Valmont Industries, Inc.

NYSE:VMI Rapport sur les actions

Capitalisation boursière : US$10.3b

Valmont Industries Croissance future

Future contrôle des critères 2/6

Valmont Industries devrait augmenter ses bénéfices et ses revenus de 17.3% et de 5.1% par an respectivement, tandis que le BPA devrait croître de croître de 18.2% par an.

Informations clés

17.3%

Taux de croissance des bénéfices

18.16%

Taux de croissance du BPA

Construction croissance des bénéfices22.9%
Taux de croissance des recettes5.1%
Rendement futur des capitaux propresn/a
Couverture par les analystes

Low

Dernière mise à jour22 Apr 2026

Mises à jour récentes de la croissance future

Article d’analyse Apr 23

Results: Valmont Industries, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Valmont Industries, Inc. ( NYSE:VMI ) defied analyst predictions to release its quarterly results, which were ahead of...

Recent updates

Mise à jour du récit May 25

VMI: Buybacks And Earnings Guidance Will Support Measured Future Returns

Analysts have adjusted their price target for Valmont Industries to $527. The change is linked to updated assumptions for the discount rate and future P/E, while revenue growth and profit margin expectations remain steady.
Mise à jour du récit Apr 26

VMI: Higher Dividend And Buybacks Will Support Future Earnings And Returns

Analysts have raised their price target for Valmont Industries to $527 from $503.67, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Valmont plans an Analyst and Investor Day to share a detailed update on its long term strategy, value drivers and growth outlook.
Article d’analyse Apr 23

Results: Valmont Industries, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Valmont Industries, Inc. ( NYSE:VMI ) defied analyst predictions to release its quarterly results, which were ahead of...
Seeking Alpha Apr 17

Valmont Industries: Management's Plans Trump Short-Term Uncertainty

Summary Valmont Industries is upgraded to a soft ‘buy’ as management’s growth strategy and improving fundamentals indicate material upside potential. VMI’s Infrastructure segment outperformed, offsetting agricultural weakness, with robust utility and telecom demand driving revenue and market share gains. Management guides FY26 revenue to $4.2–$4.4B and EPS to $23.50, with long-term targets implying significant profit and cash flow growth. Relative valuation is attractive versus peers, and most modeled scenarios suggest VMI can outperform market returns if growth targets are achieved. Read the full article on Seeking Alpha
Mise à jour du récit Apr 06

VMI: Higher Dividend And Buybacks Will Support Stronger Future Returns

Analysts now set their fair value estimate for Valmont Industries at about $503.67, up from $490.25, reflecting updated assumptions for revenue growth, profit margins, and a slightly adjusted discount rate alongside a lower future P/E outlook. What's in the News Valmont Industries plans to appoint KPMG LLP as its independent registered public accounting firm starting with the year ending December 26, 2026, with Deloitte & Touche LLP dismissed from this role on March 3, 2026 (Key Developments).
Mise à jour du récit Mar 23

VMI: Dividend Raise And Buybacks Will Support Stronger Future Returns

Analysts have maintained their price target for Valmont Industries at $490.25, indicating that only minor adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E support keeping their view unchanged. What's in the News The Audit Committee approved the appointment of KPMG LLP as Valmont Industries' independent registered public accounting firm beginning with the year ending December 26, 2026, and dismissed Deloitte & Touche LLP from the role on March 3, 2026 (company filing).
Mise à jour du récit Mar 08

VMI: Dividend Hike And Buybacks Will Support Stronger Future Returns

Analysts kept their $490.25 price target for Valmont Industries intact, reflecting only small adjustments to inputs such as a slightly lower discount rate and a marginally lower assumed future P/E multiple in their updated models. What's in the News The board approves a 13% increase in the quarterly cash dividend to $0.77 per share, payable on April 15, 2026 to shareholders of record on March 27, 2026, implying an annualized dividend of $3.08 per share (Key Developments).
Mise à jour du récit Feb 22

VMI: Guidance And Buybacks Will Support Balanced Returns At Current Levels

Analysts have raised their price target on Valmont Industries from $459.25 to $490.25. This reflects updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that they consider more closely aligned with the company’s current fundamentals.
Mise à jour du récit Feb 06

