| Nov 25 | Feb 26 | May 26 | Aug 26 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Buy | — | — | — | — | — | — | — | — | — | 1 | — | — |
| Sell | 1 | — | — | — | — | — | 1 | 1 | — | 1 | — | — |
| total | individual payouts | |
|---|---|---|
| 2028 | ‡‡‡‡‡ |
|
| 2027 | ‡‡‡‡‡ |
|
| 2026 | 3.05 |
—
—
—
|
| 2025 | 2.72 |
—
—
—
—
|
| 2024 | 2.40 |
—
—
—
—
|
| 2023 | 2.40 |
—
—
—
—
|
| 2022 | 2.20 |
—
—
—
—
|
| 2021 | 2.00 |
—
—
—
—
|
| 2020 | 1.80 |
—
—
—
—
|
| 2019 | 1.50 |
—
—
—
—
|
| 2018 | 1.50 |
—
—
—
—
|
| 2017 | 1.50 |
—
—
—
—
|
| 2016 | 1.50 |
—
—
—
—
|
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Cash | 203.04 | 164.32 | 187.14 | 139.05 |
| Receivables | 657.96 | 654.36 | 590.13 | 648.70 |
| Inventory | 658.43 | 590.26 | 566.40 | 608.84 |
| Other | 175.72 | 187.26 | 266.92 | 272.73 |
| 1,787.63 | 1,683.39 | 1,719.65 | 1,782.45 |
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Payables | 358.31 | 372.20 | 359.54 | 387.90 |
| ST’ Debt | 0.72 | 0.69 | 0.51 | 0.06 |
| Other | 70.98 | 126.93 | 60.94 | 79.79 |
| 723.10 | 811.43 | 731.62 | 757.35 |
| 10y | 5y | 3y | |
| Sales | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Cash Flow | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Earnings | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Book Value | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 1,029.20 | 1,118.69 | — | — |
—
|
| ’25 | 969.31 | 1,050.55 | 1,045.98 | 1,038.26 |
4,104.10
|
| ’24 | 977.83 | 1,039.74 | 1,020.18 | 1,037.29 |
4,075.03
|
| ’23 | 1,062.48 | 1,046.30 | 1,050.30 | 1,015.53 |
4,174.60
|
| ’22 | 980.82 | 1,135.53 | 1,097.38 | 1,131.52 |
4,345.25
|
| ’21 | 774.89 | 894.63 | 868.78 | 963.28 |
3,501.58
|
| ’20 | 674.20 | 688.81 | 733.97 | 798.38 |
2,895.36
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 103.47 | 148.11 | — | — |
—
|
| ’25 | 65.13 | 167.61 | 112.50 | 111.24 |
456.48
|
| ’24 | 23.33 | 130.81 | 225.12 | 193.41 |
572.68
|
| ’23 | 21.20 | 88.35 | 81.32 | 115.91 |
306.78
|
| ’22 | 2.70 | 65.32 | 115.71 | 142.54 |
326.27
|
| ’21 | 33.15 | 37.03 | (8.36) | 4.11 |
65.94
|
| ’20 | 62.35 | 88.39 | 122.30 | 43.25 |
316.29
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 69.13 | 113.45 | — | — |
—
|
| ’25 | 35.15 | 136.00 | 71.42 | 71.05 |
313.63
|
| ’24 | 8.46 | 112.58 | 204.77 | 168.06 |
493.87
|
| ’23 | (0.14) | 65.56 | 55.79 | 90.51 |
211.71
|
| ’22 | (24.39) | 42.78 | 98.29 | 117.88 |
234.56
|
| ’21 | 5.79 | 17.16 | (39.98) | (23.08) |
(40.11)
|
| ’20 | 39.46 | 63.29 | 100.25 | 17.46 |
220.45
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 5.51 | 6.14 | — | — |
—
|
| ’25 | 4.32 | (1.53) | 4.98 | 9.05 |
16.79
|
| ’24 | 4.32 | 4.91 | 4.11 | 3.84 |
17.19
|
| ’23 | 3.47 | 4.21 | (2.32) | 1.38 |
6.78
|
| ’22 | 2.90 | 3.53 | 3.34 | 1.86 |
11.62
|
| ’21 | 2.57 | 2.89 | 2.40 | 1.25 |
9.10
|
| ’20 | 1.99 | 1.06 | 1.84 | 1.68 |
6.57
|
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡‡ | 203.31 | 188.63 | 202.01 | 250.07 | — | — | — |
Low Price
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 353.36 | 341.81 | 354.13 | 432.69 | — | — | — |
High Price
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 11,364 | 11,125 | 10,986 | 10,791 | — | — | — |
Employees
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 0.38 | 0.38 | 0.37 | 0.38 | — | — | — |
Revenue/Emp
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 4,345.25 | 4,174.60 | 4,075.03 | 4,104.10 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 25.92% | 29.61% | 30.46% | 30.21% | — | — | — |
Gross Margin
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 363.89 | 236.45 | 468.68 | 377.64 | — | — | — |
EBT
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 8.37% | 5.66% | 11.50% | 9.20% | ‡‡‡ | ‡‡‡ | ‡‡‡ |
EBT Margin
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 254.25 | 144.91 | 350.62 | 353.69 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Net Income
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 97.17 | 98.71 | 95.40 | 88.51 | — | — | — |
Depreciation
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 203.90 | 199.21 | 202.52 | 207.33 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue/Sh
|
| ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡ | ‡‡‡ | ‡‡‡‡ | 11.77 | 6.85 | 17.31 | 16.91 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Earnings/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 15.31 | 14.64 | 28.46 | 23.06 | — | — | — |
