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Valmont Industries, Inc. (VMI) Analyst/Investor Day Trans...
SA Transcripts · 2026-06-17 · via All Articles on Seeking Alpha

Valmont Industries, Inc. (VMI) Analyst/Investor Day June 16, 2026 8:30 AM EDT

Company Participants

Renee Campbell - Senior VP of Capital Markets & Risk and Treasurer
Avner Applbaum - CEO, President & Director
J. Colwell - President of Infrastructure – Utility, L&T & Coatings
Joseph Ulrich
Shannon Eggert
Amit Blesser
Gregory Turi - President of Infrastructure – Telecommunications & International
Darryl Matthews - Group President of Agriculture
Darryl Matthews
John Schwietz - Executive VP, CFO & Corporate Secretary
Greg Turi

Conference Call Participants

Jean Rollins
Brent Thielman - Oppenheimer & Co. Inc., Research Division
Brian Drab - William Blair & Company L.L.C., Research Division
Justin Bergner
Peter Grondin
Justin Ages - CJS Securities, Inc.
Dan Moore - CJS Securities, Inc.

Conversation

Renee Campbell
Senior VP of Capital Markets & Risk and Treasurer

Hey everybody. Welcome to Valmont Industries 2026 Investor Day. I'm Renee Campbell, Senior Vice President, Capital Markets and Risk. It's hard to believe that this is my fourth Valmont Investor Day. It's great to see so many familiar faces here in the room, along with on the webcast. I'm joined today by my colleague, Casey Meyer, Vice President, Treasury and Investor Relations.

And together on behalf of the entire Valmont management team, thank you for joining us today as we are also celebrating our 80th year as a company this year. I'd also like to thank the teams from Convene and Open Exchange, along with our partners at Corbin Advisors for all of the work that went into bringing us together here today ready to share Valmont's story.

Before we begin, a reminder that today's discussion is subject to our disclosure on forward-looking statements. Actual results may differ materially from those expressed or implied and factors that could cause results to differ are noted on this slide as well as in our SEC filings and news releases.

Okay. With that, we have a very exciting