5 Must-Read Analyst Questions From Valmont’s Q3 Earnings Call

stock_story_highlight10-28

Valmont’s third quarter results reflected steady execution in its infrastructure businesses, offsetting lingering headwinds in agriculture. Management attributed the 2.5% year-over-year sales growth ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2578557953?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-10-28 13:35","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2578557953","market":"fut","top_or_hot":-1,"title":"5 Must-Read Analyst Questions From Valmont’s Q3 Earnings Call","media":"stock_story_highlight","content":"<div>\n<p>Valmont’s third quarter results reflected steady execution in its infrastructure businesses, offsetting lingering headwinds in agriculture. Management attributed the 2.5% year-over-year sales growth ...</p>\n\n<a href=\"https://stockstory.org/us/stocks/nyse/vmi/news/earnings-call/5-must-read-analyst-questions-from-valmonts-q3-earnings-call\">Source Link</a>\n\n</div>\n","source":"stock_story_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Must-Read Analyst Questions From Valmont’s Q3 Earnings Call</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Must-Read Analyst Questions From Valmont’s Q3 Earnings Call\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-28 13:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://stockstory.org/us/stocks/nyse/vmi/news/earnings-call/5-must-read-analyst-questions-from-valmonts-q3-earnings-call><strong>stock_story_highlight</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Valmont’s third quarter results reflected steady execution in its infrastructure businesses, offsetting lingering headwinds in agriculture. Management attributed the 2.5% year-over-year sales growth ...</p>\n\n<a href=\"https://stockstory.org/us/stocks/nyse/vmi/news/earnings-call/5-must-read-analyst-questions-from-valmonts-q3-earnings-call\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"VMI","symbol_name":"维蒙特工业","start_time":0,"source_url":"https://stockstory.org/us/stocks/nyse/vmi/news/earnings-call/5-must-read-analyst-questions-from-valmonts-q3-earnings-call","article_id":"2578557953","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_story_highlight","url":"https://stockstory.org/us/stocks/nyse/vmi/news/earnings-call/5-must-read-analyst-questions-from-valmonts-q3-earnings-call","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2578557953","pubTimestamp":1761629700,"columns":[],"sourceInfo":{"source_id":"stock_story_highlight","name":"StockStory"},"weMediaInfo":null,"summary":"Valmont’s third quarter results reflected steady execution in its infrastructure businesses, offsetting lingering headwinds in agriculture. Management attributed the 2.5% year-over-year sales growth to double-digit gains in Utility and Telecommunications, with CEO Avner Applbaum highlighting recent large project wins and operational improvements as key contributors. Meanwhile, the company faced continued pressure in agriculture, particularly from weaker North American grower sentiment and challenging credit conditions in Brazil. Applbaum noted, “We delivered net sales growth...with double-digit growth in Utility and Telecom,” crediting the company’s diversified portfolio and disciplined execution for the quarter’s stability.","collect":0,"end_time":0,"defaultTopTitle":"stockstory.org","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"VMI":"维蒙特工业"},"translate_title":"Valmont第三季度收益看涨期权中的5个必读分析师问题","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VMI":1.5},"content_text":"Valmont’s third quarter results reflected steady execution in its infrastructure businesses, offsetting lingering headwinds in agriculture. Management attributed the 2.5% year-over-year sales growth to double-digit gains in Utility and Telecommunications, with CEO Avner Applbaum highlighting recent large project wins and operational improvements as key contributors. Meanwhile, the company faced continued pressure in agriculture, particularly from weaker North American grower sentiment and challenging credit conditions in Brazil. Applbaum noted, “We delivered net sales growth...with double-digit growth in Utility and Telecom,” crediting the company’s diversified portfolio and disciplined execution for the quarter’s stability. Is now the time to buy VMI? Find out in our full research report (it’s free for active Edge members). Valmont $(VMI)$ Q3 CY2025 Highlights:Revenue: $1.05 billion vs analyst estimates of $1.03 billion (2.5% year-on-year growth, 1.5% beat)Adjusted EPS: $4.98 vs analyst estimates of $4.62 (7.8% beat)Adjusted EBITDA: $163.1 million vs analyst estimates of $161.2 million (15.6% margin, 1.2% beat)The company reconfirmed its revenue guidance for the full year of $4.1 billion at the midpointManagement raised its full-year Adjusted EPS guidance to $19.10 at the midpoint, a 6.1% increaseOperating Margin: 13.5%, up from 12.3% in the same quarter last yearBacklog: $1.73 billion at quarter endOrganic Revenue rose 2.8% year on year vs analyst estimates of 2.1% growth (69.4 basis point beat)Market Capitalization: $8.19 billionWhile we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. \nThose are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. \nHere is what has caught our attention. Our Top 5 Analyst Questions From Valmont’s Q3 Earnings Call\nAdam Farley (Stifel) asked about the most impactful initiatives behind infrastructure margin gains. CFO Tom Liguori pointed to a mix of pricing, cost controls, and higher-margin product mix, with incremental capacity expected to drive over 20% operating margin.\nAdam Farley (Stifel) inquired about upside to utility capacity additions. CEO Avner Applbaum said capacity is managed flexibly and current expansions are on track to exceed the $100 million revenue benchmark, with plans for further investment ahead.\nChris Moore (CJS Securities) questioned whether the current SG&A expense ratio is sustainable. Liguori responded that sub-17% of revenue is realistic, though there may be quarterly fluctuations.\nBrent Thielman (D.A. Davidson) asked if backlog softness in the agriculture project business signals weaker demand. Applbaum explained that project timing, not fundamentals, caused the change, and that pipeline diversity supports future growth.\nTomohiko Asano (JPMorgan) pressed for clarity on utility segment pricing trends. Liguori said strong bid markets and tight demand-supply balance support healthy pricing outlooks for the foreseeable future.\nCatalysts in Upcoming QuartersLooking ahead, the StockStory team will be monitoring (1) the pace at which new utility and telecom capacity is absorbed, (2) signs of stabilization or improvement in agriculture margins and bad debt management, and (3) continued progress on operational efficiency and cost discipline. We will also watch for the success of aftermarket and technology offerings in driving recurring revenue growth, particularly as international agriculture markets evolve.Valmont currently trades at $415.07, up from $408.58 just before the earnings. In the wake of this quarter, is it a buy or sell? The answer lies in our full research report (it’s free for active Edge members). The Best Stocks for High-Quality InvestorsWhen Trump unveiled his aggressive tariff plan in April 2025, markets tanked as investors feared a full-blown trade war. But those who panicked and sold missed the subsequent rebound that’s already erased most losses. Don’t let fear keep you from great opportunities and take a look at Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI?  See the open roles here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2578557953","isCrawlerRequest":true}