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Jun 28, 2025
Valmont Q2 2025 Earnings Report
Valmont posted a GAAP net loss in Q2 2025 due to realignment and impairment charges, but delivered strong adjusted earnings and raised full-year EPS guidance.
Key Takeaways
Valmont reported Q2 2025 net sales of $1.05B, a GAAP net loss of $4.0M, and adjusted EPS of $4.88. Realignment and impairment charges impacted GAAP results, but solid performance in Utility, Telecommunications, and International Agriculture supported strong adjusted operating margins and higher backlog.
Net sales increased 1% year-over-year to $1.05B, driven by strength in Utility and International Agriculture.
Reported diluted EPS was -$1.53 due to $112M in one-time charges; adjusted EPS was $4.88.
Operating cash flow grew 28% to $167.6M, and backlog rose 9.7% since year-end 2024.
Full-year 2025 adjusted EPS guidance raised to $17.50–$19.50 on improved cost structure and demand outlook.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Valmont expects stable revenue with strong infrastructure demand, improved cost efficiencies, and raised adjusted EPS outlook, but remains cautious due to international demand softness and solar market challenges.
Positive Outlook
- Raised full-year adjusted EPS guidance to $17.50–$19.50
- Infrastructure demand remains strong, particularly in Utility and Telecommunications
- International Agriculture growth expected to continue, especially in EMEA and Brazil
- Cost structure improvements from realignment expected to save $22M annually
- Backlog growth supports sustained demand visibility
Challenges Ahead
- Solar sales remain weak due to lower volumes
- Lighting & Transportation demand soft in international markets
- North America Agriculture continues to face market softness
- Adjusted operating margins expected slightly lower due to international profitability mix
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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