earnings
confidence high
sentiment neutral
materiality 0.60
Valmont Q1 net sales down 0.9% to $969.3M; EPS flat at $4.32; FY outlook reaffirmed
VALMONT INDUSTRIES INC
2025-Q1 EPS reported
$4.32
revenue$969,314,000
- 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.