Valmont Q4 Revenue Flat at $1.04B While GAAP EPS Surges 83%
Valmont Industries reported flat Q4 CY2025 revenue of $1.04B, missing estimates by 0.7%, while GAAP EPS surged 83.1% to $9.05 and adjusted EBITDA beat at $638.8M with a 61.5% margin. Backlog climbed 15.1% to $1.65B and full-year guidance targets $4.3B revenue and $22 EPS midpoint.
1. Q4 Sales and Revenue
Valmont recorded Q4 CY2025 revenue of $1.04 billion, flat year-over-year and 0.7% short of market expectations.
2. EPS and Profitability
GAAP earnings per share reached $9.05, an 83.1% beat, while adjusted EBITDA came in at $638.8 million for a 61.5% margin. Operating margin held at 11.2% and free cash flow margin declined to 6.8% from 16.2% a year earlier.
3. Backlog and Full-Year Outlook
Outstanding orders grew 15.1% to a backlog of $1.65 billion, reflecting elevated demand. Full-year guidance centers on $4.3 billion revenue and $22 EPS at the midpoint, roughly 4% above analyst forecasts.
4. Market Reaction
Shares declined 3.1% following the release, driven by the revenue shortfall despite strong profit metrics and margin performance.