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Valmont Provides Update On Tariff-Related Impacts

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Valmont Industries (NYSE: VMI) has provided an update regarding the impacts of U.S. tariffs on imports from Mexico, Canada, and China, including those on steel and aluminum. The company has outlined comprehensive mitigation strategies for 2025, including pricing adjustments, cost control measures, productivity initiatives, and supply chain optimizations.

The company projects achieving cost neutrality in the second half of fiscal 2025, regardless of whether United States Mexico-Canada Agreement (USMCA) exclusions are granted for their imports from Mexico and Canada. Notably, Valmont manufactures the majority of its U.S.-bound products across 24 domestic facilities.

The current assessment excludes potential impacts from retaliatory tariffs or additional future U.S. tariffs.

Valmont Industries (NYSE: VMI) ha fornito un aggiornamento riguardo agli impatti delle tariffe statunitensi sulle importazioni da Messico, Canada e Cina, comprese quelle su acciaio e alluminio. L'azienda ha delineato strategie di mitigazione complete per il 2025, incluse modifiche ai prezzi, misure di controllo dei costi, iniziative per la produttività e ottimizzazioni della catena di approvvigionamento.

L'azienda prevede di raggiungere la neutralità dei costi nella seconda metà dell'anno fiscale 2025, indipendentemente dal fatto che vengano concesse esenzioni dall'Accordo Stati Uniti-Messico-Canada (USMCA) per le loro importazioni da Messico e Canada. È importante notare che Valmont produce la maggior parte dei suoi prodotti destinati agli Stati Uniti in 24 stabilimenti nazionali.

La valutazione attuale esclude potenziali impatti da tariffe ritorsive o ulteriori tariffe statunitensi future.

Valmont Industries (NYSE: VMI) ha proporcionado una actualización sobre los impactos de los aranceles estadounidenses en las importaciones de México, Canadá y China, incluidos los del acero y el aluminio. La empresa ha delineado estrategias de mitigación completas para 2025, que incluyen ajustes de precios, medidas de control de costos, iniciativas de productividad y optimizaciones de la cadena de suministro.

La compañía proyecta alcanzar la neutralidad de costos en la segunda mitad del año fiscal 2025, independientemente de si se otorgan exclusiones del Tratado entre México, Estados Unidos y Canadá (USMCA) para sus importaciones de México y Canadá. Cabe destacar que Valmont fabrica la mayoría de sus productos destinados a EE. UU. en 24 instalaciones nacionales.

La evaluación actual excluye los posibles impactos de aranceles de represalia o aranceles futuros adicionales de EE. UU.

Valmont Industries (NYSE: VMI)는 멕시코, 캐나다 및 중국에서의 수입에 대한 미국 관세의 영향에 대한 업데이트를 제공했습니다. 여기에는 철강 및 알루미늄에 대한 영향이 포함됩니다. 회사는 2025년을 위한 포괄적인 완화 전략을 제시했으며, 여기에는 가격 조정, 비용 관리 조치, 생산성 이니셔티브 및 공급망 최적화가 포함됩니다.

회사는 미국-멕시코-캐나다 협정(USMCA)에서 멕시코와 캐나다의 수입에 대한 면제가 부여되든 아니든 관계없이 2025 회계연도 하반기에 비용 중립성을 달성할 것으로 예상하고 있습니다. 특히 Valmont는 미국으로 향하는 제품의 대부분을 24개의 국내 시설에서 생산하고 있습니다.

현재 평가에서는 보복 관세나 향후 추가 미국 관세의 잠재적 영향은 제외됩니다.

Valmont Industries (NYSE: VMI) a fourni une mise à jour concernant les impacts des droits de douane américains sur les importations en provenance du Mexique, du Canada et de la Chine, y compris ceux sur l'acier et l'aluminium. L'entreprise a exposé des stratégies de mitigation complètes pour 2025, comprenant des ajustements de prix, des mesures de contrôle des coûts, des initiatives de productivité et des optimisations de la chaîne d'approvisionnement.

L'entreprise prévoit d'atteindre la neutralité des coûts dans la seconde moitié de l'exercice fiscal 2025, que des exemptions de l'Accord États-Unis-Mexique-Canada (USMCA) soient accordées pour ses importations du Mexique et du Canada ou non. Il est à noter que Valmont fabrique la majorité de ses produits destinés aux États-Unis dans 24 installations nationales.

Cette évaluation actuelle exclut les impacts potentiels des tarifs de représailles ou des droits de douane américains futurs supplémentaires.

