Valmont Industries, Inc.
VMI
Jodie read · what matters now
Revenue increased 6.2% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to VMI, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-28 against the comparable filing from 2025-04-30.
What improved
- Revenue increased 6.2% versus the comparable filing period.
- Operating margin improved 1.9 percentage points.
- Net income increased 23.8% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“The increase was primarily attributable to higher pricing and sales volumes, along with an improved global cost structure.”
“North America Coatings product line sales increased by $7.4 million or 13.3% in the first quarter of fiscal 2026, as compared to the same period of fiscal 2025, driven by favorable pricing and higher volumes, benefiting from continued strength in infrastructure-related and data center demand.”
“Infrastructure segment gross profit increased by $31.3 million or 14.7% in the first quarter of fiscal 2026, as compared to the same period of fiscal 2025, primarily due to favorable pricing and higher sales volumes in the North America Utility and the North America Coatings product lines.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind VMI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
VMI is currently a Participant in the organic co-movement group Industrial Automation. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.