Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$9.1B
19M shares
52-week range
$361.50 – $585.71
49% from low
Sector
FABRICATED STRUCTURAL METAL PRODUCTS
Exchange
NYSE
CS
P/S (TTM)
2.2
EV / FCF (TTM)
30.8
Valmont Industries Inc, along with its subsidiaries, operates as a manufacturer of products and services for infrastructure and agriculture markets. Its reportable segments are Infrastructure and Agriculture. The company generates maximum revenue from the Infrastructure segment, which includes the manufacturing and distribution of products and solutions to serve the infrastructure markets of utility, solar, lighting, transportation, and telecommunications, along with coatings services to protect metal products. The Agriculture segment provides irrigation equipment components, including aftermarket parts and tubular products, and technology solutions for precision agriculture. Geographically, it derives key revenue from the United States, followed by Australia, Brazil, and other regions.
www.valmont.comNo one on the platform currently holds VMI.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 50,360 | $20.1M |
| Bridgewater Associatesas of 2026-03-31 | 7,595 | $3.0M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-25 | $0.7700 | 2026-10-15 |
| 2026-06-26 | $0.7700 | 2026-07-15 |
| 2026-03-27 | $0.7700 | 2026-04-15 |
| 2025-12-26 | $0.6800 | 2026-01-15 |
| 2025-09-26 | $0.6800 | 2025-10-15 |
| 2025-06-27 | $0.6800 | 2025-07-15 |
| 2025-03-28 | $0.6800 | 2025-04-15 |
| 2024-12-27 | $0.6000 | 2025-01-15 |
| 2024-09-27 | $0.6000 | 2024-10-15 |
| 2024-06-28 | $0.6000 | 2024-07-15 |
No one on the platform has traded VMI yet.
| 2024-03-27 | $0.6000 | 2024-04-15 |
| 2023-12-28 | $0.6000 | 2024-01-16 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 20.6% | 13.5% | 12.3% | — | — | — |
| Rev. Growth % | 0.7% | 7.2% | ||||
| Profit Margin % | 8.5% | 6.4% | 5.7% | |||
| Free Cash Flow Margin % | 7.6% | 5.8% | 5.6% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +6.4% on the P/E track.
At today's price, your expected annual return is +11.7% on the P/E track.
At today's price, your expected annual return is +16.0% on the P/E track.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Wall St is expecting 5.73 EPS for $VMI Q3 [Reporting 10/28 BMO] http://www.estimize.com/intro/vmi?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗Wall St is expecting 5.73 EPS for $VMI Q3 [Reporting 10/28 BMO] http://www.estimize.com/intro/vmi?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗
Not much movement in the recent week. But there is a new Buy signal for Bitcoin. $BTC.X Bonds TLT is double red and falling to new multi-year lows. Higher interest rates could start to weigh on stocks as well. $SPY More stocks in our trading journal, where $VMI is close to an important hurdle: https://blog.reversallevels.com/2026/08/trading-journal-aug-18-2026.html
View on StockTwits ↗
$ACM One adjustment to my previous opinon: ACM PE is 15 at these prices. In comparison with similarly sized industry competitors, who'se PE are as of today: ACM: 15.11 $VMI Valmont Industries Inc: 18.75 (KUDOS to Valmont - excellent report two weeks ago; I like ACM a bit better because it appears to be at a greater discount in comparison) $STN Stantec Inc 23.03 $AGX Argan Inc 50.12 $FLR Fluor Corp 27.45 I continue to be bullish here, as AECOM seems to be undervalued at these prices and moving in the right direction. Do your own DD and Good Luck To All.
View on StockTwits ↗New trade setup. We will be adding $VMI on a spBuy signal. Here is the chart. More in our trading journal: https://blog.reversallevels.com/2026/07/trading-journal-july-31-2026.html
View on StockTwits ↗Wall St is expecting 5.74 EPS for $VMI Q3 [Reporting 10/28 BMO] http://www.estimize.com/intro/vmi?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗
$VMI Taking advantage of this $VMI dip to add to my core position. The operational execution is flawless right now. Q2 results were strong, FY guidance was raised, and their utility segment is expanding margins beautifully through pricing power. Any post-earnings weakness is just market noise. Accumulating. 📊📈🚜
View on StockTwits ↗
https://www.marketbeat.com/earnings/reports/2026-7-21-valmont-industries-inc-stock/ $VMI Valmont Industries Earnings Transcript
View on StockTwits ↗
$VMI Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $6.19 up 504.58% YoY • Reported revenue of $1.12B up 6.49% YoY • Valmont Industries, Inc. is raising its full-year 2026 net sales outlook to $4.3 billion to $4.45 billion and diluted EPS to $22.25 to $23.50, reflecting updated expectations for the fiscal year.
View on StockTwits ↗$VMI reported - EPS and - revenue for Q2. http://www.estimize.com/intro/vmi?chart=historical&metric_name=eps&utm_content=VMI&utm_medium=act
View on StockTwits ↗
$FCEL $BBCP $MYRG $VMI Industrials doing me so well. Keep this coming for the next 2 years
View on StockTwits ↗
$VMI Current Stock Price: $569.26 Contracts to trade: $570.0 VMI Jul 17 2026 Call Entry: $13.60 Exit: $24.37 ROI: 79% Hold ~27 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $4.4B | +6.4% | $23.10 | $22.94–$23.30 | 20.4× | 5 |
| 2027 | $4.7B | +6.6% | $25.98 | $25.37–$26.86 | 18.1× | 5 |
| 2028 | $5.0B | +7.7% | $29.67 | $28.98–$30.36 | 15.9× | 2 |
| 2029 | $5.4B | +7.1% | $34.62 | $33.93–$35.13 | 13.6× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-21 | $5.80 | $6.14 | +5.9% |
| 2026-04-21 | $4.72 | $5.51 | +16.7% |
| 2026-02-17 | $4.95 | $4.92 | -0.6% |
| 2025-10-21 | $4.64 | $4.98 | +7.3% |
| 2025-07-22 | $4.72 | $4.88 | +3.4% |
| 2025-04-22 | $4.36 | $4.32 | -0.9% |
| 2025-02-18 | $3.63 | $3.84 | +5.8% |
| 2024-10-22 | $4.00 |
| $4.11 |
| +2.8% |
| $8.6B |
| — |
| IESCIES Holdings, Inc. | $319.55 | -7.57% | $12.7B | — |
| OSKOshkosh Corp | $143.40 | -1.68% | $8.9B | — |
Source: Financial Modeling Prep · peers by sector/industry