{"filings":[{"id":1065277,"accession_number":"0001104659-26-074241","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2026-06-16T10:01:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Valmont holds Investor Day; strategic presentation garbled in filing, key figures unclear","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Valmont Industries hosted an Investor Day on June 16, 2026, as previously announced.","Presentation slides cover infrastructure and agriculture segments, utility market opportunity, and capacity expansion.","Specific financial targets (e.g., 2029E sales, EPS CAGR) mentioned but precise numbers unreadable due to exhibit text corruption.","Company highlights differentiated capabilities and AI-driven productivity plans.","No immediate earnings or guidance changes disclosed; forward-looking statements are general."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":778197,"accession_number":"0001104659-26-068929","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2026-06-01T20:15:13+00:00","items":["5.02","9.01"],"status":"ready","headline":"Former CFO Thomas Liguori enters separation agreement; $4.9M retirement benefits","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Liguori retired as EVP & CFO on April 8, 2026; John Schwietz succeeded him.","Remains employee in transition role through December 26, 2026, providing consulting.","Total retirement benefits of $4,919,555.69 include cash separation of $298,856.25.","Equity awards to vest on retirement date: 1,007 RSUs, 2,550 stock options.","Agreement includes one-year non-solicit, confidentiality, and mutual non-disparagement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90689,"accession_number":"0001104659-26-045698","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2026-04-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont Q1 EPS $5.51 (+27.5% YoY); raises FY2026 EPS guidance to $21.50-$23.50","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.03B (+6.2% YoY); operating income $155.6M (+21.3%); diluted EPS $5.51 vs $4.32.","Infrastructure sales +14.1% to $805.9M led by North America Utility (+27.4%) and Coatings (+13.3%).","Agriculture sales -15.1% to $227.0M; international down 32.7% on Middle East disruptions and Brazil softness.","Full-year EPS guidance raised to $21.50-$23.50 from $20.50-$23.50; Infrastructure sales outlook increased to $3.3-$3.45B.","Quarterly dividend raised 13% to $0.77/share; $57.5M in share repurchases during Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":5.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":1029197000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90688,"accession_number":"0000102729-26-000014","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2026-04-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Valmont appoints John Schwietz as CFO; base salary $525K, target bonus 80%","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Base salary $525,000 annually for John Schwietz, EVP & CFO.","2026 AIP target 80% of salary (prorated), max 2x target.","LTIP awards 2025-2027 & 2026-2028: target 80% of salary, capped at 2x.","Eligible for Dec 2026 stock grant targeting 160% of base salary.","Must hold 2.5x base salary in Valmont stock under ownership guidelines."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90687,"accession_number":"0001104659-26-041226","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2026-04-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Valmont appoints John Schwietz as CFO effective April 8, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Schwietz named EVP, CFO and Corporate Secretary, succeeding Thomas Liguori.","Schwietz, 44, joined Valmont in 2009; most recently President – International Agriculture since May 2024.","Prior roles include VP/GM International Agriculture (2023-2024) and VP Finance Global Utility (2021-2023).","Effective April 8, 2026; internal promotion within the company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100428,"accession_number":"0001104659-26-024717","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2026-03-06T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Valmont dismisses Deloitte, appoints KPMG as auditor for FY2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Deloitte & Touche dismissed as independent auditor effective March 3, 2026.","KPMG appointed subject to completion of client acceptance and engagement letter.","No disagreements or reportable events with Deloitte during fiscal 2024 or 2025.","Deloitte's audit reports for 2024 and 2025 were unqualified, no adverse opinions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100427,"accession_number":"0000102729-26-000010","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Valmont appoints Paul T. Maass to board; board expands to 11 members","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Paul T. Maass appointed to Valmont board effective Feb 22, 2026.","Board size increased from 10 to 11 seats.","Non-employee director receives $95,000 annual cash retainer plus $170,000 RSU grant.","RSUs vest on first anniversary of grant date (subject to director deferral)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100426,"accession_number":"0001104659-26-015732","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont Q4 adj EPS $4.92 (+28% YoY); FY2026 EPS guide $20.50-$23.50","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP EPS $9.05 includes $3.98 tax benefit from Prospera wind-down; adjusted EPS $4.92 vs $3.84.","Q4 net sales $1.04B (+0.1% YoY); Infrastructure +7.2%, Agriculture -19.9%.","Agriculture operating loss $3.4M due to $27.5M Brazil legal/credit charge; no further charges expected.","Full-year backlog up 15.1% to $1.65B; FY2025 adj EPS $19.09 vs $17.19 (+11.1%).","FY2026 outlook: net sales $4.2-4.4B (+2.5-7%), EPS $20.50-23.50 (+7-23%)."],"consensus_eps_estimate":null,"consensus_eps_actual":16.