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Side-by-side financial comparison of AvalonBay Communities (AVB) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
VALMONT INDUSTRIES INC is the larger business by last-quarter revenue ($1.0B vs $767.9M, roughly 1.3× AvalonBay Communities). AvalonBay Communities runs the higher net margin — 9040.6% vs 10.5%, a 9030.1% gap on every dollar of revenue. On growth, VALMONT INDUSTRIES INC posted the faster year-over-year revenue change (6.2% vs 3.7%). Over the past eight quarters, AvalonBay Communities's revenue compounded faster (3.8% CAGR vs -0.5%).
AvalonBay Communities, Inc. is a publicly traded real estate investment trust that invests in apartments.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
AVB vs VMI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $767.9M | $1.0B |
| Net Profit | $166.0M | $108.0M |
| Gross Margin | — | 30.8% |
| Operating Margin | 64.2% | 15.1% |
| Net Margin | 9040.6% | 10.5% |
| Revenue YoY | 3.7% | 6.2% |
| Net Profit YoY | -41.2% | 23.8% |
| EPS (diluted) | $1.18 | $5.51 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $1.0B | ||
| Q4 25 | $767.9M | $1.0B | ||
| Q3 25 | $766.8M | $1.0B | ||
| Q2 25 | $760.2M | $1.1B | ||
| Q1 25 | $745.9M | $969.3M | ||
| Q4 24 | $740.5M | $1.0B | ||
| Q3 24 | $734.3M | $1.0B | ||
| Q2 24 | $726.0M | $1.0B |
| Q1 26 | — | $108.0M | ||
| Q4 25 | $166.0M | $168.0M | ||
| Q3 25 | $381.3M | $99.0M | ||
| Q2 25 | $268.7M | $-4.0M | ||
| Q1 25 | $236.6M | $87.3M | ||
| Q4 24 | $282.1M | $77.7M | ||
| Q3 24 | $372.5M | $83.1M | ||
| Q2 24 | $253.9M | $99.7M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 30.4% | ||
| Q2 25 | — | 30.6% | ||
| Q1 25 | — | 30.0% | ||
| Q4 24 | — | 30.2% | ||
| Q3 24 | — | 29.6% | ||
| Q2 24 | — | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | 64.2% | 11.2% | ||
| Q3 25 | 65.7% | 13.5% | ||
| Q2 25 | 67.6% | 2.8% | ||
| Q1 25 | 68.5% | 13.2% | ||
| Q4 24 | 63.1% | 11.6% | ||
| Q3 24 | 65.4% | 12.3% | ||
| Q2 24 | 66.6% | 14.2% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | 9040.6% | 16.2% | ||
| Q3 25 | 49.7% | 9.5% | ||
| Q2 25 | 35.3% | -0.4% | ||
| Q1 25 | 31.7% | 9.0% | ||
| Q4 24 | 38.1% | 7.5% | ||
| Q3 24 | 50.7% | 8.1% | ||
| Q2 24 | 35.0% | 9.6% |
| Q1 26 | — | $5.51 | ||
| Q4 25 | $1.18 | $9.02 | ||
| Q3 25 | $2.68 | $4.98 | ||
| Q2 25 | $1.88 | $-1.53 | ||
| Q1 25 | $1.66 | $4.32 | ||
| Q4 24 | $1.99 | $3.85 | ||
| Q3 24 | $2.61 | $4.11 | ||
| Q2 24 | $1.78 | $4.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $187.2M | $160.2M |
| Total DebtLower is stronger | $9.3B | — |
| Stockholders' EquityBook value | $11.6B | $1.7B |
| Total Assets | $22.2B | $3.4B |
| Debt / EquityLower = less leverage | 0.80× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $160.2M | ||
| Q4 25 | $187.2M | $187.1M | ||
| Q3 25 | $123.3M | $226.1M | ||
| Q2 25 | $102.8M | $208.5M | ||
| Q1 25 | $53.3M | $184.4M | ||
| Q4 24 | $108.6M | $164.3M | ||
| Q3 24 | $552.4M | $200.5M | ||
| Q2 24 | $545.8M | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | $9.3B | $795.7M | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $8.7B | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.1B | $730.6M | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.4B | — |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $11.6B | $1.6B | ||
| Q3 25 | $11.9B | $1.6B | ||
| Q2 25 | $11.9B | $1.5B | ||
| Q1 25 | $11.9B | $1.6B | ||
| Q4 24 | $11.9B | $1.5B | ||
| Q3 24 | $11.9B | $1.5B | ||
| Q2 24 | $11.7B | $1.5B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $22.2B | $3.4B | ||
| Q3 25 | $21.9B | $3.4B | ||
| Q2 25 | $21.8B | $3.3B | ||
| Q1 25 | $21.2B | $3.4B | ||
| Q4 24 | $21.0B | $3.3B | ||
| Q3 24 | $21.3B | $3.5B | ||
| Q2 24 | $21.0B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.80× | 0.49× | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.68× | 0.47× | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.7B | — |
| Free Cash FlowOCF − Capex | $1.4B | — |
| FCF MarginFCF / Revenue | 183.5% | — |
| Capex IntensityCapex / Revenue | 34.1% | — |
| Cash ConversionOCF / Net Profit | 10.07× | — |
| TTM Free Cash FlowTrailing 4 quarters | $2.5B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $111.2M | ||
| Q3 25 | $477.0M | $112.5M | ||
| Q2 25 | $377.8M | $167.6M | ||
| Q1 25 | $415.9M | $65.1M | ||
| Q4 24 | $1.6B | $193.4M | ||
| Q3 24 | $486.2M | $225.1M | ||
| Q2 24 | $380.0M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $70.4M | ||
| Q3 25 | $402.2M | $70.6M | ||
| Q2 25 | $317.1M | $135.6M | ||
| Q1 25 | $367.5M | $34.8M | ||
| Q4 24 | $1.4B | $167.8M | ||
| Q3 24 | $434.2M | $204.6M | ||
| Q2 24 | $333.0M | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | 183.5% | 6.8% | ||
| Q3 25 | 52.5% | 6.7% | ||
| Q2 25 | 41.7% | 12.9% | ||
| Q1 25 | 49.3% | 3.6% | ||
| Q4 24 | 191.0% | 16.2% | ||
| Q3 24 | 59.1% | 20.1% | ||
| Q2 24 | 45.9% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 34.1% | 3.9% | ||
| Q3 25 | 9.8% | 4.0% | ||
| Q2 25 | 8.0% | 3.0% | ||
| Q1 25 | 6.5% | 3.1% | ||
| Q4 24 | 26.1% | 2.5% | ||
| Q3 24 | 7.1% | 2.0% | ||
| Q2 24 | 6.5% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | 10.07× | 0.66× | ||
| Q3 25 | 1.25× | 1.14× | ||
| Q2 25 | 1.41× | — | ||
| Q1 25 | 1.76× | 0.75× | ||
| Q4 24 | 5.70× | 2.49× | ||
| Q3 24 | 1.31× | 2.71× | ||
| Q2 24 | 1.50× | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AVB
Segment breakdown not available.
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
