Valmont Industries, Inc.

NYSE:VMI Stock Report

Market Cap: US$10.5b

Valmont Industries Future Growth

Future criteria checks 1/6

Valmont Industries is forecast to grow earnings and revenue by 12.2% and 5% per annum respectively while EPS is expected to grow by 12.9% per annum.

Key information

12.2%

Earnings growth rate

12.93%

EPS growth rate

Construction earnings growth24.5%
Revenue growth rate5.0%
Future return on equityn/a
Analyst coverage

Good

Last updated28 May 2026

Recent future growth updates

Analysis Article • Apr 23

Results: Valmont Industries, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Valmont Industries, Inc. ( NYSE:VMI ) defied analyst predictions to release its quarterly results, which were ahead of...

Recent updates

Narrative Update • Jun 08

VMI: Governance Changes And Dividend Policy Will Shape Measured Future Returns

Analysts have adjusted their price target for Valmont Industries from $527 to $545.25, citing updated assumptions across fair value, discount rate, revenue growth, profit margin, and future P/E as key drivers of the new view. What's in the News Valmont Industries finalized a retirement arrangement for former Executive Vice President, Chief Financial Officer, and Corporate Secretary Thomas Liguori, who will remain as a consultant until December 26, 2026, with base salary, health benefits, severance payments, and accelerated equity vesting provided as part of the agreement.
Narrative Update • May 25

VMI: Buybacks And Earnings Guidance Will Support Measured Future Returns

Analysts have adjusted their price target for Valmont Industries to $527. The change is linked to updated assumptions for the discount rate and future P/E, while revenue growth and profit margin expectations remain steady.
Narrative Update • Apr 26

VMI: Higher Dividend And Buybacks Will Support Future Earnings And Returns

Analysts have raised their price target for Valmont Industries to $527 from $503.67, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Valmont plans an Analyst and Investor Day to share a detailed update on its long term strategy, value drivers and growth outlook.
Analysis Article • Apr 23

Results: Valmont Industries, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Valmont Industries, Inc. ( NYSE:VMI ) defied analyst predictions to release its quarterly results, which were ahead of...
Seeking Alpha • Apr 17

Valmont Industries: Management's Plans Trump Short-Term Uncertainty

Summary Valmont Industries is upgraded to a soft ‘buy’ as management’s growth strategy and improving fundamentals indicate material upside potential. VMI’s Infrastructure segment outperformed, offsetting agricultural weakness, with robust utility and telecom demand driving revenue and market share gains. Management guides FY26 revenue to $4.2–$4.4B and EPS to $23.50, with long-term targets implying significant profit and cash flow growth. Relative valuation is attractive versus peers, and most modeled scenarios suggest VMI can outperform market returns if growth targets are achieved. Read the full article on Seeking Alpha
Narrative Update • Apr 06

VMI: Higher Dividend And Buybacks Will Support Stronger Future Returns

Analysts now set their fair value estimate for Valmont Industries at about $503.67, up from $490.25, reflecting updated assumptions for revenue growth, profit margins, and a slightly adjusted discount rate alongside a lower future P/E outlook. What's in the News Valmont Industries plans to appoint KPMG LLP as its independent registered public accounting firm starting with the year ending December 26, 2026, with Deloitte & Touche LLP dismissed from this role on March 3, 2026 (Key Developments).
Narrative Update • Mar 23

VMI: Dividend Raise And Buybacks Will Support Stronger Future Returns

Analysts have maintained their price target for Valmont Industries at $490.25, indicating that only minor adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E support keeping their view unchanged. What's in the News The Audit Committee approved the appointment of KPMG LLP as Valmont Industries' independent registered public accounting firm beginning with the year ending December 26, 2026, and dismissed Deloitte & Touche LLP from the role on March 3, 2026 (company filing).
Narrative Update • Mar 08

VMI: Dividend Hike And Buybacks Will Support Stronger Future Returns

Analysts kept their $490.25 price target for Valmont Industries intact, reflecting only small adjustments to inputs such as a slightly lower discount rate and a marginally lower assumed future P/E multiple in their updated models. What's in the News The board approves a 13% increase in the quarterly cash dividend to $0.77 per share, payable on April 15, 2026 to shareholders of record on March 27, 2026, implying an annualized dividend of $3.08 per share (Key Developments).
Narrative Update • Feb 22

