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Sep 27
Valmont Q3 2025 Earnings Report
Valmont reported a 2.5% increase in revenue and a 21.2% rise in EPS in Q3 2025, with strong performance in the Infrastructure segment offsetting continued weakness in Agriculture.
Key Takeaways
Valmont delivered solid Q3 2025 results with increased net sales and operating income. Strength in Utility and Telecommunications drove Infrastructure growth, while Agriculture faced ongoing market challenges. The company raised its full-year EPS outlook on positive momentum.
Revenue rose 2.5% YoY to $1.04598 billion, led by Infrastructure growth
Diluted EPS increased to $4.98, up from $4.11 last year
Infrastructure sales grew 6.6% to $808.3 million; Agriculture sales declined 9.0% to $241.3 million
Backlog increased $293.2 million since year-end 2024, driven by strong Utility demand
Valmont
Valmont
Valmont Revenue by Segment
Valmont Revenue by Geographic Location
Revenue by Segment
Infrastructure Revenue
CapyFin.comAgriculture Revenue
CapyFin.comRevenue by Geographic Location
North America Revenue
CapyFin.comInternational Revenue
CapyFin.com Forward Guidance
Valmont raised its full-year 2025 adjusted EPS guidance to $18.70–$19.50 and expects ~$4.1 billion in net sales, with Infrastructure at ~$3.1 billion and Agriculture at ~$1.0 billion.
Positive Outlook
- Raised full-year 2025 adjusted EPS outlook to $18.70–$19.50
- Infrastructure net sales expected to reach ~$3.1 billion
- Backlog up $293.2 million YTD, indicating strong future demand
- Effective tax rate lowered from 26.0% to ~25.0%
- Maintaining capital expenditure plan of $140–$160 million
Challenges Ahead
- Agriculture segment sales expected to remain pressured at ~$1.0 billion
- International sales declined due to Middle East project timing
- Lower Lighting & Transportation volumes in Asia-Pacific and North America
- Agriculture operating income decreased 19.7% YoY
- Continued credit loss expenses in Brazil impacting Agriculture
Revenue & Expenses
Visualization of income flow from segment revenue to net income