Latest news with #Valmont
Yahoo
03-07-2025
- Business
- Yahoo
Building Materials Stocks Q1 Teardown: UFP Industries (NASDAQ:UFPI) Vs The Rest
Looking back on building materials stocks' Q1 earnings, we examine this quarter's best and worst performers, including UFP Industries (NASDAQ:UFPI) and its peers. Traditionally, building materials companies have built competitive advantages with economies of scale, brand recognition, and strong relationships with builders and contractors. More recently, advances to address labor availability and job site productivity have spurred innovation. Additionally, companies in the space that can produce more energy-efficient materials have opportunities to take share. However, these companies are at the whim of construction volumes, which tend to be cyclical and can be impacted heavily by economic factors such as interest rates. Additionally, the costs of raw materials can be driven by a myriad of worldwide factors and greatly influence the profitability of building materials companies. The 9 building materials stocks we track reported a satisfactory Q1. As a group, revenues beat analysts' consensus estimates by 0.6% while next quarter's revenue guidance was in line. Luckily, building materials stocks have performed well with share prices up 14.1% on average since the latest earnings results. Beginning as a lumber supplier in the 1950s, UFP Industries (NASDAQ:UFPI) is a holding company making building materials for the construction, retail, and industrial sectors. UFP Industries reported revenues of $1.60 billion, down 2.7% year on year. This print fell short of analysts' expectations by 1.9%. Overall, it was a disappointing quarter for the company with a significant miss of analysts' adjusted operating income estimates and a significant miss of analysts' EBITDA estimates. 'While our first quarter proved more challenging than anticipated and visibility remains limited, we are more encouraged by recent business trends,' said Will Schwartz, UFP Industries CEO. UFP Industries delivered the slowest revenue growth of the whole group. Interestingly, the stock is up 1.4% since reporting and currently trades at $108. Read our full report on UFP Industries here, it's free. The first-ever Colombian company to trade on the NASDAQ, Tecnoglass (NYSE:TGLS) is a manufacturer of architectural glass, windows, and aluminum products. Tecnoglass reported revenues of $222.3 million, up 15.4% year on year, outperforming analysts' expectations by 3.3%. The business had an exceptional quarter with a solid beat of analysts' adjusted operating income estimates. The market seems happy with the results as the stock is up 8.2% since reporting. It currently trades at $76.51. Is now the time to buy Tecnoglass? Access our full analysis of the earnings results here, it's free. Credited with an invention in the 1950s that improved crop yields, Valmont (NYSE:VMI) provides engineered products and infrastructure services for the agricultural industry. Valmont reported revenues of $969.3 million, flat year on year, falling short of analysts' expectations by 0.6%. It was a slower quarter as it posted a miss of analysts' EBITDA estimates and a slight miss of analysts' organic revenue estimates. Interestingly, the stock is up 26.6% since the results and currently trades at $341.26. Read our full analysis of Valmont's results here. Started as a two-man shop dating back to the 1860s, Armstrong (NYSE:AWI) provides ceiling and wall products to commercial and residential spaces. Armstrong World reported revenues of $382.7 million, up 17.3% year on year. This result topped analysts' expectations by 3.4%. Overall, it was a strong quarter as it also logged an impressive beat of analysts' adjusted operating income estimates. Armstrong World scored the biggest analyst estimates beat among its peers. The stock is up 20.3% since reporting and currently trades at $166.84. Read our full, actionable report on Armstrong World here, it's free. Resideo Technologies, Inc. (NYSE: REZI) is a manufacturer and distributor of technology-driven products and solutions for home comfort, energy management, water management, and safety and security. Resideo reported revenues of $1.77 billion, up 19.1% year on year. This number surpassed analysts' expectations by 3%. It was a very strong quarter as it also put up a solid beat of analysts' EPS estimates and full-year EBITDA guidance exceeding analysts' expectations. Resideo pulled off the fastest revenue growth and highest full-year guidance raise among its peers. The stock is up 36.3% since reporting and currently trades at $23.79. Read our full, actionable report on Resideo here, it's free. Thanks to the Fed's series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump's presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
13-06-2025
- Business
- Yahoo
Valmont Releases 2025 Sustainability Report
OMAHA, Neb., June 13, 2025--(BUSINESS WIRE)--Valmont® Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity, today released its 2025 Sustainability Report. The report highlights Valmont's ongoing commitment to operational efficiency, innovation, and environmental responsibility. It also outlines key initiatives that support resilient infrastructure, water conservation in agriculture, and employee well-being. "At Valmont, sustainability is inherent to the way we operate," said Avner Applbaum, President and CEO. "Every day, our 11,000 employees bring energy to our purpose of Conserving Resources. Improving Life®. This report showcases their dedication and the real-world outcomes we are achieving around the globe." The 2025 report highlights several key efforts, including: Product case studies which demonstrate the company's role in building stronger, more resilient infrastructure and enhancing food security through irrigation. Exceptional grassroots sustainability efforts across the organization, including recognition of the Valmont team in Charmeil, France for their advancements. Notable improvements in 2024 safety metrics and a strong focus on codifying a safety-first culture. Completion of the Project 90/90 initiative, converting 90% of manufacturing facilities to 90% LED lighting. The company has achieved further progress on it's 2025 sustainability targets against 2018 baselines: Reduction in carbon intensity from 78.13 CO2e MT/$M revenue to 42.23 MT/$M revenue Forty-seven percent reduction in normalized electricity usage – 36.0 MWh/$M revenue Reduction in carbon intensity of combustion fuels from 7.8 CO2e MT/$M revenue to 4.2 CO2e MT/$M revenue The full report can be accessed at this link: 2025 Sustainability Report and is available for download on at by clicking the Sustainability link. About Valmont Industries, Inc. For nearly 80 years, Valmont has been a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity. We are committed to customer-focused innovation that delivers lasting value. Learn more about how we're Conserving Resources. Improving Life.