Valmont Industries Publishes Q3 2026 Earnings Call Transcript

By Public Technologies
  • Valmont Industries raised its 2026 adjusted diluted earnings guidance to $22.75-$23.75 per share, maintaining its $4.3 billion-$4.45 billion sales outlook.
  • CEO Avner M. Applbaum and CFO John L. Schwietz attended the Oct. 20 third-quarter earnings call.
  • Quarterly diluted earnings rose 25.3% to $6.24 per share; sales increased 5.5% to $1.1 billion.
  • Infrastructure backlog reached $1.8 billion, primarily driven by utility customers; management reported bookings extending well into 2028.
  • Management expects greater fourth-quarter margin pressure from accelerating input inflation; contractual pricing typically catches up within two to three quarters under stable conditions.


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