VALMONT INDUSTRIES INC SEC Filings

Valmont Industries Executive VP and CFO John L. Schwietz purchased 208 shares of the company’s Common Stock in an open market or private transaction on July 23, 2026 at $486.145 per share. Following this purchase, he directly owns 2,992 shares of Valmont stock.

Valmont Industries reported strong second quarter 2026 results, with net sales of $1,118,689,000, up 6.5% from a year earlier. GAAP operating income rose to $166,111,000 from $29,276,000, and net earnings attributable to Valmont reached $119,918,000, compared with a prior-year loss. Diluted EPS was $6.14 versus a $(1.53) loss; on an adjusted basis, EPS increased 25.8% to $6.14 from $4.88.

Infrastructure, which represented 78.4% of net sales, grew sales 14.8% to $878.9 million, led by 33.9% growth in North America Utility and 16.6% in North America Coatings; segment operating margin improved to 17.6%. Agriculture sales declined 15.8% to $243.7 million, including a 28.9% drop in international sales tied to disruptions from the Middle East conflict, though operating margin increased to 16.5%.

For full-year 2026, Valmont raised its outlook, now expecting net sales of $4.3–$4.45 billion (Infrastructure $3.4–$3.5 billion) and diluted EPS of $22.25–$23.50, while maintaining capital expenditure guidance of $170–$200 million and an expected effective tax rate of about 26%.

Valmont Industries is hosting an Investor Day and sharing multi-year financial and strategic targets focused on its Utility, Infrastructure and Agriculture businesses. For 2026, the company forecasts net sales of $4.2–$4.4 billion and operating income of $605–$660 million, with diluted EPS between $21.50 and $23.50. At the midpoint, this reflects about 4.8% revenue growth and 17.9% EPS growth year over year, supported by capital expenditures of $170–$200 million and an assumed ~26% effective tax rate.

The presentation emphasizes Utility as the primary growth engine, leveraging long-term transmission and grid investment, capacity expansions, AI-enabled manufacturing and programmatic share repurchases to drive EPS expansion through 2029. Management highlights a diversified infrastructure and agriculture portfolio, recurring aftermarket and technology revenue, disciplined capital allocation and balance sheet flexibility to support sustained earnings and cash flow growth.

Valmont Industries has finalized retirement terms for former Executive Vice President, Chief Financial Officer and Corporate Secretary Thomas Liguori. He previously agreed to be succeeded by John Schwietz effective April 8, 2026 and will remain employed to provide consulting services until December 26, 2026.

Under a separation and release agreement dated May 26, 2026, Liguori will receive base salary and health benefits through the end of his employment if he does not revoke the agreement within seven days. His existing restricted stock units and stock options will continue on their grant terms and vest while he remains employed, with additional accelerated vesting of outstanding unvested awards on December 26, 2026 under his retirement terms when hired. He will also receive cash severance based on weeks of base salary, his 2026 short-term incentive plan award, and performance stock unit payouts for the 2024–2026 plan, with accelerated vesting of outstanding awards under the 2025–2027 and 2026–2028 plans. Incentive plan payouts will be made no later than March 15, 2027, and he will not receive new incentive grants.

Valmont Industries senior vice president Renee L. Campbell reported an indirect stock sale and updated holdings in company shares. A spouse-held account sold 412 shares of Valmont common stock in an open-market transaction at $522.45 per share, leaving 390 shares indirectly owned through the spouse. Separate entries show 4,844 shares held directly and 105 shares held indirectly via a 401K plan following the reported transactions.

Valmont Industries SVP Renee L. Campbell reported an open-market sale of company stock. An entity associated with her spouse sold 412 shares of Valmont Industries common stock on May 6, 2026 at a price of $522.45 per share, reducing that indirect holding to 390 shares.

After this activity, Campbell also reports 4,844 directly owned shares and an additional 105 shares held indirectly through a 401K plan. The filing shows no option exercises or derivative transactions, indicating the activity was limited to common stock holdings.

VMI submitted a Form 144 notice reporting proposed sales of restricted common stock by an affiliate through a brokerage arrangement. The excerpt lists multiple restricted stock vesting events with associated share counts and vesting dates, and shows a broker name Fidelity Brokerage Services LLC with a date of 05/06/2026.

Valmont Industries Inc Schedule 13G: Vanguard Capital Management reported beneficial ownership of 995,331 shares of common stock, representing 5.09% of the class. The filing lists sole voting power for 149,897 shares and sole dispositive power for 995,331 shares, and notes holdings include Vanguard funds and managed accounts.

VALMONT INDUSTRIES INC director Joan Robinson-Berry received a stock-based award. She acquired 341 shares of common stock on a Form 4 transaction coded as a grant or award, at a stated price of $0.00 per share. After this award, she directly holds 2,828 common shares. A footnote explains this is a restricted stock unit award that will vest on the anniversary of the grant date, unless she defers it, and will then be settled in an equal number of common shares.