Valmont Industries, Inc.

Valmont Industries, Inc.

VMIยทNYSE

$547.14

+0.67%
IndustrialsConglomerates

Valmont Industries, Inc. produces and sells fabricated metal products in the United States, Australia, Brazil, Denmark, and internationally. It operates through two segments: Infrastructure and Agriculture. The company manufactures and distributes engineered metal, steel, wood, aluminum, and composite poles, towers, and components for lighting, traffic, and wireless communication markets; engineered access systems; integrated structure solutions for smart cities; and highway safety products. It also offers engineered steel and concrete pole structures for utility transmission, distribution, substations, and renewable energy generation equipment; and inspection services. In addition, the company provides hot-dipped galvanizing, anodizing, and powder coating services to preserve and protect metal products; and water management solutions and technology for precision agriculture. Further, it manufactures and distributes mechanical irrigation equipment, and related parts and services under the Valley brand name for the agricultural industry; and tubular products for industrial customers. The company serves municipalities and government entities, commercial lighting fixtures manufacturing companies, contractors, telecommunications and utility companies, and large farms, as well as the general manufacturing sector. Valmont Industries, Inc. was founded in 1946 and is headquartered in Omaha, Nebraska.

At a Glance

Live Snapshot
Market Cap$10.62B
EPS17.7000
P/E Ratio30.91
Earnings Date07/28/2026
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Valmont Industries, Inc. Street Expectations Map

VMI ยท NYSE

Wall Street analysts project that VMI stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 517.00, with estimates ranging from a low of 450.00 to a high of 600.00.

Lowest Target
450.00
-17.75%
Consensus Target
517.00
-5.51%
Highest Target
600.00
9.66%

The consensus 1-year price target stands at 517.00, with estimates ranging from a low of 450.00 to a high of 600.00.

Analyst Consensus Analysis

Upside Potential

-5.5%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

29.0% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

0.54x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Valmont Industries, Inc. Forward Estimates of Revenue

VMI ยท NYSE
Latest Revenue
4.10B
FY 2025
Avg Estimate
4.31B
FY 2026
Estimate Range
4.29B - 4.32B
Analyst Spread

Forward Growth Analysis

Projected Growth+5.0%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Valmont Industries, Inc. Forward Estimates of Net Income

VMI ยท NYSE
Latest Net Income
350.27M
FY 2025
Avg Estimate
452.18M
FY 2026
Estimate Range
444.70M - 459.65M
Analyst Spread

Forward Growth Analysis

Projected Growth+29.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Valmont Industries, Inc. Forward Estimates of EPS

VMI ยท NYSE
Latest EPS
17.70
FY 2025
Avg Estimate
$22.84
FY 2026
Estimate Range
$22.31 - $23.06
Analyst Spread

Forward Growth Analysis

Projected Growth+29.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Valmont Industries, Inc. Forward Estimates of EBIT

VMI ยท NYSE
Latest EBIT
522.30M
FY 2025
Avg Estimate
578.07M
FY 2026
Estimate Range
575.39M - 579.41M
Analyst Spread

Forward Growth Analysis

Projected Growth+10.7%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Valmont Industries, Inc. Forward Estimates of EBITDA

VMI ยท NYSE
Latest EBITDA
610.81M
FY 2025
Avg Estimate
653.29M
FY 2026
Estimate Range
650.26M - 654.81M
Analyst Spread

Forward Growth Analysis

Projected Growth+7.0%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Valmont Industries, Inc. Forward Estimates of SG&A Expense

VMI ยท NYSE
Latest SG&A Expense
717.63M
FY 2025
Avg Estimate
743.73M
FY 2026
Estimate Range
740.27M - 745.45M
Analyst Spread

Forward Growth Analysis

Projected Growth+3.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Valmont Industries, Inc. Insider Positioning

VMI ยท NYSE

During the last 12 months, insiders have sold $4.12M worth of VMI shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

5.4K

2.69M

Net Activity

-2.7M

-$2.69M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

375

154.00K

Net Activity

-154K

-$154K

9-12 Months

Bought

0

0.00

Sold

3.5K

1.28M

Net Activity

-1.3M

-$1.28M

Top Buyers

No buying activity

Top Sellers

1
BMC

Bay Mogens C

Director

5.0K sharesโ€ข1 transactions

$2.47M

2
FTP

Francis Timothy P

Officer: Chief Accounting Officer

2.9K sharesโ€ข1 transactions

$1.03M

3
CRL

Campbell Renee L

Officer: Svp, Capital Markets & Risk

1.1K sharesโ€ข2 transactions

$466K

4
CJC

Colwell James Christopher

Officer: Pres.-Global Tds, Svc&Coating

375 sharesโ€ข1 transactions

$154K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.12M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$2.69M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.