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Side-by-side financial comparison of VALMONT INDUSTRIES INC (VMI) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
VALMONT INDUSTRIES INC is the larger business by last-quarter revenue ($1.0B vs $625.1M, roughly 1.6× WATTS WATER TECHNOLOGIES INC). WATTS WATER TECHNOLOGIES INC runs the higher net margin — 13.4% vs 10.5%, a 2.9% gap on every dollar of revenue. On growth, WATTS WATER TECHNOLOGIES INC posted the faster year-over-year revenue change (15.7% vs 6.2%). Over the past eight quarters, WATTS WATER TECHNOLOGIES INC's revenue compounded faster (4.6% 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.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
VMI vs WTS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $625.1M |
| Net Profit | $108.0M | $83.7M |
| Gross Margin | 30.8% | 49.5% |
| Operating Margin | 15.1% | 18.2% |
| Net Margin | 10.5% | 13.4% |
| Revenue YoY | 6.2% | 15.7% |
| Net Profit YoY | 23.8% | 24.0% |
| EPS (diluted) | $5.51 | $2.50 |
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 | $1.0B | $625.1M | ||
| Q3 25 | $1.0B | $611.7M | ||
| Q2 25 | $1.1B | $643.7M | ||
| Q1 25 | $969.3M | $558.0M | ||
| Q4 24 | $1.0B | $540.4M | ||
| Q3 24 | $1.0B | $543.6M | ||
| Q2 24 | $1.0B | $597.3M |
| Q1 26 | $108.0M | — | ||
| Q4 25 | $168.0M | $83.7M | ||
| Q3 25 | $99.0M | $82.2M | ||
| Q2 25 | $-4.0M | $100.9M | ||
| Q1 25 | $87.3M | $74.0M | ||
| Q4 24 | $77.7M | $67.5M | ||
| Q3 24 | $83.1M | $69.1M | ||
| Q2 24 | $99.7M | $82.0M |
| Q1 26 | 30.8% | — | ||
| Q4 25 | 29.8% | 49.5% | ||
| Q3 25 | 30.4% | 48.8% | ||
| Q2 25 | 30.6% | 50.6% | ||
| Q1 25 | 30.0% | 48.8% | ||
| Q4 24 | 30.2% | 46.7% | ||
| Q3 24 | 29.6% | 47.3% | ||
| Q2 24 | 30.8% | 47.7% |
| Q1 26 | 15.1% | — | ||
| Q4 25 | 11.2% | 18.2% | ||
| Q3 25 | 13.5% | 18.2% | ||
| Q2 25 | 2.8% | 21.0% | ||
| Q1 25 | 13.2% | 15.7% | ||
| Q4 24 | 11.6% | 16.5% | ||
| Q3 24 | 12.3% | 17.1% | ||
| Q2 24 | 14.2% | 18.7% |
| Q1 26 | 10.5% | — | ||
| Q4 25 | 16.2% | 13.4% | ||
| Q3 25 | 9.5% | 13.4% | ||
| Q2 25 | -0.4% | 15.7% | ||
| Q1 25 | 9.0% | 13.3% | ||
| Q4 24 | 7.5% | 12.5% | ||
| Q3 24 | 8.1% | 12.7% | ||
| Q2 24 | 9.6% | 13.7% |
| Q1 26 | $5.51 | — | ||
| Q4 25 | $9.02 | $2.50 | ||
| Q3 25 | $4.98 | $2.45 | ||
| Q2 25 | $-1.53 | $3.01 | ||
| Q1 25 | $4.32 | $2.21 | ||
| Q4 24 | $3.85 | $2.02 | ||
| Q3 24 | $4.11 | $2.06 | ||
| Q2 24 | $4.91 | $2.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $160.2M | $405.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.7B | $2.0B |
| Total Assets | $3.4B | $2.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $160.2M | — | ||
| Q4 25 | $187.1M | $405.5M | ||
| Q3 25 | $226.1M | $457.7M | ||
| Q2 25 | $208.5M | $369.3M | ||
| Q1 25 | $184.4M | $336.8M | ||
| Q4 24 | $164.3M | $386.9M | ||
| Q3 24 | $200.5M | $303.9M | ||
| Q2 24 | $163.1M | $279.4M |
| 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 | $1.6B | $2.0B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.5B | $1.7B | ||
| Q3 24 | $1.5B | $1.7B | ||
| Q2 24 | $1.5B | $1.6B |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | $2.9B | ||
| Q3 25 | $3.4B | $2.7B | ||
| Q2 25 | $3.3B | $2.6B | ||
| Q1 25 | $3.4B | $2.5B | ||
| Q4 24 | $3.3B | $2.4B | ||
| Q3 24 | $3.5B | $2.4B | ||
| Q2 24 | $3.5B | $2.4B |
| 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 | — | $154.7M |
| Free Cash FlowOCF − Capex | — | $140.3M |
| FCF MarginFCF / Revenue | — | 22.4% |
| Capex IntensityCapex / Revenue | — | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | — | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $111.2M | $154.7M | ||
| Q3 25 | $112.5M | $122.4M | ||
| Q2 25 | $167.6M | $69.7M | ||
| Q1 25 | $65.1M | $55.2M | ||
| Q4 24 | $193.4M | $139.5M | ||
| Q3 24 | $225.1M | $90.7M | ||
| Q2 24 | $130.8M | $85.3M |
| Q1 26 | — | — | ||
| Q4 25 | $70.4M | $140.3M | ||
| Q3 25 | $70.6M | $110.9M | ||
| Q2 25 | $135.6M | $59.5M | ||
| Q1 25 | $34.8M | $45.6M | ||
| Q4 24 | $167.8M | $127.5M | ||
| Q3 24 | $204.6M | $84.3M | ||
| Q2 24 | $112.5M | $78.5M |
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 22.4% | ||
| Q3 25 | 6.7% | 18.1% | ||
| Q2 25 | 12.9% | 9.2% | ||
| Q1 25 | 3.6% | 8.2% | ||
| Q4 24 | 16.2% | 23.6% | ||
| Q3 24 | 20.1% | 15.5% | ||
| Q2 24 | 10.8% | 13.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 2.3% | ||
| Q3 25 | 4.0% | 1.9% | ||
| Q2 25 | 3.0% | 1.6% | ||
| Q1 25 | 3.1% | 1.7% | ||
| Q4 24 | 2.5% | 2.2% | ||
| Q3 24 | 2.0% | 1.2% | ||
| Q2 24 | 1.8% | 1.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.66× | 1.85× | ||
| Q3 25 | 1.14× | 1.49× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | 0.75× | 0.75× | ||
| Q4 24 | 2.49× | 2.07× | ||
| Q3 24 | 2.71× | 1.31× | ||
| Q2 24 | 1.31× | 1.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
WTS
Segment breakdown not available.
