---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-045698"
form_type: "8-K"
ticker: "VMI"
cik: "0000102729"
company_name: "VALMONT INDUSTRIES INC"
filed_at: "2026-04-21T23:59:59+00:00"
generated_at: "2026-05-15T05:02:37.239113+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Valmont Q1 EPS $5.51 (+27.5% YoY); raises FY2026 EPS guidance to $21.50-$23.50

## Summary
- 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.

## SEC filing metadata
- accession: 0001104659-26-045698
- form_type: 8-K
- ticker: VMI
- cik: 0000102729
- company_name: VALMONT INDUSTRIES INC
- filed_at: 2026-04-21T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/102729/000110465926045698/0001104659-26-045698-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/102729/000110465926045698/vmi-20260421x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-045698
- JSON: https://secwatch.observer/filing/0001104659-26-045698.json
- Plain text: https://secwatch.observer/filing/0001104659-26-045698.txt

## Source-grounded claims
- claim_id: 581b498f01f9b6027ee117c8c9db5ca8d9f1d3f8
  claim: VALMONT INDUSTRIES INC reported full-year 2026 results: revenue Net Sales $4.2 to $4.4 billion No change, EPS Diluted Earnings per Share $20.50 to $23.50 $21.50 to $23.50. Guidance raised.
  evidence_excerpt: Outlook and Key Assumptions The Company is raising its full-year 2026 diluted EPS outlook and updating its key assumptions. Metric Previous Outlook Updated Outlook Net Sales $4.2 to $4.4 billion No change Infrastructure Net Sales $3.25 to $3.4 billion $3.3 to $3.45 billion Agriculture Net Sales $0.95 to $1.0 billion $0.9 to $0.95 billion Diluted Earnings
  evidence_url: https://www.sec.gov/Archives/edgar/data/102729/000110465926045698/0001104659-26-045698-index.htm
- claim_id: e7e7f41e6c8c35beeb19f528aaa0034ce03bc1af
  claim: VALMONT INDUSTRIES INC reported first quarter ended March 28, 2026 results: EPS Diluted earnings per share increased 27.5% to $5.51, compared to $4.32.
  evidence_excerpt: Valmont Industries, Inc. issued a press release on April 21, 2026 announcing its financial results for its fiscal quarter ended March 28, 2026.
  evidence_url: https://www.sec.gov/Archives/edgar/data/102729/000110465926045698/0001104659-26-045698-index.htm
- claim_id: e7e7f41e6c8c35beeb19f528aaa0034ce03bc1af
  claim: VALMONT INDUSTRIES INC reported first quarter ended March 28, 2026 results: EPS Diluted earnings per share increased 27.5% to $5.51, compared to $4.32.
  evidence_excerpt: Net sales increased 6.2% to $1.03 billion
  evidence_url: https://www.sec.gov/Archives/edgar/data/102729/000110465926045698/0001104659-26-045698-index.htm
- claim_id: e7e7f41e6c8c35beeb19f528aaa0034ce03bc1af
  claim: VALMONT INDUSTRIES INC reported first quarter ended March 28, 2026 results: EPS Diluted earnings per share increased 27.5% to $5.51, compared to $4.32.
  evidence_excerpt: Diluted earnings per share increased 27.5% to $5.51, compared to $4.32
  evidence_url: https://www.sec.gov/Archives/edgar/data/102729/000110465926045698/0001104659-26-045698-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.