Valmont Industries (VMI) Aandelenoverzicht
Valmont Industries, Inc. is actief als fabrikant van producten en diensten voor de infrastructuur- en landbouwmarkten in de Verenigde Staten, Australië, Brazilië en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 6/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
VMI Community Fair Values
Create NarrativeSee what 10 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Valmont Industries, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$505.35 |
| 52 Week Hoogtepunt | US$585.71 |
| 52 Week Laag | US$337.93 |
| Bèta | 1.33 |
| 1 maand verandering | -11.39% |
| 3 maanden verandering | 8.27% |
| 1 Jaar Verandering | 42.93% |
| 3 jaar verandering | 78.75% |
| 5 jaar verandering | 120.81% |
| Verandering sinds IPO | 18,924.94% |
Recent nieuws en updates
Recent updates
Seeking Alpha • Jul 09
Valmont Industries: A Real Grid Winner, But The Market Already Knows
Summary Valmont is now primarily a grid infrastructure play, with North America Utility as the main growth driver. Q1 results highlighted strong Utility sales and margin expansion, while Agriculture remains a drag due to international weakness. Management targets $5.4B sales, $35 EPS, and 17% operating margin by 2029, driven by Utility growth and operational improvements. I rate VMI a Hold; valuation reflects optimism, but execution risks and limited margin of safety temper near-term upside. Read the full article on Seeking Alpha
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Rendement voor aandeelhouders
| VMI | US Construction | US Markt | |
|---|---|---|---|
| 7D | -7.0% | -1.5% | -1.4% |
| 1Y | 42.9% | 59.4% | 17.1% |
Rendement versus industrie: VMI presteerde slechter dan de US Construction -sector, die het afgelopen jaar een rendement van 59.4 % opleverde.
Rendement versus markt: VMI overtrof de US markt, die het afgelopen jaar een rendement opleverde van 17.1 %.
Prijsvolatiliteit
| VMI volatility | |
|---|---|
| VMI Average Weekly Movement | 4.5% |
| Construction Industry Average Movement | 8.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: VMI heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 4% ) van VMI is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1946 | 10,791 | Avner Applbaum | www.valmont.com |
Valmont Industries, Inc. is actief als fabrikant van producten en diensten voor de infrastructuur- en landbouwmarkten in de Verenigde Staten, Australië, Brazilië en internationaal. Het bedrijf is actief in twee segmenten, Infrastructuur en Landbouw. Het produceert en distribueert stalen, voorgespannen betonnen en composiet constructies voor elektrische transmissie, onderstations en distributietoepassingen; en ontwerpt, engineert en produceert metalen, stalen, houten, aluminium en composiet palen en constructies voor verlichting en transporttoepassingen.
Valmont Industries, Inc. Samenvatting
| VMI fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$10.21b |
| Inkomsten(TTM) | US$479.49m |
| Inkomsten(TTM) | US$4.23b |
20.5x
Koers/Winstverhouding2.3x
P/S-verhoudingIs VMI overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| VMI resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$4.23b |
| Kosten van inkomsten | US$2.95b |
| Brutowinst | US$1.29b |
| Overige uitgaven | US$807.24m |
| Inkomsten | US$479.49m |
Laatst gerapporteerde inkomsten
Jun 27, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 24.70 |
| Brutomarge | 30.40% |
| Nettowinstmarge | 11.33% |
| Schuld/Eigen Vermogen Verhouding | 42.1% |
Hoe presteerde VMI op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
0.6%
Huidig dividendrendement745%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/21 23:04 |
| Aandelenkoers aan het einde van de dag | 2026/07/21 00:00 |
| Inkomsten | 2026/06/27 |
| Jaarlijkse inkomsten | 2025/12/27 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Valmont Industries, Inc. wordt gevolgd door 14 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Ryan Connors | Brean Capital Historical (Janney Montgomery) |
| Hamir Patel | CIBC Capital Markets |
| Christopher Moore | CJS Securities, Inc. |