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":4104102000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116751,"accession_number":"0000102729-25-000050","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2025-10-24T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Valmont Industries appoints William E. Johnson as CAO; Francis moves to Infrastructure","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["William E. Johnson named Chief Accounting Officer, effective October 20, 2025.","Base salary of $440,000; target bonus 50% of salary under 2025 AIP (prorated).","Long-term incentives: PSU target 55% of salary, stock grant target 110% of salary.","New-hire one-time payment of $85,000 and $210,000 in restricted stock units (3-year vest).","Timothy P. Francis transitions to assist executive management of Infrastructure segment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116750,"accession_number":"0000102729-25-000044","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2025-10-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont Q3 EPS $4.98 (+21%); raises FY2025 adjusted EPS outlook to $18.70-$19.50","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales $1.05B (+2.5% YoY); operating income $141.5M (+12.5%); diluted EPS $4.98 (+21.2%).","Infrastructure segment sales up 6.6% to $808.3M; Utility up 12.3%, Telecom and Coatings higher.","Agriculture segment sales down 9% to $241.3M; operating income down 19.7% on lower volumes and Brazil credit losses.","Raised FY2025 adjusted diluted EPS outlook to $18.70-$19.50 (prior $17.50-$19.50); net sales ~$4.1B.","Returned $39.2M to shareholders ($25.8M buybacks, $13.4M dividends); backlog up 20.4% since YE 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":7.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":3065842000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133200,"accession_number":"0001558370-25-009354","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2025-07-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont Q2 GAAP loss ($1.53)/share on $112.1M charges; raises FY2025 adj. EPS outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss of $30.3M ($1.53 loss/share) due to $112.1M one-time charges including $91.3M impairment.","Adjusted diluted EPS of $4.88 vs $4.91 YoY; net sales up 1% to $1.05B.","Infrastructure adjusted op. income $124.6M (16.3% margins); Agriculture adjusted $44.8M (15.6%).","Operating cash flow $167.6M (+28.1%); returned $113.6M via $100M buybacks and $13.6M dividends.","Raises FY2025 adjusted diluted EPS guidance to $17.50-$19.50 from $17.20-$18.80."],"consensus_eps_estimate":null,"consensus_eps_actual":2.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":2019862000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133199,"accession_number":"0001104659-25-066993","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2025-07-10T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Valmont amends credit facility: $800M revolver, maturity extended to 2030, improved pricing","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $800M unsecured revolving credit facility matures July 10, 2030 (previously Oct 18, 2026).","Uncommitted accordion increased from $300M to $400M; 10bp SOFR credit spread adjustment eliminated.","Commitment fee rates reduced from 10-25bp to 9-20bp; sustainability pricing adjustments removed.","Material terms including financial covenants and pricing otherwise unchanged from prior agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149816,"accession_number":"0001104659-25-056235","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2025-06-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Valmont presents at William Blair conference; no material new disclosures","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Valmont participated in the William Blair 45th Annual Growth Stock Conference on June 4, 2025.","Presentation slides were furnished as Exhibit 99.1, but no specific financial or strategic updates provided.","The filing is a routine Regulation FD disclosure with no earnings, guidance, or operational data."