Valmont Industries (VMI)
NYSEIndustrialsConglomeratesSnapshot 2026-11-05
$398.05-5.39%
Close 2026-11-05 · 1-day change
NYSEIndustrialsConglomeratesSnapshot 2026-11-05
QuarterlyIQ Insights · VMI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks VMI against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
To support continued infrastructure demand, we are focused on increasing capacity and improving throughput, with a continued focus on reliable delivery and disciplined execution.
Stated in 5 of 5 supplied quarters. Management reported: “To support continued infrastructure demand, we are focused on increasing capacity and improving throughput, with a continued focus on reliable delivery and disciplined execution.” “As we finish 2026 and prepare for 2027, we are focused on turning our capacity investments into higher throughput and improved productivity across the Infrastructure segment.” Revenue was $1.104 billion in 2026-Q3.
“To support continued infrastructure demand, we are focused on increasing capacity and improving throughput, with a continued focus on reliable delivery and disciplined execution.”
“In North America Utility and Coatings, commercial excellence, pricing discipline, and ongoing investments in capacity and operations drove another quarter of strong performance.”
“This performance reflects the team’s focus on value-based pricing, a disciplined commercial approach, and continued progress on our capacity and throughput initiatives.”
“During 2025, we focused on optimally positioning the business for future growth through capacity investments and disciplined execution.””
“The Infrastructure segment delivered solid growth, led by robust Utility demand, improved factory throughput, and progress on our North American capacity expansions.”
At the same time, we are taking pricing actions and applying contractual pass-throughs to recover higher steel and zinc costs.
Stated in 3 of 5 supplied quarters. Management reported: “At the same time, we are taking pricing actions and applying contractual pass-throughs to recover higher steel and zinc costs.” “In Agriculture, we continue to navigate challenging market conditions through pricing discipline, operational execution, and cost management while investing in aftermarket solutions and technologies that improve grower productivity and reinforce our competitive advantage.” Gross profit was $331.384 million in 2026-Q3.
Our focus remains on deepening strategic customer relationships and expanding our higher-value aftermarket and technology solutions, positioning the business for stronger growth as market conditions…
Stated in 4 of 5 supplied quarters. Management reported: “Our focus remains on deepening strategic customer relationships and expanding our higher-value aftermarket and technology solutions, positioning the business for stronger growth as market conditions improve.” “In Agriculture, we continue to navigate challenging market conditions through pricing discipline, operational execution, and cost management while investing in aftermarket solutions and technologies that improve grower productivity and reinforce our competitive advantage.”
“During the quarter, we hosted our Investor Day and outlined a clear roadmap for profitable growth, margin expansion, disciplined resource allocation, and higher returns on invested capital.
Stated in 3 of 5 supplied quarters. Management reported: ““During the quarter, we hosted our Investor Day and outlined a clear roadmap for profitable growth, margin expansion, disciplined resource allocation, and higher returns on invested capital.” “We will continue to prioritize supporting our customers and allocating capital in line with our strategy to drive long-term value for shareholders.”” Operating income was $172.834 million in 2026-Q3.
Capture Infrastructure market opportunities through commercial execution, pricing, customer relationships, and investments across the segment.
Over the trailing year it converted 0.60x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-05.
“At the same time, we are taking pricing actions and applying contractual pass-throughs to recover higher steel and zinc costs.”
“In Agriculture, we continue to navigate challenging market conditions through pricing discipline, operational execution, and cost management while investing in aftermarket solutions and technologies…”
“This performance reflects the team’s focus on value-based pricing, a disciplined commercial approach, and continued progress on our capacity and throughput initiatives.”
“Our focus remains on deepening strategic customer relationships and expanding our higher-value aftermarket and technology solutions, positioning the business for stronger growth as market conditions…”
“In Agriculture, we continue to navigate challenging market conditions through pricing discipline, operational execution, and cost management while investing in aftermarket solutions and technologies…”
“In Agriculture, we are managing through a more cautious near-term market environment, with an emphasis on profitability.”
“While Agriculture markets remain challenged and our results reflect those conditions, our teams are executing with discipline and agility, positioning the business for long-term growth.”
““During the quarter, we hosted our Investor Day and outlined a clear roadmap for profitable growth, margin expansion, disciplined resource allocation, and higher returns on invested capital.”
“We will continue to prioritize supporting our customers and allocating capital in line with our strategy to drive long-term value for shareholders.””
“Across Valmont, we’re channeling our efforts toward the areas of greatest opportunity – deploying resources where they create the most value, advancing innovation, and enhancing performance, while op…”