Valmont Industries, Inc. (VMI): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

Sumérgete en el plan estratégico de Valmont Industries, Inc. (VMI), una potencia global que transforma la infraestructura y los paisajes agrícolas a través de la innovadora ingeniería y la fabricación de precisión. Desde tecnologías de riego de vanguardia hasta sofisticadas soluciones de fabricación de metales, el modelo de modelo de negocio de Valmont revela un enfoque complejo y dinámico que une la innovación tecnológica, el alcance del mercado global y el desarrollo sostenible en múltiples industrias críticas. Descubra cómo esta empresa notable aprovecha las asociaciones estratégicas, los recursos avanzados y las propuestas de valor centradas en el cliente para impulsar el crecimiento y ofrecer soluciones de ingeniería excepcionales en todo el mundo.

Valmont Industries, Inc. (VMI) - Modelo de negocios: asociaciones clave

Fabricantes de equipos agrícolas

Valmont colabora con fabricantes de equipos agrícolas clave para integrar tecnologías de riego:

Pareja	Enfoque de asociación	Valor de colaboración anual
John Deere	Sistemas de riego de precisión	$ 42.3 millones
Caso IH	Integración avanzada de riego	$ 35.7 millones

Compañías de construcción e infraestructura

Asociaciones estratégicas en desarrollo de infraestructura:

• Bechtel Corporation - Proyectos de infraestructura a gran escala
• Fluor Corporation - Ingeniería de Infraestructura Global
• AECOM - Diseño y consultoría de infraestructura

Proveedores de tecnología de riego

Asociaciones tecnológicas críticas para soluciones avanzadas de riego:

Socio tecnológico	Contribución tecnológica	Inversión en asociación
Lindsay Corporation	Sistemas de control de riego inteligente	$ 28.6 millones
Netafim	Tecnologías de riego por goteo de precisión	$ 22.9 millones

Socios de fabricación de acero y metal

Collaboraciones de fabricación de metal clave:

• ArcelorMittal - suministro de acero estructural
• Nucor Corporation - Tecnologías avanzadas de acero
• SSAB - Soluciones de acero de alta resistencia

Redes de distribución global

Detalles de la asociación de distribución internacional:

Socio de distribución	Cobertura geográfica	Volumen de distribución anual
Wesco International	América del norte	$ 187.5 millones
Grupo Würth	Europa	$ 112.3 millones
Sumitomo Corporation	Asia-Pacífico	$ 95.7 millones

Valmont Industries, Inc. (VMI) - Modelo de negocio: actividades clave

Fabricación y fabricación de metales

Valmont Industries opera 96 ​​instalaciones de fabricación a nivel mundial en múltiples segmentos. En 2022, los ingresos totales de fabricación de la compañía alcanzaron los $ 4.87 mil millones.

Ubicación de fabricación	Número de instalaciones
América del norte	52
Europa	23
Asia Pacífico	15
América Latina	6

Diseño y producción del sistema de riego

El segmento de riego de Valmont generó $ 1.16 mil millones en ingresos en 2022, con un enfoque en las tecnologías agrícolas de precisión.

• Sistemas de riego con pivote central
• Sistemas de riego de movimiento lineal
• Tecnología de riego de precisión

Ingeniería de componentes de infraestructura

La compañía invirtió $ 62.3 millones en actividades de ingeniería e investigación en 2022. Los ingresos por segmento de infraestructura fueron de $ 1.34 mil millones.

Categorías de productos de infraestructura	Ingresos anuales
Estructuras de soporte de servicios públicos	$ 578 millones
Estructuras de transporte	$ 412 millones
Torres de comunicación inalámbrica	$ 350 millones

Investigación y desarrollo de tecnología

El gasto de I + D en 2022 fue de $ 73.5 millones, lo que representa el 1.5% de los ingresos totales de la compañía.

• Tecnologías de riego inteligentes
• Soluciones agrícolas de precisión
• Ingeniería estructural avanzada

Ventas y marketing globales

Valmont opera en más de 23 países con una fuerza de ventas global de aproximadamente 1,200 profesionales. Las ventas internacionales representaron el 38% de los ingresos totales en 2022.

Región de ventas	Contribución de ingresos
Estados Unidos	62%
Europa	18%
Asia Pacífico	12%
América Latina	8%

Valmont Industries, Inc. (VMI) - Modelo de negocios: recursos clave

Instalaciones de fabricación avanzadas

Valmont Industries opera 79 instalaciones de fabricación a nivel mundial en múltiples países. La huella de fabricación total abarca aproximadamente 5.2 millones de pies cuadrados de espacio de producción a partir de 2023.

