Valmont's Stock Shows Strong Performance, Future Looks Promising
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 20 2026
0mins
Should l Buy VMI?
Source: Yahoo Finance
- Growing Backlog: Valmont's backlog reached $1.65 billion in the latest quarter, with a year-on-year growth average of 15.1% over the past two years, indicating a strong sales pipeline and enhanced long-term customer commitment, which boosts business predictability.
- Improved Free Cash Flow: The company's free cash flow margin expanded by 8.8 percentage points over the last five years, currently standing at 7.6%, demonstrating significant progress in reducing capital intensity and improving financial health.
- Long-Term Revenue Growth Concerns: Valmont's sales have grown at a mediocre compounded annual growth rate of 7.2% over the past five years, which is underwhelming compared to the industrial sector, highlighting challenges in sustaining long-term growth.
- Market Outperformance: Over the past six months, Valmont's stock has returned 5.6%, while the S&P 500 has remained flat, reflecting investor confidence in its future prospects, with the current stock price at $396.48 and a forward P/E ratio of 18.3.
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Analyst Views on VMI
Wall Street analysts forecast VMI stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 412.620
Low
415.00
Averages
462.00
High
491.00
Current: 412.620
Low
415.00
Averages
462.00
High
491.00
About VMI
Valmont Industries, Inc. is a manufacturer of products and services for the infrastructure and agricultural markets. The Company operates through two segments: Infrastructure and Agriculture. The Infrastructure segment consists of the manufacture and distribution of products and solutions to serve the infrastructure markets of utility, solar, lighting, transportation, and telecommunications, along with coatings services to protect metal products. Its Infrastructure segment is comprised of five primary product lines: Utility; Lighting and Transportation (L&T); Coatings; Telecommunications, and Solar. The Agriculture segment consists of the manufacture of center pivot components and linear irrigation equipment for agricultural markets, including parts and tubular products, and advanced technology solutions for precision agriculture. The Company manufactures and distributes center pivot and lateral move irrigation equipment, along with service parts under its Valley brand.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Valmont Scheduled to Announce Q1 Earnings on April 21
- Earnings Announcement: Valmont (VMI) is set to release its Q1 2023 earnings report on April 21 before market open, with a consensus EPS estimate of $4.73, reflecting a 9.5% year-over-year growth, indicating robust potential in profitability.
- Revenue Expectations: The revenue estimate for the first quarter stands at $995.76 million, representing a 2.7% year-over-year increase, which, while modest, still demonstrates the company's stable performance in the market, likely attracting investor interest.
- Historical Performance Review: Over the past two years, Valmont has surpassed EPS estimates 75% of the time and revenue estimates 38% of the time, enhancing market confidence in its upcoming earnings report based on this historical performance.
- Dividend Increase: Valmont recently raised its dividend by 13% to $0.77 per share, reflecting the company's confidence in future cash flows and potentially attracting income-seeking investors looking for stable returns.
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- Executive Appointment: Valmont Industries has appointed John Schwietz as Chief Financial Officer, who has held various roles since joining the company in 2009, indicating strong confidence in his leadership capabilities across finance, business development, and global operations.
- Diverse Background: Prior to joining Valmont, Schwietz gained extensive experience in international banking, providing a solid foundation for his financial management and strategic decision-making at Valmont, which is expected to enhance the company's performance in complex market environments.
- Dividend Increase: Valmont announced a 13% increase in its dividend to $0.77 per share, a move that not only reflects the company's robust financial health but also has the potential to boost investor confidence and attract more long-term investors.
- Market Restructuring Trend: According to J.P. Morgan's analysis, small and mid-cap industrials are entering a 'next wave' of rebalancing, and Valmont's strategic adjustments and executive changes may position it favorably within this trend, further enhancing its competitive edge in the market.
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- Executive Change: Valmont Industries announced the resignation of CFO Thomas Liguori, appointing John Schwietz as the new CFO, who previously served as President of International Agriculture, potentially bringing a fresh financial strategy perspective.
- Guidance Reaffirmation: The company reaffirmed its financial guidance for the full year 2026, indicating confidence in future performance, aimed at stabilizing investor trust and ensuring ongoing market competitiveness.
- Market Reaction: In pre-market trading on the New York Stock Exchange, Valmont Industries' stock price rose by 0.01% to $427.85, reflecting a positive market response to the new CFO appointment.
- Strategic Implications: The combination of the new CFO's appointment and the reaffirmation of financial guidance suggests that Valmont Industries is actively adjusting its leadership team to tackle future market challenges and drive business growth.
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Valmont Industries Appoints New CFO
- Executive Appointment: Valmont Industries has announced the appointment of John L. Schwietz as Chief Financial Officer, who brings extensive experience from his previous role as President of International Agriculture, expected to drive financial discipline and long-term performance.
