Valmont Industries, Inc. (VMI)

Valmont Industries beat expectations on both the top and bottom line in the second fiscal quarter of 2026, based on preliminary results reported July 21, 2026, with EPS of $6.14 topping the $5.80 estimate by 5.9% and revenue of roughly $1.1 billion above the $1.09 billion consensus by 2.3%. Revenue rose 6.5% to about $1.1 billion from $1.05 billion a year ago, while net income reached about $119.9 million from a $30.3 million loss a year earlier, a 496.3% increase; gross margin was 30.5% and operating margin 14.8%. It generated operating cash flow of about $148.1 million, repurchased about $60.0 million of stock, and paid roughly $14.9 million in dividends. Consensus for the next period calls for EPS of $5.73 on revenue of $1.11 billion.