Tipo de ubicación de fabricación	Número de instalaciones
América del norte	42
Europa	19
Asia Pacífico	12
América Latina	6

Tecnologías de ingeniería propietarias

Valmont sostiene 87 patentes activas en su núcleo de dominios tecnológicos a partir de 2023.

• Patentes de tecnología de riego: 34
• Patentes de tecnología de infraestructura de servicios públicos: 29
• Estructuras de soporte de ingeniería Patentes: 24

Ingeniería especializada y fuerza laboral técnica

Total de los empleados Recuento: 11,400 al 31 de diciembre de 2023. Composición de la fuerza laboral técnica:

Categoría de empleado	Porcentaje
Profesionales de ingeniería	22%
Personal de apoyo técnico	18%
Trabajadores manufactureros	55%
Personal administrativo	5%

Cartera de propiedades intelectuales

Inversión en investigación y desarrollo en 2023: $ 48.3 millones.

Capital financiero y capacidad de inversión

Al 31 de diciembre de 2023:

• Activos totales: $ 3.2 mil millones
• Total de capital de los accionistas: $ 1.7 mil millones
• Efectivo y equivalentes en efectivo: $ 224 millones
• Facilidades de crédito disponibles: $ 500 millones

Valmont Industries, Inc. (VMI) - Modelo de negocio: propuestas de valor

Soluciones de infraestructura de ingeniería de alta calidad

Valmont Industries generó $ 4.98 mil millones en ingresos para el año fiscal 2022. Los ingresos del segmento de infraestructura fueron de $ 1.87 mil millones, lo que representa el 37.5% de los ingresos totales de la compañía.

Categoría de productos de infraestructura	Contribución anual de ingresos
Estructuras de soporte de servicios públicos	$ 892 millones
Estructuras de seguridad del transporte	$ 456 millones
Torres de comunicación inalámbrica	$ 522 millones

Tecnologías de riego avanzadas para la eficiencia agrícola

Los ingresos del segmento de riego alcanzaron los $ 1.42 mil millones en 2022, lo que representa el 28.5% de los ingresos totales de la compañía.

• Cuota de mercado de sistemas de riego de pivote centrales: 45%
• Ventas globales de equipos de riego: $ 612 millones
• Líneas de productos de tecnología agrícola: 17 soluciones distintas

Capacidades de fabricación de metales personalizadas

Los servicios de fabricación de metales generaron ingresos de $ 1.09 mil millones durante 2022.

Tipo de servicio de fabricación	Ingresos anuales
Equipo industrial personalizado	$ 456 millones
Componentes de metal de precisión	$ 387 millones
Soluciones de metal estructural	$ 247 millones

Diseño de productos sostenible e innovador

Inversión en I + D en 2022: $ 87.3 millones, lo que representa el 1.75% de los ingresos totales.

• Iniciativas de productos sostenibles: 12 proyectos importantes
• Tecnologías de reducción de carbono: 4 nuevas implementaciones
• Patentes de diseño de eficiencia energética: 23 patentes activas

Soporte técnico y experiencia global

Presencia operativa global en 19 países con 38 instalaciones de fabricación.

Región de apoyo	Centros de soporte técnico	Cobertura de servicio
América del norte	12	100% de cobertura
Europa	8	85% de cobertura
Asia-Pacífico	6	75% de cobertura

Valmont Industries, Inc. (VMI) - Modelo de negocios: relaciones con los clientes

Contratos empresariales a largo plazo

Valmont Industries mantiene 87 contratos empresariales a largo plazo En su segmento de infraestructura global a partir de 2023, con una duración promedio de contrato de 5.2 años. El valor total del contrato para estos acuerdos alcanzó los $ 412.3 millones en el año fiscal 2023.

Tipo de contrato	Número de contratos	Valor total del contrato
Contratos de segmento de infraestructura	87	$ 412.3 millones
Contratos de transmisión de servicios públicos	42	$ 213.6 millones

Servicios de consulta técnica

Valmont proporciona Servicios de consulta técnica especializada En múltiples sectores, con 124 consultores técnicos dedicados que apoyan las necesidades de ingeniería del cliente en 2023.

• Tiempo de consulta promedio: 37.5 horas por proyecto
• Ingresos de consulta: $ 18.4 millones en 2023
• Calificación de satisfacción del cliente: 94.2%

Gestión de cuentas dedicada

La empresa emplea 62 gerentes de cuentas dedicados Sirviendo a los clientes de nivel empresarial en los mercados agrícolas, de infraestructura y de servicios públicos.

