Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital.
The select few that can do all three for many years are often the ones that make you life-changing money.
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Unfortunately, this role also comes with a demand profile tethered to the ebbs and flows of the broader economy, and investors seem to be forecasting a downturn -
over the past six months, the industry has pulled back by 10.4%. This drawdown was worse than the S&P 500’s 1.9% decline.
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
VALMONT INDUSTRIES (NYSE:VMI) shows strong profitability and reasonable valuation, making it a candidate for GARP investors. Read why it fits Peter Lynch’s strategy.
Valmont has followed the market’s trajectory closely. The stock is down 5.2% to $322.34 per share over the past six months while the S&P 500 has lost 1%. This was partly driven by its softer quarterly results and might have investors contemplating their next move.
Infrastructure and agriculture equipment manufacturer Valmont Industries (NYSE:VMI) missed Wall Street’s revenue expectations in Q1 CY2025, with sales flat year on year at $969.3 million. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $4.1 billion at the midpoint. Its GAAP profit of $4.32 per share was 0.8% below analysts’ consensus estimates.
Construction materials company Vulcan Materials (NYSE:VMC)
will be announcing earnings results tomorrow before market open. Here’s what investors should know.
Ceiling and wall solutions company Armstrong World Industries (NYSE:AWI)
will be announcing earnings results tomorrow before the bell. Here’s what investors should know.
Building envelope solutions provider Carlisle Companies (NYSE:CSL)
will be announcing earnings results tomorrow afternoon. Here’s what investors should know.
Home-building design and manufacturing company Masco Corporation (NYSE:MAS)
will be reporting earnings tomorrow before market open. Here’s what you need to know.
Infrastructure and agriculture equipment manufacturer Valmont Industries (NYSE:VMI) missed Wall Street’s revenue expectations in Q1 CY2025, with sales flat year on year at $969.3 million. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $4.1 billion at the midpoint. Its GAAP profit of $4.32 per share was 0.8% below analysts’ consensus estimates.
Infrastructure and agriculture equipment manufacturer Valmont Industries (NYSE:VMI)
will be reporting earnings tomorrow before market open. Here’s what investors should know.
Lynch encouraged investors to look at businesses they understand and have strong financials. Does VALMONT INDUSTRIES (NYSE:VMI) align with this approach? We take a closer look.
Valmont has followed the market’s trajectory closely. The stock is down 7.6% to $278.16 per share over the past six months while the S&P 500 has lost 9.8%. This may have investors wondering how to approach the situation.
