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Valmont Industries Inc.

VMI · Industrials

Last earnings Oct 20, 2026

Key results

Operating incomequarter

12.5%

Operating income increased 12.5% to $141.5 million or 13.5% of net sales, compared to $125.7 million or 12.3% of net sales Diluted earnings per share ( EPS ) increased 21.2% to $4.98

SEC original ↗Valmont Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Net revenuequarter

$26,243

, including a $26,243 change in Q2 2025 in redemption value of redeemable noncontrolling interests (represents estimated liability to exit a joint venture ag solar business) Third Quarter 2025 Segment Review (all metrics compared to Third Quarter 2024 unless otherwise noted) Infrastructure (77.1% of Net Sales) Products and solutions to serve the infrastructure markets of utility, lighting, transportation, telecommunications, and solar, along with coatings services to protect metal products Sales increased 6.6% to $808.3 million, compared to $758.6 million.

SEC original ↗Valmont Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Operating income increased 15.9% to $143.4 million or 17.8% of net sales, compared to $123.7 million or 16.3% of net sales.

SEC original ↗Valmont Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Operating income decreased 19.7% to $23.2 million or 9.7% of net sales, compared to $28.9 million or 11.0% of net sales.

SEC original ↗Valmont Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2025

AI analysis

Q3 2025 · reported Oct 21, 2025

Based on: Earnings release + parent 8-K — transcript not held

Net revenue · Q3 2025
$26,243
EX-99 · Oct 21, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Operating income12.5%——
Net revenue$26,243——

EX-99 · Oct 21, 2025

Guidance · company-stated

Direction: Raised

EPS — Raised

“com Date: October 21, 2025 Valmont Reports Third Quarter 2025 Results and Raises Full-Year 2025 Adjusted Earnings per Share Outlook OMAHA, Neb.”

Company outlook — Raised

“Given our results and the momentum across the organization, we re raising our full-year earnings guidance.”

EPS — Raised

“1 Please see Reg G reconciliation to GAAP measures at end of document Raising Full-Year 2025 Financial Outlook and Updating Key Assumptions The Company is raising its full-year 2025 adjusted diluted earnings per share outlook and updating key assumptions for the year.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

$ 99,031 $ 83,068 $ 182,272 $ 270,606 Weighted average shares outstanding - Basic 19,736 20,092 19,864 20,152 Earnings per share - Basic $ 5.02 $ 4.13 $ 7.85 1 $ 13.43 Weighted average shares outstanding - Diluted 19,876 20,234 20,001 20,283 Earnings per share - Diluted $ 4.98 $ 4.11 $ 7.80 1 $ 13.34 Cash dividends per share $ 0.68 $ 0.60 $ 2.04 $ 1.80 1 Basic and diluted earnings per share for the thirty-nine weeks ended September 27, 2025 includes a $26,243 change in redemption value of redeemable noncontrolling interests (represents estimated liability to exit a joint venture ag solar business) VALMONT INDUSTRIES, INC.

Adjusted EBITDA: This metric is a key component of a financial ratio included in the covenants of our major debt agreements.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Applbaum commented, Our third quarter results reflect strong execution on our 2025 priorities and long-term value drivers

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

EPS — Raised (“Raises”)
“com Date: October 21, 2025 Valmont Reports Third Quarter 2025 Results and Raises Full-Year 2025 Adjusted Earnings per Share Outlook OMAHA, Neb.”

Company outlook — Raised (“raising”)
“Given our results and the momentum across the organization, we re raising our full-year earnings guidance.”

EPS — Raised (“Raising”)
“1 Please see Reg G reconciliation to GAAP measures at end of document Raising Full-Year 2025 Financial Outlook and Updating Key Assumptions The Company is raising its full-year 2025 adjusted diluted earnings per share outlook and updating key assumptions for the year.”

Classified from the release's primary full-year outlook statement.

Capital allocation

$ 99,031 $ 83,068 $ 182,272 $ 270,606 Weighted average shares outstanding - Basic 19,736 20,092 19,864 20,152 Earnings per share - Basic $ 5.02 $ 4.13 $ 7.85 1 $ 13.43 Weighted average shares outstanding - Diluted 19,876 20,234 20,001 20,283 Earnings per share - Diluted $ 4.98 $ 4.11 $ 7.80 1 $ 13.34 Cash dividends per share $ 0.68 $ 0.60 $ 2.04 $ 1.80 1 Basic and diluted earnings per share for the thirty-nine weeks ended September 27, 2025 includes a $26,243 change in redemption value of redeemable noncontrolling interests (represents estimated liability to exit a joint venture ag solar business) VALMONT INDUSTRIES, INC.

SEC original ↗Valmont Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Adjusted EBITDA: This metric is a key component of a financial ratio included in the covenants of our major debt agreements.

SEC original ↗Valmont Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2025

It is calculated as net earnings before interest, taxes, depreciation, amortization, stock-based compensation, and other adjustments as outlined in the applicable debt agreements.

SEC original ↗Valmont Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Leverage Ratio: This ratio is calculated by taking the sum of interest-bearing debt, minus unrestricted cash in excess of $50.0 million (but not exceeding $500.0 million), and dividing it by Adjusted EBITDA.

SEC original ↗Valmont Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2025

This is a key financial ratio included in the covenants of our major debt agreements and is calculated on a rolling four-fiscal-quarter basis.

SEC original ↗Valmont Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Free Cash Flow: Calculated as net cash provided by operating activities minus capital expenditures, free cash flow serves as an indicator of the Company s financial strength.

SEC original ↗Valmont Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Strategy & priorities

Applbaum commented, Our third quarter results reflect strong execution on our 2025 priorities and long-term value drivers.

SEC original ↗Valmont Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Risks & headwinds

They involve risks, uncertainties (some of which are beyond Valmont s control), and assumptions.

SEC original ↗Valmont Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2025

These factors include, among other things, risks described in Valmont s reports to the Securities and Exchange Commission ( SEC ), the Company s actual cash flows and net income, future economic and market circumstances, industry conditions, company performance and financial results, operational efficiencies, availability and price of raw materials, availability and market acceptance of new products, product pricing, domestic and international competitive environments, geopolitical risks, and actions and policy changes by domestic and foreign governments, including tariffs.

SEC original ↗Valmont Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Reconciliations to the most directly comparable GAAP financial measures are not provided, as the Company cannot do so without unreasonable effort due to the inherent uncertainty and difficulty in predicting the timing and financial impact of such items.

SEC original ↗Valmont Industries Inc. — Earnings release (8-K exhibit)EX-99Oct 21, 2025

Documents

Earnings deck slides

0 decks with slide view

Valmont Industries Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials

Filings

30 documents

Earnings releases

10 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Valmont Industries Inc. are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention Valmont Industries Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.