Dec 28, 2024

Valmont Q4 2024 Earnings Report

Valmont reported strong Q4 2024 performance with revenue and EPS growth.

Key Takeaways

Valmont Industries reported a 2.1% year-over-year increase in net sales, reaching $1.04 billion. Operating income surged by 88.8% to $120.0 million, and diluted EPS increased significantly to $3.84. Strong operational efficiencies and pricing strategies contributed to improved profitability.

Net sales grew 2.1% to $1.04 billion.

Operating income increased 88.8% to $120.0 million.

Diluted EPS surged to $3.84 from $1.38 in Q4 2023.

Cash and cash equivalents at quarter-end were $164.3 million.

Total Revenue
$1.04B
Previous year: $1.02B
+2.1%
EPS
$3.18
Previous year: $3.18
+0.0%
Gross Profit
$313M
Previous year: $283M
+10.6%
Cash and Equivalents
$164M
Previous year: $203M
-19.1%
Free Cash Flow
$493M
Previous year: $90.4M
+445.8%
Total Assets
$3.33B
Previous year: $3.48B
-4.2%

Valmont

Valmont

Forward Guidance

Valmont expects continued revenue growth in Infrastructure, offsetting softness in North American Agriculture markets.

Positive Outlook

  • Strong demand for Infrastructure products will drive sales growth.
  • International Agriculture sales are expected to remain strong.
  • Operational efficiencies will support profit margin expansion.
  • Strategic pricing will help mitigate cost inflation.
  • Moody’s credit rating upgrade to Baa2 improves financial positioning.

Challenges Ahead

  • North American Agriculture sales expected to face market softness.
  • Potential impact of new import tariffs remains uncertain.
  • Steel cost fluctuations could affect margins.
  • Currency translation effects may impact overall sales growth.
  • Continued supply chain challenges could pose operational risks.