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Dec 27, 2025
Valmont Q4 2025 Earnings Report
Valmont reported improved earnings per share and grew backlog year-over-year amid a mixed demand environment in Q4 2025.
Key Takeaways
Valmont Industries, Inc. reported a slight increase in net sales to $1.04 billion in Q4 2025, with diluted EPS significantly increasing to $9.05. Adjusted EPS also saw a substantial rise to $4.92. The company's Infrastructure segment showed strong growth, while Agriculture experienced a decline due to market softness and specific charges.
Net sales increased by 0.1% to $1.04 billion in Q4 2025.
Diluted EPS surged by 135.7% to $9.05, benefiting from a lower effective tax rate.
Adjusted EPS increased by 28.1% to $4.92.
Infrastructure segment sales grew by 7.2%, while Agriculture sales decreased by 19.9%.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Valmont expects sales and earnings growth in 2026, driven by strong Infrastructure demand and additional capacity, while managing Agriculture efficiently through the downcycle. The company projects full-year 2026 diluted EPS between $20.50 and $23.50.
Positive Outlook
- Expected sales growth of 2.5% to 7% for full-year 2026.
- Infrastructure Net Sales projected to grow 5% to 9%.
- Diluted EPS expected to increase 7% to 23%.
- Strong Infrastructure demand and additional capacity coming online.
- Continued prioritization of customer support and capital allocation in line with strategy.
Challenges Ahead
- Agriculture Net Sales projected to decline by 6.5% or grow up to 0.5%.
- Ongoing market softness in the Agriculture segment.
- Assumes no material change to the current trade or tariff environment.
- Potential for fluctuations in steel costs based on futures markets.
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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