Geopolitics Alpha

Valmont Industries Targets $35 EPS by 2029 on Utility Infrastructure Boom

Published . Updated .

Caterpillar’s Blowout Quarter May Point to More Industrial WinnersValmont Industries (NYSE:VMI) outlined a plan to reach approximately $5.4 billion in sales and $35 in earnings per share by the end of 2029, driven primarily by demand for utility infrastructure, operating improvem

Directly affected

  • VMI Valmont Industries

    Named in this report.

  • CAT Caterpillar

    Named in this report.

Indirectly affected

  • XLI Industrial Select Sector SPDR

    A fund of industrial companies

  • DE Deere

    A large machinery maker

  • HON Honeywell

    A large industrial company

  • UNP Union Pacific

    A large freight railroad

  • GE GE Aerospace

    A large industrial company

  • AQN Algonquin Power & Utilities Corp

    GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: utilities, power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • FPS Forgent Power Solutions Inc

    GA selected FPS as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • LECO LINCOLN ELECTRIC HOLDINGS

    GA selected LECO as a RELATED security because its canonical security name directly matches this event's themes: electric. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • POWI POWER INTEGRATIONS INC COM

    GA selected POWI as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • PSIX POWER SOLUTIONS INTL INC

    GA selected PSIX as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
VMI———————
CAT———————
XLI———————
DE———————
HON———————
UNP———————
GE———————
AQN———————
FPS———————
LECO———————
POWI———————
PSIX———————

Caterpillar’s Blowout Quarter May Point to More Industrial WinnersValmont Industries (NYSE:VMI) outlined a plan to reach approximately $5.4 billion in sales and $35 in earnings per share by the end of 2029, driven primarily by demand for u…

Source: Nasdaq Markets

How far Algonquin Power & Utilities (AQN) has moved since 28 Sep 2026

Since the first closing price after “Valmont Industries Targets $35 EPS by 2029 on Utility Infrastructure Boom,” Algonquin Power & Utilities (AQN) is +1.78%. The S&P 500 fund (SPY) is +0.29% over the same days, a +1.49% difference versus the market.

AQN
SPY

Taiwan Strait, seven days against thirty

Taiwan Strait has 48 linked stories in the last 7 days and 48 in the last 30 on the page that also carries “Valmont Industries Targets $35 EPS by 2029 on Utility Infrastructure Boom.” The recent pace is rising.

Who gains and who pays if Taiwan Strait stays in the story

Companies mentioned with this story

  • AQN Algonquin Power & Utilities

    In “Valmont Industries Targets $35 EPS by 2029 on Utility Infrastructure Boom,” Algonquin Power & Utilities (AQN) is linked, with no stored direction, medium confidence. Reason on file: GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: utilities, power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • FPS Forgent Power Solutions

    Forgent Power Solutions (FPS) is linked, with no stored direction, medium confidence in the 28 Sep 2026 story “Valmont Industries Targets $35 EPS by 2029 on Utility Infrastructure Boom.” Reason on file: GA selected FPS as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • LECO Lincoln Electric Holdings

    Lincoln Electric Holdings (LECO) is linked, with no stored direction, medium confidence in the 28 Sep 2026 story “Valmont Industries Targets $35 EPS by 2029 on Utility Infrastructure Boom.” Reason on file: GA selected LECO as a RELATED security because its canonical security name directly matches this event's themes: electric. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • POWI Power Integrations

    In “Valmont Industries Targets $35 EPS by 2029 on Utility Infrastructure Boom,” Power Integrations (POWI) is linked, with no stored direction, medium confidence. Reason on file: GA selected POWI as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • PSIX Power Solutions International

    In “Valmont Industries Targets $35 EPS by 2029 on Utility Infrastructure Boom,” Power Solutions International (PSIX) is linked, with no stored direction, medium confidence. Reason on file: GA selected PSIX as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • SPRU Spruce Power Holding

    For “Valmont Industries Targets $35 EPS by 2029 on Utility Infrastructure Boom,” Spruce Power Holding (SPRU) is linked, with no stored direction, medium confidence. Reason on file: GA selected SPRU as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

From Taiwan Strait to Algonquin Power & Utilities (AQN)

Algonquin Power & Utilities (AQN) is the company in “Valmont Industries Targets $35 EPS by 2029 on Utility Infrastructure Boom,” the 28 Sep 2026 Taiwan Strait story.

What ties Algonquin Power & Utilities (AQN) to the headline is this: GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: utilities, power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

A second company, Forgent Power Solutions (FPS), is listed for a different reason: GA selected FPS as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

The price range for Algonquin Power & Utilities (AQN), and the dates in the story

AQN traded between 4.92 and 5.29 across 20 sessions. The latest close on file is 5.16. FPS traded between 29.88 and 41.61 across 20 sessions. The latest close on file is 31.50. LECO traded between 255.70 and 279.26 across 20 sessions. The latest close on file is 259.24.

What the saved facts support for Algonquin Power & Utilities (AQN)

46 out of 100

“Valmont Industries Targets $35 EPS by 2029 on Utility Infrastructure Boom” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.