AI brief of an SEC Form 8-K · Valmont Industries (VMI)

Valmont Industries sets 2026 EPS outlook at $20.50 to $23.50; Q4 GAAP EPS $9.05

Positive Impact 4 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyValmont Industries (VMI)
Form8-K, current report
Filed with the SECFeb 17, 2026, 7:11 AM ET
Accession number0001104659-26-015732

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:57 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 17, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.