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Side-by-side financial comparison of CALERES INC (CAL) 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 $790.1M, roughly 1.3× CALERES INC). VALMONT INDUSTRIES INC runs the higher net margin — 10.5% vs 0.3%, a 10.2% gap on every dollar of revenue. On growth, CALERES INC posted the faster year-over-year revenue change (6.6% vs 6.2%). Over the past eight quarters, CALERES INC's revenue compounded faster (6.5% CAGR vs -0.5%).
Caleres Inc. is an American footwear company that owns and operates a variety of footwear brands. Its headquarters is located in Clayton, Missouri, a suburb of St. Louis. The company was founded in 1878 as Bryan, Brown & Company in St. Louis, though it underwent several name changes. The Hamilton-Brown Shoe Company was the largest manufacturer of shoes in America in the early 20th century, but it went bankrupt in June 1939.
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.
CAL vs VMI — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $790.1M | $1.0B |
| Net Profit | $2.4M | $108.0M |
| Gross Margin | 41.8% | 30.8% |
| Operating Margin | 1.5% | 15.1% |
| Net Margin | 0.3% | 10.5% |
| Revenue YoY | 6.6% | 6.2% |
| Net Profit YoY | -94.2% | 23.8% |
| EPS (diluted) | $0.07 | $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 | $790.1M | $1.0B | ||
| Q3 25 | $658.5M | $1.0B | ||
| Q2 25 | $614.2M | $1.1B | ||
| Q1 25 | $639.2M | $969.3M | ||
| Q4 24 | $740.9M | $1.0B | ||
| Q3 24 | $683.3M | $1.0B | ||
| Q2 24 | $659.2M | $1.0B |
| Q1 26 | — | $108.0M | ||
| Q4 25 | $2.4M | $168.0M | ||
| Q3 25 | $6.7M | $99.0M | ||
| Q2 25 | $6.9M | $-4.0M | ||
| Q1 25 | $4.9M | $87.3M | ||
| Q4 24 | $41.4M | $77.7M | ||
| Q3 24 | $30.0M | $83.1M | ||
| Q2 24 | $30.9M | $99.7M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | 41.8% | 29.8% | ||
| Q3 25 | 43.4% | 30.4% | ||
| Q2 25 | 45.4% | 30.6% | ||
| Q1 25 | 43.0% | 30.0% | ||
| Q4 24 | 44.1% | 30.2% | ||
| Q3 24 | 45.5% | 29.6% | ||
| Q2 24 | 46.9% | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | 1.5% | 11.2% | ||
| Q3 25 | 1.4% | 13.5% | ||
| Q2 25 | 1.9% | 2.8% | ||
| Q1 25 | 1.2% | 13.2% | ||
| Q4 24 | 7.7% | 11.6% | ||
| Q3 24 | 6.2% | 12.3% | ||
| Q2 24 | 6.5% | 14.2% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | 0.3% | 16.2% | ||
| Q3 25 | 1.0% | 9.5% | ||
| Q2 25 | 1.1% | -0.4% | ||
| Q1 25 | 0.8% | 9.0% | ||
| Q4 24 | 5.6% | 7.5% | ||
| Q3 24 | 4.4% | 8.1% | ||
| Q2 24 | 4.7% | 9.6% |
| Q1 26 | — | $5.51 | ||
| Q4 25 | $0.07 | $9.02 | ||
| Q3 25 | $0.20 | $4.98 | ||
| Q2 25 | $0.21 | $-1.53 | ||
| Q1 25 | $0.17 | $4.32 | ||
| Q4 24 | $1.19 | $3.85 | ||
| Q3 24 | $0.85 | $4.11 | ||
| Q2 24 | $0.88 | $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 | $34.0M | $160.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $616.8M | $1.7B |
| Total Assets | $2.1B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $160.2M | ||
| Q4 25 | $34.0M | $187.1M | ||
| Q3 25 | $191.5M | $226.1M | ||
| Q2 25 | $33.1M | $208.5M | ||
| Q1 25 | $29.6M | $184.4M | ||
| Q4 24 | $33.7M | $164.3M | ||
| Q3 24 | $51.8M | $200.5M | ||
| Q2 24 | $30.7M | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $616.8M | $1.6B | ||
| Q3 25 | $613.3M | $1.6B | ||
| Q2 25 | $605.2M | $1.5B | ||
| Q1 25 | $599.0M | $1.6B | ||
| Q4 24 | $598.3M | $1.5B | ||
| Q3 24 | $606.1M | $1.5B | ||
| Q2 24 | $570.3M | $1.5B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $2.1B | $3.4B | ||
| Q3 25 | $2.2B | $3.4B | ||
| Q2 25 | $1.9B | $3.3B | ||
| Q1 25 | $1.9B | $3.4B | ||
| Q4 24 | $2.0B | $3.3B | ||
| Q3 24 | $2.0B | $3.5B | ||
| Q2 24 | $1.9B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-1.2M | — |
| Free Cash FlowOCF − Capex | $-12.4M | — |
| FCF MarginFCF / Revenue | -1.6% | — |
| Capex IntensityCapex / Revenue | 1.4% | — |
| Cash ConversionOCF / Net Profit | -0.50× | — |
| TTM Free Cash FlowTrailing 4 quarters | $14.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-1.2M | $111.2M | ||
| Q3 25 | $47.3M | $112.5M | ||
| Q2 25 | $-5.7M | $167.6M | ||
| Q1 25 | $28.7M | $65.1M | ||
| Q4 24 | $-39.8M | $193.4M | ||
| Q3 24 | $79.6M | $225.1M | ||
| Q2 24 | $36.1M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | $-12.4M | $70.4M | ||
| Q3 25 | $35.0M | $70.6M | ||
| Q2 25 | $-26.2M | $135.6M | ||
| Q1 25 | $18.0M | $34.8M | ||
| Q4 24 | $-57.4M | $167.8M | ||
| Q3 24 | $68.5M | $204.6M | ||
| Q2 24 | $26.3M | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | -1.6% | 6.8% | ||
| Q3 25 | 5.3% | 6.7% | ||
| Q2 25 | -4.3% | 12.9% | ||
| Q1 25 | 2.8% | 3.6% | ||
| Q4 24 | -7.7% | 16.2% | ||
| Q3 24 | 10.0% | 20.1% | ||
| Q2 24 | 4.0% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 3.9% | ||
| Q3 25 | 1.9% | 4.0% | ||
| Q2 25 | 3.3% | 3.0% | ||
| Q1 25 | 1.7% | 3.1% | ||
| Q4 24 | 2.4% | 2.5% | ||
| Q3 24 | 1.6% | 2.0% | ||
| Q2 24 | 1.5% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | -0.50× | 0.66× | ||
| Q3 25 | 7.05× | 1.14× | ||
| Q2 25 | -0.81× | — | ||
| Q1 25 | 5.82× | 0.75× | ||
| Q4 24 | -0.96× | 2.49× | ||
| Q3 24 | 2.66× | 2.71× | ||
| Q2 24 | 1.17× | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CAL
| Brand Portfolio | $383.7M | 49% |
| Landed Wholesale | $148.1M | 19% |
| Wholesale E Commerce | $75.0M | 9% |
| Ecommerce | $68.8M | 9% |
| Stuart Weitzman Brand | $45.8M | 6% |
| Landed Wholesale Ecommerce Drop Ship | $30.6M | 4% |
| First Cost Wholesale | $14.9M | 2% |
| Clt Brand Solutions | $10.2M | 1% |
| License And Royalty | $2.1M | 0% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