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149815,"accession_number":"0001104659-25-049858","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Valmont enters separation agreements with two executives; Donahue and Larkin to depart Dec 27, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John T. Donahue receives cash severance of $333,727.97 (27 weeks base salary) and continues salary/benefits through Dec 27, 2025.","Diane M. Larkin receives cash severance of 25 weeks base salary (20+5) and same transition terms through Dec 27, 2025.","Both executives' previously awarded RSUs and stock options vest during transition; unvested awards forfeited after Dec 27.","They remain non-executive advisors, subject to confidentiality, non-solicitation, and non-disparagement through Dec 27, 2026.","Donahue's cash severance plus prorated LTIP payouts (2023-2025, 2024-2026, 2025-2027) to be paid by March 15, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149814,"accession_number":"0001558370-25-005109","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2025-04-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont Q1 net sales down 0.9% to $969.3M; EPS flat at $4.32; FY outlook reaffirmed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $969.3M (-0.9% YoY); operating income $128.3M (-2.5%); diluted EPS $4.32 unchanged.","Infrastructure sales $706.2M (-2.4%) with Utility/Telco growth offset by Solar exit; Agriculture sales $267.3M (+3.3%) on international projects.","Reaffirms FY2025 outlook: net sales $4.0-$4.2B, diluted EPS $17.20-$18.80, capex $140-$160M.","Quarterly dividend raised 13% to $0.68/share ($2.72 annualized); operating cash flow improved to $65.1M from $23.3M.","Management cites tariff mitigation plans expected to be cost neutral; infrastructure capacity investments ramping up."],"consensus_eps_estimate":null,"consensus_eps_actual":4.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":969314000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168837,"accession_number":"0000102729-25-000005","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2025-02-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont Q4 revenue $1.04B (+2.1%), adj EPS $3.84; FY EPS $17.19; FY25 outlook $17.20-18.80","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP diluted EPS $3.84 vs $1.38 prior; adjusted EPS $3.84 vs $3.18.","Full-year revenue $4.08B (-2.4%); operating income margin expanded to 12.9% from 7.0% GAAP (11.3% adjusted).","Operating cash flow $572.7M (+86.7%); free cash flow $493.2M (+134.9%).","Infrastructure segment Q4 operating margin 16.0% vs 11.1% GAAP; Agriculture margin 10.3% vs 5.2%.","2025 outlook: net sales $4.0-4.2B, diluted EPS $17.20-18.80; Moody's upgraded rating to Baa2."],"consensus_eps_estimate":null,"consensus_eps_actual":17.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":4075034000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185951,"accession_number":"0000102729-24-000050","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2024-10-28T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Valmont Industries appoints Deborah Caplan to board, increasing size to 11","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Deborah Caplan appointed to Valmont board effective Oct 27, 2024; board increases from 10 to 11 members.","Caplan most recently served as Executive VP of Human Resources & Corporate Services at NextEra Energy until April 2024.","She receives $95K annual cash retainer and $145K RSU grant as non-employee director; annual cap $750K.","Caplan also serves on boards of Arthur J. Gallagher (NYSE: AJG) and Mid-America Apartment Communities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185950,"accession_number":"0000102729-24-000047","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont Q3 2024: EPS $4.11 vs prior year loss; operating margin expands to 12.3%; revenues down 2.9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales of $1.02B (-2.9% YoY); GAAP diluted EPS $4.11 vs ($2.34) loss; adjusted EPS $4.11 vs $4.12.","Infrastructure segment operating margin 16.3% (up from 13.7%); Utility sales +15%, driven by favorable mix.","Agriculture segment sales -11.1% to $265M; operating margin 11.0% vs prior-year adjusted 13.0%.","Operating cash flow $225M; reduced revolver borrowings $120M; returned $52.2M to shareholders via buybacks/dividends.","Reaffirming FY2024 outlook: revenue -3.5% to -1.5%; EPS $16.50-$17.30; capex guidance lowered to $85-95M."],"consensus_eps_estimate":null,"consensus_eps_actual":13.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":3037740000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202522,"accession_number":"0000102729-24-000043","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2024-08-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Valmont appoints Thomas Liguori (formerly Avnet CFO) as EVP and CFO effective August 22, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Thomas Liguori, 66, joins as EVP and CFO; previously CFO of Avnet (2018-2022) and Fortna LLC.","Base salary $650,000 per year; target annual bonus 80% of base salary (capped at 2x).","LTIP target 80% of base salary; stock grant eligibility Dec 2024 with target value 160% of base salary.","New hire equity grant of $160,000 in RSUs vesting 1/3 per year over three years.","Timothy P. Francis, interim CFO since July 2023, continues as Chief Accounting Officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202521,"accession_number":"0000102729-24-000035","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont Q2 diluted EPS $4.91 (+16.6% YoY); raises FY 2024 EPS guidance to $16.50-$17.30","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $1.04B (flat YoY); operating income $147.3M (+10.2%); diluted EPS $4.91 vs $4.21, incl $0.15 tax benefit.","Infrastructure sales -1.0% to $762.7M but operating margin improved to 17.6% (from 15.1%) on lower steel costs.","Agriculture sales +slightly to $281.7M; operating margin fell to 14.3% (from 17.7%) due to Brazil headwinds.","FY 2024 diluted EPS guidance raised to $16.50-$17.30 (prev. $15.40-$16.40); net sales guidance lowered to -3.5% to -1.5%.","Operating cash flow $130.8M; $14.9M stock repurchased; $121.2M remains on buyback authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":9.