Valmont (VMI) rises 25% in six months as EPS growth outpaces revenue

Valmont Industries (NYSE: VMI) shares have climbed 25% over the past six months to $510.77, outperforming the S&P 500 by 17.9 percentage points, according to a May 13, 2026, analysis citing stronger quarterly results and improved profitability. The agricultural infrastructure company posted a five-year compound annual EPS growth rate of 21.4%, well above its 6.8% annualized revenue growth, indicating margin expansion and improved per-share profitability. Its free cash flow margin expanded by 10.2 percentage points over five years and stood at 8.3% for the trailing 12 months. The main caution cited was Valmont’s moderate long-term sales growth versus the broader industrials sector. The stock trades at a forward price-to-sales ratio of 2.3 times, reflecting recent investor optimism after its market-beating run.