Pulling SEC filings + quote and writing the call…

VALMONT INDUSTRIES INC
Next earnings Jul 20, 2026 · consensus $5.86 EPS, $1.10B rev
Last earnings +11.9% on 2026-04-21
Quality infrastructure/ag industrial with 21.5% ROE, but flat revenue, a 20.8% operating-income drop and a full 34x multiple.
Sources: SEC EDGAR (CIK 0000102729, latest 10-Q filed 2026-04-28) · EODHD · analysis by claude-code · as of 6/21/2026, 8:48:02 PM.
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Middling fundamentals and a rich price (~69% above fair value) leave little margin of safety — a wait-and-see.
Valmont is a well-run maker of infrastructure products (utility poles, transmission structures, lighting) and agricultural irrigation systems, with a strong 21.5% return on equity and a solid balance sheet — $1.63B equity against $795M long-term debt (1.06x liabilities/equity) and $187M cash. FY2025 was a year of consolidation: revenue was essentially flat at $4.10B (+0.7%) and net income held at $350M (+0.6%, EPS $16.79). The Infrastructure side benefits from grid-modernization and electrification tailwinds, while the Agriculture side remains exposed to farm-income cycles.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $3.50B | $4.35B | $4.17B | $4.08B | $4.10B |
| Gross profit | $884M | $1.13B | $1.24B | $1.24B | $1.24B |
| Operating income | $287M | $433M | $292M | $525M | $416M |
| Net income | $196M | $251M | $151M | $348M | $350M |
| Diluted EPS | $9.10 | $11.62 | $6.78 | $17.19 | $16.79 |
| Net margin | 5.6% | 5.8% | 3.6% | 8.5% | 8.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1046 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 1 sale
| 2026-05-06 | Campbell Renee L SVP, Capital Markets & Risk | Sell | 412.00 @ $522.45 | $215K |
| 2026-04-27 | Robinson-Berry Joan Director | Award | 341.00 | |
| 2026-04-27 | PAGLIA CATHERINE JAMES Director | Award | 341.00 | |
| 2026-04-27 | Neary Daniel P Director | Award | 341.00 | |
| 2026-04-27 | Milliken James B. Director | Award | 341.00 | |
| 2026-04-27 | Maass Paul T Director | Award | 341.00 | |
| 2026-04-27 | Lanoha Richard Andrew Director | Award | 341.00 | |
| 2026-04-27 | Freye Theodor Werner Director | Award | 341.00 |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.