VMI · Valmont Industries Inc
$495.25
+3.05 (+0.62%)
At close · Aug 14
Market Cap
$9.56B
Shares
19.30M
Valmont Industries Inc Earnings Call Transcripts
Every quarterly earnings call for Valmont Industries Inc (VMI) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲26.3%
$1.10B
$72.93M
'22 Q3
22-10-27
▲17.5%
$1.13B
$37.82M
'22 Q4
23-02-23
▲8.3%
$1.06B
$74.54M
'23 Q1
23-04-21
▼7.9%
$1.05B
$89.38M
'23 Q2
23-07-27
▼4.3%
$1.05B
−$49.03M
'23 Q3
23-10-26
▼10.3%
$1.02B
$35.96M
'23 Q4
24-02-22
▼8%
$977.83M
$87.82M
'24 Q1
24-05-02
▼0.6%
$1.04B
$99.72M
'24 Q2
24-07-25
▼2.9%
$1.02B
$83.07M
'24 Q3
24-10-23
▲2.1%
$1.04B
$77.65M
'24 Q4
25-02-18
▼0.9%
$969.31M
$87.26M
'25 Q1
25-04-22
▲1%
$1.05B
−$4.02M
'25 Q2
25-07-22
▲2.5%
$1.05B
$99.03M
'25 Q3
25-10-21
▲0.1%
$1.04B
$168.00M
'25 Q4
26-02-17
▲6.2%
$1.03B
$108.03M
'26 Q1
26-04-21
LATEST
▲6.5%
$1.12B
$119.92M
'26 Q2
26-07-21
Earnings call
FY26 · Q2
2026-07-21
Valmont Industries Q2 2026 Conference Earnings Call
Confident tone
International Infrastructure Improvement Initiatives
Agriculture Market Headwinds
North America Utility Growth
Revenue
$1.12B
▲ 6.5% YoY Diluted EPS
$6.14
Gross margin
30.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-21
Valmont Industries Inc Q1 FY2026 Earnings Call
Positive tone
Steel tariffs and Mexico sourcing
North America Utility demand and growth
Middle East operations disruption
Revenue
$1.03B
▲ 6.2% YoY Diluted EPS
$5.51
▲ 27.5% YoY Gross margin
30.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-17
Valmont Industries Inc Q4 FY2025 Earnings Call
Confident tone
Utility Infrastructure Growth
Telecom / ConcealFab Acquisition
Utility Capacity Expansion & Margins
Revenue
$1.04B*
▲ 0.1% YoY Gross margin
29.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-21
Valmont Industries Inc Q3 FY2025 Earnings Call
Confident tone
Utility market strength and capacity expansion
Pricing and tariffs
Strategic execution and value drivers
Revenue
$1.05B
▲ 2.5% YoY Diluted EPS
$4.98
▲ 21.2% YoY Gross margin
30.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-22
Valmont Industries Inc Q2 FY2025 Earnings Call
Positive tone
Agriculture segment performance
Utility infrastructure demand and backlog
Solar business exit
Revenue
$1.05B
▲ 1% YoY Diluted EPS
$-1.53
▼ 131.2% YoY Gross margin
30.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-22
Valmont Industries Inc Q1 FY2025 Earnings Call
Positive tone
Tariffs and trade policy
Resilient demand and backlog
Infrastructure growth and capacity expansion
Revenue
$969.31M
▼ 0.9% YoY Diluted EPS
$4.32
▲ 0% YoY Gross margin
30.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-18
Valmont Industries Inc Q4 FY2024 Earnings Call
Positive tone
Infrastructure utility demand and megatrends
Capacity expansion and footprint investments
Agriculture market headwinds and dealer outlook
Revenue
$1.04B*
▲ 2.1% YoY Gross margin
30.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-23
Valmont Industries Inc Q3 FY2024 Earnings Call
Positive tone
International Agriculture Growth
Leadership / Executive Team
Operational & Cost Transformation
Revenue
$1.02B
▼ 2.9% YoY Diluted EPS
$4.11
Gross margin
29.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-25
Valmont Industries Inc Q2 FY2024 Earnings Call
Positive tone
Pricing, mix and steel index headwinds
Infrastructure segment utility demand and mix
Brazil and international agriculture softness
Revenue
$1.04B
▼ 0.6% YoY Diluted EPS
$4.91
▲ 16.6% YoY Gross margin
