Every material Form 8-K Valmont Industries has filed with the SEC since February 18, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Valmont reported third-quarter 2026 net sales of $1.10 billion, up 5.5%, and diluted earnings per share of $6.24, up 25.3% from $4.98 a year earlier. The company raised its full-year 2026 adjusted diluted EPS outlook to $22.75 to $23.75 from $22.25 to $23.50, while keeping its net sales outlook unchanged at $4.3 to $4.45 billion.
Q3 2026 operating income rose 22.2% to $172.8 million, or 15.7% of net sales, versus $141.5 million, or 13.5%, in Q3 2025
Infrastructure sales rose 9.1% to $882.1 million, while Agriculture sales fell 6.4% to $226.0 million
North America Telecommunications sales declined as customers shifted capital allocation priorities
Returned $97.2 million to shareholders in Q3, including $82.3 million in share repurchases and $14.9 million in dividends
Valmont Industries said Mogens C. Bay, the board's chair, will retire from the Board at the end of the company's fiscal year on December 26, 2026. He informed the Board of his decision on July 27, 2026. Catherine J. Paglia, the current Vice Chair and Lead Independent Director, will succeed him as Board Chair upon his retirement. The filing does not include any financial results or guidance.
Mogens C. Bay informed the Board on July 27, 2026, of his decision to retire from the Board
Retirement takes effect at the end of the fiscal year, December 26, 2026
Catherine J. Paglia, Vice Chair and Lead Independent Director, will become Board Chair upon his retirement
Valmont reported second-quarter 2026 net sales up 6.5% to $1.12 billion and GAAP diluted earnings of $6.14 per share, compared with a loss of $1.53 per share a year earlier that included impairment and realignment charges. The company also raised its full-year 2026 net sales and diluted EPS outlook, which matters to shareholders because it signals higher expected earnings for the year, although Agriculture sales fell 15.8% in the quarter.
Net sales rose 6.5% to $1.12 billion from $1.05 billion in Q2 2025; Infrastructure sales rose 14.8% to $878.9 million.
Agriculture sales fell 15.8% to $243.7 million, with International sales down 28.9% amid Middle East conflict disruptions.
Full-year 2026 diluted EPS outlook raised to $22.25 to $23.50 from $21.50 to $23.50.
Full-year 2026 net sales outlook raised to $4.3 to $4.45 billion from $4.2 to $4.4 billion.
Valmont Industries said its former Chief Financial Officer, Thomas Liguori, has agreed to retire and remain with the company as a consultant until December 26, 2026, under a separation and release agreement dated May 26, 2026. John Schwietz, who became CFO effective April 8, 2026, succeeded Liguori in that role, so the change was previously announced and the filing mainly sets out Liguori's exit terms.
Separation and release agreement with Thomas Liguori dated May 26, 2026, filed as Exhibit 10.1
Liguori continues base salary and health benefits until employment ends on December 26, 2026, subject to not revoking the agreement within seven days
Severance equals 20 weeks of base salary plus 2 weeks for his service, with incentive payouts due no later than March 15, 2027
Outstanding equity awards accelerate on December 26, 2026, and he is not eligible for new incentive grants
Valmont reported first-quarter 2026 results with net sales up 6.2% to $1.03 billion and diluted earnings per share up 27.5% to $5.51, which the company called a record first quarter for EPS. It raised its full-year 2026 diluted EPS outlook to $21.50 to $23.50 from $20.50 to $23.50, with the low end of the range increased.
Net sales rose 6.2% to $1.03 billion; diluted EPS rose 27.5% to $5.51 from $4.32 a year earlier
Full-year 2026 diluted EPS outlook raised to $21.50 to $23.50 from $20.50 to $23.50; net sales outlook unchanged at $4.2 to $4.4 billion
Agriculture segment sales fell 15.1% to $227.0 million, while Infrastructure sales rose 14.1% to $805.9 million
Returned $70.8 million to shareholders in the quarter, including $57.5 million in share repurchases and a 13% increase in the quarterly dividend to $0.77 per share
Valmont Industries disclosed the compensation terms for John Schwietz, its Executive Vice President, Chief Financial Officer and Corporate Secretary, whose appointment was previously reported. The package includes a $525,000 base salary and incentive and equity targets tied to his base salary, as set out in Exhibit 99.1.
