Valmont Industries 향후 성장
Future 기준 점검 2/6
Valmont Industries은 연간 수입과 매출이 각각 17.3%와 5.1% 증가할 것으로 예상되고 EPS는 연간 18.2%만큼 증가할 것으로 예상됩니다.
핵심 정보
17.3%
이익 성장률
18.16%
EPS 성장률
| Construction 이익 성장 | 22.9% |
| 매출 성장률 | 5.1% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 22 Apr 2026 |
최근 향후 성장 업데이트
Recent updates
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...분석 기사 • 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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 4,803 | N/A | 490 | 654 | 1 |
| 12/31/2027 | 4,556 | 486 | 422 | 582 | 4 |
| 12/31/2026 | 4,306 | 444 | 347 | 539 | 5 |
| 3/28/2026 | 4,164 | 356 | 346 | 495 | N/A |
| 12/27/2025 | 4,104 | 335 | 311 | 456 | N/A |
| 9/27/2025 | 4,103 | 234 | 409 | 539 | N/A |
| 6/28/2025 | 4,077 | 218 | 543 | 651 | N/A |
| 3/29/2025 | 4,067 | 348 | 520 | 614 | N/A |
| 12/28/2024 | 4,075 | 348 | 493 | 573 | N/A |
| 9/28/2024 | 4,053 | 299 | 416 | 495 | N/A |
| 6/29/2024 | 4,083 | 167 | 267 | 351 | N/A |
| 3/30/2024 | 4,090 | 157 | 219 | 309 | N/A |
| 12/30/2023 | 4,175 | 143 | 210 | 307 | N/A |
| 9/30/2023 | 4,291 | 155 | 236 | 333 | N/A |
| 7/1/2023 | 4,338 | 276 | 279 | 368 | N/A |
| 4/1/2023 | 4,427 | 263 | 256 | 345 | N/A |
| 12/31/2022 | 4,345 | 251 | 233 | 326 | N/A |
| 9/24/2022 | 4,177 | 237 | 93 | 188 | N/A |
| 6/25/2022 | 3,948 | 217 | -45 | 64 | N/A |
| 3/26/2022 | 3,708 | 203 | -72 | 35 | N/A |
| 12/25/2021 | 3,502 | 196 | -42 | 66 | N/A |
| 9/25/2021 | 3,337 | 205 | -11 | 105 | N/A |
| 6/26/2021 | 3,202 | 192 | 128 | 236 | N/A |
| 3/27/2021 | 2,996 | 153 | 176 | 287 | N/A |
| 12/26/2020 | 2,895 | 141 | 210 | 316 | N/A |
| 9/26/2020 | 2,781 | 137 | 245 | 341 | N/A |
| 6/27/2020 | 2,737 | 136 | 249 | 345 | N/A |
| 3/28/2020 | 2,749 | 153 | 262 | 362 | N/A |
| 12/28/2019 | 2,767 | 146 | N/A | 308 | N/A |
| 9/28/2019 | 2,781 | 132 | N/A | 324 | N/A |
| 6/29/2019 | 2,769 | 98 | N/A | 213 | N/A |
| 3/30/2019 | 2,751 | 91 | N/A | 128 | N/A |
| 12/29/2018 | 2,757 | 102 | N/A | 153 | N/A |
| 9/29/2018 | 2,775 | 73 | N/A | 79 | N/A |
| 6/30/2018 | 2,777 | 104 | N/A | 131 | N/A |
| 3/31/2018 | 2,807 | 117 | N/A | 143 | N/A |
| 12/30/2017 | 2,746 | 116 | N/A | 133 | N/A |
| 9/30/2017 | 2,706 | 190 | N/A | 214 | N/A |
| 7/1/2017 | 2,635 | 183 | N/A | 195 | N/A |
| 4/1/2017 | 2,563 | 179 | N/A | 162 | N/A |
| 12/31/2016 | 2,522 | 173 | N/A | 233 | N/A |
| 9/24/2016 | 2,481 | 73 | N/A | 217 | N/A |
| 6/25/2016 | 2,503 | 57 | N/A | 234 | N/A |
| 3/26/2016 | 2,545 | 42 | N/A | 297 | N/A |
| 12/26/2015 | 2,619 | 40 | N/A | 272 | N/A |
| 9/26/2015 | 2,748 | 111 | N/A | 274 | N/A |
| 6/27/2015 | 2,881 | 123 | N/A | 201 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: VMI 의 연간 예상 수익 증가율(17.3%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: VMI 의 연간 수익(17.3%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: VMI 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: VMI 의 수익(연간 5.1%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: VMI 의 수익(연간 5.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: VMI의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/24 01:33 |
| 종가 | 2026/05/22 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 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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. |