Valmont Industries, Inc. filings document operating results, governance actions and shareholder voting matters for an industrial manufacturer serving infrastructure and agriculture markets. Form 8-K reports furnish quarterly and annual earnings releases, segment commentary and outlook information, including Infrastructure demand, utility-related capacity investments and Agriculture market conditions.
Proxy materials cover director elections, executive compensation, an employee stock purchase plan proposal and independent auditor ratification. Other material-event filings record officer and director appointments, related compensation arrangements and changes in the company’s independent registered public accounting firm, tying formal disclosures to Valmont’s board oversight, leadership structure and financial reporting process.
Valmont Industries, Inc. (VMI) reported third-quarter net sales of $1,103.8 million, up 5.5% year over year, and net earnings attributable to Valmont of $121.1 million, up 22.2%. Diluted earnings per share were $6.24, versus $4.98. Infrastructure segment sales rose 9.1% to $879.6 million, while Agriculture segment sales fell 6.4% to $224.2 million, primarily reflecting lower international sales.
For the first three quarters of fiscal 2026, net sales were $3,251.7 million, up 6.1%, and net earnings attributable to Valmont were $349.0 million, up 91.5%; the prior-year comparison included $91.3 million of impairment charges and $8.9 million of realignment charges. Operating cash flow was $352.1 million. Valmont repurchased 421,187 shares for $200.565 million and had $366.540 million of authorization remaining as of September 26, 2026. It acquired the remaining 80% of Quebec-based RMDS Innovation on January 12, 2026, for approximately $15.428 million; the acquisition's results were not material to earnings.
Valmont Industries Inc. Chief Accounting Officer William Eric Johnson reported 74 common shares delivered or withheld on October 20, 2026, for payment of exercise price or tax liability. The reported transaction price was $450.68 per share; his directly held position afterward was 732 common shares.
Valmont Industries, Inc. (VMI) reported third-quarter net sales of $1,103.8 million for the quarter ended September 26, 2026, up 5.5% from a year earlier. Net earnings attributable to Valmont were $121.1 million, up 22.2%; diluted earnings per share was $6.24, compared with $4.98, and operating income rose 22.2% to $172.8 million. Valmont raised its full-year adjusted diluted EPS outlook to $22.75 to $23.75 from $22.25 to $23.50, while reaffirming full-year net sales outlook of $4.3 to $4.45 billion.
Infrastructure operating income increased to $154.8 million from $143.4 million; North America Utility and Coatings sales rose 23.0% and 13.8%. Agriculture sales decreased 6.4% as international sales fell 25.3%, while North America sales grew 15.8%; Agriculture operating income was $40.1 million, compared with $23.2 million. President and CEO Avner M. Applbaum said capacity investments are focused on higher throughput and productivity. Management also cited higher steel and zinc costs and said the pace of margin expansion depends partly on how quickly input costs stabilize. Backlog was $2,007.8 million as of September 26, 2026, compared with $1,653.7 million as of December 27, 2025.
VALMONT INDUSTRIES INC (symbol: VMI) is the issuer of record for a Form 4 filing submitted to the SEC. Hickey Toni reported acquisition or exercise transactions in this Form 4 filing.
VALMONT INDUSTRIES INC (VMI) reported that officer Toni Hickey, CLO and Corporate Secretary, received a grant of 310 shares of common stock on September 8, 2026. The award is in the form of restricted stock units that vest in three equal annual installments starting September 8, 2027, and is held directly.
VALMONT INDUSTRIES INC (VMI) filed an initial statement of beneficial ownership (Form 3) for executive Toni Hickey, who serves as CLO and Corporate Secretary. The filing reports no transactions, no derivative positions, and no holdings entries at this time, and notes that a Power of Attorney is attached.
VALMONT INDUSTRIES INC (VMI) reported insider equity activity by Renee L. Campbell, SVP, Capital Markets & Risk. On 2026-08-17, Campbell exercised 838 Non-Qualified Stock Options at an exercise price of $252.89 per share, receiving 838 shares of common stock. On the same date, 601 common shares were delivered or withheld at $501.85 per share for payment of exercise price or tax liability. Following these transactions, Campbell also reports indirect holdings of 105 common shares through a 401(k) plan and 390 common shares held by a spouse.
Valmont Industries reports that President and CEO Avner M. Applbaum had 162 shares of common stock withheld on 2026-07-31 to pay an exercise price or tax liability at $481.70 per share. After this disposition, he directly holds 26,031 shares. The amendment’s sole purpose is to add his Power of Attorney as an exhibit.
Valmont Industries Inc. director and President & CEO Avner M. Applbaum reported a Form 4 transaction involving 162 shares of common stock on 2026-07-31. The shares were disposed of at $481.70 per share as a payment of exercise price or tax liability by delivering or withholding securities. After this transaction, Applbaum directly holds 26,031 shares of Valmont common stock.
Valmont Industries Executive VP and CFO John L. Schwietz reported a Form 4 transaction involving 24 shares of common stock withheld on 2026-07-29 at $456.29 per share to satisfy tax or exercise-related obligations. After this disposition, he directly holds 2,968 shares, and the Rule 10b5-1 checkbox was not marked.
Valmont Industries Inc. director Theodor Werner Freye reported a sale of 800 shares of Common Stock on 2026-07-27 at $495.0000 per share in an open-market or private transaction. After this sale, he directly owns 2,805 shares. The Rule 10b5-1 trading-plan checkbox was not marked for this transaction.