Valmont Industries, Inc.
VMI · NYSE
Company research
Valmont Industries, Inc. (NYSE: VMI) is a global leader in engineered infrastructure and agricultural productivity solutions, founded in 1946 and headquartered in Omaha, Nebraska. The company operates through two primary segments — Infrastructure and Agriculture — serving seven key markets: Utility, Lighting and Transportation, Telecom, Solar, Coatings, Irrigation, and Ag Tech, across more than 100 countries with approximately 11,000 employees. Its Infrastructure segment manufactures and distributes a broad range of engineered metal, steel, concrete, and composite structures including utility poles, telecom towers, lighting and transportation structures, and protective coating services, while its Agriculture segment produces center pivot and linear irrigation equipment under the iconic Valley brand, along with advanced precision farming technology solutions. With approximately $4.1 billion in annual revenue and a market capitalization of roughly $10.6 billion, Valmont is led by President and CEO Avner Applbaum and remains a critical supplier to utilities, municipalities, telecommunications providers, and large-scale agricultural operations worldwide.
Research reports
Comprehensive fundamental overview of Valmont covering valuation, growth, past performance, financial health, dividends, and risk factors, with Snowflake scores, forecast 12.2% annual earnings growth, detailed profitability and balance-sheet metrics, and a series of narrative updates where analysts steadily raise fair value estimates and price targets while emphasizing dividend hikes, buybacks, and governance changes as key supports for measured future returns.
AlphaSpread · May 16, 2026VMI DCF Valuation - Valmont Industries IncDCF-based valuation model last updated May 16, 2026 that estimates a fair value of 406.36 USD per share versus a current price of 506.75 USD, implying the stock is about 20% overvalued, with supporting detail on present value of forecast cash flows (7.9B USD equity value), terminal value assumptions, shares outstanding, and sensitivity analysis around revenue growth, margins, discount rate and terminal growth.
AInvest (AI-generated Research Article) · July 22, 2025Valmont Industries: Strategic Realignment and Operational Agility Pave the Way for Long-Term OutperformanceThe article presents a long-term bullish thesis arguing that Valmont’s 2023–2025 restructuring—exiting low‑margin Solar and Lighting & Transportation segments, targeting 22M USD in annual cost savings by 2026, and refocusing on core infrastructure and agriculture—has already improved segment margins and operating cash flow, supports raised 2025 EPS guidance of 17.50–19.50 USD, and, combined with strong buybacks and dividends, leaves the shares undervalued on a roughly 14x P/E and ~9% forward free cash flow yield despite cyclical macro and sector headwinds.