Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium includes access to the Zacks Style Scores as well.What are the Zacks Style Scor ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium also includes the Zacks Style Scores.What are the Zacks Style Scores?The Zacks Styl ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium also includes the Zacks Style Scores.What are the Zacks Style Scores?The Zacks Style Scor ...

Valmont Industries (VMI) reported $1.04 billion in revenue for the quarter ended June 2024, representing a year-over-year decline of 0.6%. EPS of $4.76 for the same period compares to $4.37 a year ago.The reported revenue represents a surprise of -1.45% over the Zacks Consensus Estimate of $1.06 billion. With the consensus EPS estimate being $4.04, the EPS surprise was +17.82%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determi ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks ...

Have you been paying attention to shares of Valmont Industries (VMI) ? Shares have been on the move with the stock up 10.3% over the past month. The stock hit a new 52-week high of $307.67 in the previous session. Valmont Industries has gained 29.6% since the start of the year compared to the 8.7% move for the Zacks Industrial Products sector and the 2.2% return for the Zacks Steel - Pipe and Tube industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it h ...

财务数据和关键指标变化 - 第二季度销售收入与去年持平,达到10亿美元 [37] - 营业利润增加10.2%至1.473亿美元,营业利润率提升至14.2% [37] - 每股摊薄收益增长16.6%至4.91美元,其中包括约300万美元的税收优惠 [38] 各条业务线数据和关键指标变化 - 基础设施业务销售收入下降1%至7.627亿美元,主要受电信和太阳能业务销量下降影响 [39][40] - 基础设施业务营业利润增加至1.336亿美元,利润率提升至17.6%,主要得益于定价策略、原材料成本下降和SG&A费用降低 [41] - 农业业务销售收入小幅增长至2.817亿美元,北美灌溉设备销量大增,但巴西市场疲软 [42][43] - 农业业务营业利润下降至4000万美元,利润率为14.3%,主要受巴西市场销量和价格下降的影响 [43] 各个市场数据和关键指标变化 - 北美市场农业灌溉设备销量大增,主要受5月和6月严重天气事件的影响 [13][22] - 巴西市场农业需求持续疲软,受到农场收入下降和谷物价格下降的影响 [23][43] - 中东地区农业项目管线强劲,为公司未来几年的增长提供支撑 [24] 公司战略和发展方向及行业竞争 - 公司正在调整商业策略,退出一些低利润的太阳能项目,专注于提高盈利能力和投资回报 [31][32] - 公司正在整合Prospera业务,将其技术更好地应用于农业灌溌业务,提升产品价值 [113][114][115] - 公司正在优化组织架构,提高运营效率,并通过定价策略和产品组合调整来提高利润率 [29][30] 管理层对经营环境和未来前景的评论 - 基础设施业务面临多年一遇的能源转型和电网升级需求,前景看好 [16][17][18][19][20] - 农业业务受到农场收入下降和谷物价格下降的短期压力,但长期趋势仍然良好 [22][23][24][25] - 公司有信心通过提高运营效率和商业执行力来应对当前的市场挑战,并实现长期增长目标 [55][56] 其他重要信息 - 公司第二季度经营活动现金流增长近50%,财务状况良好 [44][45] - 公司调整了全年销售收入和每股收益的指引,但仍保持积极态度 [48][49][50][51][52][53][54] 问答环节重要的提问和回答 问题1 **Chris Moore 提问** 询问公司退出部分低利润太阳能项目的具体策略和对未来的影响 [58][59][60][61][62][63] **Avner Applbaum 回答** 公司将专注于分布式光伏等利润较高的业务,退出一些无法创造价值的大型项目 [59][60][61][62] 问题2 **Nathan Jones 提问** 询问公司在价格和成本方面的策略,是否能够保持较高的利润率 [69][70][71][72][73][74][75][76][77][78][79] **Avner Applbaum 和 Tim Francis 回答** 公司将维持定价领导地位,通过提高运营效率和产品组合优化来保持较高的利润率 [71][72][73][74][75][76][77][78][79] 问题3 **Brent Thielman 提问** 询问公司在电信业务和农业项目业务方面的情况和前景 [83][84][85][86][87][88][89][90][91] **Avner Applbaum 回答** 电信业务正在逐步恢复,农业项目业务在中东等地区保持强劲增长,为公司未来几年提供支撑 [84][85][86][87][88][89][90][91]

Valmont Industries, Inc. (VMI) reported a second-quarter 2024 profit of roughly $99.7 million or $4.91 per share, up from $89.4 million or $4.21 per share in the year-ago quarter.Barring one-time items, adjusted earnings per share were $4.76, beating the Zacks Consensus Estimate of $4.04.The upside in earnings can be attributed to pricing actions, cost management and operational efficiencies.The company’s revenues were $1,039.7 million in the quarter, down 0.6% year over year. The top line lagged the Zacks ...

Valmont Industries (VMI) came out with quarterly earnings of $4.76 per share, beating the Zacks Consensus Estimate of $4.04 per share. This compares to earnings of $4.37 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 17.82%. A quarter ago, it was expected that this infrastructure equipment maker would post earnings of $3.24 per share when it actually produced earnings of $4.32, delivering a surprise of 33.33%.Over the last fo ...

财务业绩 - 第二季度净销售额为10.397亿美元，与去年同期基本持平[5] - 营业利润增加10.2%至1.473亿美元，营业利润率为14.2%[6] - 每股摊薄收益增长16.6%至4.91美元，其中包括约300万美元的税收优惠[7] - 经营活动产生的现金流为1.308亿美元，第二季度末现金及现金等价物为1.631亿美元[8] - 公司第二季度收入为10.40亿美元，同比下降0.63%[35][36][39][40] - 基础每股收益为4.94美元，同比增长16.24%[32][33] - 稀释每股收益为4.91美元，同比增长16.63%[33] - 现金股利为每股0.60美元[33] - 基础加权平均股数为2.0175亿股，稀释加权平均股数为2.0292亿股[32][33] - 公司现金及现金等价物为1.6314亿美元[50] - 公司总资产为34.572亿美元[50] 业务表现 - 基础设施分部销售额下降1.0%至7.627亿美元，但营业利润率提升至17.6%[15][16] - 农业分部销售额小幅增长，但营业利润率下降至14.3%[18][20] - 基础设施业务收入为7.6043亿美元，占总收入的30.6%[35] - 农业业务收入为5.3640亿美元，占总收入的32.9%[36] 股东回报 - 通过股票回购和股息向股东返还2710万美元，并减少约9000万美元的循环信贷额度[9] - 公司上调2024年全年每股摊薄收益指引至16.50-17.30美元[9]