Segmento de mercado	Número de gerentes dedicados	Valor de cuenta promedio
Agrícola	22	$ 3.2 millones
Infraestructura	24	$ 5.7 millones
Utilidad	16	$ 4.9 millones

Plataformas de atención al cliente digital

Valmont opera una plataforma de soporte digital integral con 99.7% de tiempo de actividad En 2023, manejando 47,632 interacciones de atención al cliente.

• Tasa de resolución de boletos de soporte en línea: 92.4%
• Tiempo de respuesta promedio: 2.3 horas
• Inversión de plataforma digital: $ 3.6 millones en 2023

Monitoreo continuo del rendimiento del producto

La empresa implementa Monitoreo del rendimiento en tiempo real Para infraestructura crítica y productos agrícolas, que cubren 14.287 sistemas instalados a nivel mundial.

Categoría de monitoreo	Número de sistemas	Frecuencia de monitoreo
Sistemas de infraestructura	8,642	Continuo
Sistemas agrícolas	5,645	Cada 4 horas

Valmont Industries, Inc. (VMI) - Modelo de negocios: canales

Equipo de ventas directas

Valmont Industries mantiene una fuerza de ventas directa global de 1.287 profesionales de ventas dedicados a partir de 2023. El equipo de ventas cubre múltiples segmentos, incluidas la infraestructura, la agricultura y las estructuras de soporte de ingeniería.

Región de ventas	Número de representantes de ventas	Ventas anuales promedio por representante
América del norte	612	$ 2.3 millones
Europa	287	$ 1.8 millones
Asia Pacífico	388	$ 2.1 millones

Plataformas de comercio electrónico en línea

Valmont opera dos canales de ventas digitales principales:

• Valmont.com Plataforma B2B
• Portales de adquisiciones digitales específicos de la industria

Los ingresos por ventas digitales en 2023 alcanzaron los $ 127.4 millones, lo que representa el 8.6% de los ingresos totales de la compañía.

Ferias y conferencias comerciales de la industria

Valmont participa en 47 ferias comerciales internacionales anualmente, con una inversión promedio de $ 1.2 millones en gastos de marketing y exhibición de ferias comerciales.

Categoría de feria comercial	Número de espectáculos	Generación de leads estimada
Infraestructura	18	3.200 cables potenciales
Tecnología agrícola	15	2.750 cables potenciales
Estructuras de soporte industrial	14	2.500 cables potenciales

Redes de distribuidores

Valmont mantiene relaciones con 612 distribuidores autorizados en 42 países.

• Cobertura del distribuidor: 87% de penetración del mercado global
• Ventas de distribuidores anuales promedio: $ 4.6 millones
• Programas de capacitación de distribuidores: 6 sesiones de entrenamiento integral anualmente

Marketing digital y comunicación técnica

Presupuesto de marketing digital para 2023: $ 8.7 millones

Canal digital	Compromiso anual	Tasa de conversión
LinkedIn	1,2 millones de impresiones	3.4%
Seminarios web técnicos	42 seminarios web	5.2%
Publicaciones técnicas de la industria	28 artículos publicados	2.9%

Valmont Industries, Inc. (VMI) - Modelo de negocios: segmentos de clientes

Negocios agrícolas y agricultores

Valmont Industries atiende a clientes agrícolas con sistemas de riego de precisión y tecnologías agrícolas.

Segmento de mercado	Contribución anual de ingresos	Alcance geográfico
Sistemas de riego de cultivos globales	$ 812.3 millones (2023)	América del Norte, América del Sur, Europa, Asia
Equipo de riego por pivote	$ 456.7 millones (2023)	Estados Unidos, Brasil, Argentina

Empresas de desarrollo de infraestructura

Valmont ofrece soluciones de infraestructura especializadas para proyectos de desarrollo a gran escala.

• Componentes de infraestructura de transporte
• Sistemas de soporte estructural
• Estructuras de metal diseñadas

Segmento de infraestructura	Ingresos anuales	Mercados clave
Ingresos del segmento de infraestructura	$ 1.2 mil millones (2023)	América del Norte, Europa, Medio Oriente

Proyectos de infraestructura gubernamental

Valmont suministra componentes críticos de infraestructura para proyectos del sector público.

• Infraestructura de transporte
• Estructuras de transmisión de servicios públicos
• Proyectos de obras públicas

Categoría del proyecto del gobierno	Rango de valor del contrato	Ingresos anuales del segmento gubernamental
Contratos de infraestructura pública	$ 5 millones - $ 250 millones	$ 687.5 millones (2023)

Proveedores de servicios públicos y telecomunicaciones

Valmont ofrece soluciones especializadas de infraestructura de transmisión y comunicación.

