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Side-by-side financial comparison of PACS Group, Inc. (PACS) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
PACS Group, Inc. is the larger business by last-quarter revenue ($1.4B vs $1.0B, roughly 1.3× VALMONT INDUSTRIES INC). VALMONT INDUSTRIES INC runs the higher net margin — 10.5% vs 4.4%, a 6.1% gap on every dollar of revenue. On growth, PACS Group, Inc. posted the faster year-over-year revenue change (18.4% vs 6.2%). Over the past eight quarters, PACS Group, Inc.'s revenue compounded faster (20.5% CAGR vs -0.5%).
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.
PACS vs VMI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.0B |
| Net Profit | $59.7M | $108.0M |
| Gross Margin | — | 30.8% |
| Operating Margin | 7.0% | 15.1% |
| Net Margin | 4.4% | 10.5% |
| Revenue YoY | 18.4% | 6.2% |
| Net Profit YoY | 3022.5% | 23.8% |
| EPS (diluted) | $0.42 | $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 | $1.4B | $1.0B | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.3B | $969.3M | ||
| Q4 24 | $1.1B | $1.0B | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $981.4M | $1.0B |
| Q1 26 | — | $108.0M | ||
| Q4 25 | $59.7M | $168.0M | ||
| Q3 25 | $52.4M | $99.0M | ||
| Q2 25 | $51.0M | $-4.0M | ||
| Q1 25 | $28.5M | $87.3M | ||
| Q4 24 | $1.9M | $77.7M | ||
| Q3 24 | $15.6M | $83.1M | ||
| Q2 24 | $-10.9M | $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 | 17.1% | 29.6% | ||
| Q2 24 | 22.3% | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | 7.0% | 11.2% | ||
| Q3 25 | 6.4% | 13.5% | ||
| Q2 25 | 6.2% | 2.8% | ||
| Q1 25 | 3.8% | 13.2% | ||
| Q4 24 | 1.7% | 11.6% | ||
| Q3 24 | 2.2% | 12.3% | ||
| Q2 24 | 0.1% | 14.2% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | 4.4% | 16.2% | ||
| Q3 25 | 3.9% | 9.5% | ||
| Q2 25 | 3.9% | -0.4% | ||
| Q1 25 | 2.2% | 9.0% | ||
| Q4 24 | 0.2% | 7.5% | ||
| Q3 24 | 1.5% | 8.1% | ||
| Q2 24 | -1.1% | 9.6% |
| Q1 26 | — | $5.51 | ||
| Q4 25 | $0.42 | $9.02 | ||
| Q3 25 | $0.32 | $4.98 | ||
| Q2 25 | $0.31 | $-1.53 | ||
| Q1 25 | $0.17 | $4.32 | ||
| Q4 24 | $-0.03 | $3.85 | ||
| Q3 24 | $0.10 | $4.11 | ||
| Q2 24 | $-0.07 | $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 | $197.0M | $160.2M |
| Total DebtLower is stronger | $353.2M | — |
| Stockholders' EquityBook value | $946.8M | $1.7B |
| Total Assets | $5.6B | $3.4B |
| Debt / EquityLower = less leverage | 0.37× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $160.2M | ||
| Q4 25 | $197.0M | $187.1M | ||
| Q3 25 | $355.7M | $226.1M | ||
| Q2 25 | $294.2M | $208.5M | ||
| Q1 25 | $287.5M | $184.4M | ||
| Q4 24 | $157.7M | $164.3M | ||
| Q3 24 | $49.5M | $200.5M | ||
| Q2 24 | $73.4M | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | $353.2M | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $411.9M | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $946.8M | $1.6B | ||
| Q3 25 | $871.3M | $1.6B | ||
| Q2 25 | $806.8M | $1.5B | ||
| Q1 25 | $750.2M | $1.6B | ||
| Q4 24 | $709.6M | $1.5B | ||
| Q3 24 | $660.0M | $1.5B | ||
| Q2 24 | $572.1M | $1.5B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $5.6B | $3.4B | ||
| Q3 25 | $5.6B | $3.4B | ||
| Q2 25 | $5.5B | $3.3B | ||
| Q1 25 | $5.5B | $3.4B | ||
| Q4 24 | $5.2B | $3.3B | ||
| Q3 24 | $4.5B | $3.5B | ||
| Q2 24 | $3.9B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.37× | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.58× | 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 | $-3.4M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | -0.06× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-3.4M | $111.2M | ||
| Q3 25 | $204.8M | $112.5M | ||
| Q2 25 | $52.6M | $167.6M | ||
| Q1 25 | $150.2M | $65.1M | ||
| Q4 24 | $64.6M | $193.4M | ||
| Q3 24 | $209.2M | $225.1M | ||
| Q2 24 | $34.8M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $70.4M | ||
| Q3 25 | — | $70.6M | ||
| Q2 25 | — | $135.6M | ||
| Q1 25 | — | $34.8M | ||
| Q4 24 | — | $167.8M | ||
| Q3 24 | — | $204.6M | ||
| Q2 24 | — | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 16.2% | ||
| Q3 24 | — | 20.1% | ||
| Q2 24 | — | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.9% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | -0.06× | 0.66× | ||
| Q3 25 | 3.91× | 1.14× | ||
| Q2 25 | 1.03× | — | ||
| Q1 25 | 5.28× | 0.75× | ||
| Q4 24 | 33.78× | 2.49× | ||
| Q3 24 | 13.39× | 2.71× | ||
| Q2 24 | — | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PACS
Segment breakdown not available.
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
