Here's What Key Metrics Tell Us About Valmont (VMI) Q3 Earnings

Core Insights - Valmont Industries (VMI) reported revenue of $1.05 billion for the quarter ended September 2025, marking a year-over-year increase of 2.5% and an EPS of $4.98 compared to $4.11 a year ago, exceeding the Zacks Consensus Estimate of $1.04 billion by +0.69% and delivering an EPS surprise of +7.33% [1] Financial Performance - Total Sales- Intersegment: Reported at $-3.64 million, slightly better than the average estimate of $-4.03 million, representing a year-over-year change of -1.3% [4] - Net Sales- Agriculture: Reported at $239.42 million, compared to the estimated $233.58 million, reflecting a year-over-year decline of -9.2% [4] - Total Sales- Infrastructure: Reported at $808.29 million, exceeding the average estimate of $790.13 million, with a year-over-year increase of +6.6% [4] - Adjusted Operating Income- Infrastructure: Reported at $143.38 million, surpassing the estimate of $130.39 million [4] - Adjusted Operating Income- Agriculture: Reported at $23.19 million, below the estimate of $28.6 million [4] Stock Performance - Valmont's shares have returned +8.9% over the past month, outperforming the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]