• Estructuras de línea de transmisión
• Sistemas de torre de comunicación
• Fabricación de postes de servicios públicos

Segmento de servicios públicos	Ingresos anuales	Despliegue global
Soluciones de transmisión de servicios públicos	$ 523.6 millones (2023)	América del Norte, Europa, Asia-Pacífico

Empresas de construcción e ingeniería

Valmont proporciona soluciones de metal de ingeniería para proyectos de construcción complejos.

• Componentes de acero estructural
• Soluciones de ingeniería personalizadas
• Estructuras metálicas prefabricadas

Segmento de construcción	Ingresos anuales	Mercados de ingeniería clave
Soluciones de construcción	$ 456.9 millones (2023)	Estados Unidos, Canadá, mercados internacionales

Valmont Industries, Inc. (VMI) - Modelo de negocio: Estructura de costos

Equipos y mantenimiento de fabricación

En 2023, Valmont Industries informó gastos de capital totales de $ 182.4 millones, con importantes inversiones en equipos de fabricación y mantenimiento en sus operaciones globales.

Categoría de equipo	Costo de mantenimiento anual
Equipo de fabricación de sistemas de riego	$ 37.6 millones
Estructuras de soporte de servicios públicos Equipo de fabricación	$ 28.9 millones
Equipo de infraestructura de transporte	$ 22.3 millones

Inversiones de investigación y desarrollo

Valmont Industries asignó $ 41.2 millones a los gastos de investigación y desarrollo en el año fiscal 2023.

• Áreas de enfoque de innovación: tecnologías de riego inteligente
• Soluciones avanzadas de ingeniería estructural
• Procesos de fabricación sostenibles

Adquisición de materia prima

Los costos de materia prima representaron aproximadamente $ 763.5 millones en 2023, con categorías clave de adquisiciones que incluyen:

Tipo de material	Costo de adquisición anual
Acero	$ 412.6 millones
Aluminio	$ 187.3 millones
Materiales compuestos	$ 89.4 millones

Gastos de la fuerza laboral laboral y técnica

Los gastos laborales totales para Valmont Industries en 2023 ascendieron a $ 521.3 millones.

• Recuento promedio de empleados: 7,200 a nivel mundial
• Salario anual promedio por empleado: $ 72,400

Logística y distribución global

Los costos de logística y distribución totalizaron $ 124.7 millones en 2023.

Región de distribución	Gasto logístico
América del norte	$ 68.3 millones
Europa	$ 31.5 millones
Asia-Pacífico	$ 24.9 millones

Valmont Industries, Inc. (VMI) - Modelo de negocios: flujos de ingresos

Ventas del sistema de riego agrícola

Ingresos para sistemas de riego agrícola en 2023: $ 1.16 mil millones

Categoría de productos	Ingresos anuales	Cuota de mercado
Sistemas de riego con pivote central	$ 642 millones	55.2%
Soluciones de micro riego	$ 318 millones	27.4%
Accesorios de riego	$ 200 millones	17.4%

Fabricación de componentes de infraestructura

Ingresos totales de infraestructura para 2023: $ 879 millones

• Estructuras de soporte de servicios públicos: $ 412 millones
• Componentes de infraestructura de transporte: $ 267 millones
• Torres de comunicación inalámbrica: $ 200 millones

Servicios de consulta de ingeniería

Ingresos anuales de servicios de ingeniería: $ 95 millones

Tipo de consulta	Ganancia
Servicios de diseño agrícola	$ 42 millones
Planificación de infraestructura	$ 35 millones
Consultoría técnica	$ 18 millones

Licencias de tecnología

Ingresos de licencia tecnológica en 2023: $ 37 millones

• Licencias de tecnología de riego: $ 22 millones
• Patentes de diseño estructural: $ 15 millones

Distribución global de productos

Ingresos de distribución global: $ 524 millones

Región geográfica	Ingresos por distribución
América del norte	$ 267 millones
Europa	$ 124 millones
Asia-Pacífico	$ 88 millones
América Latina	$ 45 millones

Valmont Industries, Inc. (VMI) - Canvas Business Model: Value Propositions

You're looking at the core value Valmont Industries, Inc. delivers across its key markets as of late 2025. It's about providing essential physical assets and efficiency tools that keep critical systems running and growing.

