Valmont publishes transcript of 2026 Investor Day event

Valmont Industries, Inc.

Valmont Industries, Inc.

VMI

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  • Valmont’s June 16, 2026 Investor Day drew in-person and webcast attendees; CEO Avner Applbaum outlined strategy and a 2029 financial target.
  • Applbaum projected $35 EPS by end-2029 on $5.4 billion sales, citing utility as the primary growth engine.
  • Management framed a $1.4 trillion utility CapEx cycle through 2030; Valmont targets a $53 billion structures-and-poles serviceable market.
  • Applbaum cited a $6.7 billion “high visible” pipeline tied to Alliance relationships; utility revenue seen rising to $2.5 billion by 2029 from $1.5 billion.
  • North America infrastructure president Chris Colwell highlighted record backlog; substation RFQs rose about 4x versus first-quarter 2024.
  • Chief AI and digital transformation leader Amit Blesser flagged AI-driven throughput gains of 3%-5% over time; engineering productivity improvement of about 15% over time.


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