VMI · CIK 102729
What Valmont Industries, Inc. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings — each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far — we surface every cited disclosure we’ve extracted for VMI. More may follow as additional filings are processed.
In its own words
What could break it.
Commodity & input dependence
- steel — ~50% of Utility product line net saleshigh
Steel is a critical input for Valmont's structures business — it represents approximately 50% of net sales in the Utility product line — so steel price fluctuations significantly impact operating performance and cost of goods sold.
“Steel is particularly critical for our Utility product line, where it represents approximately 50% of net sales.”
Regulatory & policy
- Section 232 steel/aluminum tariffs (50%); $220M fabricated steel imported from Mexicohigh
Valmont imported about $220M of fabricated steel structures from Mexico into the U.S. in fiscal 2025 and is exposed to Section 232 tariffs — a 50% tariff on the steel/aluminum content of certain imports as of June 4, 2025 — which raise its input and manufacturing costs.
“While most of the structures we sell to U.S. customers are manufactured domestically, we imported approximately $220.0 million of fabricated steel structures from Mexico into the U.S. during fiscal 2025. We are subject to U.S. and foreign trade laws and tariffs, including Section 232 tariffs applicable to certain steel and aluminum products and derivative articles. As of June 4, 2025, a 50% tariff is assessed on the steel and aluminum content of certain steel and aluminum imports into the U.S.”
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