8-K ·Filed Apr 15, 2026

VMI

VALMONT INDUSTRIES INC
NEUTRAL
Impact 3/10
Horizondays Processed5mo ago SEC0000102729-26-000014
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

No immediate trading implications; monitor future filings for any changes in executive leadership or material adjustments to compensation terms. The disclosed package aligns with market norms for a CFO at an $8.4B market cap industrial company.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
VMI ▲ +34.36% at T+60d
NEUTRAL call ✓ call won +34.36% · α vs SPY +27.31% · entry $401.75 → $539.79
Entry anchored
Apr 15, 03:59 PM ET
via exchange tick
T+1d
+2.71%
call +2.71% · α +1.49%
$412.62
settled 6mo ago
T+5d
+23.07%
call +23.07% · α +22.09%
$494.44
settled 5mo ago
T+20d
+27.85%
call +27.85% · α +22.03%
$513.63
settled 5mo ago
T+60d
+34.36%
call +34.36% · α +27.31%
$539.79
settled 3mo ago

Price Chart

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Executive Summary

Valmont Industries disclosed the compensation package for newly appointed CFO John Schwietz, including a $525,000 base salary and performance-based incentives. The filing is routine and does not reflect any unexpected executive departures or material changes in leadership.

Key Facts

  • John Schwietz was appointed Executive Vice President, Chief Financial Officer, and Corporate Secretary.
  • Base salary set at $525,000 per year.
  • Eligible for annual incentive plan with target bonus of 80% of base salary, capped at 2x target.
  • Participation in long-term incentive plans with performance shares and a stock grant target of 160% of base salary.
  • Stock ownership guideline of 2.5x base salary applies.

Financial Impact

Compensation package totals approximately $1.4M in target value annually (base + bonus + equity), consistent with CFO roles at companies of this size.

executive compensationstock-based compensationoperating expenses

Risk Factors

  • Potential for increased stock-based compensation dilution if long-term grants are not performance-attainable.
  • Succession risk if integration of new CFO does not go as planned.

Market Snapshot

Exchange
NYSE
Sector
Fabricated Structural Metal Products

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000102729-26-000014
Document: vmi-20260410xex99d1.htm0000102729-26-000014
Document: 0000102729-26-000014-index-headers.html0000102729-26-000014
Document: 0000102729-26-000014-index.html0000102729-26-000014
Document: 0000102729-26-000014.txt0000102729-26-000014
10 reports for VMI
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+60▲ +17.37%Apr 21, 2026
Filters
Rows
Reports for VMI — sortable, filterable
TypeNow
Jul 29, 2026
9w ago
Insider Cluster
NEUTRAL ★ 2/10
$456.29 $476.98▲ +4.53%▼ −0.49%$479.28 (+5.04%)
Jul 29, 2026
9w ago
Insider Cluster
NEUTRAL ★ 2/10
$456.29 $476.98▲ +4.53%▼ −0.49%$479.28 (+5.04%)
Jul 21, 2026
10w ago
8-K
BULLISH ★ 7/10
$505.35 $487.36▼ −3.56%▼ −6.12%$479.28 (−5.16%)
Jun 16, 2026
15w ago
8-K
BULLISH ★ 6/10
$556.51 $543.47▼ −2.34%▼ −2.54%$479.28 (−13.88%)
Apr 24, 2026
22w ago
144
NEUTRAL ★ 3/10
$497.99 $529.25▲ +6.28%▲ +1.32%$479.28 (−3.76%)
Apr 21, 2026
23w ago
8-K
BULLISH ★ 8/10
$458.77 $500.68▲ +9.14%▲ +4.22%$479.28 (+4.47%)
Apr 15, 2026
24w ago
8-K
NEUTRAL ★ 3/10
$401.75 $513.63▲ +27.85%▲ +22.03%$479.28 (+19.30%)
Apr 9, 2026
25w ago
8-K
NEUTRAL ★ 3/10
$426.31 $522.81▲ +22.64%▲ +15.07%$479.28 (+12.43%)
Mar 11, 2026
29w ago
DEFA14A
NEUTRAL ★ 3/10
$429.39 $426.31▼ −0.72%▼ −1.24%$479.28 (+11.62%)
Feb 25, 2026
31w ago
8-K
NEUTRAL ★ 3/10
$462.93 $405.61▼ −12.38%▼ −7.15%$479.28 (+3.53%)
Showing 10 of 10

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