30.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Valmont Industries Inc Q1 FY2024 Earnings Call
Confident tone
Agriculture softness
Infrastructure / TD&S growth
SG&A and cost savings / Prospera realignment
Revenue
$977.83M
▼ 8% YoY Diluted EPS
$4.32
▲ 24.5% YoY Gross margin
31.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-22
Valmont Industries Inc Q4 FY2023 Earnings Call
Balanced tone
Agriculture and North American irrigation
Long-term strategy and financial targets
Brazil and international agriculture
Revenue
$1.02B*
▼ 10.3% YoY Gross margin
27.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-26
Valmont Industries Inc Q3 FY2023 Earnings Call
Revenue
$1.05B
▼ 4.3% YoY Diluted EPS
$-2.34
▼ 170.1% YoY Gross margin
30.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
Valmont Industries Inc Q2 FY2023 Earnings Call
Revenue
$1.05B
▼ 7.9% YoY Diluted EPS
$4.21
▲ 19.3% YoY Gross margin
31.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-21
Valmont Industries Inc Q1 FY2023 Earnings Call
Revenue
$1.06B
▲ 8.3% YoY Diluted EPS
$3.47
▲ 19.7% YoY Gross margin
29.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-23
Valmont Industries Inc Q4 FY2022 Earnings Call
Revenue
$1.13B*
▲ 17.5% YoY Gross margin
26.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-27
Valmont Industries Inc Q3 FY2022 Earnings Call
Revenue
$1.10B
▲ 26.3% YoY Diluted EPS
$3.34
▲ 39.2% YoY Gross margin
26.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-21
Valmont Industries Inc Q2 FY2022 Earnings Call
Revenue
$1.14B
▲ 26.9% YoY Diluted EPS
$3.53
▲ 22.1% YoY Gross margin
25.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-06
Valmont Industries Inc Q1 FY2022 Earnings Call
Revenue
$980.82M
▲ 26.6% YoY Diluted EPS
$2.90
▲ 12.8% YoY Gross margin
25.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-17
Valmont Industries Inc Q4 FY2021 Earnings Call
Revenue
$963.28M*
▲ 20.7% YoY Gross margin
23.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-21
Valmont Industries Inc Q3 FY2021 Earnings Call
Revenue
$868.78M
▲ 18.4% YoY Diluted EPS
$2.40
▲ 30.4% YoY Gross margin
26.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-22
Valmont Industries Inc Q2 FY2021 Earnings Call
Revenue
$894.63M
▲ 29.9% YoY Diluted EPS
$2.89
▲ 172.6% YoY Gross margin
25.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-22
Valmont Industries Inc Q1 FY2021 Earnings Call
Revenue
$774.89M
▲ 14.9% YoY Diluted EPS
$2.57
▲ 29.1% YoY Gross margin
26.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-18
Valmont Industries Inc Q4 FY2020 Earnings Call
Revenue
$798.38M
▲ 16.8% YoY Diluted EPS
$1.68
Gross margin
25.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-22
Valmont Industries Inc Q3 FY2020 Earnings Call
Revenue
$733.97M
▲ 6.3% YoY Diluted EPS
$1.84
▲ 5.1% YoY Gross margin
26.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-23
Valmont Industries Inc Q2 FY2020 Earnings Call
Revenue
$688.81M
▼ 1.7% YoY Diluted EPS
$1.06
▼ 41.8% YoY Gross margin
26.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-23
Valmont Industries Inc Q1 FY2020 Earnings Call
Revenue
$674.20M
▼ 2.6% YoY Diluted EPS
$1.99
▲ 21.3% YoY Gross margin
27.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-20
Valmont Industries Inc Q4 FY2019 Earnings Call
Revenue
$683.63M*
▼ 2% YoY Gross margin
24.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
102729
CUSIP
920253101
13F (30d)
609 filings
580 filers
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