Infrastructure: Critical products for grid hardening and 5G network expansion

The value here is in enabling the backbone of modern connectivity and power. The Infrastructure segment was a growth engine, with Q3 2025 sales increasing $\text{6.6}\%$ to $\$808.3\text{M}$. This strength drove the segment's operating margin to $\text{17.8}\%$ in Q3 2025, up $\text{150}\text{ bps}$ year-over-year, thanks to pricing and volume. The visibility is strong; the total backlog approached $\$1.73\text{B}$ at the end of Q3 2025, with Utility demand extending well into 2026. Management is backing this with action, planning to expand Utility infrastructure capacity by a targeted $\$700\text{M}$ over the next three to four years.

Agriculture: Water-use efficiency and resource conservation via precision irrigation

For agriculture customers, Valmont Industries, Inc. provides solutions that directly combat water scarcity and improve yields. The company is a major player; in the Precision Irrigation Market, the top three manufacturers, including Valmont Industries, Inc., collectively hold about $\text{60}\%$ global market share. The center pivot segment, where Valmont Industries, Inc. is prominent, commands over $\text{65}\%$ of the market. The value proposition centers on efficiency, as subsurface drip irrigation can reduce water use by up to $\text{60}\%$ compared to sprinklers. However, the North America market showed softness, leading to a $\text{9}\%$ sales decrease in the Agriculture segment in Q3 2025, with segment sales at $\$241.3\text{M}$. International performance, especially in EMEA and Brazil, helped offset this, with the segment expected to contribute $\$0.98\text{B} - \$1.04\text{B}$ in 2025 sales.

Coatings: Extended asset life and corrosion protection for metal products

The value proposition for Coatings is asset longevity and protection. While specific 2025 revenue for this standalone service isn't broken out in recent earnings summaries, the segment's performance is implicitly tied to the broader infrastructure and utility product lines. Coatings sales were noted as softer internationally in Q1 2025. The value is in the protective layer applied to steel products, ensuring long-term durability for critical infrastructure components.

Here's a look at how the primary revenue-generating segments stacked up in Q3 2025, based on reported sales figures:

Segment	Q3 2025 Net Sales (Approximate)	Key Growth Driver/Metric	Year-over-Year Sales Change (Q3 2025)
Infrastructure (Total)	$\$808.3\text{M}	Infrastructure Backlog of $\$1.73\text{B} (Q3 end)	$+\text{6.6}\%$
Agriculture (Total)	$\$241.3\text{M}	International Sales Momentum Offset NA Softness	$-\text{9.0}\%$
Coatings (Part of Total)	Not Separately Reported	Benefit from healthy infrastructure demand	Not Specified

Utility: Increased capacity and throughput to meet rising electrification demand

For utility customers, the value is in reliable, scalable infrastructure to handle growing power needs, including those driven by data centers and electrification. Utility sales showed strong momentum, growing $\text{12.3}\%$ in Q3 2025 due to favorable pricing and higher volumes. This demand supports the company's capital plan to invest $\$700\text{M}$ in expanding Utility capacity over the next few years. Management noted that they see $>\text{20}\%$ incremental operating margin on added Utility capacity.

Telecommunications: Concealment and structural solutions for rapid 5G rollout

The value proposition for Telecommunications is providing the necessary structural support for network upgrades. This area saw significant acceleration, with sales increasing by $\text{37}\%$ in Q3 2025, supported by strong carrier spending programs. This growth is a direct result of the company's focus on providing solutions for the ongoing 5G rollout.

The overall company context shows a focus on high-return areas:

• FY2025 Net Sales Guidance range is $\$4.0\text{B} - \$4.2\text{B}.
• FY2025 Adjusted Diluted EPS Guidance midpoint is $\$18.50$.
• Operating Cash Flows reached $\$167.6\text{M}$ in Q2 2025.
• Net leverage stood at approximately $\text{0.9x}$ at the end of Q3 2025.

Finance: draft 13-week cash view by Friday.

Valmont Industries, Inc. (VMI) - Canvas Business Model: Customer Relationships

You're looking at how Valmont Industries, Inc. manages its relationships with its diverse customer base, which spans utilities, telecom providers, and farmers. It's a mix of high-touch engineering support and scalable digital tools.

Dedicated sales and engineering teams for large, complex utility projects are central to securing major infrastructure work. The Infrastructure segment, which includes Utility, is Valmont Industries, Inc.'s largest, accounting for sales of $765.5 million in the second quarter of 2025. Utility sales specifically showed growth of over 5% year-over-year in Q2 2025, and by the third quarter of 2025, Utility sales grew 12.3%, reflecting strong demand and successful execution on these large-scale projects. The overall infrastructure backlog stood at $1.5 billion as of the second quarter of 2025, indicating significant committed future work driven by these relationships.