Valmont Industries (NYSE: VMI) hat ein Update zu den Auswirkungen der US-Zölle auf Importe aus Mexiko, Kanada und China gegeben, einschließlich der Zölle auf Stahl und Aluminium. Das Unternehmen hat umfassende Minderungsstrategien für 2025 skizziert, die Preisanpassungen, Kostenkontrollmaßnahmen, Produktivitätsinitiativen und Optimierungen der Lieferkette umfassen.

Das Unternehmen prognostiziert, dass es in der zweiten Hälfte des Geschäftsjahres 2025 Kostenneutralität erreichen wird, unabhängig davon, ob Ausnahmen vom United States-Mexico-Canada Agreement (USMCA) für ihre Importe aus Mexiko und Kanada gewährt werden. Bemerkenswert ist, dass Valmont die Mehrheit seiner für die USA bestimmten Produkte in 24 nationalen Einrichtungen herstellt.

Die aktuelle Bewertung schließt potenzielle Auswirkungen von Vergeltungszöllen oder zusätzlichen zukünftigen US-Zöllen aus.

Positive
  • Comprehensive mitigation plan in place for tariff impacts
  • Expected cost neutrality achievement by H2 2025
  • Strong domestic manufacturing presence with 24 U.S. facilities
Negative
  • Exposure to tariffs from multiple countries affecting operations
  • Potential risk from future retaliatory tariffs
  • Need for pricing increases to offset tariff impacts

OMAHA, Neb.--(BUSINESS WIRE)-- Valmont® Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity, is providing the investment community additional clarity on estimated impacts from current U.S. tariffs on imports from Mexico, Canada and China, as well as on imported steel and aluminum.

As discussed on the fourth quarter 2024 earnings results call on February 18, 2025, the Company has comprehensive plans to mitigate the impact of tariffs in 2025. These include pricing actions, targeted cost measures, productivity initiatives, and supply chain and logistics adjustments. The Company believes these plans will enable it to be cost neutral on a dollar basis in the second half of fiscal 2025 under both the current tariff regime, and under a scenario where there are no United States Mexico-Canada Agreement (USMCA) exclusions granted for goods the Company imports from Mexico and Canada. Importantly, the majority of products shipped to U.S. customers are manufactured at one of 24 facilities across the United States.

These plans exclude the potential impacts from any retaliatory tariffs or future additional U.S. tariffs. The Company also undertakes no obligation to update the information in this press release regarding the impacts of tariffs.

About Valmont Industries, Inc.

For nearly 80 years, Valmont has been a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity. We are committed to customer-focused innovation that delivers lasting value. Learn more about how we’re Conserving Resources. Improving Life.® at valmont.com.

Concerning Forward-Looking Statements

This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on assumptions made by management, considering its experience in the industries where Valmont operates, perceptions of historical trends, current conditions, expected future developments, and other relevant factors. It is important to note that these statements are not guarantees of future performance or results. They involve risks, uncertainties (some of which are beyond Valmont’s control), and assumptions. While management believes these forward-looking statements are based on reasonable assumptions, numerous factors could cause actual results to differ materially from those anticipated. These factors include, among other things, risks described in Valmont’s reports to the Securities and Exchange Commission (“SEC”), the Company’s actual cash flows and net income, future economic and market circumstances, industry conditions, company performance and financial results, operational efficiencies, availability and price of raw materials, availability and market acceptance of new products, product pricing, domestic and international competitive environments, geopolitical risks, and actions and policy changes by domestic and foreign governments. The Company cautions that any forward-looking statements in this release are made as of its publication date and does not undertake to update these statements, except as required by law.

Renee Campbell

renee.campbell@valmont.com

Source: Valmont Industries, Inc.

FAQ

How will Valmont Industries (VMI) mitigate tariff impacts in 2025?

VMI plans to implement pricing actions, targeted cost measures, productivity initiatives, and supply chain adjustments to achieve cost neutrality by second half of 2025.

When does Valmont (VMI) expect to achieve cost neutrality from tariff impacts?

VMI expects to achieve cost neutrality on a dollar basis in the second half of fiscal 2025.

How many U.S. manufacturing facilities does Valmont (VMI) operate?

Valmont operates 24 manufacturing facilities across the United States.

Which countries' tariffs are affecting Valmont Industries (VMI)?

VMI is affected by U.S. tariffs on imports from Mexico, Canada, and China, as well as tariffs on imported steel and aluminum.
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