Valmont Q2 adjusted EPS beats estimates, raises FY outlook

Valmont Industries

22/07/2025 12:13

Overview

Valmont Q2 adjusted net sales beat analyst expectations, driven by Utility and Telecom

Adjusted EPS for Q2 beats estimates

Company raises full-year 2025 adjusted EPS outlook to $17.50-$19.50

Outlook

Valmont raises FY adjusted EPS outlook to $17.50-$19.50 from prior guidance of $17.20 to $18.80

Company maintains full-year 2025 net sales outlook at $4.0-$4.2 bln

Valmont expects infrastructure sales of $3.02-$3.16 bln in 2025

Company plans 2025 capital expenditures of $140-$160 mln

Result Drivers

UTILITY AND TELECOM - Strong sales growth in Utility and Telecommunications sectors offset declines in Solar and North America Agriculture

REALIGNMENT CHARGES - One-time charges from organizational realignment impacted GAAP results

INTERNATIONAL EXPANSION - Significant growth in international Agriculture sales, particularly in EMEA and Brazil

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Net Sales
$1.05 bln
Q2 Adjusted Net Sales
Beat
$1.05 bln
$1.02 bln (5 Analysts)
Q2 Adjusted EPS
Beat
$4.88
$4.71 (5 Analysts)
Q2 EPS
-$1.53
Q2 Adjusted Net Earnings
Beat
$97.20 mln
$94.80 mln (5 Analysts)
Q2 Net Earnings
-$30.26 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the construction & engineering peer group is "buy"

Wall Street's median 12-month price target for Valmont Industries Inc is $365.00, about 9.1% above its July 21 closing price of $331.90

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nBw54MRJKa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)