Valmont Industries, Inc.

NYSE:VMI 株式レポート

時価総額：US$11.1b

Valmont Industries 将来の成長

Future 基準チェック /16

Valmont Industriesは、12.2%と6.2%でそれぞれ年率12.2%で利益と収益が成長すると予測される一方、EPSはgrowで12.9%年率。

主要情報

12.2%

収益成長率

12.93%

EPS成長率

Construction 収益成長24.6%
収益成長率6.2%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日17 Jun 2026

今後の成長に関する最新情報

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...

Recent updates

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...
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

業績と収益の成長予測

NYSE:VMI - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284,8835355076772
12/31/20274,5804924245855
12/31/20264,3094463475396
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

アナリストによる今後の成長予測

収入対貯蓄率: VMIの予測収益成長率 (年間12.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: VMIの収益 ( 12.2% ) US市場 ( 18.9% ) よりも低い成長が予測されています。

高成長収益: VMIの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: VMIの収益 ( 6.2% ) US市場 ( 13% ) よりも低い成長が予測されています。

高い収益成長: VMIの収益 ( 6.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: VMIの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/22 12:33
終値2026/06/18 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

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