Valmont Industries Raises FY2025 Adj EPS Guidance from $17.20-$18.80 to $17.50-$19.50 vs $18.14 Est; Affirms FY2025 Sales Guidance of $4.000B-$4.200B vs $4.080B Est

Author: Benzinga Newsdesk | July 22, 2025 07:25am

Raising Full-Year 2025 Financial Outlook and Updating Key Assumptions

Following the realignment actions taken this quarter and the resulting impact to our cost structure and portfolio, the Company is updating its full-year 2025 adjusted diluted earnings per share outlook and updating key assumptions for the year.

Metric	Previous Outlook		Updated Outlook
Net Sales	$4.0 to $4.2 billion		No change
Infrastructure Net Sales	$3.02 to $3.16 billion		No change
Agriculture Net Sales	$0.98 to $1.04 billion		No change
Adjusted Diluted Earnings per Share	$17.20 to $18.80		$17.50 to $19.50
Capital Expenditures	$140 to $160 million		No change
Adjusted Effective Tax Rate	~26.0%		No change

Key Assumptions, Including Current Tariff Considerations

• Steel cost assumptions are aligned with futures markets as of July 21, 2025
• The Company's fiscal 2025 outlook reflects its current plans and actions underway to mitigate the direct impacts of tariffs as of July 18, 2025; the Company believes these mitigation plans will enable it to remain profit neutral on a dollar basis in fiscal 2025

Posted In: VMI