Cash Flow/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (4.30) | (4.54) | (3.92) | (7.22) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Capex/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 11.01 | 10.10 | 24.54 | 15.84 | — | — | — |
Free CF/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 74.18 | 64.62 | 76.64 | 82.48 | — | — | — |
Book Value/Sh
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 21.31 | 20.96 | 20.12 | 19.80 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Shares
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 27.54 | 34.39 | 17.73 | 23.71 | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
PE Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1.59 | 1.18 | 1.51 | 1.94 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PS Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 4.37 | 3.63 | 4.00 | 4.88 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PB Ratio
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1.75 | 1.39 | 1.65 | 2.09 | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
EV/Sales
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 32.38 | 27.49 | 13.64 | 27.33 | — | — | — |
EV/FCF
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 326.27 | 306.78 | 572.68 | 456.48 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Op' Cash Flow
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (91.71) | (95.06) | (78.81) | (142.86) | ‡‡‡‡‡ | ‡‡‡‡‡ | — |
Capex
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 234.56 | 211.71 | 493.87 | 313.63 | — | — | — |
FCF
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 976.59 | 1,064.53 | 871.97 | 988.03 | — | — | — |
Working Cap'
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 872.13 | 1,108.60 | 730.63 | 795.66 | — | — | — |
Total Debt
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 686.72 | 905.56 | 566.32 | 608.52 | — | — | — |
Net Debt
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 1,580.85 | 1,354.28 | 1,542.09 | 1,632.79 | — | — | — |
Sh' Equity
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 7.16% | 4.08% | 10.23% | 9.99% | — | — | — |
ROA
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 11.94% | 8.06% | 15.55% | 11.59% | — | — | — |
ROIC
|
| ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 16.76% | 9.78% | 24.05% | 21.09% | — | — | — |
ROE
|
Valmont Industries (VMI) has delivered impressive revenue growth, surging 62% from $2.52 billion in 2016 to $4.08 billion in 2024, fueled by strategic acquisitions, booming infrastructure demand, and the transformative $1 trillion Infrastructure Investment and Jobs Act (IIJA). Revenue per employee jumped 55% to $371,000, showcasing operational excellence with a lean workforce of around 11,000, while share repurchases amplified per-share gains. Even amid cyclical pressures like commodity volatility, gross margins expanded to a record 30.5%, ROE hit 24.1%, and free cash flow per share peaked at $28.46—positioning VMI as a resilient compounder in a sector ripe for public spending booms.
Profitability swings underscore its sensitivity to supply chains, yet 2024 marked a breakout with net income up 226% to $351 million and EPS climbing 125% to $17.31 since 2016. Analysts forecast exciting upside: revenue to $4.48 billion by 2027 (10% cumulative growth), EPS to $23.03 (33% jump), and sustained FCF supporting buybacks and dividends. A fortress balance sheet—with equity up 57%, debt slashed 34%, and ROIC at 15.6%—bolsters this momentum, evoking historical industrials that thrived on infrastructure tailwinds.
At fair valuations (EV/FCF at 13.6x, PS 1.65x), VMI’s stock has risen 127% since 2016, with 10-15% annual returns possible through 2027 amid IIJA disbursements and global irrigation demand. While macro risks and absent insider buys temper short-term enthusiasm, the long-term setup screams potential for savvy growth seekers—dive into the full analysis for the charts, projections, and strategic parallels that make this a standout play.
Keep track of companies that you follow and research.
Full access to our data with predictions and indicators that we calculate daily.
Full access to our screener with tons of custom values and customizable email notifications.
Excel export of financials and screeners you define and save.