Valmont (VMI) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended September 2026, Valmont Industries (VMI) reported revenue of $1.1 billion, up 5.5% over the same period last year. EPS came in at $6.24, compared to $4.98 in the year-ago quarter.

The reported revenue represents a surprise of -1.15% over the Zacks Consensus Estimate of $1.12 billion. With the consensus EPS estimate being $5.70, the EPS surprise was +9.47%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Valmont performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Total Sales by Product Line- North America Utility: $469.62 million versus $476.05 million estimated by two analysts on average.

• Total Sales by Product Line- North America Lighting and Transportation: $127.47 million versus the two-analyst average estimate of $131.5 million.

• Total Sales by Product Line- International Infrastructure and Solar: $160.4 million versus the two-analyst average estimate of $159.3 million.

• Total Sales by Product Line- North America Telecommunications: $54.89 million compared to the $56.5 million average estimate based on two analysts.

• Total Sales by Product Line- North America Coatings: $67.21 million versus the two-analyst average estimate of $70.75 million.

• Total Sales- Intersegment: $-3.64 million versus the two-analyst average estimate of $-3.23 million. The reported number represents a year-over-year change of 0%.

• Net Sales- Agriculture: $224.22 million versus the two-analyst average estimate of $225.47 million. The reported number represents a year-over-year change of -6.4%.

• Total Sales- Infrastructure: $808.29 million compared to the $886.55 million average estimate based on two analysts. The reported number represents a change of 0% year over year.

• Total Sales- Agriculture: $241.34 million versus $227.21 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a 0% change.

• Net Sales- Infrastructure: $879.59 million compared to the $899.49 million average estimate based on two analysts. The reported number represents a change of +9.1% year over year.

• Operating income- Corporate: $-22.15 million compared to the $-26.97 million average estimate based on four analysts.

• Operating income- Infrastructure: $154.84 million compared to the $159.52 million average estimate based on four analysts.