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Valmont Industries vs Arcosa: VMI and ACA compared
Valmont Industries is the larger company: $1.1B of revenue in its latest quarter (Q3 2026) against $659M for Arcosa (Q2 2026). Valmont Industries is growing faster (+6% against +2% a year earlier). Valmont Industries is more profitable, with an operating margin of 15.7% against 12.8%.
Where the money goes: VMI and ACA
Valmont Industries (VMI) · Q3 2026
Valmont Industries, Q3 2026: revenue $1.1B (+6% year over year), operating margin 15.7%, net earnings $121M, operating cash flow $100M. The chart follows the revenue to costs, profit and cash.
Arcosa (ACA) · Q2 2026
Arcosa, Q2 2026: revenue $659M (+2% year over year), operating margin 12.8%, net earnings $328M, operating cash flow −$11.2M. The chart follows the revenue to costs, profit and cash.
| Valmont Industries (VMI) | Arcosa (ACA) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q2 2026 |
| Revenue | $1.1B | $659M |
| Revenue growth, Y/Y | +6% | +2% |
| Gross margin | 30.0% | 23.6% |
| Operating margin | 15.7% | 12.8% |
| Net earnings | $121M | $328M |
| Net margin | 11.0% | 49.9% |
| Operating cash flow | $100M | −$11.2M |
| Free cash flow | $54.9M | — |
| Market value | $7.8B | $7.3B |
| P/E | 15.0× | 36.8× |
| Analysts’ mean target | $610.75 | $150.00 |
Where the revenue comes from
Valmont Industries
- Product sales: $982M (89%)
- North America Coatings: $67.2M (6%)
- North America Telecommunications: $54.9M (5%)
Questions
Which is bigger, Valmont Industries or Arcosa?
Valmont Industries is the larger company: $1.1B of revenue in its latest quarter (Q3 2026) against $659M for Arcosa (Q2 2026).
Is Valmont Industries or Arcosa growing faster?
Valmont Industries is growing faster (+6% against +2% a year earlier).
Which is more profitable, Valmont Industries or Arcosa?
Valmont Industries is more profitable, with an operating margin of 15.7% against 12.8%.
More: Valmont Industries earnings · how Valmont Industries makes money · Arcosa earnings · how Arcosa makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 27, 2026; 10-Q filed Aug 5, 2026). Fiscal quarters can end on different dates. Not investment advice.