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Valmont Industries Inc. (VMI) Fundamental Analysis & AI Grade 2026

VMI NYSE Fabricated Structural Metal Products DE CIK: 0000102729
Update Pending • Analysis: Apr 29, 2026 • SEC Data: 2026-03-28
Combined AI Grade
B
78% Confidence
N/A
B
78% Conf
Pending
Analysis scheduled

📊 VMI Key Takeaways

Revenue: $1.0B
Net Margin: 10.5%
Free Cash Flow: $68.9M
Current Ratio: 2.38x
Debt/Equity: 0.47x
EPS: $5.51
AI Grade: B with 78% confidence
Valmont Industries Inc. (VMI) receives a B fundamental grade with 78% confidence from our AI analysis based on SEC 10-K filings. With revenue of $1.0B, net profit margin of 10.5%, and return on equity (ROE) of 6.4%, Valmont Industries Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete VMI stock analysis for 2026.

Is Valmont Industries Inc. (VMI) a Good Investment?

Claude

Valmont Industries demonstrates solid financial health with strong liquidity (2.38x current ratio), manageable leverage (0.47x D/E), and robust interest coverage (9.6x), supported by positive free cash flow generation of $68.9M. However, the company faces fundamental headwinds with stagnant revenue growth (0.7% YoY), weak capital returns (6.4% ROE, 3.1% ROA), and share dilution evident in declining EPS despite 4.6% net income growth.

Valmont Industries Inc. Key Strengths (VMI)

Claude
  • + Strong liquidity position with 2.38x current ratio and 1.59x quick ratio
  • + Solid operational leverage with 15.1% operating margin and improving net income growth (4.6% YoY) outpacing revenue growth (0.7% YoY)
  • + Manageable debt structure with 0.47x debt-to-equity ratio and excellent 9.6x interest coverage ratio

VMI Stock Risks: Valmont Industries Inc. Investment Risks

Claude
  • ! Stagnant revenue growth of only 0.7% YoY indicates mature, slow-growth market dynamics
  • ! Poor capital efficiency with ROE of 6.4% and ROA of 3.1% suggesting underutilized asset base
  • ! Shareholder dilution evident from 2.3% YoY EPS decline despite net income growth; FCF-to-NI ratio of 63.8% indicates moderate earnings quality concerns

Key Metrics to Watch

Claude
  • * Revenue growth acceleration and market share trends in fabricated structural metals
  • * Return on equity and asset productivity improvements
  • * Free cash flow sustainability and capital allocation decisions relative to share dilution

Valmont Industries Inc. (VMI) Financial Metrics & Key Ratios

Revenue
$1.0B
Net Income
$108.0M
EPS (Diluted)
$5.51
Free Cash Flow
$68.9M
Total Assets
$3.4B
Cash Position
$160.2M

💡 AI Analyst Insight

Strong liquidity with a 2.38x current ratio provides a solid financial cushion.

VMI Profit Margin, ROE & Profitability Analysis

Gross Margin 30.8%
Operating Margin 15.1%
Net Margin 10.5%
ROE 6.4%
ROA 3.1%
FCF Margin 6.7%

VMI vs Materials Sector: How Valmont Industries Inc. Compares

How Valmont Industries Inc. compares to Materials sector averages

Net Margin
VMI 10.5%
vs
Sector Avg 10.0%
VMI Sector
ROE
VMI 6.4%
vs
Sector Avg 14.0%
VMI Sector
Current Ratio
VMI 2.4x
vs
Sector Avg 1.6x
VMI Sector
Debt/Equity
VMI 0.5x
vs
Sector Avg 0.6x
VMI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Valmont Industries Inc. Stock Overvalued? VMI Valuation Analysis 2026

Based on fundamental analysis, Valmont Industries Inc. has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
6.4%
Sector avg: 14%
Net Profit Margin
10.5%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.47x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Valmont Industries Inc. Balance Sheet: VMI Debt, Cash & Liquidity