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":2017565000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218661,"accession_number":"0000102729-24-000028","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2024-06-13T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Valmont finalizes separation with Group President Agriculture; $475K severance","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Aaron Schapper's last day as Group President, Agriculture & CSO was May 10, 2024; advisory role through Dec. 28, 2024.","Cash severance of $475,437 (33 weeks base pay) plus prorated short- and long-term incentive payouts.","Retains vesting of specific RSUs, stock options, and performance-based RSUs; health benefits through Separation Date.","One-year non-solicitation of customers/employees, confidentiality, and mutual non-disparagement agreed.","Forfeits all unvested equity not specified; ineligible for new incentive grants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218660,"accession_number":"0001104659-24-060550","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2024-05-13T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Valmont's Group President Agriculture & CSO Aaron Schapper to depart","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Aaron M. Schapper steps down as Group President, Agriculture and Chief Strategy Officer effective May 10, 2024.","He will remain as an advisor through December 28, 2024 for transition services.","Presidents of North America and International Agriculture continue; company to begin successor search.","Change is voluntary, with Schapper pursuing new professional opportunities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218659,"accession_number":"0000102729-24-000017","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont beats Q1 EPS estimates, raises full-year guidance on strong Infrastructure margins","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 diluted EPS $4.32 vs $3.47 YoY (+24.5%); revenue $977.8M, down 8% YoY.","Infrastructure operating margin improved to 16.4% (vs 12.9% YoY) despite 1.7% sales decline.","Agriculture sales fell 22.1% YoY, but operating margin held at 15.9%.","Raised FY2024 EPS outlook to $15.40-$16.40 (from $14.25-$15.50); net sales change guidance narrowed to -2% to +0.5%.","Completed $120M ASR; Fitch reaffirmed BBB-/Stable rating; $136.1M remaining on buyback authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":4.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":977828000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238559,"accession_number":"0000102729-24-000008","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2024-02-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont Q4 adj. EPS $3.18; FY adj. EPS $14.98; 2024 EPS guidance $14.25-$15.50; new long-term targets","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Fourth quarter net sales $1.02B (-10.3%); GAAP EPS $1.38, adjusted EPS $3.18; operating cash flow $115.9M.","Full year 2023 net sales $4.17B (-3.9%); adjusted operating income $473.2M (+5.2%); adjusted EPS $14.98 (+8.4%); free cash flow $210.0M.","2024 outlook: net sales change (3%) to flat; diluted EPS $14.25-$15.50; capex $125-$140M; effective tax rate ~26%.","New long-term targets: organic net sales growth above mid-single digits; operating margin near mid-teens; ROIC high-teens; FCF conversion 100% of net earnings.","Completed organizational realignment with $35.2M pre-tax cash expense; $178.6M in share repurchases in Q4 including $120M ASR; $136.1M remaining on buyback."],"consensus_eps_estimate":null,"consensus_eps_actual":6.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":4174598000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238558,"accession_number":"0000102729-24-000003","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2024-01-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Valmont posts presentation for CJS New Ideas conference; no specific figures disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation posted January 10, 2024 for CJS New Ideas conference; no financial figures in filing.","Exhibit 99.1 contains only introductory text; actual slide content not provided in this 8-K.","No earnings, guidance, or operational updates disclosed in the filing or visible exhibit excerpt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256076,"accession_number":"0000102729-23-000065","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2023-11-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Valmont enters $120M accelerated share repurchase; initial delivery ~0.4M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Entered ASR with Citibank to repurchase $120M of common stock under existing program.","Initial delivery of approx. 