® at Concerning Forward-Looking Statements This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on assumptions made by management, considering its experience in the industries where Valmont operates, perceptions of historical trends, current conditions, expected future developments, and other relevant factors. It is important to note that these statements are not guarantees of future performance or results. They involve risks, uncertainties (some of which are beyond Valmont's control), and assumptions. While management believes these forward-looking statements are based on reasonable assumptions, numerous factors could cause actual results to differ materially from those anticipated. These factors include, among other things, risks described in Valmont's reports to the Securities and Exchange Commission ("SEC"), the Company's actual cash flows and net income, future economic and market circumstances, industry conditions, company performance and financial results, operational efficiencies, availability and price of raw materials, availability and market acceptance of new products, product pricing, domestic and international competitive environments, geopolitical risks, and actions and policy changes by domestic and foreign governments. The Company cautions that any forward-looking statements in this release are made as of its publication date and does not undertake to update these statements, except as required by law. View source version on Contacts Contact: Jorden HansenEmail: Date: June 12, 2025 Sign in to access your portfolio
Business Wire
13-06-2025
- Business
- Business Wire
Valmont Releases 2025 Sustainability Report
OMAHA, Neb.--(BUSINESS WIRE)--Valmont ® Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity, today released its 2025 Sustainability Report. The report highlights Valmont's ongoing commitment to operational efficiency, innovation, and environmental responsibility. It also outlines key initiatives that support resilient infrastructure, water conservation in agriculture, and employee well-being. "At Valmont, sustainability is inherent to the way we operate," said Avner Applbaum, President and CEO. 'Every day, our 11,000 employees bring energy to our purpose of Conserving Resources. Improving Life ®. This report showcases their dedication and the real-world outcomes we are achieving around the globe." The 2025 report highlights several key efforts, including: Product case studies which demonstrate the company's role in building stronger, more resilient infrastructure and enhancing food security through irrigation. Exceptional grassroots sustainability efforts across the organization, including recognition of the Valmont team in Charmeil, France for their advancements. Notable improvements in 2024 safety metrics and a strong focus on codifying a safety-first culture. Completion of the Project 90/90 initiative, converting 90% of manufacturing facilities to 90% LED lighting. The company has achieved further progress on it's 2025 sustainability targets against 2018 baselines: Reduction in carbon intensity from 78.13 CO2e MT/$M revenue to 42.23 MT/$M revenue Forty-seven percent reduction in normalized electricity usage – 36.0 MWh/$M revenue Reduction in carbon intensity of combustion fuels from 7.8 CO2e MT/$M revenue to 4.2 CO2e MT/$M revenue The full report can be accessed at this link: 2025 Sustainability Report and is available for download on at by clicking the Sustainability link. About Valmont Industries, Inc. For nearly 80 years, Valmont has been a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity. We are committed to customer-focused innovation that delivers lasting value. Learn more about how we're Conserving Resources. Improving Life. ® at Concerning Forward-Looking Statements This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on assumptions made by management, considering its experience in the industries where Valmont operates, perceptions of historical trends, current conditions, expected future developments, and other relevant factors. It is important to note that these statements are not guarantees of future performance or results. They involve risks, uncertainties (some of which are beyond Valmont's control), and assumptions. While management believes these forward-looking statements are based on reasonable assumptions, numerous factors could cause actual results to differ materially from those anticipated. These factors include, among other things, risks described in Valmont's reports to the Securities and Exchange Commission ('SEC'), the Company's actual cash flows and net income, future economic and market circumstances, industry conditions, company performance and financial results, operational efficiencies, availability and price of raw materials, availability and market acceptance of new products, product pricing, domestic and international competitive environments, geopolitical risks, and actions and policy changes by domestic and foreign governments. The Company cautions that any forward-looking statements in this release are made as of its publication date and does not undertake to update these statements, except as required by law.
