Valmont Industries（VMI）株式概要
ヴァルモント・インダストリーズ社は、米国、オーストラリア、ブラジルをはじめとする国際的なインフラおよび農業市場向けの製品およびサービスのメーカーとして事業を展開している。 詳細
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Analyst Price Targets
Valmont Industries, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$573.37 |
| 52週高値 | US$585.71 |
| 52週安値 | US$321.21 |
| ベータ | 1.35 |
| 1ヶ月の変化 | 10.30% |
| 3ヶ月変化 | 43.50% |
| 1年変化 | 75.57% |
| 3年間の変化 | 96.25% |
| 5年間の変化 | 144.88% |
| IPOからの変化 | 21,485.69% |
最新ニュース
ナラティブの更新 • Jun 24
VMI: Utility Focus And Capital Discipline Will Shape Measured Future Returns
Analysts have lifted their price target for Valmont Industries from $545.25 to $611.25, citing updated assumptions for slightly higher revenue growth, a modestly higher discount rate, a somewhat lower profit margin, and a higher future P/E multiple. What’s in the News for Valmont Industries Valmont Industries shares rose about 8% in premarket trading after the company outlined a refreshed 2026 Investor Day plan in New York City focused on above market utility growth, efficiency improvements, and disciplined capital deployment, according to recent news reports.ナラティブの更新 • Jun 08
VMI: Governance Changes And Dividend Policy Will Shape Measured Future Returns
Analysts have adjusted their price target for Valmont Industries from $527 to $545.25, citing updated assumptions across fair value, discount rate, revenue growth, profit margin, and future P/E as key drivers of the new view. What's in the News Valmont Industries finalized a retirement arrangement for former Executive Vice President, Chief Financial Officer, and Corporate Secretary Thomas Liguori, who will remain as a consultant until December 26, 2026, with base salary, health benefits, severance payments, and accelerated equity vesting provided as part of the agreement.Recent updates
ナラティブの更新 • Jun 24
VMI: Utility Focus And Capital Discipline Will Shape Measured Future Returns
Analysts have lifted their price target for Valmont Industries from $545.25 to $611.25, citing updated assumptions for slightly higher revenue growth, a modestly higher discount rate, a somewhat lower profit margin, and a higher future P/E multiple. What’s in the News for Valmont Industries Valmont Industries shares rose about 8% in premarket trading after the company outlined a refreshed 2026 Investor Day plan in New York City focused on above market utility growth, efficiency improvements, and disciplined capital deployment, according to recent news reports.ナラティブの更新 • Jun 08
VMI: Governance Changes And Dividend Policy Will Shape Measured Future Returns
Analysts have adjusted their price target for Valmont Industries from $527 to $545.25, citing updated assumptions across fair value, discount rate, revenue growth, profit margin, and future P/E as key drivers of the new view. What's in the News Valmont Industries finalized a retirement arrangement for former Executive Vice President, Chief Financial Officer, and Corporate Secretary Thomas Liguori, who will remain as a consultant until December 26, 2026, with base salary, health benefits, severance payments, and accelerated equity vesting provided as part of the agreement.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| VMI | US Construction | US 市場 | |
|---|---|---|---|
| 7D | -1.7% | -2.5% | 0.3% |
| 1Y | 75.6% | 89.4% | 19.9% |
業界別リターン: VMI過去 1 年間で89.4 % の収益を上げたUS Construction業界を下回りました。
リターン対市場: VMI過去 1 年間で19.9 % の収益を上げたUS市場を上回りました。
価格変動
| VMI volatility | |
|---|---|
| VMI Average Weekly Movement | 5.6% |
| Construction Industry Average Movement | 8.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: VMI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: VMIの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1946 | 10,791 | Avner Applbaum | www.valmont.com |
ヴァルモント・インダストリーズ社は、米国、オーストラリア、ブラジルをはじめ、国際的にインフラおよび農業市場向けの製品およびサービスを提供するメーカーである。同社は、インフラストラクチャーと農業の2つのセグメントで事業を展開している。同社は、送電、変電、配電用の鉄骨、プレストレストコンクリート、複合構造物を製造、販売し、照明や輸送用の金属、鉄骨、木材、アルミニウム、複合ポールや構造物の設計、エンジニアリング、製造を行っている。また、亜鉛メッキや塗装、塗装製品の粉体塗装サービス、無線通信市場向けのタワー、小型セル構造、カモフラージュ隠蔽ソリューション、パッシブ相互変調緩和装置、コンポーネント、鉄骨構造、電気モーター、電子コントローラーの統合システムであるソーラー単軸トラッカー製品、金属製品を保護するコーティングサービスも提供している。また、農業市場向けには、センターピボット部品やリニア灌漑装置、工業用顧客向け部品や管状製品、農業分野向け先端技術ソリューション、Valleyブランド名での機械式灌漑装置やサービス部品などを製造している。バルモント・インダストリーズ社は1946年に設立され、ネブラスカ州オマハに本社を置く。
Valmont Industries, Inc. 基礎のまとめ
| VMI 基礎統計学 | |
|---|---|
| 時価総額 | US$11.04b |
| 収益（TTM） | US$355.56m |
| 売上高(TTM) | US$4.16b |
31.3x
PER（株価収益率2.7x
P/SレシオVMI は割高か？
公正価値と評価分析を参照収益と収入
| VMI 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.16b |
| 売上原価 | US$2.90b |
| 売上総利益 | US$1.27b |
| その他の費用 | US$911.53m |
| 収益 | US$355.56m |
直近の収益報告
Mar 28, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 18.31 |
| グロス・マージン | 30.43% |
| 純利益率 | 8.54% |
| 有利子負債／自己資本比率 | 47.2% |
VMI の長期的なパフォーマンスは？
過去の実績と比較を見る| Valmont Industries 配当日 | |
|---|---|
| 配当落ち日 | Jun 26 2026 |
| 配当支払日 | Jul 15 2026 |
| 配当落ちまでの日数 | 5 days |
| 配当支払日までの日数 | 14 days |
VMI 配当は確実ですか？
VMI 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/29 13:28 |
| 終値 | 2026/06/29 00:00 |
| 収益 | 2026/03/28 |
| 年間収益 | 2025/12/27 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Valmont Industries, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14
| アナリスト | 機関 |
|---|---|
| Ryan Connors | Brean Capital Historical (Janney Montgomery) |
| Hamir Patel | CIBC Capital Markets |
| Christopher Moore | CJS Securities, Inc. |