Valmont Q4 adjusted EPS misses analyst expectations

Valmont Industries

17/02/2026 12:08

Overview

Infrastructure and agriculture firm's Q4 net sales grew 0.1% yr/yr

Adjusted EPS for Q4 missed analyst expectations

Company returned $85.6 mln to shareholders via repurchases and dividends

Outlook

Valmont expects 2026 net sales between $4.2 bln and $4.4 bln

Company projects 2026 EPS of $20.50 to $23.50

Valmont anticipates infrastructure sales growth of 5% to 9% in 2026

Result Drivers

INFRASTRUCTURE DEMAND - Strong demand in the utility sector drove a 21% increase in sales, supported by higher pricing and volumes

AGRICULTURE DECLINE - Sales in the agriculture segment fell 19.9% due to market softness in North America and Brazil, and lower project sales in the Middle East

LEGAL EXPENSES - Elevated legal and credit loss expenses in Brazil agriculture business impacted adjusted operating income

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net Sales
$1.04 bln
Q4 Adjusted Net Sales
Meet
$1.04 bln
$1.04 bln (6 Analysts)
Q4 Adjusted EPS
Miss
$4.92
$4.97 (6 Analysts)
Q4 EPS
$9.05
Q4 Adjusted Net Earnings
Miss
$97.11 mln
$98.54 mln (6 Analysts)
Q4 Net Earnings
$178.76 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "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 $452.72, about 4.8% below its February 13 closing price of $475.33

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release: ID:nBw4qg0yWa

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(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.)