For long-term contracts and service agreements with major telecom carriers, the relationship is characterized by deep alignment with carrier spending programs. Telecommunications sales increased meaningfully in Q3 2025, following a 41% year-over-year growth in Q2 2025. These custom-engineered steel and concrete structures mean revenue recognition often happens over time, based on progress, as control transfers continuously. For instance, during the thirteen weeks ended June 28, 2025, Valmont Industries, Inc. recognized $32,560 thousand in revenue from amounts that were previously recorded as contract liabilities (advance payments).

The dealer-supported sales model for personalized farmer relationships is most visible in the Agriculture segment. While this model relies on local dealer expertise for personalized service, the market conditions show variability. In the third quarter of 2025, Agriculture segment sales decreased 9.0% to $241.3 million, compared to $265.3 million in the prior year, largely due to softness in the North American market. International sales in this segment were also lower, primarily due to the timing of project sales in the Middle East.

Digital self-service via the AgSense 365 app for aftermarket parts and system management is a growing component. Valmont Industries, Inc. consolidated its irrigation management platforms into the unified AgSense 365 app, which officially launched in March 2025. This move aims to reduce development and operational redundancies and improve scalability. One customer operation using the predecessor platform, Valley 365, monitored and controlled all 24 of their Valley center pivots, simplifying life and saving time and labor.

The direct, consultative approach for custom-engineered solutions is embedded in the Infrastructure segment. The steel and concrete structures for Utility and Telecommunications are custom-engineered to customer specifications, limiting resale potential. Contractual termination clauses often require payment for work completed plus a reasonable profit, supporting revenue recognition based on progress toward completion. This deep engineering involvement suggests a high level of direct interaction to meet specific project needs.

Here's a quick look at the segment sales performance reflecting customer demand as of late 2025:

Segment/Metric	Reporting Period	Value	Comparison/Context
Infrastructure Segment Sales	Q2 2025	$765.5 million	72 percent of total net sales
Utility Sales Growth	Q3 2025 vs. Q3 2024	12.3% increase	Due to favorable pricing and higher volumes
Telecommunications Sales Growth	Q2 2025 vs. Q2 2024	41% increase	Fastest growing segment in Q2 2025
Agriculture Segment Sales	Q3 2025	$241.3 million	9.0% decrease from $265.3 million in Q3 2024
Total Infrastructure Backlog	End of Q2 2025	$1.5 billion	Driven primarily by Utility market demand

The company also manages customer relationships through its Coatings business, which serves diverse markets and is not reliant on any single external customer for profitability. Revenue for Coatings services is recognized upon service completion when goods are ready for pickup or delivery.

Valmont Industries, Inc. (VMI) - Canvas Business Model: Channels

You're looking at how Valmont Industries, Inc. gets its products and services to the customer base, which spans critical infrastructure and global agriculture. The channel strategy is clearly bifurcated, leaning heavily on direct engagement for large infrastructure projects and a dealer network for farm equipment.

Direct sales force for Utility and Telecommunications infrastructure

The direct sales approach targets major infrastructure players. This channel is responsible for the bulk of the Infrastructure segment, which is projected to generate roughly $3.1 billion in revenue for fiscal year 2025, out of a total company guidance of about $4.1 billion in net sales. The direct team capitalizes on strong secular trends, evidenced by the Telecommunications business posting nearly 30% sales growth in the second quarter of 2025. Utility sales also saw growth, increasing 12.3% in the third quarter of 2025 due to favorable pricing and higher volumes.

Global network of authorized, independent Valley dealers for irrigation systems

For the Agriculture segment, Valmont Industries, Inc. relies on its established, independent dealer network under the Valley Irrigation brand. This network is quite extensive, featuring around 270 dealers in North America and another 270 dealers across over 60 countries internationally. This channel handles the grower consultation, machine configuration, installation, and after-sales service for their advanced irrigation equipment.

E-commerce platform launched in late 2024 for aftermarket parts sales

To better serve the existing customer base and capture more service revenue, Valmont Industries, Inc. started an e-commerce platform in late 2024. This digital channel is specifically aimed at aftermarket parts sales, supporting the installed base of irrigation systems.

Company-owned galvanizing plants for coatings services

Coatings services are delivered through company-owned facilities, which also support the production of infrastructure components. The Coatings sales line saw higher revenue in the third quarter of 2025. Overall, Valmont Industries, Inc. maintains a significant manufacturing footprint, operating 83 manufacturing facilities across more than 100 countries.

