)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
Valmont Industries (VMI) investor relations material
Valmont Industries Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary22 Jul, 2025
Executive summary
Achieved 1% year-over-year net sales growth to $1.05B in Q2 2025, led by utility, telecom, and international agriculture, offset by solar and North America ag declines.
Completed multi-year realignment, exiting unprofitable solar segments and streamlining operations, incurring $112M–$138M in nonrecurring charges.
Operating income declined sharply due to impairment and realignment charges, resulting in a GAAP net loss for the quarter.
Raised full-year 2025 adjusted diluted EPS outlook to $17.50–$19.50, reflecting improved cost structure and portfolio.
Positioned for long-term growth, efficiency, and innovation, leveraging strong balance sheet and consistent cash flow.
Financial highlights
Q2 2025 net sales: $1.05B (+1% year-over-year); gross profit: $321.2M (30.6% margin); adjusted operating income: $141.4M (13.5% margin).
GAAP operating income fell 80.1% to $29.3M; GAAP diluted EPS was $(1.53) due to nonrecurring charges; adjusted EPS was $4.88.
Operating cash flow up 28.1% to $167.6M; cash and equivalents at $208.5M; no borrowings under $800M revolving credit facility.
SG&A expenses rose due to higher selling costs, IT/AI investments, and credit loss allowances.
Leverage ratio ~1.0x; adjusted EBITDA for trailing four quarters: $627.4M.
Outlook and guidance
Raised full-year 2025 adjusted diluted EPS guidance to $17.5–$19.5 (midpoint $18.50); net sales projected at $4.0B–$4.2B.
Capital expenditures expected at $140M–$160M, focused on infrastructure capacity and growth.
Realignment actions expected to deliver $22M in annualized savings by 2026, with $8M realized in H2 2025.
Assumes steel costs aligned with futures and profit neutrality on tariffs for 2025.
Management confident in liquidity and ability to support ongoing operations and strategic initiatives.
Assess impact of steel tariff increases.
Explain Telecom's product alignment.
Detail drivers for $7-12 EPS growth.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Valmont Industries earnings date
Q3 202521 Oct, 2025
Next Valmont Industries earnings date
Q3 202521 Oct, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
)
Edge19 Sep 2025
American Express: An Empire of Plastic
How history, brand, and structure have steadily built American Express' moat, and why Warren Buffett still calls it a one-of-a-kind business.
Frequently asked questions
Valmont Industries, Inc. manufactures and sells fabricated metal products in the United States and internationally. The company operates through four segments: Engineered Support Structures; Utility Support Structures; Coatings; and Irrigation. The Engineered Support Structures segment offers metal and concrete poles for lighting, traffic, communication systems, wireless networks, urban amenities, transportation networks, industrial applications, and renewable energy markets; transmission structures for power transmission markets; engineered access systems comprising cabs on aircraft carriers that are used by deck crews while working on the flight deck of aircraft carriers and other naval ships to provide safe non-hazardous access to personnel operating the catapults and arresting gear during flight operations; towers for wind turbine generators and utility-scale solar structures; steel transmission structures requiring large tonnages and high strength steel with specialized coatings; underground pedestals comprising modular pole bases for use in subterranean environments that allow operators to visually inspect their assets from above ground; and sports lighting poles, field lights, portable trailers for mobile lighting for portable light towers for stadiums and road construction.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage