Infrastructure and agriculture equipment manufacturer Valmont Industries (NYSE: VMI) will be reporting earnings this Tuesday before market hours. Here’s what you need to know.

Valmont beat analysts’ revenue expectations by 1.5% last quarter, reporting revenues of $1.05 billion, up 2.5% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ adjusted operating income estimates and full-year EPS guidance beating analysts’ expectations.

Is Valmont a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Valmont’s revenue to be flat year on year at $1.05 billion, slowing from the 2.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $4.97 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Valmont has missed Wall Street’s revenue estimates four times over the last two years.

Looking at Valmont’s peers in the building materials segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Carlisle posted flat year-on-year revenue, beating analysts’ expectations by 1.4%, and Sherwin-Williams reported revenues up 5.6%, topping estimates by 0.8%. Carlisle traded up 11.1% following the results while Sherwin-Williams was also up 1.4%.

Read our full analysis of Carlisle’s results here and Sherwin-Williams’s results here.

There has been positive sentiment among investors in the building materials segment, with share prices up 8.1% on average over the last month. Valmont is up 9.6% during the same time and is heading into earnings with an average analyst price target of $459.25 (compared to the current share price of $474.92).

Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we’ve identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link.