A month has gone by since the last earnings report for Valmont Industries (VMI) . Shares have added about 4.5% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Valmont due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Valmont's Earnings and Revenues Surpass Estimates ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.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 ...

文章核心观点 - Valmont Industries (NYSE: VMI)的收入增长明年应该转为正增长,得益于基础设施板块的强劲需求 [1] - 基础设施板块受益于电力和电信资本支出的健康增长、基础设施投资法案(IIJA)为交通市场带来的支持,以及农业板块的反弹 [1] 行业总结 - 电力和电信行业的资本支出健康增长 [1] - 基础设施投资法案(IIJA)为交通市场带来支持 [1] - 农业板块出现反弹 [1] 公司总结 - Valmont Industries收入增长明年应该转为正增长 [1] - 公司的基础设施板块受益于上述行业趋势 [1]

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for moment ...

财务数据和关键指标变化 - 第三季度净销售额为10亿美元，同比下降2.9% [15] - 第三季度运营收入增加至1.257亿美元，运营利润率提高80个基点至12.3% [16] - 现金流强劲，第三季度运营现金流为2.25亿美元 [21] 各条业务线数据和关键指标变化 - 基础设施销售额为7.586亿美元，同比增长，公用事业业务增长近15% [17] - 照明与交通业务收入为2.292亿美元，同比下降9.3% [18] - 农业销售额为2.653亿美元，同比下降11.1% [20] - 电信业务增长近8%，显示出稳定的需求 [18] 各个市场数据和关键指标变化 - 北美市场销售增长2.9%，主要得益于公用事业和电信业务的增长 [15] - 国际市场销售下降，主要由于巴西农业销售减少 [15][20] - 在中东和非洲市场，项目进展良好，需求强劲 [40] 公司战略和发展方向和行业竞争 - 公司专注于与客户和市场对接，以利用多年的结构性趋势 [6] - 通过战略性人事任命和内部晋升，增强领导团队 [12] - 继续优化资本配置，专注于高回报机会 [7][22] 管理层对经营环境和未来前景的评论 - 管理层对基础设施和农业的长期增长前景持乐观态度，认为市场需求将持续 [13] - 对于农业市场，尽管面临挑战，但仍看好未来的机会 [11] - 管理层强调了在电信市场的强劲需求和未来增长潜力 [50] 其他重要信息 - 公司在应对自然灾害方面表现出色，确保员工安全并支持客户恢复 [4] - 预计2024年净销售额将下降1.5%至3.5% [23] 问答环节所有提问和回答 问题: 关于运营利润率的未来展望 - 管理层对2024年的运营利润率表现感到满意，尽管面临钢材价格的影响，仍有信心维持接近13%的运营利润率 [27][28] 问题: 关于北美农业的替代销售 - 管理层预计，受天气影响的替代销售将在第四季度和2025年继续产生积极影响 [29] 问题: 关于巴西市场的订单情况 - 尽管巴西市场面临挑战，管理层对订单增长持谨慎乐观态度，认为未来仍有机会 [36][37] 问题: 关于照明与交通业务的表现 - 管理层指出，照明与交通业务的下滑主要受市场疲软和低利润产品退出的影响，预计未来将改善 [38] 问题: 关于电信市场的前景 - 管理层对电信市场的增长持乐观态度，认为5G建设将推动未来需求 [50]

业绩总结 - 2024年第三季度净销售额为10.22亿美元，同比下降2.9%[6] - 2024年第三季度运营利润为1.257亿美元，运营利润率为12.3%[14] - 2024年第三季度运营现金流为2.25亿美元，年初至今运营现金流为3.79亿美元[27] - 2023年第三季度净收益为-49028千美元，稀释每股收益为-2.32美元[48] - 调整后的净收益为86976千美元，稀释每股收益为4.12美元[48] - 2023年截至9月30日的净销售额为1050295千美元，运营收入占净销售额的13.7%[52] - 2023年净收益为150.8百万美元[59] - 2023年自由现金流为291.6百万美元[59] - 2023年调整后自由现金流为284.2百万美元[59] 用户数据 - 基础设施部门销售额为7.586亿美元，同比增长0.5%[16] - 农业部门销售额为2.653亿美元，同比下降11.1%[21] - 公用事业部门销售额为3.424亿美元，同比增长14.9%[18] - 预计2024年农业部门净销售额将下降10%至15%[31] 未来展望 - 净销售额增长预计为中位数增长（MSD+），公司致力于在积极增长的市场中实现高于市场的增长[36] - 运营利润率接近中位数十位（Mid-Teens），通过战略定价和组织精简来实现[36] - 投资资本回报率（ROIC）预计为高十位（High-Teens），公司采用高效的资本配置策略[36] - 自由现金流（FCF）转换率为100%，通过优化净营运资本来最大化现金流[36] - 预计2024年美国农场净现金收入为154.1亿美元，受政府直接支付影响[43] 资本支出与财务状况 - 2024年资本支出预计在8500万至9500万美元之间[31] - 截至2024年9月28日，净债务与调整后EBITDA比率为1.24倍[26] - 截至2024年9月28日，Valmont Industries, Inc.的调整后EBITDA为627,518千美元[67] - 截至2024年9月28日，Valmont Industries, Inc.的净负债为775,354千美元[67] - Valmont Industries, Inc.的杠杆比率为1.24[67] 股东回报 - 公司在过去一年通过股息和回购向股东返还约2.83亿美元[29] 行业动态 - 2024年美国公用事业行业资本支出预计为2200亿美元，预计支出将持续保持在高水平[38] - 基础设施投资与就业法案（IIJA）中，交通运输资金为6500亿美元，其中道路、桥梁及相关项目占1110亿美元[39]

Valmont Industries, Inc. (VMI) reported a third-quarter 2024 profit of $83 million or $4.11 per share. This compares favorably to a loss of $49 million or $2.34 per share in the year-ago quarter. Adjusted earnings per share were $4.11, down from $4.12 in the year-ago quarter. The bottom line beat the Zacks Consensus Estimate of $3.96.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.The company’s revenues were $1,020.2 million in the quarter, down 2.9% year over year. The top line beat ...

For the quarter ended September 2024, Valmont Industries (VMI) reported revenue of $1.02 billion, down 2.9% over the same period last year. EPS came in at $4.11, compared to $4.12 in the year-ago quarter.The reported revenue represents a surprise of +0.10% over the Zacks Consensus Estimate of $1.02 billion. With the consensus EPS estimate being $3.96, the EPS surprise was +3.79%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall S ...

Valmont Industries (VMI) came out with quarterly earnings of $4.11 per share, beating the Zacks Consensus Estimate of $3.96 per share. This compares to earnings of $4.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 3.79%. A quarter ago, it was expected that this infrastructure equipment maker would post earnings of $4.04 per share when it actually produced earnings of $4.76, delivering a surprise of 17.82%.Over the last fou ...

valmont ✈ | Press Release Exhibit 99.1 FOR IMMEDIATE RELEASE Contact: Renee Campbell Email: renee.campbell@valmont.com Date: October 22, 2024 Valmont Reports Third Quarter 2024 Results Net Sales and Operating Income Aligned with Expectations Generated Strong Operating Cash Flows of $225 Million OMAHA, Neb.-- Valmont® Industries, Inc. (NYSE: VMI), a global leader that provides vital infrastructure and advances agricultural productivity while driving innovation through technology, today reported financial res ...