Valmont Industrs Stock Price, News & Analysis

Valmont Industries (NYSE: VMI), a global infrastructure and agricultural solutions provider, has announced its management team's participation in three major investor conferences in June 2025. Executive VP and CFO Thomas Liguori and SVP of Investor Relations Renee Campbell will attend:

1. Stifel 2025 Cross Sector Conference in Boston (June 3) - Investor meetings

2. William Blair 45th Annual Growth Stock Conference in Chicago (June 4) - Investor meetings and presentation at 10:00 AM CT

3. Wells Fargo Industrials and Materials Conference in Chicago (June 11) - Investor meetings and presentation at 3:45 PM CT

Live webcasts and 90-day replays will be available for the William Blair and Wells Fargo presentations at investors.valmont.com.

Valmont Industries (NYSE: VMI), a global leader in infrastructure products and agricultural productivity solutions, has announced its latest quarterly dividend payment.

Key dividend details:

• Dividend amount: $0.68 per share
• Payment date: July 15, 2025
• Record date: June 27, 2025
• Annual dividend rate: $2.72 per share

This dividend announcement demonstrates Valmont's commitment to providing regular returns to its shareholders while maintaining its position as a key player in vital infrastructure and agricultural productivity sectors.

Valmont Industries (NYSE: VMI), a global leader in infrastructure products and agricultural productivity solutions, has announced its upcoming participation in Gabelli's 16th Annual Value Investor Conference in Omaha, Nebraska.

Key details of the participation include:

• Event Date: Friday, May 2, 2025
• Time: 10:40 AM Central Time
• Format: Fireside chat
• Key Participants: - Avner M. Applbaum (President and CEO) - Thomas Liguori (Executive VP and CFO)

Interested investors can access the live presentation by registering through the provided link. All registered participants will receive direct access to the event. This conference appearance represents an opportunity for investors to gain insights into Valmont's business strategy and market position in infrastructure and agricultural solutions.

Valmont Industries (NYSE: VMI) reported Q1 2025 financial results with net sales slightly decreasing 0.9% to $969.3 million compared to Q1 2024. The company maintained a diluted EPS of $4.32, while operating income was $128.3 million or 13.2% of net sales.

The Infrastructure segment (72.6% of net sales) saw sales decrease 2.4% to $706.2 million, with growth in Utility and Telecommunications offset by lower Solar sales. The Agriculture segment (27.4%) increased 3.3% to $267.3 million, driven by strong international performance, particularly in EMEA and Brazil, despite North American softness.

Valmont reaffirmed its 2025 full-year outlook, projecting net sales of $4.0 to $4.2 billion and diluted EPS of $17.20 to $18.80. The company increased its quarterly dividend by 13% to $0.68 per share and reported strong cash position with $184.4 million in cash and cash equivalents.

Valmont Industries (NYSE: VMI) has scheduled its first quarter 2025 earnings release for Tuesday, April 22, 2025, before market opening. The company will host a webcast and conference call at 8:00 a.m. CT on the same day, featuring President and CEO Avner M. Applbaum and EVP/CFO Thomas Liguori.

Investors can participate by dialing +1 877.407.6184 or +1 201.389.0877, or joining via webcast. A slide presentation will be available on valmont.com's Investors page. The event replay will be accessible through April 29, 2025, at 10:59 p.m. CT using access code 13750344.

Valmont Industries (NYSE: VMI) has provided an update regarding the impacts of U.S. tariffs on imports from Mexico, Canada, and China, including those on steel and aluminum. The company has outlined comprehensive mitigation strategies for 2025, including pricing adjustments, cost control measures, productivity initiatives, and supply chain optimizations.

The company projects achieving cost neutrality in the second half of fiscal 2025, regardless of whether United States Mexico-Canada Agreement (USMCA) exclusions are granted for their imports from Mexico and Canada. Notably, Valmont manufactures the majority of its U.S.-bound products across 24 domestic facilities.

The current assessment excludes potential impacts from retaliatory tariffs or additional future U.S. tariffs.

Valmont Industries (NYSE: VMI) reported strong fourth quarter and full-year 2024 results. Q4 net sales increased 2.1% to $1.04 billion, with operating income rising to $120.0 million (11.6% of net sales). Full-year 2024 revenue was $4.08 billion, with record diluted EPS of $17.19.

The Infrastructure segment (73.3% of net sales) saw a 2.1% increase to $763.6 million, driven by utility sales growth and increased telecommunications spending. The Agriculture segment (26.7% of net sales) grew 2.3% to $278.0 million despite currency headwinds.

The company generated strong operating cash flows of $572.7 million for the full year, an 86.7% increase from 2023. For 2025, Valmont projects net sales between $4.0-$4.2 billion and diluted EPS of $17.20-$18.80.

Valmont Industries (NYSE: VMI) has announced significant updates to its capital allocation strategy, focusing on growth acceleration and increased shareholder returns. The company's Board has approved a $700 million share repurchase authorization and a 13% increase in quarterly dividend to $0.68 per share ($2.72 annualized), payable April 15, 2025.

The company plans to allocate approximately 50% of operating cash flow to high-return growth opportunities, including strategic capacity expansion in the Infrastructure segment and strategic acquisitions. The remaining 50% will be directed to shareholder returns through repurchases and dividends. Valmont intends to maintain its Investment Grade credit rating with a long-term target for net leverage of 2.5X or less.

The new share repurchase program, representing about 10% of current market capitalization, has no expiration date and will be added to the existing authorization, which had approximately $66 million remaining as of December 28, 2024.

Valmont Industries (NYSE: VMI), a global infrastructure and agricultural solutions provider, has announced its participation in Citi's 2025 Global Industrial Tech and Mobility Conference. CEO Avner M. Applbaum and CFO Thomas Liguori will conduct investor meetings on Thursday, February 20, 2025.

The company will participate in a fireside chat at 1:00 PM ET. An audio-only webcast of the discussion will be available on the Valmont Investors page, accompanied by a slide presentation. Both the presentation materials and webcast replay will remain accessible on the company's website for 90 days following the event.