Base salary of $525,000 per year
2026 annual incentive target of 80% of base salary, capped at 2x target
Long-term performance share target of 80% of base salary, capped at 2x; stock grant target of 160% of base salary with eligibility for a December 2026 grant
Valmont Industries appointed John Schwietz as Executive Vice President, Chief Financial Officer and Corporate Secretary, effective April 8, 2026, succeeding Thomas Liguori. Schwietz has worked at Valmont since 2009, most recently as President of International Agriculture since May 2024, so the change is a leadership transition in the finance function rather than a change in company operations.
John Schwietz named EVP, Chief Financial Officer and Corporate Secretary, effective April 8, 2026
He succeeds Thomas Liguori in the CFO role
Schwietz, age 44, joined Valmont in 2009 and has held finance, business development and operations roles
Since May 2024 he has served as President, International Agriculture
Valmont Industries appointed Paul T. Maass to its board of directors on February 22, 2026, and increased the board size to eleven members. As a non-employee director, he receives a $95,000 annual cash retainer and an annual restricted stock unit grant valued at $170,000.
Paul T. Maass appointed to the board on February 22, 2026
Board size increased to eleven members
Non-employee director cash retainer of $95,000 per year
Annual restricted stock unit grant valued at $170,000, vesting on the first anniversary of the grant date
Valmont reported fourth-quarter 2025 diluted GAAP EPS of $9.05, up from $3.84, and adjusted EPS of $4.92, up 28.1%, on net sales that rose 0.1% to $1.04 billion. The company also introduced a 2026 outlook of $4.2 to $4.4 billion in net sales and $20.50 to $23.50 in diluted EPS, which compares with full-year 2025 adjusted EPS of $19.09.
Q4 2025 diluted GAAP EPS was $9.05 versus $3.84; adjusted EPS was $4.92, up 28.1%. GAAP EPS included a $3.98 benefit from a lower effective tax rate.
Q4 Agriculture sales fell 19.9% to $222.7 million, and the segment posted an operating loss of $3.4 million including $27.5 million of Brazil legal and credit loss expense.
Full-year 2025 diluted GAAP EPS was $16.79, down 2.3%; adjusted EPS rose 11.1% to $19.09. Full-year net sales were $4.10 billion, up 0.7%.
2026 outlook: net sales of $4.2 to $4.4 billion, diluted EPS of $20.50 to $23.50, and capital expenditures of $170 to $200 million.
Valmont Industries appointed William E. Johnson as Chief Accounting Officer effective October 20, 2025, according to its October 24, 2025 Form 8-K. Johnson previously served as Senior Vice President, Corporate Controller at Conagra Brands from July 2023 to October 2025. The filing describes a routine officer appointment with a $440,000 base salary, and Timothy P. Francis, CAO since September 2024, will assist with the transition.
Appointed as Chief Accounting Officer on October 20, 2025
Base salary of $440,000 per year, with a 50% target annual incentive
Johnson previously served as Senior Vice President, Corporate Controller at Conagra Brands
Timothy P. Francis, CAO since September 2024, will assist in the transition and focus on the Infrastructure segment
Valmont reported third-quarter 2025 net sales up 2.5% to $1.05 billion and diluted EPS up 21.2% to $4.98 versus the prior-year quarter. The company raised its full-year 2025 adjusted diluted EPS outlook to $18.70 to $19.50 from $17.50 to $19.50, but nine-month GAAP diluted EPS fell 41.5% to $7.80 after a $91.3 million impairment of long-lived assets earlier in the year.
