earnings
confidence high
sentiment neutral
materiality 0.75
Valmont Q2 GAAP loss ($1.53)/share on $112.1M charges; raises FY2025 adj. EPS outlook
VALMONT INDUSTRIES INC
2025-Q2 EPS reported
$2.84
revenue$2,019,862,000
- GAAP net loss of $30.3M ($1.53 loss/share) due to $112.1M one-time charges including $91.3M impairment.
- Adjusted diluted EPS of $4.88 vs $4.91 YoY; net sales up 1% to $1.05B.
- Infrastructure adjusted op. income $124.6M (16.3% margins); Agriculture adjusted $44.8M (15.6%).
- Operating cash flow $167.6M (+28.1%); returned $113.6M via $100M buybacks and $13.6M dividends.
- Raises FY2025 adjusted diluted EPS guidance to $17.50-$19.50 from $17.20-$18.80.