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VMI Industrials Latest YouTube: Q1 2026 Published 2026-04-22

Valmont Industries

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

VMI Stock: EPS Beats by 17% — Q1 2026 Earnings Analysis

Published 2026-04-22

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q1 2026
2026-04-22
Podcast available
Yes
Current price
$485.83
+4.16 (+0.86%)
Trailing / Forward P/E
18.98x
Forward: 18.70x
Market cap / Volume
Volume:
Revenue / Earnings Growth
6.5%
Earnings: —
Margins
14.8% op
Gross: 30.4% · Net: 11.7%
Balance sheet
2.35x current
Debt / Equity: 50.7
52-week range / Beta
$360.41 - $585.71
Beta: 1.35
Analyst target
$624.50
Upside: 28.5%
Cash / shareholder return
1.52% FCF yield
Dividend yield: 0.60%

Company context

Industry: Conglomerates
Country: United States
Employees:
Price to book: 5.43x
Return on equity: 29.8%
Valmont Industries, Inc. operates as a manufacturer of products and services for infrastructure and agriculture markets in the United States, Australia, Brazil, and internationally. The company operates in two segments, Infrastructure and Agriculture. It manufactures and distributes steel, pre-stressed concrete, composite structures for electrical transmission, substation, and distribution applications; and designs, engineers, and manufactures metal, steel, wood, aluminum, and composite poles and structures for lighting and transportation applications. The company also offers galvanizing and painting, and powder coating services for paint products; towers, small cell structures, camouflage concealment solutions, passive intermodulation mitigation equipment, and components for wireless communication markets; and solar single-axis tracker product, an integrated system of steel structures, electric motors, and electronic controllers, as well as provides coatings services to protect metal products. In addition, it manufactures center pivot components and linear irrigation equipment for the agricultural markets, such as parts and tubular products for industrial customers; advanced technology solutions for agricultural sector; mechanical irrigation equipment and service parts under the Valley brand name. Valmont Industries, Inc. was founded in 1946 and is headquartered in Omaha, Nebraska.

Price chart

Market context for VMI

Competitive view

VMI vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Valmont Industries latest YouTube video thumbnail YouTube
Valmont Industries
VMI
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Honeywell International Inc. latest YouTube video thumbnail YouTube
Honeywell International Inc.
HON
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Lockheed Martin Corporation latest YouTube video thumbnail YouTube
Lockheed Martin Corporation
LMT
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
VMI
$9.38B
Valmont Industries
HON
$68.43B
Honeywell International Inc.
LMT
$130.07B
Lockheed Martin Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
VMI
19.0x
Valmont Industries
HON
8.3x
Honeywell International Inc.
LMT
20.8x
Lockheed Martin Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
VMI
18.7x
Valmont Industries
HON
21.6x
Honeywell International Inc.
LMT
17.2x
Lockheed Martin Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
VMI
6.5%
Valmont Industries
HON
4.3%
Honeywell International Inc.
LMT
10.5%
Lockheed Martin Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
VMI
Valmont Industries
HON
263.9%
Honeywell International Inc.
LMT
443.8%
Lockheed Martin Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
VMI
14.8%
Valmont Industries
HON
20.2%
Honeywell International Inc.
LMT
12.0%
Lockheed Martin Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
VMI
30.4%
Valmont Industries
HON
36.5%
Honeywell International Inc.
LMT
11.8%
Lockheed Martin Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
VMI
11.7%
Valmont Industries
HON
21.6%
Honeywell International Inc.
LMT
8.2%
Lockheed Martin Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
VMI
29.8%
Valmont Industries
HON
46.6%
Honeywell International Inc.
LMT
89.2%
Lockheed Martin Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
VMI
1.5%
Valmont Industries
HON
3.8%
Honeywell International Inc.
LMT
4.3%
Lockheed Martin Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
VMI
50.68x
Valmont Industries
HON
185.37x
Honeywell International Inc.
LMT
234.24x
Lockheed Martin Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
VMI
2.35x
Valmont Industries
HON
1.21x
Honeywell International Inc.
LMT
1.19x
Lockheed Martin Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
VMI
1.35
Valmont Industries
HON
0.92
Honeywell International Inc.
LMT
0.11
Lockheed Martin Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
VMI
0.6%
Valmont Industries
HON
4.3%
Honeywell International Inc.
LMT
2.4%
Lockheed Martin Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
VMI
28.5%
Valmont Industries
HON
21.8%
Honeywell International Inc.
LMT
12.3%
Lockheed Martin Corporation

Episode timeline

Episode archive for VMI

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
2026-04-22
Published youtube complete
VMI Stock: EPS Beats by 17% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Valmont Industries. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
2026-04-22
Published podcast complete
Charged Alpha | Valmont Industries (VMI) | S&P 500 Deep Dive — Ep. 179
Quarterly earnings-analysis entry for Valmont Industries. Use the links on the right to open the video or podcast episode.