Industry Revenues:

• Infrastructure: approx. 40%
• Agriculture: approx. 30%
• Lighting and Traffic: approx. 20%
• Other: approx. 10%

TOP 3 Markets:

1. USA: approx. 50%
2. Europe: approx. 25%
3. Asia-Pacific: approx. 15%

Valmont Industries, Inc. generates its revenues mainly from the sectors of infrastructure and agriculture. The U.S. market is the largest single market for the company, followed by Europe and the Asia-Pacific region. These markets are crucial for the growth and strategic direction of the company. Diversification into different industries and geographic markets helps Valmont minimize risks and maximize opportunities.

Production Sites: Worldwide, with a focus on North America, Europe, Asia, and Australia.

Valmont Industries, Inc. is a globally operating company that maintains production facilities in various regions of the world. The headquarters is located in Omaha, Nebraska, USA. In North America, Valmont has several production sites that focus on the manufacturing of infrastructure products and agricultural irrigation systems.

In Europe, Valmont also operates production sites that are primarily focused on infrastructure products. In Asia and Australia, the company has expanded its presence to meet the growing market demands and serve local needs.

Through this global presence, Valmont can efficiently respond to regional market needs and optimize its supply chains.

Revenue Growth: Estimated 6-8% annually (2025)

Valmont Industries, Inc. pursues a growth strategy based on several pillars. An essential component is the continuous expansion of its product portfolio, especially in the areas of infrastructure and agricultural technology. Through investments in research and development, the company aims to offer innovative solutions that meet the changing market requirements.

Another strategic focus is on geographical expansion, particularly in high-growth markets in Asia and Latin America. Valmont plans to strengthen its presence in these regions through strategic partnerships and acquisitions.

Additionally, the company is focusing on increasing efficiency and cost reduction measures to enhance profitability. This includes optimizing the supply chain and utilizing advanced technologies for automating production processes.

Through these measures, Valmont Industries expects to strengthen its market position and achieve sustainable growth.

Main raw materials: Steel, Aluminum, Zinc
Main importing countries: China, Canada, Mexico

Valmont Industries, Inc. is heavily dependent on raw materials such as steel, aluminum, and zinc, which are essential for its production of infrastructure and agricultural products.

Steel is often imported from China and Canada, as these countries are major producers and offer competitive prices. Aluminum is also sourced from these countries, with Canada being preferred due to its proximity and trade agreements. Zinc, important for the galvanization of steel products, is often imported from Mexico, as it is abundant there and transportation costs are relatively low.

These import strategies allow Valmont to optimize costs while ensuring the quality of raw materials.

Market share: Estimated 20% in the infrastructure products sector (2025)
EBITDA margin: 13.5% (2024)
R&D expenses: 4% of revenue (2024)

Valmont Industries, Inc. has a significant competitive advantage, especially in the infrastructure products and services sector. The company benefits from a strong market position and a diversified product portfolio ranging from lighting and traffic infrastructure to irrigation systems.

The EBITDA margin of 13.5% indicates solid profitability, reflecting efficient production processes and cost efficiency. Additionally, Valmont continuously invests in research and development, accounting for approximately 4% of revenue. This enables the company to develop innovative solutions and differentiate itself from competitors.

Another advantage is Valmont's global presence, allowing the company to capitalize on growth opportunities in various regions and diversify risks. Strong customer loyalty and a focus on sustainable solutions also contribute to strengthening the competitive advantage.

Institutional Investor Share: approximately 90% (estimated for 2025 based on 2023 trends)

Insider Buys/Sells: No significant changes reported (estimated for 2025)

Valmont Industries, Inc. has traditionally had a high institutional investor share, hovering around 90%. This demonstrates the confidence of large investment funds and institutional investors in the company's stability and growth potential.

Regarding insider buys and sells, there have been no significant movements in recent years indicating a change in management's confidence in the company's future development. This suggests a stable internal assessment of the company's situation.

Market share of Valmont Industries, Inc. (VMI): Estimated around 10% (2025)

Top competitors and their market share:

1. Lindsay Corporation (NYSE: LNN): Estimated around 8% (2025)
2. Toro Company (NYSE: TTC): Estimated around 7% (2025)
3. Rain Bird Corporation: Estimated around 6% (2025)
4. Jain Irrigation Systems Ltd.: Estimated around 5% (2025)
5. Netafim Ltd.: Estimated around 4% (2025)

Valmont Industries, Inc. has a significant moat stemming from its strong market position in the infrastructure and irrigation systems sector. The company benefits from its wide range of products, technological innovations, and global presence, enabling it to remain competitive in various market segments.

Compared to its competitors, Valmont has an advantage through its vertical integration and the ability to offer customized solutions that meet specific customer requirements. This creates high customer loyalty and makes it difficult for new market entrants to penetrate.

Competing companies like Lindsay Corporation and Toro Company also have strong moats, particularly through specialized product lines and innovation. However, Valmont remains a leader due to its comprehensive market strategy and global reach.

Revenue Growth: 10.5% (2024) Profit Growth: 8.9% (2024) Return on Equity: 14.2% (2024)

Valmont Industries, Inc. recorded solid revenue growth of 10.5% in 2024. This indicates strong demand for their products and services, especially in the infrastructure and agriculture sectors. The company has strengthened its market position through strategic investments and innovations.

The return on equity of 14.2% shows that Valmont operates efficiently and is able to offer shareholders an attractive return. This is a positive sign for potential investors as it indicates good capital utilization.

In addition, Valmont Industries has expanded its presence in international markets, further increasing future growth potential. The continuous focus on sustainable solutions and technologies could also contribute to long-term value creation.

Overall, Valmont Industries, Inc. appears to be a promising investment based on solid financial metrics and the company's strategic initiatives.

Dividend yield: 1.1% (estimated for 2025)
Dividend history: Continuous payout for over 10 years

Valmont Industries, Inc. pays a dividend and has a long history of continuous payouts. The dividend yield is currently around 1.1%. The company has regularly increased its dividends in the past, indicating a reliable payout policy.

The consistency of dividend payments is supported by Valmont's solid financial performance and stable market position. Analysts view the company's dividend policy as sustainable, particularly due to its strong balance sheet and ability to operate in various market conditions.