---
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"
generated_at: "2026-10-20T11:10:15.879707+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Valmont Q3 2026: net sales up 5.5% to $1.10B, diluted EPS up 25.3% to $6.24; FY26 adjusted EPS guidance raised

## Summary
- 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.

## SEC filing metadata
- 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
- 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/102729/000110465926117126/0001104659-26-117126-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/102729/000110465926117126/vmi-20261020x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-117126
- JSON: https://secwatch.observer/filing/0001104659-26-117126.json
- Plain text: https://secwatch.observer/filing/0001104659-26-117126.txt

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