Valmont Industries, Inc. Q4 2025 Earnings Call Summary

Performance was characterized by a divergence between Infrastructure strength and Agricultural softness, with Utility demand driven by grid expansion, AI data centers, and aging infrastructure replacement. Utility growth of 21% was enabled by targeted capacity investments, including equipment upgrades and AI-enabled scheduling that improved throughput and execution at scale. The Agriculture segment faced a challenging macro environment, particularly in Brazil where tight credit availability and delaye ...