Latest news with #Valmont
Yahoo
5 days ago
- Business
- Yahoo
Why Is MRC (MRC) Up 9.6% Since Last Earnings Report?
It has been about a month since the last earnings report for MRC Global (MRC). Shares have added about 9.6% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is MRC due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. It turns out, estimates revision have trended downward during the past month. Currently, MRC has a strong Growth Score of A, though it is lagging a lot on the Momentum Score front with a C. Charting a somewhat similar path, the stock was allocated a grade of B on the value side, putting it in the second quintile for this investment strategy. Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending downward for the stock, and the magnitude of this revision indicates a downward shift. It's no surprise MRC has a Zacks Rank #5 (Strong Sell). We expect a below average return from the stock in the next few months. MRC is part of the Zacks Steel - Pipe and Tube industry. Over the past month, Valmont Industries (VMI), a stock from the same industry, has gained 6.9%. The company reported its results for the quarter ended March 2025 more than a month ago. Valmont reported revenues of $969.31 million in the last reported quarter, representing a year-over-year change of -0.9%. EPS of $4.32 for the same period compares with $4.32 a year ago. For the current quarter, Valmont is expected to post earnings of $4.70 per share, indicating a change of -1.3% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.8% over the last 30 days. The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Valmont. Also, the stock has a VGM Score of B. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report MRC Global Inc. (MRC) : Free Stock Analysis Report Valmont Industries, Inc. (VMI) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
14-05-2025
- Business
- Yahoo
2 Reasons to Watch VMI and 1 to Stay Cautious
Valmont has followed the market's trajectory closely. The stock is down 5.2% to $322.34 per share over the past six months while the S&P 500 has lost 1%. This was partly driven by its softer quarterly results and might have investors contemplating their next move. Following the drawdown, is this a buying opportunity for VMI? Find out in our full research report, it's free. Credited with an invention in the 1950s that improved crop yields, Valmont (NYSE:VMI) provides engineered products and infrastructure services for the agricultural industry. Analyzing the long-term change in earnings per share (EPS) shows whether a company's incremental sales were profitable – for example, revenue could be inflated through excessive spending on advertising and promotions. Valmont's EPS grew at an astounding 19.4% compounded annual growth rate over the last five years, higher than its 8.1% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded. Free cash flow isn't a prominently featured metric in company financials and earnings releases, but we think it's telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king. As you can see below, Valmont's margin expanded by 7.9 percentage points over the last five years. The company's improvement shows it's heading in the right direction, and we can see it became a less capital-intensive business because its free cash flow profitability rose more than its operating profitability. Valmont's free cash flow margin for the trailing 12 months was 13.8%. In addition to reported revenue, organic revenue is a useful data point for analyzing Building Materials companies. This metric gives visibility into Valmont's core business because it excludes one-time events such as mergers, acquisitions, and divestitures along with foreign currency fluctuations - non-fundamental factors that can manipulate the income statement. Over the last two years, Valmont's organic revenue averaged 3.5% year-on-year declines. This performance was underwhelming and implies it may need to improve its products, pricing, or go-to-market strategy. It also suggests Valmont might have to lean into acquisitions to grow, which isn't ideal because M&A can be expensive and risky (integrations often disrupt focus). Valmont's merits more than compensate for its flaws. After the recent drawdown, the stock trades at 17.3× forward P/E (or $322.34 per share). Is now a good time to initiate a position? See for yourself in our full research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today. Sign in to access your portfolio
Yahoo
29-04-2025
- Business
- Yahoo
Vulcan Materials (VMC) Q1 Earnings Report Preview: What To Look For
Construction materials company Vulcan Materials (NYSE:VMC) will be announcing earnings results tomorrow before market open. Here's what investors should know. Vulcan Materials beat analysts' revenue expectations by 2.1% last quarter, reporting revenues of $1.85 billion, up 1.1% year on year. It was a stunning quarter for the company, with a solid beat of analysts' EBITDA estimates. It reported 53.9 million tons shipped, down 2.5% year on year. Is Vulcan Materials a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Vulcan Materials's revenue to grow 8.9% year on year to $1.68 billion, a reversal from the 6.4% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.77 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Vulcan Materials has missed Wall Street's revenue estimates four times over the last two years. Looking at Vulcan Materials's peers in the building materials segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Carlisle posted flat year-on-year revenue, beating analysts' expectations by 0.6%, and Valmont reported flat revenue, falling short of estimates by 0.6%. Carlisle traded up 6.1% following the results while Valmont was also up 6.5%. Read our full analysis of Carlisle's results here and Valmont's results here. Investors in the building materials segment have had fairly steady hands going into earnings, with share prices down 1.3% on average over the last month. Vulcan Materials is up 5.2% during the same time and is heading into earnings with an average analyst price target of $286.75 (compared to the current share price of $245.39). Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story.
Yahoo
28-04-2025
- Business
- Yahoo
Sherwin-Williams Earnings: What To Look For From SHW
Paint and coating manufacturer Sherwin-Williams (NYSE:SHW) will be announcing earnings results tomorrow before the bell. Here's what you need to know. Sherwin-Williams met analysts' revenue expectations last quarter, reporting revenues of $5.30 billion, flat year on year. It was a slower quarter for the company, with full-year EPS guidance missing analysts' expectations. Is Sherwin-Williams a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Sherwin-Williams's revenue to be flat year on year at $5.39 billion, improving from the 1.4% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $2.16 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Sherwin-Williams has missed Wall Street's revenue estimates four times over the last two years. Looking at Sherwin-Williams's peers in the building products segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Carlisle posted flat year-on-year revenue, beating analysts' expectations by 0.6%, and Valmont reported flat revenue, falling short of estimates by 0.6%. Carlisle traded up 6.1% following the results while Valmont was also up 6.5%. Read our full analysis of Carlisle's results here and Valmont's results here. Investors in the building products segment have had fairly steady hands going into earnings, with share prices down 1.4% on average over the last month. Sherwin-Williams is down 5% during the same time and is heading into earnings with an average analyst price target of $370.41 (compared to the current share price of $331.64). When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we've found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback. Sign in to access your portfolio
Yahoo
28-04-2025
- Business
- Yahoo
Armstrong World (AWI) Q1 Earnings: What To Expect
Ceiling and wall solutions company Armstrong World Industries (NYSE:AWI) will be announcing earnings results tomorrow before the bell. Here's what investors should know. Armstrong World beat analysts' revenue expectations by 4.4% last quarter, reporting revenues of $367.7 million, up 17.7% year on year. It was a very strong quarter for the company, with an impressive beat of analysts' organic revenue estimates and full-year revenue guidance exceeding analysts' expectations. Is Armstrong World a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Armstrong World's revenue to grow 13.4% year on year to $370 million, improving from the 5.2% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.53 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Armstrong World has missed Wall Street's revenue estimates twice over the last two years. Looking at Armstrong World's peers in the building products segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Carlisle posted flat year-on-year revenue, beating analysts' expectations by 0.6%, and Valmont reported flat revenue, falling short of estimates by 0.6%. Carlisle traded up 6.1% following the results while Valmont was also up 6.5%. Read our full analysis of Carlisle's results here and Valmont's results here. Investors in the building products segment have had fairly steady hands going into earnings, with share prices down 1.4% on average over the last month. Armstrong World is down 5% during the same time and is heading into earnings with an average analyst price target of $159.75 (compared to the current share price of $133.87). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Sign in to access your portfolio
