Valmont Industries (VMI) 주식 개요
는 미국, 호주, 브라질 및 전 세계의 인프라 및 농업 시장을 위한 제품 및 서비스 제조업체로 운영되고 있습니다. 자세히 보기
VMI Community Fair Values
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Analyst Price Targets
Valmont Industries, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$519.81 |
| 52주 최고가 | US$535.32 |
| 52주 최저가 | US$310.00 |
| 베타 | 1.36 |
| 1개월 변동 | 1.85% |
| 3개월 변동 | 13.27% |
| 1년 변동 | 63.44% |
| 3년 변동 | 86.29% |
| 5년 변동 | 105.69% |
| IPO 이후 변동 | 19,469.32% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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 Alpha내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...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 Alpha주주 수익률
| VMI | US Construction | US 시장 | |
|---|---|---|---|
| 7D | 1.2% | 1.4% | 1.6% |
| 1Y | 63.4% | 102.1% | 28.5% |
수익률 대 산업: VMI은 지난 1년 동안 102.1%의 수익을 기록한 US Construction 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: VMI은 지난 1년 동안 28.5%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| VMI volatility | |
|---|---|
| VMI Average Weekly Movement | 5.5% |
| Construction Industry Average Movement | 8.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
안정적인 주가: VMI는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: VMI의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1946 | 10,791 | Avner Applbaum | www.valmont.com |
는 미국, 호주, 브라질 및 전 세계의 인프라 및 농업 시장을 위한 제품 및 서비스 제조업체로 운영되고 있습니다. 이 회사는 인프라와 농업의 두 부문으로 운영됩니다. 송전, 변전소 및 배전 애플리케이션을 위한 강철, 프리스트레스 콘크리트, 복합 구조물을 제조 및 유통하고 조명 및 운송 애플리케이션을 위한 금속, 강철, 목재, 알루미늄, 복합 폴 및 구조물을 설계, 엔지니어링 및 제조합니다.
Valmont Industries, Inc. 기초 지표 요약
| VMI 기초 통계 | |
|---|---|
| 시가총액 | US$10.09b |
| 순이익 (TTM) | US$355.56m |
| 매출 (TTM) | US$4.16b |
28.4x
주가수익비율(P/E)2.4x
주가매출비율(P/S)VMI는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| VMI 손익계산서 (TTM) | |
|---|---|
| 매출 | US$4.16b |
| 매출원가 | US$2.90b |
| 총이익 | US$1.27b |
| 기타 비용 | US$911.53m |
| 순이익 | US$355.56m |
최근 보고된 실적
Mar 28, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 18.31 |
| 총이익률 | 30.43% |
| 순이익률 | 8.54% |
| 부채/자본 비율 | 47.2% |
VMI의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Valmont Industries 배당 일정 | |
|---|---|
| 배당락일 | Jun 26 2026 |
| 배당 지급일 | Jul 15 2026 |
| 배당락일까지 남은 일수 | 25 days |
| 배당 지급일까지 남은 일수 | 44 days |
VMI는 안정적으로 배당을 지급합니까?
VMI 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/31 00:12 |
| 종가 | 2026/05/29 00:00 |
| 수익 | 2026/03/28 |
| 연간 수익 | 2025/12/27 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Valmont Industries, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ryan Connors | Brean Capital Historical (Janney Montgomery) |
| Hamir Patel | CIBC Capital Markets |
| Christopher Moore | CJS Securities, Inc. |