VMIVALMONT INDUSTRIES INC
Fabricated Structural Metal Products
- Revenue
- $4.1B
- 0.7% YoY
- Operating margin
- 10.1%
- 21% YoY
- EBITDA
- $504M
- 19% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 1.3×
- $674M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear130% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear55% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear17% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.5B | $4.3B | $4.2B | $4.1B | $4.1B | 0.7% |
| Operating income | $287M | $433M | $292M | $525M | $416M | 21% |
| Net income | $196M | $251M | $151M | $348M | $350M | 0.6% |
| Operating cash flow | $66M | $326M | $307M | $573M | $456M | 20% |
| Capex | $108M | $93M | $97M | $79M | $145M | 83% |
| Stock-based comp | $29M | $42M | $39M | $30M | $24M | 19% |
| Buybacks | $26M | $40M | $345M | $70M | $198M | 183% |
| Dividends | $41M | $46M | $50M | $48M | $52M | 8.5% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.