Current Ratio
2.38x
Quick Ratio
1.59x
Debt/Equity
0.47x
Debt/Assets
50.8%
Interest Coverage
9.59x
Long-term Debt
$790.3M

VMI Revenue & Earnings Growth: 5-Year Financial Trend

VMI 5-year financial data: Year 2019: Revenue $3.5B, Net Income N/A, EPS $5.11. Year 2022: Revenue $4.3B, Net Income N/A, EPS $6.57. Year 2023: Revenue $4.3B, Net Income $195.6M, EPS $9.10. Year 2024: Revenue $4.3B, Net Income $250.9M, EPS $11.62. Year 2025: Revenue $4.2B, Net Income $150.8M, EPS $6.78.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Valmont Industries Inc.'s revenue has grown significantly by 19% over the 5-year period, indicating strong business expansion. The most recent EPS of $6.78 reflects profitable operations.

VMI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
6.7%
Free cash flow / Revenue

VMI Quarterly Earnings & Performance

Quarterly financial performance data for Valmont Industries Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $969.3M $87.3M $4.32
Q3 2025 $1.0B -$4.0M $4.11
Q2 2025 $1.0B -$4.0M $-1.53
Q1 2025 $969.3M $87.3M $4.32
Q3 2024 $1.0B -$49.0M $-2.34
Q2 2024 $1.0B $74.5M $4.21
Q1 2024 $977.8M $74.5M $3.47
Q3 2023 $1.1B N/A $-2.34

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Valmont Industries Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$103.5M
Cash generated from operations
Stock Buybacks
$57.6M
Shares repurchased (TTM)
Capital Expenditures
$34.6M
Investment in assets
Dividends Paid
$13.3M
Returned to shareholders

VMI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Valmont Industries Inc. (CIK: 0000102729)

📋 Recent SEC Filings

Date Form Document Action
Jun 1, 2026 8-K vmi-20260526x8k.htm View →
May 7, 2026 4 xslF345X06/form4.xml View →
Apr 28, 2026 4 xslF345X06/form4.xml View →
Apr 28, 2026 4 xslF345X06/form4.xml View →
Apr 28, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about VMI

What is the AI rating for VMI?

Valmont Industries Inc. (VMI) has an AI grade of B with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VMI's key strengths?

Claude: Strong liquidity position with 2.38x current ratio and 1.59x quick ratio. Solid operational leverage with 15.1% operating margin and improving net income growth (4.6% YoY) outpacing revenue growth (0.7% YoY).

What are the risks of investing in VMI?

Claude: Stagnant revenue growth of only 0.7% YoY indicates mature, slow-growth market dynamics. Poor capital efficiency with ROE of 6.4% and ROA of 3.1% suggesting underutilized asset base.

What is VMI's revenue and growth?

Valmont Industries Inc. reported revenue of $1.0B.

Does VMI pay dividends?

Valmont Industries Inc. pays dividends, with $13.3M distributed to shareholders in the trailing twelve months.

Where can I find VMI SEC filings?

Official SEC filings for Valmont Industries Inc. (CIK: 0000102729) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is VMI's EPS?

Valmont Industries Inc. has a diluted EPS of $5.51.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is VMI's fundamental grade?

Based on our AI fundamental analysis in June 2026, Valmont Industries Inc. has a B grade with 78% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is VMI stock overvalued or undervalued?

Valuation metrics for VMI: ROE of 6.4% (sector avg: 14%), net margin of 10.5% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is VMI's AI grade for 2026?

Our dual AI analysis gives Valmont Industries Inc. a combined B grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is VMI's free cash flow?

Valmont Industries Inc.'s operating cash flow is $103.5M, with capital expenditures of $34.6M. FCF margin is 6.7%.

How does VMI compare to other Materials stocks?

Vs Materials sector averages: Net margin 10.5% (avg: 10%), ROE 6.4% (avg: 14%), current ratio 2.38 (avg: 1.6).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 29, 2026 | Data as of: 2026-03-28 | Powered by Claude AI