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VMI · NYSE · Conglomerates

Valmont Industries (VMI)

Builds infrastructure structures, protective coatings, and mechanized irrigation systems.

$477.00
vs last close+8.99 (+1.92%)
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Valmont Industries, Inc.VMI
Industrials

Manufactures engineered structures and protective coatings for utility, lighting, transportation, telecommunications, and solar markets, alongside Valley irrigation equipment and precision-agriculture technology. Infrastructure supplies most revenue, North America is the largest geography, and Agriculture combines equipment, replacement parts, tubular products, and digital tools.

Builds engineered structures and protective coatings for utility, lighting, transportation, telecommunications, and solar infrastructure. Infrastructure is the larger segment, and the business is concentrated in North America while maintaining international operations.

Produces Valley-branded center-pivot and linear irrigation systems, aftermarket parts, tubular products, and precision-agriculture technology through Agriculture. Manufacturing expertise in forming tubular metal links the original irrigation machinery to today's broader infrastructure portfolio.

Execution centers on manufacturing capacity, product adjacencies, acquisitions, portfolio exits, and a dealer network supporting irrigation equipment. Infrastructure supplies most revenue, North America is the largest geography, and selected solar-market exits continue to narrow that product line.

Company facts

CEOAvner M. Applbaum
ListedMar 26, 1990
ExchangeNYSE
HeadquartersOmaha, NE
CountryUnited States
Employees10,791
CIK0000102729
ISINUS9202531011

Market cap$9.03B
EPS (ttm)$25.14
P/E (ttm)18.62
ROE29.8%
P/B5.23
P/S2.13
Dividend yieldDiv yield0.62%
Beta1.20vs XLI 1.03

Price target$639.00+36.5%Average of 14 analysts
ConsensusHold8 of 14 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jul 20, 2026Stifel NicolausTarget
Target: $645
Target: $678
Jun 17, 2026Stifel NicolausTarget
Target: $501
Target: $645
May 28, 2026OppenheimerTarget
Target: —
Target: $600
Feb 18, 2026DA DavidsonReiterate
Rating: —Target: $415
Rating: NeutralTarget: $450
Feb 18, 2026Stifel NicolausTarget
Target: $492
Target: $501

Next report
Oct 20, 26
in 27 days
EPS estimate
$5.72
Revenue estimate
$1.12B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$3.84$4.32$4.88$4.98$4.92$5.51$6.14Pending
Estimate$3.63$4.36$4.72$4.64$4.95$4.72$5.80$5.72
Surprise+5.8%−0.9%+3.4%+7.3%−0.6%+16.7%+5.9%—

RevenueReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$1.04B$969.3M$1.05B$1.05B$1.04B$1.03B$1.12BPending
Estimate$1.01B$976.1M$1.03B$1.04B$1.04B$995.8M$1.09B$1.12B
Surprise+2.4%−0.7%+1.8%+0.3%−0.5%+3.4%+2.3%—
Estimate$5.72
ReportedDue Oct 20, 2026
Estimate$1.12B
ReportedDue Oct 20, 2026
View details

Debt to equity50.50%
Current ratio235.40%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.02B$1.04B$969.3M$1.05B$1.05B$1.04B$1.03B$1.12B
Net income$83.1M$77.7M$87.3M−$30.3M$99.0M$168.0M$108.0M$119.9M
Net margin8.1%7.5%9.0%0.0%9.5%16.2%10.5%10.7%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$125.7M$120.0M$128.3M$29.3M$141.5M$123.0M$155.6M$166.1M
YoY growthTurned profit+88.8%−2.5%−80.1%+12.5%+2.5%+21.3%+467.4%

Balance sheet, Jun 27, 2026Cash & short-term investments $139.1M · Total debt $871.7M · Total assets $3.47B · Shareholders' equity $1.73B

Revenue
$1.12B
Operating income
$166.1M
Net income
$119.9M
View details

Dividend yield
0.62%
Next ex-date
Sep 25, 26
in 2 days
Annual dividend
$2.90
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yieldUpcoming

Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26
Dividend$0.60$0.68$0.68$0.68$0.68$0.77$0.77$0.77
Annual yield0.78%0.86%0.77%0.69%0.66%0.72%0.51%0.63%
Ex-dateDec 27Mar 28Jun 27Sep 26Dec 26Mar 27Jun 26Sep 25
Payment dateJan 15Apr 15Jul 15Oct 15Jan 15Apr 15Jul 15Oct 15
View details

Institutions96.21%18.57M shares
664 holders · as of Jun 30, 2026
Insiders1.46%281.8K shares
27 holders · as of Sep 9, 2026
Other2.33%449.2K shares
remainder

19.30M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
10.24%1.98Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.42%854,011as of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.37%844,005as of Jun 30, 2026
State Street CorpInstitution
3.42%659,625as of Jun 30, 2026
Neuberger Berman Group LLCInstitution
2.58%497,545as of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jul 27, 2026Theodor Werner Freyedirector−800$495.00
Jul 23, 2026John L. Schwietzofficer: Executive VP and CFO+208$486.15
May 6, 2026Renee L. Campbellofficer: SVP, Capital Markets & Risk−412$522.45
Apr 24, 2026Mogens C. Baydirector−17,500$492.34
Oct 23, 2025James Christopher Colwellofficer: Pres.-Global TDS, Svc&Coating−375$410.68
View details

  • Arcosa

    Broad overlap in utility, lighting, traffic, and telecom structures

  • Lindsay

    Direct overlap in mechanized irrigation and road-safety systems

  • Nucor

    Steel utility structures backed by integrated galvanizing capacity

  • AZZ

    Direct overlap in galvanizing and protective metal-finishing services

Compare

CompanyPriceChange
Valmont Industries$477.00+1.92%$9.03B18.6—2.1+6.5%
Arcosa$146.72+0.08%$7.20B14.732.02.6−10.6%
Lindsay$117.44+2.20%$1.17B22.120.71.9−5.1%
Nucor$248.53+1.17%$55.95B19.611.71.5+23.0%
AZZ$138.58+1.27%$4.11B20.919.12.5+6.3%
Median20.219.92.2+0.6%