VMI: Selective Tuck In Acquisitions And Buybacks Will Support Balanced Returns

Analysts have nudged their price target for Valmont Industries slightly higher to around $459.25. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E multiples.
Mise à jour du récit Jan 22

VMI: Selective M&A And Buybacks Will Support Balanced Future Return Potential

Analysts have kept their price target for Valmont Industries effectively unchanged at $459.0, reflecting only slight tweaks to inputs such as the discount rate and assumed future P/E multiple, rather than a shift in their overall view of the stock. What's in the News Valmont Industries is seeking smaller tuck in acquisitions, with management emphasizing selective M&A that strengthens the company’s core businesses and fits within its existing capital allocation priorities (Key Developments).
Mise à jour du récit Jan 07

VMI: Buybacks And Cost Discipline Will Support Balanced Future Return Potential

Analysts have reaffirmed their fair value estimate for Valmont Industries at US$459, with only very small tweaks to inputs such as the discount rate, long term revenue growth, profit margin and future P/E assumptions behind their updated price target work. What's in the News Management reiterated its interest in smaller tuck in acquisitions that add to existing operations, while also highlighting an ongoing focus on costs and share repurchases, according to comments from the CEO and Senior VP of Investor Relations & Treasurer (Key Developments).
Mise à jour du récit Dec 21

VMI: Future Share Repurchases Will Support Attractive Upside Potential

Analysts have modestly raised their price target on Valmont Industries from $455 to $459, reflecting slightly stronger long term revenue growth expectations and a marginally lower discount rate that together support a higher fair value multiple. What's in the News Management reiterated its focus on selective, strategic M&A, targeting smaller tuck in acquisitions that strengthen core businesses while balancing cost discipline and share repurchases (company commentary).
Article d’analyse Dec 09

Is Valmont Industries (NYSE:VMI) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Mise à jour du récit Dec 07

VMI: Future Share Buybacks And Earnings Outlook Will Support Balanced Upside Potential

Analysts have modestly raised their price target on Valmont Industries to approximately 455 dollars. This reflects slightly higher long term growth and valuation assumptions despite minimal changes in underlying discount rate, revenue growth, and profit margin forecasts.
Mise à jour du récit Nov 23

VMI: Share Buybacks And Earnings Guidance Will Support Bullish Momentum

Narrative Update on Valmont Industries Analysts have reaffirmed their price target for Valmont Industries at $455, citing stable forecast assumptions and minimal changes to key financial metrics. What's in the News Valmont Industries is actively seeking strategic, smaller tuck-in acquisitions to strengthen its core business, according to CEO Avner Applbaum and Senior VP Renee Campbell (Key Developments).
Mise à jour du récit Nov 03

VMI: Share Repurchase Momentum And Revised Outlook Will Shape Enduring Market Value

Valmont Industries Sees Analyst Price Target Increase Amid Changing Assumptions Analysts have raised their price target for Valmont Industries from $427.50 to $455.00, citing updated forecasts for revenue growth and valuation metrics. What's in the News Valmont Industries completed the repurchase of 182,431 shares, representing 0.91 percent of shares outstanding, for $59.8 million under its buyback program originally announced in February 2025 (Key Developments).
Mise à jour du récit Oct 20

Energy Transition And Digital Trends Will Unlock Enduring Market Value

Analysts have raised their price target for Valmont Industries from $415.00 to $427.50. They cite strengthened profit margin estimates and more favorable valuation metrics as the reasons for this change.
Mise à jour du récit Sep 27

Energy Transition And Digital Trends Will Unlock Enduring Market Value

The upward revision in Valmont Industries’ consensus price target reflects improved forward earnings expectations, as indicated by a higher future P/E ratio, leading to an increase in fair value from $393.33 to $415.00. What's in the News Completed repurchase of 113,426 shares (0.57%) for $33.97 million under the buyback announced February 18, 2025.
Article d’analyse Sep 06

With Valmont Industries, Inc. (NYSE:VMI) It Looks Like You'll Get What You Pay For