- Leadership Team Enhancement: CEO Avner Applbaum praised Schwietz's appointment as a strong addition to the leadership team, emphasizing his deep background in finance and commercial roles will add value to the company.
- Successor Contributions: Schwietz succeeds Thomas Liguori, who made significant contributions during his tenure by enhancing the effectiveness of the finance organization and turning financial data into actionable business outcomes.
- Financial Guidance Reaffirmed: The company reiterated its financial guidance for fiscal year 2026, indicating that under the new CFO's leadership, Valmont will continue to focus on achieving its established financial objectives.
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Valmont Scheduled to Announce Q1 Earnings on April 21
- Earnings Announcement: Valmont (VMI) is set to release its Q1 2023 earnings report on April 21 before market open, with a consensus EPS estimate of $4.73, reflecting a 9.5% year-over-year growth, indicating robust potential in profitability.
- Revenue Expectations: The revenue estimate for the first quarter stands at $995.76 million, representing a 2.7% year-over-year increase, which, while modest, still demonstrates the company's stable performance in the market, likely attracting investor interest.
- Historical Performance Review: Over the past two years, Valmont has surpassed EPS estimates 75% of the time and revenue estimates 38% of the time, enhancing market confidence in its upcoming earnings report based on this historical performance.
- Dividend Increase: Valmont recently raised its dividend by 13% to $0.77 per share, reflecting the company's confidence in future cash flows and potentially attracting income-seeking investors looking for stable returns.
See More
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Dividend-Paying Stocks as a Safe Haven: Dividend-paying stocks have provided investors with a refuge amid the ongoing conflict in the Middle East.
Continued Performance Outlook: These stocks are expected to maintain their performance even if a cease-fire is established.
See More
Valmont Industries Appoints New CFO
- Executive Appointment: Valmont Industries has appointed John Schwietz as Chief Financial Officer, who has held various roles since joining the company in 2009, indicating strong confidence in his leadership capabilities across finance, business development, and global operations.
- Diverse Background: Prior to joining Valmont, Schwietz gained extensive experience in international banking, providing a solid foundation for his financial management and strategic decision-making at Valmont, which is expected to enhance the company's performance in complex market environments.
- Dividend Increase: Valmont announced a 13% increase in its dividend to $0.77 per share, a move that not only reflects the company's robust financial health but also has the potential to boost investor confidence and attract more long-term investors.
- Market Restructuring Trend: According to J.P. Morgan's analysis, small and mid-cap industrials are entering a 'next wave' of rebalancing, and Valmont's strategic adjustments and executive changes may position it favorably within this trend, further enhancing its competitive edge in the market.
See More
Valmont Industries Appoints New CFO Amid Guidance Reaffirmation
- Executive Change: Valmont Industries announced the resignation of CFO Thomas Liguori, appointing John Schwietz as the new CFO, who previously served as President of International Agriculture, potentially bringing a fresh financial strategy perspective.
- Guidance Reaffirmation: The company reaffirmed its financial guidance for the full year 2026, indicating confidence in future performance, aimed at stabilizing investor trust and ensuring ongoing market competitiveness.
- Market Reaction: In pre-market trading on the New York Stock Exchange, Valmont Industries' stock price rose by 0.01% to $427.85, reflecting a positive market response to the new CFO appointment.
- Strategic Implications: The combination of the new CFO's appointment and the reaffirmation of financial guidance suggests that Valmont Industries is actively adjusting its leadership team to tackle future market challenges and drive business growth.
See More
Valmont Industries Appoints New CFO
- Executive Appointment: Valmont Industries has announced the appointment of John L. Schwietz as Chief Financial Officer, who brings extensive experience from his previous role as President of International Agriculture, expected to drive financial discipline and long-term performance.
- Leadership Team Enhancement: CEO Avner Applbaum praised Schwietz's appointment as a strong addition to the leadership team, emphasizing his deep background in finance and commercial roles will add value to the company.
- Successor Contributions: Schwietz succeeds Thomas Liguori, who made significant contributions during his tenure by enhancing the effectiveness of the finance organization and turning financial data into actionable business outcomes.
- Financial Guidance Reaffirmed: The company reiterated its financial guidance for fiscal year 2026, indicating that under the new CFO's leadership, Valmont will continue to focus on achieving its established financial objectives.
See More
Micron Shares and 14 Additional 'Dividend Growth' Stocks with Significant Potential
- Current Market Challenge: Finding stocks with attractive yields is increasingly difficult in the current market environment.
- Investment Strategy: Investors are advised to focus on companies that have a history of raising their dividends and may do so again in the near future.
See More
