $297.77 | +10.61% |
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.
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FAQ
When does Valmont Industries (VMI) report earnings?
Valmont Industries (VMI) is schdueled to report earning on Apr 22, 2025, TBA Not Confirmed.
What is Valmont Industries (VMI) earnings time?
Valmont Industries (VMI) earnings time is at Apr 22, 2025, TBA Not 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 2025 (Q1) is 4.36.
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