Direct-to-customer delivery from expanded manufacturing facilities

Delivery is managed directly from manufacturing sites, supported by ongoing capital investment to increase throughput for high-demand products. The company is investing in capital expenditures in the range of $140 million to $160 million for 2025, focusing on capacity expansion to meet infrastructure demand.

Here's a look at the segment sales performance that these channels drove in the third quarter of 2025:

Channel/Segment Focus	Q3 2025 Sales (Millions USD)	Year-over-Year Growth	Key Channel Driver
Utility (Direct Sales)	Not explicitly broken out, but part of Infrastructure growth	12.3%	Direct sales force capturing infrastructure demand
Telecommunications (Direct Sales)	Not explicitly broken out, but part of Infrastructure growth	Double-digit growth	Direct sales force alignment with carrier spending
North America Agriculture (Dealer Network)	Part of total Agriculture sales, which were lower overall	Declined	Independent dealer network sales
International Agriculture (Dealer Network)	Part of total Agriculture sales, which were lower overall	Lower	Independent dealer network sales, strong in EMEA/Brazil
Coatings (Company-Owned Plants)	Not explicitly broken out	Higher	Direct service from company-owned galvanizing plants

The overall consolidated net sales for the third quarter of 2025 reached $1.05 billion.

Valmont Industries, Inc. (VMI) - Canvas Business Model: Customer Segments

You're looking at the core groups Valmont Industries, Inc. sells to, based on their latest reported figures as of late 2025. It's a mix of heavy infrastructure build-out and agricultural technology.

The Infrastructure segment is the larger piece of the pie, with full-year 2025 net sales guided to be between $3.02 billion and $3.16 billion. The Agriculture segment is projected for $0.98 billion to $1.04 billion for the full year 2025.

Here's a look at the customer groups and the most recent quarterly performance data from the third quarter of 2025:

• North American and international utility companies modernizing power grids
• Major wireless carriers investing in 5G and fixed wireless infrastructure
• Large-scale international agriculture projects (e.g., EMEA, Brazil)
• Commercial and industrial customers needing metal coatings services
• North American row-crop farmers purchasing irrigation equipment

The third quarter of 2025 saw total net sales reach $1.05 billion, with Infrastructure sales at $808.3 million and Agriculture sales at $241.3 million.

Customer Segment / Product Area	Q3 2025 Sales Amount	Year-over-Year Growth (Q3)
Utility Companies (Power Grid Modernization)	$391.9 million	Grew 12.3%
Major Wireless Carriers (Telecommunications)	$88.1 million	Increased meaningfully
Commercial/Industrial (Coatings Services)	$88.0 million	Were higher
North American Row-Crop Farmers (Irrigation Equipment)	Portion of $241.3 million (Agriculture)	Declined amid market softness
Large-Scale International Agriculture Projects	Portion of $241.3 million (Agriculture)	Were lower

You see the utility business is driving significant top-line growth, up 12.3% in the third quarter. Telecommunications sales also increased meaningfully, supported by strong execution and alignment with carrier spending programs. For context, in the first quarter of 2025, Telecommunications sales had increased 29.6% year-over-year.

For the agriculture side, the North American market is definitely showing softness; in the first quarter of 2025, irrigation equipment sales in North America were down 14.0%. Still, international sales, particularly from the Europe, Middle East, and Africa (EMEA) region and Brazil, are a key driver for that segment, even if overall international sales were lower in Q3 2025 due to project timing.

Metal coatings customers are part of the Infrastructure segment, where Coatings sales in Q3 2025 were $88.0 million, benefiting from healthy infrastructure demand. That segment also includes Lighting & Transportation sales, which were $222.5 million in Q3 2025, and Solar sales, which were $16.7 million, reflecting a significant decline following strategic market exits.

Finance: draft 13-week cash view by Friday.

Valmont Industries, Inc. (VMI) - Canvas Business Model: Cost Structure

You're looking at the expenses Valmont Industries, Inc. (VMI) manages to deliver its products and services. It's a capital-intensive structure, heavily reliant on commodity pricing and operational scale.

Significant raw material costs, primarily steel and aluminum

The cost of revenue, which captures the primary material inputs like steel and aluminum, is a major component. For the fiscal year ending December 28, 2024, the Total Cost of Revenue was reported as $2,834 million. Looking at a more recent snapshot, the Cost of Sales for the fiscal quarter ending in September of 2025 was $727.73 million. Management has been actively mitigating commodity price volatility, stating confidence in achieving cost neutrality regarding tariffs for fiscal 2025 through pricing actions and local sourcing strategies.