Q3 net sales rose 2.5% to $1.05 billion; operating income rose 12.5% to $141.5 million
Q3 diluted EPS rose 21.2% to $4.98 from $4.11
Full-year 2025 adjusted diluted EPS outlook raised to $18.70 to $19.50 from $17.50 to $19.50
Nine-month GAAP diluted EPS fell 41.5% to $7.80, including a $91.3 million impairment of long-lived assets
Valmont reported second-quarter 2025 net sales of $1.05 billion, up 1.0% from a year earlier, but a $112.1 million in one-time charges, including $91.3 million in non-cash impairments, produced a GAAP loss of $1.53 per diluted share versus earnings of $4.91 a year earlier. Adjusted diluted EPS was $4.88, compared with $4.91, and the company raised its full-year 2025 adjusted diluted EPS outlook to $17.50 to $19.50 from $17.20 to $18.80.
Q2 2025 net sales rose 1.0% to $1.05 billion; GAAP operating income fell to $29.3 million from $147.3 million
GAAP diluted EPS was a loss of $1.53 versus $4.91; adjusted diluted EPS was $4.88 versus $4.91
Full-year 2025 adjusted diluted EPS outlook raised to $17.50 to $19.50 from $17.20 to $18.80; net sales outlook unchanged at $4.0 to $4.2 billion
Second-quarter cash returned to shareholders totaled $113.6 million, including $100.0 million in share repurchases
Valmont Industries entered into a Third Amended and Restated Credit Agreement with JPMorgan Chase Bank as administrative agent, providing a five-year, $800 million unsecured revolving credit facility. The filing extends the maturity date from October 18, 2026 to July 10, 2030, and lowers commitment fees and removes a SOFR credit spread adjustment and sustainability pricing adjustments.
Facility size: $800 million committed unsecured revolving credit, five-year term
Maturity extended from October 18, 2026 to July 10, 2030
Uncommitted accordion feature increased from $300 million to $400 million
Commitment fees reduced to 9 to 20 basis points from 10 to 25 basis points, depending on credit rating
Valmont Industries disclosed separation agreements with two executives, John T. Donahue and Diane M. Larkin, both signed May 14, 2025, after their executive positions were eliminated on April 29, 2025. Both will remain employed as non-executive advisors until December 27, 2025, with severance and continued vesting of equity awards on set terms.
Executive positions of John T. Donahue and Diane M. Larkin were eliminated on April 29, 2025; both moved to non-executive advisor roles.
Both agreements run employment through December 27, 2025, with 20 weeks of base salary plus one week per year of service as severance (7 weeks for Donahue, 5 weeks for Larkin).
Unvested restricted stock units and stock options that do not vest by December 27, 2025 will be forfeited; incentive payouts are due no later than March 15, 2026.
Valmont reported first-quarter 2025 net sales of $969.3 million, down 0.9% from a year earlier, and operating income of $128.3 million, down 2.5%. Diluted EPS was $4.32, unchanged from the prior year, and the company reaffirmed its full-year 2025 outlook while raising its quarterly dividend by 13%.
Net sales decreased 0.9% to $969.3 million from $977.8 million; sales rose 0.5% in constant currency.
Operating income was $128.3 million, or 13.2% of net sales, versus $131.6 million, or 13.5%, a year earlier.
Diluted EPS was $4.32, the same as the prior year quarter.
2025 outlook reaffirmed: net sales of $4.0 to $4.2 billion and diluted EPS of $17.20 to $18.80; quarterly dividend increased 13% to $0.68 per share.
Valmont reported fourth-quarter and full-year 2024 results. Q4 diluted EPS rose to $3.84 from $1.38 and net sales rose 2.1% to $1.04 billion, while full-year net sales fell 2.4% to $4.08 billion and diluted EPS rose to $17.19 from $6.78. The company also guided 2025 diluted EPS to $17.20 to $18.80 on net sales of $4.0 to $4.2 billion, a range that brackets the prior year's level.
Q4 2024 net sales rose 2.1% to $1.04 billion; operating income was $120.0 million, or 11.6% of net sales, versus $63.5 million a year earlier
Full-year 2024 diluted EPS was $17.19 versus $6.78 in 2023, which included a $140.8 million goodwill and intangible impairment in 2023
2025 outlook: net sales of $4.0 to $4.2 billion and diluted EPS of $17.20 to $18.80, excluding any effect from proposed additional U.S. tariffs on Mexico and Canada
Operating cash flow rose 86.7% to $572.7 million for the full year; Moody's upgraded the company's credit rating to Baa2
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