{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-117126","form_type":"8-K","ticker":"VMI","cik":"0000102729","company_name":"VALMONT INDUSTRIES INC","filed_at":"2026-10-20T11:05:18+00:00","discovered_at":"2026-10-20T11:10:00.334316+00:00","generated_at":"2026-10-20T11:10:15.879707+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Valmont Q3 2026: net sales up 5.5% to $1.10B, diluted EPS up 25.3% to $6.24; FY26 adjusted EPS guidance raised","bullets":["Net sales $1.10B (+5.5% YoY); operating income $172.8M (+22.2%), 15.7% of sales vs 13.5%; net earnings $121.1M and diluted EPS $6.24.","Infrastructure sales +9.1% to $882.1M; North America Utility +23.0% and Coatings +13.8%, partly offset by lower North America Telecom carrier spend.","Agriculture sales -6.4% to $226.0M; North America +15.8% on storm replacement and pricing, international -25.3% on lower Middle East and Brazil volumes.","FY26 adjusted diluted EPS guidance raised to $22.75-$23.75 from $22.25-$23.50; net sales outlook reaffirmed at $4.3-$4.45B; capex $170-$200M unchanged.","Returned $97.2M to shareholders ($82.3M buybacks, $14.9M dividends); operating cash flow $100.5M, cash $122.0M, net leverage ~0.9x."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-117126","json":"https://secwatch.observer/filing/0001104659-26-117126.json","markdown":"https://secwatch.observer/filing/0001104659-26-117126.md","text":"https://secwatch.observer/filing/0001104659-26-117126.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/102729/000110465926117126/0001104659-26-117126-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/102729/000110465926117126/vmi-20261020x8k.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-20T11:10:15.879707+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}