Valmont Industries, Inc
Valmont Industries is a U.S.-based manufacturer of engineered products and services for infrastructure and agriculture markets. Its business is organized around two reportable segments: Infrastructure, which serves utilities, lighting, transportation, telecommunications, solar, and coatings markets, and Agriculture, which supplies irrigation equipment, aftermarket parts, tubular products, and precision agriculture technology.
Tilikausi 2025 · muutos edellisvuodesta
Kehitys 2020–2025
Liiketoiminta
Osuus liikevaihdostaEngineered metal and composite structures and components for utility, lighting, transportation, telecom, and solar applications.
Protective finishing services that extend the life of metal products used in construction and infrastructure.
Center pivot and linear irrigation systems, components, and aftermarket parts for agricultural customers.
Technology-enabled solutions that help growers manage irrigation and farm operations more efficiently.
Tuotteet
Raportoitu · osuus liikevaihdosta- Utility Product Line36,8 %
- Irrigation Equipment and Parts Excluding Technology22,4 %
- Lighting and Transportation20,2 %
- Coatings8,6 %
- Telecommunications7,6 %
- Muut4,3 %
Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
Valmont sells to utilities, developers, energy providers, telecom operators, transportation and public infrastructure customers, and agricultural dealers and growers. Its infrastructure products are often sold through direct sales, commissioned agents, or competitive bidding, while irrigation equipment is distributed through an extensive dealer network that installs and supports systems for farmers.
Buy transmission, substation, and distribution structures for grid buildout and maintenance.
Buy center pivot and linear irrigation systems, components, and aftermarket parts to manage water use.
Buy towers, poles, and related infrastructure for network densification and site upgrades.
Buy lighting, highway safety, and specialty infrastructure products for roads and public works.
Buy solar support structures and related infrastructure products for renewable projects.
Strategia
Valmont’s strategy centers on disciplined investment in organic growth, targeted acquisitions, and capital returns while maintaining a strong position in core infrastructure and agriculture markets. The company also emphasizes capacity expansion in Infrastructure, portfolio refinement, and a broad dealer and direct-sales model that supports recurring aftermarket and project-based demand.
Supports output, efficiency, and the ability to serve utility and project demand.
Helps concentrate resources on core businesses and improve competitive positioning.
Balances growth investment with capital returns supported by cash generation.
Improves customer reach, installation support, and aftermarket retention in agriculture.
Maantiede
Q1/2026Valmont is headquartered in Omaha, Nebraska and operates through a broad North American and international manufacturing and dealer footprint. The company notes dealer coverage in more than 60 countries for agriculture, while infrastructure products are sold across North America and international markets; raw material sourcing also exposes it to trade flows involving Canada, China, and Mexico.
Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.
Riskit
Valmont is exposed to cyclical demand in utilities, construction, and agriculture, where customer spending can shift quickly with macro conditions and capital budgets. It also faces raw material, tariff, supply chain, foreign exchange, and weather-related risks, while accounting judgments around long-lived assets, goodwill, and inventory can materially affect reported results.
- Cyclical utility and infrastructure demandVaikutus: KorkeaTodennäköisyys: Korkea
A large share of sales depends on utility and construction capital spending, which can be deferred in weak economic conditions.
Kohdistuu: Utility structures and infrastructure products
- Raw material and tariff exposureVaikutus: KorkeaTodennäköisyys: Korkea
Steel coil, plate, zinc, and other inputs are essential and can become more expensive or less available due to trade policy.
Kohdistuu - Agriculture seasonality and demand swingsVaikutus: KeskitasoTodennäköisyys: Korkea
Irrigation sales peak around planting and harvest seasons and can be volatile with farm economics and weather.
Kohdistuu: Center pivot and linear irrigation equipment
- Inventory obsolescence and excess stockVaikutus: KeskitasoTodennäköisyys: Kohtalainen
Supply chain disruptions and demand changes can leave the company with excess or obsolete inventory requiring reserves.
Kohdistuu: Both segments
- Climate and severe weather disruptionVaikutus: KeskitasoTodennäköisyys: Kohtalainen
Manufacturing sites and customer demand can be affected by extreme weather and climate-related regulation.
Kohdistuu: Manufacturing and agricultural end markets
Kirjanpito
Harkinnanvaraiset erätThe company tests goodwill annually and uses discounted cash flow models, so changes in discount rates or forecasts can affect carrying values.
Vaikutus: Could create non-cash impairment charges
Manufacturing and segment-specific assets may need write-downs if expected cash flows decline.
Vaikutus: Can materially reduce operating income
Demand swings and supply chain disruptions can leave excess inventory that requires reserves or write-offs.
Vaikutus: Affects gross margin and working capital
Some product lines are recognized over time, so contract timing and progress measures affect reported revenue.
Vaikutus: Can shift revenue between periods
Agriculture and infrastructure demand peak in different seasons, making quarterly results uneven.
Vaikutus: Affects comparability across quarters
Samankaltaisia listattuja yhtiöitä
Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.
Valmet Oyj
VALMT · Specialty Industrial Machinery
Valmet is a global leader in developing and supplying process technologies, automation, and services for the pulp, paper, and energy industries.
Veralto Corp
VLTO · Instruments For Meas & Testing of Electricity & Elec Signals
Veralto Corp is a U.S.-based industrial technology company focused on monitoring, protecting, and improving critical resources and processes.
Kadant Inc
KAI · Special Industry Machinery (No Metalworking Machinery)
Hayward Holdings, Inc.
HAYW · Refrigeration & Service Industry Machinery
Hayward Holdings designs and manufactures pool equipment, outdoor living products, and industrial flow control products.
Mueller Water Products, Inc.
MWA · Miscellaneous Fabricated Metal Products
Mueller Water Products makes valves, hydrants, meters, leak detection and related equipment used to move, control and measure water across North American infrastructure.
Ralliant Corp
RAL · Industrial Instruments For Measurement, Display, and Control
Ralliant Corp is a U.S.-based global technology company that designs, manufactures, and services precision instruments and highly engineered products.
Päivitetty: 24.9.2026