← BackVALMONT INDUSTRIES INC · Fabricated Structural Metal ProductsVMI
Low riskNext report: Around Feb 16, 2027 (est.)
The short versionA profitable company with steady sales. Institutions are adding.
Going well
- Profitable every year for 10 years
- Brings in more cash than it spends
- Buying back shares: share count down 7.6% in 3 years
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 2.7% to their holdings in the quarter ending June 2026 (309 bought, 292 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$427.79-1.7% that day
- Company value
- $8.2B
- Share price times all shares
- Price vs profit (P/E)
- 15.9x
- You pay about $16 for each $1 of yearly profit
- Price vs sales
- 1.9x
- Company value is 1.9 times a year of sales
- Dividend yield
- 0.6%
- Yearly dividend as a share of today's price
- Cash vs value
- 1%
- Cash as a share of company value
- Debt vs value
- 10%
- Debt as a share of company value
From VMI's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Sep '26$1.1B+5.5% vs a year earlier
Dec '23Tap a barSep '26
Last 12 months: $4.3B, up 4.6% from the 12 months before. Over 5 years, sales grew about 7.2% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.22.1%
- PassDebt under half of equityNot relying on borrowed money.0.49x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.8.5%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$311.4M
- PassShare count not growingNot diluting owners. Falling means buybacks.-7.6% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.30.2%
- Revenue
- $4.1B
- +0.7% vs prior year
- 5-year growth
- +7.2%/yr
- revenue, per year
- Total debt
- $795.7M
- 0.49x equity
- Current ratio
- 2.35x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Sep 26, 2026Reported Oct 20Before open7:05 am ET - Revenue
- $1.1B
- +5.5% YoY
- EPS
- $6.24
- vs $4.98
- Op. margin
- 15.7%
- +2.2 pts
- Gross margin
- 30.0%
- -0.4 pts
- Free cash flow
- $54.9M
- Share count
- -2.4%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
52/ 100
- This week
- 1
- Normal week
- 0.9
- vs normal
- 1.1x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+2.7%Institutions added 2.7% to their holdings. 309 bought, 292 sold.
Shares held by institutions18.4M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-2.9%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.4x · $756.3M debtShares outstandingLatest reported
19MNext reportAround Feb 16, 2027 (est.)Estimated from the same quarter last year
- Results filedOct 20
- Results filedJul 21
- Results filedApr 21
- Results filedFeb 17
- Results filedOct 21, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.