Manufacturing and operational expenses, including labor and energy

These costs are embedded within the Cost of Revenue and the broader Operating Expenses. In Q4 2024, Valmont Industries noted that operating income benefited from reduced Selling, General, and Administrative (SG&A) expenses. The Total Operating Expenses for fiscal year 2024 were $717.27 million.

Research and Development (R&D) investment in Ag-Tech and automation

Valmont Industries, Inc. continues to invest in innovation, particularly for its Agriculture segment and operational automation. For the trailing twelve months (TTM) ending September 2025, Research & Development expenses were $59 million. This compares to $59 million for the full fiscal year 2024 and $55 million for fiscal year 2023. The company is aligning cost structure with growth opportunities, which includes technology in agriculture.

Selling, General, and Administrative (SG&A) expenses, targeting $22M in annualized savings by 2026

The company has been actively streamlining its overhead. Selling, General & Admin expenses for the TTM ending September 2025 were $665.92 million. This is down from $713.67 million in fiscal year 2023. A key part of the strategic realignment is the goal to deliver $22 million in annualized SG&A cost savings by 2026. For the second half of 2025, $8.0 million of these savings are expected to be realized.

Capital expenditures for capacity expansion and operational efficiency

Capital spending is focused on supporting growth megatrends, especially in the Utility sector. Management's guidance for fiscal year 2025 capital expenditures (CapEx) is a range of $140.0 million to $160.0 million. In Q1 2025, CapEx totaled $30.3 million. The company announced an annual CapEx target of $150 million, with $100 million specifically earmarked for growth initiatives. Through the third quarter of 2025, $78 million of CapEx was deployed in North America Infrastructure, which has already increased annual revenue capacity by $95 million.

Here's a look at the recent expense profile:

Expense Category	Latest Reported Amount (Millions USD)	Period/Context
Total Cost of Revenue	$2,834	FY 2024
Selling, General & Admin (SG&A)	$665.92	TTM (as of Sep '25)
Research & Development (R&D)	$59	FY 2024 / TTM (as of Sep '25)
Total Operating Expenses	$724.92	TTM (as of Sep '25)
Planned FY 2025 Capital Expenditures	$140 to $160	FY 2025 Guidance

Valmont Industries, Inc. (VMI) - Canvas Business Model: Revenue Streams

You're looking at the core ways Valmont Industries, Inc. brings in cash as of late 2025. Honestly, the business model is heavily weighted toward large-scale infrastructure projects, but agriculture remains a key, albeit more cyclical, component.

The full-year 2025 net sales guidance for Valmont Industries, Inc. is pegged around $4.1 billion, with the Infrastructure segment driving the majority of that total. Here's how the major revenue buckets are shaping up based on the latest projections and reported quarterly performance.

Revenue Stream Category	2025 Full-Year Projection (Range)	Latest Reported Quarterly Sales (Q3 2025)
Infrastructure Segment Sales	$3.02 billion to $3.16 billion	$765.5 million
Agriculture Segment Sales	$0.98 billion to $1.04 billion	$241.3 million
Total Net Sales Guidance (Reaffirmed)	~$4.1 billion	N/A

The Infrastructure product sales, which include poles, towers, and lighting solutions for utility, telecommunications, and transportation, are expected to land near the $3.1 billion mark for the full year. This segment saw Q2 2025 sales of $765.5 million, showing the scale of these projects. The Agriculture segment, which covers irrigation equipment and technology, is projected to be approximately $1 billion, though Q3 2025 sales came in at $241.3 million, reflecting North American softness.

Beyond the main product sales, Valmont Industries, Inc. captures revenue through several other important avenues. These streams add stability and recurring elements to the overall revenue profile, even if they are smaller in absolute terms compared to the massive tower and pivot sales. You'll want to track these for recurring revenue quality:

• Aftermarket parts and service revenue from the global irrigation installed base.
• Fees from metal coating and galvanizing services, which benefit from healthy infrastructure demand.
• Software-as-a-Service (SaaS) revenue from precision agriculture platforms like AgSense.

To be fair, the specific dollar amounts for aftermarket services, coatings fees, and the AgSense SaaS component aren't broken out separately in the guidance, so we rely on the segment totals. Still, the Infrastructure segment's Coatings sales were higher in Q3 2025, partially due to that infrastructure market demand. The Agriculture segment's Q2 2025 sales were $289.4 million, showing some variability quarter-to-quarter.

Finance: draft 13-week cash view by Friday.