Valmont Industries shares have rallied 18.6% over the past six months, outpacing the Zacks Steel - Pipe and Tube industry's 6.3% growth over the same period. The company is benefiting from a multiyear utility investment cycle including grid modernization, rising power demand, data centers and electrification, prompting management to raise its 2026 Infrastructure sales guidance to $3.4-$3.5 billion. Valmont deployed $55 million in capital expenditures toward North America Infrastructure in the first half of 2026, and its 2025-2029 framework anticipates approximately $1 billion in incremental sales from utility partnerships and capacity and throughput expansion. Infrastructure operating margin improved to 17.6% in the second quarter from 16.3% a year earlier on an adjusted basis, while unallocated corporate expenses declined to $49 million in the first half of 2026 from $57.8 million. The company also raised its 2026 earnings guidance range to $22.25-$23.50 per share and carries a Zacks Rank #3 (Hold).
Valmont Industries IncRaised 2026 EPS guidance to $22.25-$23.50 and improved Infrastructure operating margin to 17.6%.
Kronos Worldwide Inc