VMI: Guidance And Buybacks Will Support Balanced Returns At Current Levels

Analysts have raised their price target on Valmont Industries from $459.25 to $490.25. This reflects updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that they consider more closely aligned with the company’s current fundamentals.
Narrative Update • Feb 06

VMI: Selective Tuck In Acquisitions And Buybacks Will Support Balanced Returns

Analysts have nudged their price target for Valmont Industries slightly higher to around $459.25. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E multiples.
Narrative Update • Jan 22

VMI: Selective M&A And Buybacks Will Support Balanced Future Return Potential

Analysts have kept their price target for Valmont Industries effectively unchanged at $459.0, reflecting only slight tweaks to inputs such as the discount rate and assumed future P/E multiple, rather than a shift in their overall view of the stock. What's in the News Valmont Industries is seeking smaller tuck in acquisitions, with management emphasizing selective M&A that strengthens the company’s core businesses and fits within its existing capital allocation priorities (Key Developments).
Narrative Update • Jan 07

VMI: Buybacks And Cost Discipline Will Support Balanced Future Return Potential

Analysts have reaffirmed their fair value estimate for Valmont Industries at US$459, with only very small tweaks to inputs such as the discount rate, long term revenue growth, profit margin and future P/E assumptions behind their updated price target work. What's in the News Management reiterated its interest in smaller tuck in acquisitions that add to existing operations, while also highlighting an ongoing focus on costs and share repurchases, according to comments from the CEO and Senior VP of Investor Relations & Treasurer (Key Developments).
Narrative Update • Dec 21

VMI: Future Share Repurchases Will Support Attractive Upside Potential

Analysts have modestly raised their price target on Valmont Industries from $455 to $459, reflecting slightly stronger long term revenue growth expectations and a marginally lower discount rate that together support a higher fair value multiple. What's in the News Management reiterated its focus on selective, strategic M&A, targeting smaller tuck in acquisitions that strengthen core businesses while balancing cost discipline and share repurchases (company commentary).
Analysis Article • Dec 09

Is Valmont Industries (NYSE:VMI) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Narrative Update • Dec 07

VMI: Future Share Buybacks And Earnings Outlook Will Support Balanced Upside Potential

Analysts have modestly raised their price target on Valmont Industries to approximately 455 dollars. This reflects slightly higher long term growth and valuation assumptions despite minimal changes in underlying discount rate, revenue growth, and profit margin forecasts.
Narrative Update • Nov 23

VMI: Share Buybacks And Earnings Guidance Will Support Bullish Momentum

Narrative Update on Valmont Industries Analysts have reaffirmed their price target for Valmont Industries at $455, citing stable forecast assumptions and minimal changes to key financial metrics. What's in the News Valmont Industries is actively seeking strategic, smaller tuck-in acquisitions to strengthen its core business, according to CEO Avner Applbaum and Senior VP Renee Campbell (Key Developments).
Narrative Update • Nov 03

VMI: Share Repurchase Momentum And Revised Outlook Will Shape Enduring Market Value

Valmont Industries Sees Analyst Price Target Increase Amid Changing Assumptions Analysts have raised their price target for Valmont Industries from $427.50 to $455.00, citing updated forecasts for revenue growth and valuation metrics. What's in the News Valmont Industries completed the repurchase of 182,431 shares, representing 0.91 percent of shares outstanding, for $59.8 million under its buyback program originally announced in February 2025 (Key Developments).
Narrative Update • Oct 20

Energy Transition And Digital Trends Will Unlock Enduring Market Value

Analysts have raised their price target for Valmont Industries from $415.00 to $427.50. They cite strengthened profit margin estimates and more favorable valuation metrics as the reasons for this change.
Narrative Update • Sep 27

Energy Transition And Digital Trends Will Unlock Enduring Market Value

The upward revision in Valmont Industries’ consensus price target reflects improved forward earnings expectations, as indicated by a higher future P/E ratio, leading to an increase in fair value from $393.33 to $415.00. What's in the News Completed repurchase of 113,426 shares (0.57%) for $33.97 million under the buyback announced February 18, 2025.
Analysis Article • Sep 06