0.4M shares received Nov 29, 2023; final number based on VWAP.","ASR expected to complete by Q1 2024; remaining authorization ~$145M as of Nov 29.","CEO cites confidence in business and cash flow generation; funded from working capital and short-term borrowings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256075,"accession_number":"0000102729-23-000062","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2023-11-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Valmont Chief Accounting Officer Eugene Padgett resigns; Interim CFO Francis assumes role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Eugene Padgett resigns as Chief Accounting Officer effective Dec. 8, 2023 to pursue other opportunities and relocate closer to family.","Interim CFO Timothy P. Francis will also serve as CAO until a permanent appointment is made.","Francis previously served as SVP, Controller and CAO from June 2014 to Nov. 2022 before Padgett.","Padgett’s resignation is unrelated to company operations, policies, or accounting practices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":256074,"accession_number":"0000102729-23-000055","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["2.02","2.05","2.06","9.01"],"status":"ready","headline":"Valmont Q3 GAAP EPS -$2.34; adj. EPS $4.12; $137M impairment; cuts workforce 360; lowers FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.05B, down 4.3% YoY; Infrastructure flat, Agriculture down 8.8%.","GAAP diluted EPS ($2.34) includes $137.3M non-cash impairment in Ag Tech; adjusted EPS $4.12, up 18% YoY.","Recorded $137.3M goodwill/intangibles impairment in Agriculture Technology due to slower Prospera adoption.","Announces organizational realignment cutting ~360 admin roles (~3% total workforce); expects $33-36M cash charges in Q4.","Lowers FY2023 net sales growth outlook to (3%)-(4%) from 0%-2%; GAAP EPS guided to $7.20-$7.50; adjusted EPS to $14.80-$15.10."],"consensus_eps_estimate":null,"consensus_eps_actual":5.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":3159072000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273474,"accession_number":"0000102729-23-000050","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Valmont elects Avner Applbaum as CEO; 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FY net sales growth view lowered to 0-2%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.046B, down 7.9% YoY (down 5.7% adjusted for wind energy divestiture); operating income +12.6% to $133.7M.","Infrastructure segment sales +4.2% to $770.6M; Agriculture segment sales -25.9% to $279.9M.","Updated FY 2023 net sales growth 0-2% (prior 4-7%); GAAP EPS guidance unchanged at $14.80-$15.35.","Operating margin expanded 230 bps to 12.8%; adjusted operating margin 13.2%.","Repurchased 85,300 shares for $24.0M in Q2; $346.3M remaining on share buyback program."],"consensus_eps_estimate":null,"consensus_eps_actual":7.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":2108777000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273471,"accession_number":"0001104659-23-079821","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2023-07-11T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Valmont names CFO Avner Applbaum as President and CEO, replacing Stephen Kaniewski; Timothy Francis interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Avner Applbaum, former EVP and CFO since March 2020, appointed President and CEO effective July 11, 2023.","Stephen Kaniewski steps down as CEO and resigns from Board; departure not related to company operations or accounting.","Timothy Francis, SVP Finance Business Partner, named interim CFO.","Applbaum led Valmont's finance organization, IT, and cybersecurity; instrumental in growth strategy execution."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290432,"accession_number":"0000102729-23-000032","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2023-05-23T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Valmont posts investor day presentation; no material new financial data disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filed a Form 8-K announcing investor day presentation posted on May 23, 2023.","Presentation slides furnished as Exhibit 99.1 contain forward-looking statements caution.","No specific financial guidance, earnings results, or operational updates provided.","Filing is procedural under Regulation FD; no material changes to company outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290431,"accession_number":"0000102729-23-000022","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2023-04-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont Q1 2023: Record EPS $3.47, raises FY guidance, hikes dividend 9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q1 net sales $1.06B (+8.3% YoY); GAAP EPS $3.47 (+19.7%); adjusted EPS $3.61.","Infrastructure segment sales $736M (+11.2%); Agriculture $332M (+8.3%).","Raised FY 2023 adjusted EPS guidance to $15.45-$16.00 from $15.35-$15.90.","Reauthorized $400M share repurchase; increased quarterly dividend 9% to $0.60/share.","Backlog $1.6B; secured $85M order for irrigation equipment in Africa."],"consensus_eps_estimate":null,"consensus_eps_actual":3.