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Home » Valmont Industries, Inc. (VMI) Presents at JPMorgan Industrials Conference 2026 Transcript
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Valmont Industries, Inc. (VMI) Presents at JPMorgan Industrials Conference 2026 Transcript

thebusinesstimes.co.ukBy thebusinesstimes.co.uk17 March 20262 Views
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Valmont Industries, Inc. (VMI) Presents at JPMorgan Industrials Conference 2026 Transcript
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Tomohiko Sano
JPMorgan Chase & Co, Research Division

All right. Good afternoon, everyone. Thank you for joining Valmont Industries sessions. This is Tomohiko Sano, SMID cap industrials analyst at JPMorgan. With me, we have Avner Applbaum, President and CEO; Thomas Liguori, Executive Vice President and CFO, Renee Campbell, SVP, Capital Markets and Risk. So thank you, Avner, Tom and Renee for joining today.

So before we begin, I want to highlight why Valmont Industries is such a key participant of this conference. As a global leader in infrastructure and agriculture solutions, Valmont sits at the intersection of the powerful megatrends, electrification, grid modernization and food security, with a record backlog and disciplined capital allocations driving sustainable growth and margin expansions.

So Renee, to kick things off, I think it would be great to start with introductions to Valmont, like who they are — who you are and then like what you do with the stories, please?

Renee Campbell
Senior VP of Capital Markets & Risk and Treasurer

Perfect. Thank you, Tomo. And thanks very much again for having us here today. Good afternoon, everybody. Before we begin, I just want to briefly note that today’s discussion will include forward-looking statements, which are subject to risks and uncertainties that could cause actual results to differ materially from those projected, and please refer to our SEC filings on our website for a discussion of those risk factors.

So with that, for those of you who may be less familiar

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