With a price-to-earnings (or "P/E") ratio of 34.3x Valmont Industries, Inc. ( NYSE:VMI ) may be sending very bearish...
Article d’analyse Jul 29

Why Valmont Industries' (NYSE:VMI) Earnings Are Better Than They Seem

Shareholders appeared to be happy with Valmont Industries, Inc.'s ( NYSE:VMI ) solid earnings report last week. This...
Article d’analyse Jul 07

Under The Bonnet, Valmont Industries' (NYSE:VMI) Returns Look Impressive

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Article d’analyse Jun 13

At US$325, Is Valmont Industries, Inc. (NYSE:VMI) Worth Looking At Closely?

Valmont Industries, Inc. ( NYSE:VMI ), is not the largest company out there, but it led the NYSE gainers with a...
Article d’analyse May 31

Shareholders Should Be Pleased With Valmont Industries, Inc.'s (NYSE:VMI) Price

With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...
Seeking Alpha Nov 05

Valmont Industries Should See More Upside

Summary Valmont Industries' revenue growth is expected to turn positive next year, driven by strong demand in the Infrastructure segment and easing comparisons in Agriculture. The company's strong margin performance is anticipated to continue, benefiting from operating leverage, pricing discipline, and an improved mix. Despite a recent stock price increase, Valmont is trading below historical levels, presenting a good buying opportunity as revenue growth and margin improvements are expected. Read the full article on Seeking Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:VMI - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20284,803N/A4906541
12/31/20274,5564864225824
12/31/20264,3064443475395
3/28/20264,164356346495N/A
12/27/20254,104335311456N/A
9/27/20254,103234409539N/A
6/28/20254,077218543651N/A
3/29/20254,067348520614N/A
12/28/20244,075348493573N/A
9/28/20244,053299416495N/A
6/29/20244,083167267351N/A
3/30/20244,090157219309N/A
12/30/20234,175143210307N/A
9/30/20234,291155236333N/A
7/1/20234,338276279368N/A
4/1/20234,427263256345N/A
12/31/20224,345251233326N/A
9/24/20224,17723793188N/A
6/25/20223,948217-4564N/A
3/26/20223,708203-7235N/A
12/25/20213,502196-4266N/A
9/25/20213,337205-11105N/A
6/26/20213,202192128236N/A
3/27/20212,996153176287N/A
12/26/20202,895141210316N/A
9/26/20202,781137245341N/A
6/27/20202,737136249345N/A
3/28/20202,749153262362N/A
12/28/20192,767146N/A308N/A
9/28/20192,781132N/A324N/A
6/29/20192,76998N/A213N/A
3/30/20192,75191N/A128N/A
12/29/20182,757102N/A153N/A
9/29/20182,77573N/A79N/A
6/30/20182,777104N/A131N/A
3/31/20182,807117N/A143N/A
12/30/20172,746116N/A133N/A
9/30/20172,706190N/A214N/A
7/1/20172,635183N/A195N/A
4/1/20172,563179N/A162N/A
12/31/20162,522173N/A233N/A
9/24/20162,48173N/A217N/A
6/25/20162,50357N/A234N/A
3/26/20162,54542N/A297N/A
12/26/20152,61940N/A272N/A
9/26/20152,748111N/A274N/A
6/27/20152,881123N/A201N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de VMI ( 17.3% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de VMI ( 17.3% par an) devraient croître plus rapidement que le marché US ( 16.9% par an).

Croissance élevée des bénéfices: Les bénéfices de VMI devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de VMI ( 5.1% par an) devrait croître plus lentement que le marché de US ( 11.9% par an).

Croissance élevée des revenus: Le chiffre d'affaires de VMI ( 5.1% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de VMI devrait être élevé dans 3 ans


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/27 21:07
Cours de l'action en fin de journée2026/05/27 00:00
Les revenus2026/03/28
Revenus annuels2025/12/27

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Valmont Industries, Inc. est couverte par 13 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Ryan ConnorsBrean Capital Historical (Janney Montgomery)
Hamir PatelCIBC Capital Markets
Christopher MooreCJS Securities, Inc.