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":1062481000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311320,"accession_number":"0000102729-23-000016","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2023-02-28T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Valmont increases quarterly dividend 9% to $0.60, authorizes $400M share repurchase","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Dividend increased to $0.60/share quarterly ($2.40 annualized), up 9% from $0.55; payable April 14, 2023 to holders of record March 31, 2023.","Board reauthorized up to $400M in share repurchases, effective after current authorization ($81M remaining as of Dec 31, 2022) is completed; no expiration date.","Company had record financial performance in 2022 with strong cash flow generation, per CEO.","Director Clark T. Randt to retire at April 2023 annual meeting; Ritu Favre moved to class with term expiring 2023 to balance board classes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311319,"accession_number":"0000102729-23-000010","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2023-02-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont Q4 adj EPS $3.57 beats; FY22 record sales $4.35B; FY23 guidance $15.35-$15.90","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $1.13B (+17.5% YoY); GAAP EPS $1.86, adjusted EPS $3.57 (+30.8%).","Full year 2022 net sales $4.35B (+24.1%); adjusted EPS $13.82 (+26.6%).","Infrastructure segment sales $771.3M (+15%); Agriculture $335.1M (+21.1%).","FY23 guidance: net sales growth 4-7%, GAAP EPS $14.70-$15.25, adjusted EPS $15.35-$15.90.","Divested offshore wind business in Dec 2022; pre-tax loss $33.3M; backlog $1.7B."],"consensus_eps_estimate":null,"consensus_eps_actual":11.62,"consensus_revenue_estimate":null,"consensus_revenue_actual":4345250000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311318,"accession_number":"0000102729-23-000004","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2023-01-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Valmont posts January 2023 investor presentation on website","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Presentation furnished as Exhibit 99.1 under Item 7.01 Regulation FD.","No financial results or guidance changes disclosed in the filing.","Presentation available on Valmont's website for investor reference."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329929,"accession_number":"0000102729-22-000077","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2022-12-14T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Valmont amends bylaws to add director nomination disclosure rules, remove stockholder list requirement","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board adopted amendments on December 13, 2022.","New disclosure and procedural requirements for stockholders submitting director nominations.","Eliminated requirement to keep stockholder list at meetings as no longer required by Delaware law."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329928,"accession_number":"0000102729-22-000072","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2022-11-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Valmont appoints Eugene Padgett as Chief Accounting Officer, effective Nov 1, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Eugene Padgett named CAO, succeeding Tim P. Francis who becomes SVP & Finance Business Partner - Global Operations.","Padgett previously SVP & CAO of DXP Enterprises; 25 years of experience in energy and manufacturing.","Base salary $335,000; target bonus 50% of base; LTIP target 80% of base; sign-on bonus $75,000.","New hire equity replacement of ~$25,000 in RSUs with three-year graded vesting.","Full relocation package provided; stock ownership guideline of 1.5x base salary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329927,"accession_number":"0000102729-22-000064","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2022-10-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont reports record Q3 sales $1.1B, EPS $3.34; raises FY22 outlook, guides FY23 growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q3 net sales $1.097B (+26.3% YoY); diluted EPS $3.34 GAAP ($3.49 adjusted) vs $2.40 ($2.57).","Infrastructure sales $778.4M (+22.7%); Agriculture sales $327.3M (+36.2%); backlog $2.0B (record).","Updated FY22 outlook: net sales growth ~22%, GAAP EPS $12.95-$13.30, adjusted $13.65-$14.00.","Preliminary FY23 guidance: net sales growth 6-9%, EPS growth 11-15%; operating cash flow $184M YTD.","Returned $22.4M to shareholders via dividends and buybacks; $101M remaining authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":9.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":3213734000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347497,"accession_number":"0000102729-22-000049","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2022-07-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont Q2 record sales $1.14B (+27% YoY); EPS $3.53; raises FY2022 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record diluted EPS of $3.53 ($3.70 adjusted) vs $2.89 ($3.06 adjusted) in Q2 2021.","Net sales of $1.14B, up 26.9% YoY; operating income $118.7M (10.5% margin).","Record backlog of $2.0B, up 24.7% since FY2021 end and 13.4% since Q1 2022.","Infrastructure segment sales $765M (+23.9%); Agriculture $377.8M (+34%).","Raised full-year EPS guidance: GAAP $12.90-$13.30, adjusted $13.60-$14.00."],"consensus_eps_estimate":null,"consensus_eps_actual":6.