With Valmont Industries, Inc. (NYSE:VMI) It Looks Like You'll Get What You Pay For

With a price-to-earnings (or "P/E") ratio of 34.3x Valmont Industries, Inc. ( NYSE:VMI ) may be sending very bearish...
Analysis Article • Jul 29

Why Valmont Industries' (NYSE:VMI) Earnings Are Better Than They Seem

Shareholders appeared to be happy with Valmont Industries, Inc.'s ( NYSE:VMI ) solid earnings report last week. This...
Analysis Article • Jul 07

Under The Bonnet, Valmont Industries' (NYSE:VMI) Returns Look Impressive

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Seeking Alpha • Nov 05

Valmont Industries Should See More Upside

Summary Valmont Industries' revenue growth is expected to turn positive next year, driven by strong demand in the Infrastructure segment and easing comparisons in Agriculture. The company's strong margin performance is anticipated to continue, benefiting from operating leverage, pricing discipline, and an improved mix. Despite a recent stock price increase, Valmont is trading below historical levels, presenting a good buying opportunity as revenue growth and margin improvements are expected. Read the full article on Seeking Alpha

Earnings and Revenue Growth Forecasts

NYSE:VMI - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20284,7815354906542
12/31/20274,5634924225825
12/31/20264,3094463475396
3/28/20264,164356346495N/A
12/27/20254,104335311456N/A
9/27/20254,103234409539N/A
6/28/20254,077218543651N/A
3/29/20254,067348520614N/A
12/28/20244,075348493573N/A
9/28/20244,053299416495N/A
6/29/20244,083167267351N/A
3/30/20244,090157219309N/A
12/30/20234,175143210307N/A
9/30/20234,291155236333N/A
7/1/20234,338276279368N/A
4/1/20234,427263256345N/A
12/31/20224,345251233326N/A
9/24/20224,17723793188N/A
6/25/20223,948217-4564N/A
3/26/20223,708203-7235N/A
12/25/20213,502196-4266N/A
9/25/20213,337205-11105N/A
6/26/20213,202192128236N/A
3/27/20212,996153176287N/A
12/26/20202,895141210316N/A
9/26/20202,781137245341N/A
6/27/20202,737136249345N/A
3/28/20202,749153262362N/A
12/28/20192,767146N/A308N/A
9/28/20192,781132N/A324N/A
6/29/20192,76998N/A213N/A
3/30/20192,75191N/A128N/A
12/29/20182,757102N/A153N/A
9/29/20182,77573N/A79N/A
6/30/20182,777104N/A131N/A
3/31/20182,807117N/A143N/A
12/30/20172,746116N/A133N/A
9/30/20172,706190N/A214N/A
7/1/20172,635183N/A195N/A
4/1/20172,563179N/A162N/A
12/31/20162,522173N/A233N/A
9/24/20162,48173N/A217N/A
6/25/20162,50357N/A234N/A
3/26/20162,54542N/A297N/A
12/26/20152,61940N/A272N/A
9/26/20152,748111N/A274N/A
6/27/20152,881123N/A201N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: VMI's forecast earnings growth (12.2% per year) is above the savings rate (3.5%).

Earnings vs Market: VMI's earnings (12.2% per year) are forecast to grow slower than the US market (18.5% per year).

High Growth Earnings: VMI's earnings are forecast to grow, but not significantly.

Revenue vs Market: VMI's revenue (5% per year) is forecast to grow slower than the US market (12.7% per year).

High Growth Revenue: VMI's revenue (5% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: Insufficient data to determine if VMI's Return on Equity is forecast to be high in 3 years time

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/16 18:26
End of Day Share Price 2026/06/16 00:00
Earnings2026/03/28
Annual Earnings2025/12/27

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Valmont Industries, Inc. is covered by 14 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ryan ConnorsBrean Capital Historical (Janney Montgomery)
Hamir PatelCIBC Capital Markets
Christopher MooreCJS Securities, Inc.