Yahoo
05-06-2025
- Business
- Yahoo
Why Is MRC (MRC) Up 9.6% Since Last Earnings Report?
It has been about a month since the last earnings report for MRC Global (MRC). Shares have added about 9.6% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is MRC due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. It turns out, estimates revision have trended downward during the past month. Currently, MRC has a strong Growth Score of A, though it is lagging a lot on the Momentum Score front with a C. Charting a somewhat similar path, the stock was allocated a grade of B on the value side, putting it in the second quintile for this investment strategy. Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending downward for the stock, and the magnitude of this revision indicates a downward shift. It's no surprise MRC has a Zacks Rank #5 (Strong Sell). We expect a below average return from the stock in the next few months. MRC is part of the Zacks Steel - Pipe and Tube industry. Over the past month, Valmont Industries (VMI), a stock from the same industry, has gained 6.9%. The company reported its results for the quarter ended March 2025 more than a month ago. Valmont reported revenues of $969.31 million in the last reported quarter, representing a year-over-year change of -0.9%. EPS of $4.32 for the same period compares with $4.32 a year ago. For the current quarter, Valmont is expected to post earnings of $4.70 per share, indicating a change of -1.3% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.8% over the last 30 days. The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Valmont. Also, the stock has a VGM Score of B. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report MRC Global Inc. (MRC) : Free Stock Analysis Report Valmont Industries, Inc. (VMI) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
14-05-2025
- Business
- Yahoo
2 Reasons to Watch VMI and 1 to Stay Cautious
Valmont has followed the market's trajectory closely. The stock is down 5.2% to $322.34 per share over the past six months while the S&P 500 has lost 1%. This was partly driven by its softer quarterly results and might have investors contemplating their next move. Following the drawdown, is this a buying opportunity for VMI? Find out in our full research report, it's free. Credited with an invention in the 1950s that improved crop yields, Valmont (NYSE:VMI) provides engineered products and infrastructure services for the agricultural industry. Analyzing the long-term change in earnings per share (EPS) shows whether a company's incremental sales were profitable – for example, revenue could be inflated through excessive spending on advertising and promotions. Valmont's EPS grew at an astounding 19.4% compounded annual growth rate over the last five years, higher than its 8.1% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded. Free cash flow isn't a prominently featured metric in company financials and earnings releases, but we think it's telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king. As you can see below, Valmont's margin expanded by 7.9 percentage points over the last five years. The company's improvement shows it's heading in the right direction, and we can see it became a less capital-intensive business because its free cash flow profitability rose more than its operating profitability. Valmont's free cash flow margin for the trailing 12 months was 13.8%. In addition to reported revenue, organic revenue is a useful data point for analyzing Building Materials companies. This metric gives visibility into Valmont's core business because it excludes one-time events such as mergers, acquisitions, and divestitures along with foreign currency fluctuations - non-fundamental factors that can manipulate the income statement. Over the last two years, Valmont's organic revenue averaged 3.5% year-on-year declines. This performance was underwhelming and implies it may need to improve its products, pricing, or go-to-market strategy. It also suggests Valmont might have to lean into acquisitions to grow, which isn't ideal because M&A can be expensive and risky (integrations often disrupt focus). Valmont's merits more than compensate for its flaws. After the recent drawdown, the stock trades at 17.3× forward P/E (or $322.34 per share). Is now a good time to initiate a position? See for yourself in our full research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today. Sign in to access your portfolio