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":2116352000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363967,"accession_number":"0000102729-22-000025","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2022-04-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont Q1 sales +26.6% to $980.8M; record adjusted EPS $3.07; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q1 sales $980.8M (+26.6% YoY); adjusted diluted EPS $3.07 vs $2.57.","Operating income $94.8M (9.7% of sales); adjusted OI $99.0M (10.1%).","Backlog reached record $1.8B; dividend increased 10% to $0.55/quarter.","FY2022 adjusted EPS guidance raised to $13.00-$13.50 (prev. $12.25-$13.00).","Segments realigned to Infrastructure and Agriculture; strong demand across both."],"consensus_eps_estimate":null,"consensus_eps_actual":2.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":980820000.0,"consensus_period":"2021-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363966,"accession_number":"0000102729-22-000020","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2022-04-06T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Valmont realigns reporting segments to Infrastructure and Agriculture, effective Q1 2022","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New Infrastructure segment combines Utility Support Structures, Engineered Support Structures and Coatings.","Agriculture segment renamed from Irrigation; adds Agricultural Technology revenue line.","Segment realignment reflects CEO's management approach and aims to simplify structure.","Centralizes global manufacturing operations to improve productivity and capital allocation.","No change to historical GAAP financial statements; prior period recast to be filed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383695,"accession_number":"0000102729-22-000014","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2022-03-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Valmont board approves 2022 Stock Plan authorizing 2M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plan subject to shareholder vote at annual meeting on April 26, 2022.","Authorizes 2,000,000 shares for stock options, SARs, restricted stock, performance shares, etc.","Once approved, no further grants under Predecessor Plans (2018, 2013, 2008).","Equity awards vest no earlier than first anniversary; up to 5% of shares exempt from this rule."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":383694,"accession_number":"0000102729-22-000002","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2022-02-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont Q4 adj EPS $2.73 beats; record FY sales $3.5B; FY22 guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $963.3M (+20.7% YoY); record backlog >$1.6B (+40% since FY20).","GAAP diluted EPS $1.25 ($2.73 adj), +24.1% vs Q4 2020 adj EPS of $2.20.","Full-year 2021 net sales $3.5B (+20.9%); operating income $286.8M; adj EPS $10.92 (+33.5%).","Irrigation segment sales record $1.03B (+59.3%); technology sales >$97.9M (+45%).","FY2022 outlook: net sales $3.8-4.0B; GAAP EPS $11.55-12.30; capex $110-120M."],"consensus_eps_estimate":null,"consensus_eps_actual":9.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":3501575000.0,"consensus_period":"2019-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401523,"accession_number":"0000102729-21-000050","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2021-10-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont Q3 net sales record $868.8M (+18.4%); raises FY21 EPS guidance to $10.10-$10.60","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $2.40 vs $1.84 YoY; adjusted EPS $2.57 vs $1.99.","Record global backlog >$1.5B (+35% from FY20); Irrigation sales surged 72.6%.","Full-year GAAP EPS guidance raised to $10.10-$10.60; adjusted to $10.60-$11.10.","Utility Support Structures margins impacted by raw material cost inflation not fully recovered.","Co. expects FY22 sales growth 7%-12% and EPS growth 13%-15% in line with long-term targets."],"consensus_eps_estimate":null,"consensus_eps_actual":7.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":2538297000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":401522,"accession_number":"0000102729-21-000046","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2021-10-19T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Valmont Industries amends credit facility to $800M, extends maturity to Oct 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Commitments increased from $600M to $800M; accordion expanded from $200M to $300M.","Maturity extended from Oct 2022 to Oct 2026; benchmark rate switched from LIBOR to SOFR.","Added sustainability pricing adjustments: interest rates can adjust ±2.5 bps per KPI (carbon intensity & electricity usage).","Interest Coverage Ratio removed; Leverage ratio modified to deduct cash over $50M (up to $500M) from Total Indebtedness.","EBITDA definition expanded to add back non-cash stock-based compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":420473,"accession_number":"0000102729-21-000037","cik":102729,"company_name":"VALMONT INDUSTRIES INC","ticker":"VMI","form_type":"8-K","filed_at":"2021-07-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Valmont Q2 record sales $894.6M (+29.9% YoY); 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EPS $10.40-$11.10."],"consensus_eps_estimate":null,"consensus_eps_actual":5.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":1669515000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9535010000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}