Valmont Industries
VMI · NYSE · Industrials
$474.64
+$2.23 (+0.47%) today
Market Cap
$9.41B
24h Volume
$201.0M
P/E Ratio
19.0
52w High
$582.78
52w Low
$362.21
Est. AI Revenue
8%
7-Day Sparkline (Static)
Company facts
Performance
About Valmont Industries
Valmont Industries manufactures engineered steel and aluminum structures for infrastructure and mechanized irrigation equipment for agriculture. It earns revenue selling utility, lighting, telecommunications, and transportation structures to utilities and public agencies, and center pivot irrigation systems to farms worldwide.
Its utility line includes transmission and distribution poles and substation structures, the physical steel that new grid capacity hangs on. Demand for those products rises as utilities expand transmission to serve data center load, and management cites data centers as a demand driver. The agriculture segment, built around the Valley irrigation brand, moves with farm income cycles.
Founded in 1946 and headquartered in Omaha, Nebraska, Valmont employs about 10,800 people and trades on the NYSE. Its structures business operates manufacturing sites across North America and international markets.
Valmont Industries in the AI buildout
Valmont sits in the Utilities & Grid layer as a structures supplier. Grid expansion for AI load means new transmission lines and substations, and Valmont fabricates the steel poles, towers, and substation structures those projects require. It is classic picks-and-shovels exposure: real content in every transmission project, but no direct AI relationship. Because agriculture and other infrastructure products make up most of the company, its buildout exposure is diluted relative to focused grid equipment makers.
VMI is tracked in Utilities & Grid, rated Peripheral on the AI Exposure leaderboard.
By the numbers
52-week range
VMI trades at $474.64, 51% of the way up its 52-week range of $362.21 to $582.78.
Market cap
Market capitalization is $9.41B, with an AI Exposure Score of 27 out of 100.
Valuation vs peers
Its P/E ratio of 19.0 is in line with the Utilities & Grid category median of 21.7.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Valmont Industries do?
Valmont makes engineered steel structures for utilities, lighting, telecommunications, and transportation, plus center pivot irrigation equipment for agriculture under the Valley brand. Its customers include utilities, governments, contractors, and farms around the world.
How is Valmont exposed to AI?
Supercycle rates Valmont Peripheral with an AI Exposure Score of 27 out of 100. Utilities buying transmission and substation structures for data center driven grid expansion lift its utility segment, but agriculture and infrastructure products dominate the business.
What are Valmont's main products?
Main products include transmission and distribution poles, substation structures, lighting and traffic structures, telecommunications poles, and Valley center pivot irrigation systems. The utility structures are the products most tied to AI-era grid investment.
Is VMI a pure play AI stock?
No. Valmont is rated Peripheral on Supercycle. Its transmission structures benefit from grid buildout linked to data center load, but results depend mainly on agricultural equipment cycles and broad infrastructure spending.
Who leads Valmont and where is it based?
Avner M. Applbaum serves as chief executive officer. Valmont was founded in 1946, is headquartered in Omaha, Nebraska, employs about 10,800 people, and trades on the New York Stock Exchange.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
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