The earnings call reflects a strong performance in utility, telecom, and international agriculture segments, contributing to solid operational results and a positive long-term growth outlook. However, there were significant challenges, including the exit from the North American solar market, resulting in substantial nonrecurring charges, and difficulties in the lighting and transportation segment. Despite these challenges, the company's strategy and investments position it well for future growth.

Company Guidance -

Q3 2025

In the recent earnings call, Valmont Industries provided guidance for fiscal year 2025, highlighting several key metrics and strategic initiatives. The company expects net sales to be in the range of $4 billion to $4.2 billion and has raised its full-year adjusted diluted earnings per share (EPS) expectations to between $17.50 and $19.50, with a midpoint increase to $18.50. The company reported net sales of $1.05 billion for the second quarter, representing a 1% year-over-year increase, and a gross profit margin of 30.6%. Valmont's infrastructure backlog is approaching $1.5 billion, driven by strong demand in utility, telecom, and international agriculture markets. The company is targeting $100 million in growth capital expenditures for the year and anticipates annualized savings of $22 million in 2026 from recent strategic realignment actions. The call also highlighted Valmont's focus on capturing the infrastructure wave, with US capital expenditures expected to exceed $212 billion this year, a 22% increase. The company is enhancing its capacity and efficiency with AI integration and automation to meet growing demand and plans to add $500 to $700 million in revenue and $7 to $12 in additional EPS over the next three to four years.

Utility Segment Growth

Utility sales increased by 5.4% due to higher volumes and pricing actions. The infrastructure backlog is approaching $1.5 billion, and U.S. CapEx is expected to exceed $212 billion this year, a 22% increase driven by electrification, data center expansion, and grid modernization.

Telecom Segment Performance

The telecom business saw strong sales growth of more than 40%, driven by successful product alignment with key carrier programs such as 5G densification and fixed wireless access.

International Agriculture Strength

International agricultural sales increased by 22%, led by strength in the EMEA region with higher volumes across all regions, including Brazil.

Strong Cash Flow and Liquidity

Operating cash flows reached $167.6 million, with net working capital days reducing from 118 days in Q1 2024 to below 90.

Shareholder Returns and Investments

Valmont returned $13.6 million through dividends and repurchased $100 million of shares. They also invested $32 million in CapEx, primarily for growth.

Long-term Strategy and Growth Outlook

Valmont outlined a roadmap to add $500 to $700 million in revenue growth and $7 to $12 in additional EPS over the next three to four years.

Valmont (VMI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

VMI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	4.55 / -	4.11	―	―	―
Jul 22, 2025	2025 (Q2)	4.71 / 4.88	4.91	-0.61% (-0.03)
Apr 22, 2025	2025 (Q1)	4.36 / 4.32	4.32	0.00% (0.00)
Feb 18, 2025	2024 (Q4)	3.63 / 3.84	3.18	20.75% (+0.66)
Oct 22, 2024	2024 (Q3)	4.00 / 4.11	4.12	-0.24% (>-0.01)
Jul 24, 2024	2024 (Q2)	4.44 / 4.91	4.37	12.36% (+0.54)
May 01, 2024	2024 (Q1)	3.31 / 4.32	3.61	19.67% (+0.71)
Feb 21, 2024	2023 (Q4)	3.04 / 3.18	3.57	-10.92% (-0.39)
Oct 25, 2023	2023 (Q3)	3.75 / 4.12	3.49	18.05% (+0.63)
Jul 26, 2023	2023 (Q2)	4.08 / 4.37	3.7	18.11% (+0.67)

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
Jul 22, 2025	$331.90	$353.56	+6.53%
Apr 22, 2025	$268.98	$277.71	+3.25%
Feb 18, 2025	$319.41	$375.36	+17.52%
Oct 22, 2024	$293.10	$323.57	+10.40%

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 Oct 22, 2025, After Close (Confirmed).

What is Valmont Industries (VMI) earnings time?

Valmont Industries (VMI) earnings time is at Oct 22, 2025, 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 2025 (Q3) is 4.55.

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