The EPS beat and raised guidance suggest strong execution in Infrastructure and pricing power; monitor Infrastructure backlog and Agriculture segment recovery in upcoming quarters.
Price Chart
Executive Summary
Valmont Industries reported strong Q1 2026 earnings with EPS of $5.51, beating consensus by 16.5%, driven by Infrastructure segment strength and margin expansion. The company raised full-year EPS guidance to $21.50–$23.50, signaling confidence in ongoing demand and capacity execution.
Key Financial Metrics
Key Facts
- Q1 2026 EPS was $5.51, beating consensus of $4.73 by 16.5%
- Revenue increased 6.2% YoY to $1.03 billion
- Infrastructure segment sales grew 14.1% to $805.9 million
- Company raised full-year EPS guidance to $21.50–$23.50 from $20.50–$23.50
- Dividend increased 13% to $0.77 per share
Financial Impact
EPS beat consensus by 16.5%, revenue grew 6.2%
Risk Factors
- Agriculture segment sales declined 15.1% YoY, indicating ongoing market softness
- Geopolitical risks in Middle East affecting international sales
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-045698 |
| Document: vmi-20260421x8k.htm | 0001104659-26-045698 |
| Document: 0001104659-26-045698-index-headers.html | 0001104659-26-045698 |
| Document: 0001104659-26-045698-index.html | 0001104659-26-045698 |
| Document: 0001104659-26-045698.txt | 0001104659-26-045698 |
| 8-K Data (Synthetic) | 0001104659-26-045698 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 29, 2026 9w ago | Insider Cluster | $456.29 $476.98 | ▲ +4.53% | ▼ −0.49% | $479.28 (+5.04%) |
Jul 29, 2026 9w ago | Insider Cluster | $456.29 $476.98 | ▲ +4.53% | ▼ −0.49% | $479.28 (+5.04%) |
Jul 21, 2026 10w ago | 8-K | $505.35 $487.36 | ▼ −3.56% | ▼ −6.12% | $479.28 (−5.16%) |
Jun 16, 2026 15w ago | 8-K | $556.51 $543.47 | ▼ −2.34% | ▼ −2.54% | $479.28 (−13.88%) |
Apr 24, 2026 22w ago | 144 | $497.99 $529.25 | ▲ +6.28% | ▲ +1.32% | $479.28 (−3.76%) |
Apr 21, 2026 23w ago | 8-K | $458.77 $500.68 | ▲ +9.14% | ▲ +4.22% | $479.28 (+4.47%) |
Apr 15, 2026 24w ago | 8-K | $401.75 $513.63 | ▲ +27.85% | ▲ +22.03% | $479.28 (+19.30%) |
Apr 9, 2026 25w ago | 8-K | $426.31 $522.81 | ▲ +22.64% | ▲ +15.07% | $479.28 (+12.43%) |
Mar 11, 2026 29w ago | DEFA14A | $429.39 $426.31 | ▼ −0.72% | ▼ −1.24% | $479.28 (+11.62%) |
Feb 25, 2026 31w ago | 8-K | $462.93 $405.61 | ▼ −12.38% | ▼ −7.15% | $479.28 (+3.53%) |
US Market Status
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