Valmont Industries, Inc.

Report azionario NYSE:VMI

Capitalizzazione di mercato: US$9.8b

Valmont Industries Crescita futura

Criteri Future verificati 2/6

Si prevede che Valmont Industries aumenterà gli utili e i ricavi rispettivamente del 17.3% e 5.1% all'anno, mentre si prevede che l'EPS crescerà del 18.2% all'anno.

Informazioni chiave

17.3%

Tasso di crescita degli utili

18.16%

Tasso di crescita dell'EPS

Construction crescita degli utili22.9%
Tasso di crescita dei ricavi5.1%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamento22 Apr 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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

Aggiornamento della narrazione • 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.
Articolo di analisi • 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
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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

Previsioni di crescita degli utili e dei ricavi

NYSE:VMI - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di VMI ( 17.3% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di VMI ( 17.3% all'anno) cresceranno più rapidamente del mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di VMI cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di VMI ( 5.1% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di VMI ( 5.1% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di VMI è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 12:48
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/28
Utili annuali2025/12/27

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Valmont Industries, Inc. è coperta da 13 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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