Every 8-K that Valmont Industries, Inc. (VMI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow VMI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full VMI filings page.
Valmont Industries, Inc. reported a planned board leadership transition. On July 27, 2026, Mogens C. Bay informed the Board of his decision to retire from the Board at the end of the company’s fiscal year on December 26, 2026. Catherine J. Paglia, currently Vice Chair of the Board and Lead Independent Director, will succeed Mr. Bay as Board Chair upon his retirement, providing an identified internal successor for the role.
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 reported strong first-quarter 2026 results, with net sales of $1.03 billion, up 6.2%, and diluted EPS of $5.51, up 27.5% year over year. Growth was driven by the Infrastructure segment, where sales rose 14.1% to $805.9 million and operating margin improved to 17.8%.
Agriculture sales fell 15.1% to $227.0 million amid international weakness, but segment margin increased to 14.8% on better pricing and lower SG&A. Management raised full-year 2026 diluted EPS guidance to $21.50–$23.50 and slightly increased Infrastructure sales expectations while trimming Agriculture sales assumptions. Net cash from operations rose to $103.5 million, and the leverage ratio stood at 1.05, indicating moderate net debt relative to adjusted EBITDA.
Valmont Industries, Inc. filed an update on executive leadership matters. The company notes it had previously appointed John Schwietz as Executive Vice President, Chief Financial Officer and Corporate Secretary.
This filing primarily provides a separate exhibit summarizing Mr. Schwietz’s compensation package as approved by the Human Resources Committee, and makes that information part of the public record.
Valmont Industries has promoted long-time executive John Schwietz to Executive Vice President, Chief Financial Officer and Corporate Secretary, effective April 8, 2026. He succeeds Thomas Liguori.
Schwietz, age 44, has been with Valmont since 2009 in finance, business development and operations roles across its Utility and Agriculture businesses worldwide.
Valmont Industries, Inc. reported that its Audit Committee has approved the appointment of KPMG LLP as the company’s independent registered public accounting firm beginning with the fiscal year ending December 26, 2026, subject to KPMG’s customary client acceptance procedures and an engagement letter.
The Audit Committee also dismissed Deloitte & Touche LLP as the company’s independent registered public accounting firm on March 3, 2026. Valmont states there were no disagreements or reportable events with Deloitte for the fiscal years ended December 27, 2025 and December 28, 2024, and Deloitte’s audit reports for those years contained no adverse opinions or qualifications.
Valmont Industries, Inc. reported that its board of directors appointed Paul T. Maass to the board on February 22, 2026, and increased the board size to eleven members. He will serve as a non-employee director.
Non-employee directors receive a $95,000 annual cash retainer and an annual grant of restricted stock units valued at $170,000. The equity grant is made on the date of and following completion of the company’s annual shareholders’ meeting, and these restricted stock units vest on the first anniversary of the grant date, with an option for the director to defer vesting.
Valmont Industries reported mixed fourth-quarter and full-year 2025 results and issued an earnings outlook for 2026. Fourth-quarter net sales were essentially flat at $1.04 billion, but GAAP diluted EPS rose to $9.05 from $3.84, and adjusted EPS increased to $4.92.
For 2025, net sales edged up to $4.10 billion, while GAAP diluted EPS slipped to $16.79 and adjusted EPS improved to $19.09. Infrastructure remained the growth engine, with fourth-quarter sales up 7.2% to $819.0 million, while Agriculture sales fell 19.9% to $222.7 million and recorded an operating loss driven partly by $27.5 million of legal and credit loss expense in Brazil. Backlog increased to $1.65 billion, and free cash flow was $311.4 million. For 2026, Valmont projects net sales of $4.2–$4.4 billion and diluted EPS of $20.50–$23.50, reflecting expected growth led by Infrastructure and a cautious Agriculture outlook.
Valmont Industries, Inc. appointed William E. Johnson as Chief Accounting Officer effective October 20, 2025. Johnson brings senior accounting leadership experience from Conagra Brands, where he served as Senior Vice President, Corporate Controller from July 2023 to October 2025 and previously as Assistant Controller. He began his career at KPMG and holds a master’s degree in accounting from the University of Missouri-Columbia. Timothy P. Francis, who has served as CAO since September 2024, will assist the transition and focus on the Infrastructure segment. Compensation details are provided in Exhibit 99.1.
Valmont Industries, Inc. filed a current report to note that it has released its financial results for the quarter ended September 27, 2025. The company issued an earnings press release on October 21, 2025, which is included as Exhibit 99.1 to this report. The earnings information is being furnished under the rules of the Exchange Act rather than formally filed, meaning it is not automatically incorporated into other securities law filings unless specifically referenced.