Valmont Q3 EPS Up 25% to $6.24; Full-Year Adjusted EPS Guidance Raised
VMI sits 21% above its 52-week low of $378.02.
Summary
Valmont posted Q3 2026 diluted EPS of $6.24, up 25.3%, on sales of $1.10 billion, and raised full-year adjusted EPS guidance to $22.75-$23.75. North America Utility and Coatings drove the growth, while telecom and international Agriculture lagged.
Key Events · Earnings and Guidance · VMI
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Q3 EPS Jumps 25.3% to $6.24
Net sales rose 5.5% to $1.10 billion and operating income climbed 22.2% to $172.8 million, lifting operating margin to 15.7% from 13.5%.
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Full-Year Adjusted EPS Guidance Raised
Adjusted diluted EPS outlook increased to $22.75-$23.75 from $22.25-$23.50; the $4.3-$4.45 billion net sales range was reaffirmed.
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North America Utility Sales Up 23%
Infrastructure sales grew 9.1% to $882.1 million on utility pricing and volume plus 13.8% Coatings growth, partly offset by sharply lower North America Telecom volumes.
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Backlog Climbs to $2.01 Billion
Total backlog rose from $1.65 billion at December 27, 2025, with Infrastructure at $1.81 billion and Agriculture at $199.6 million.
Analysis · VMI · Manufacturing
Valmont outpaced its own prior trajectory: Q3 diluted EPS of $6.24 rose 25.3% year over year on 5.5% sales growth to $1.10 billion, and operating margin expanded 220 basis points to 15.7%. Management raised full-year adjusted EPS guidance to $22.75-$23.75 from $22.25-$23.50 while reaffirming the $4.3-$4.45 billion sales outlook. Growth is concentrated in North America Utility, where sales jumped 23.0% on pricing and volume, and in Coatings, up 13.8%; that strength offset a steep decline in North America Telecom and a 25.3% drop in international Agriculture sales. Backlog of $2.01 billion, up from $1.65 billion at year-end 2025, supports the demand narrative. The main caveat is margin pressure from higher steel and zinc costs, which management is offsetting with pricing and contractual pass-throughs; how fast margins expand depends on input costs stabilizing.
How filings like this one have moved
In the 30 days to Oct 20, 2026, 29.2% of the 1466 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, VMI was trading at $457.90 on NYSE in the Manufacturing sector, with a market capitalization of approximately $8.7B. The 52-week trading range was $378.02 to $585.71. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.