earnings
confidence high
sentiment positive
materiality 0.80
Valmont Q2 EPS $6.14 beats $4.88 adj. prior year; raises FY2026 guidance
VALMONT INDUSTRIES INC
- Net sales up 6.5% to $1.12B; operating income $166.1M (14.8% of sales) vs $29.3M (2.8%) GAAP.
- Diluted EPS $6.14 vs ($1.53) GAAP; adjusted EPS $6.14 vs $4.88, up 25.8%.
- Infrastructure sales +14.8% to $878.9M; Agriculture sales -15.8% to $243.7M.
- Raised FY2026 net sales guidance to $4.3-4.45B (from $4.2-4.4B) and EPS to $22.25-23.50 (from $21.50-23.50).
- Generated $148.1M operating cash flow; returned $74.9M to shareholders via buybacks and dividends.