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event_store.db
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events
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memory_items_fts_content
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Update row 478386 in events
seq
Primary key.
INTEGER
id
evt_a3a97bc2928b
TEXT NOT NULL
kind
signal_ingest
TEXT NOT NULL
ts
2026-04-22T03:11:37.487103+00:00
TEXT NOT NULL
actor
daemon:signal_enrichment
TEXT
subject_entity_ids
[]
TEXT
payload
{"created_at":"2026-04-22T03:03:32.063787+00:00","dedupe_key":"signal_enriched:discovery_sec_filing_delta:e31b24261f52cd77","evidence_event_ids":["evt_e4dd4b151091"],"signal_type":"discovery_sec_filing_delta","source":"discovery_sec_filings","value":{"aggregator_url":"https://www.sec.gov/Archives/edgar/data/102729/0001104659-26-045698.txt","as_of":"2026-04-22T03:03:32.063787+00:00","canonical_url":"https://www.sec.gov/Archives/edgar/data/102729/0001104659-26-045698.txt","company":"VALMONT INDUSTRIES INC","enrichment":{"aggregator_url":"https://www.sec.gov/Archives/edgar/data/102729/0001104659-26-045698.txt","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_2c5903eaa5713926","canonical_host":"sec.gov","canonical_is_aggregator":false,"canonical_url":"https://www.sec.gov/Archives/edgar/data/102729/0001104659-26-045698.txt","content_type":"text/plain","enriched_at":"2026-04-22T03:11:37.487061+00:00","extraction_method":"trafilatura","fetched_description":"","fetched_title":"Valmont Industries, Inc._April 21, 2026","final_url":"https://www.sec.gov/Archives/edgar/data/102729/0001104659-26-045698.txt","html_truncated":true,"paywall_likely":false,"publisher_domain":"sec.gov","publisher_resolution":"canonical_url","requested_url":"https://www.sec.gov/Archives/edgar/data/102729/0001104659-26-045698.txt","source_event_id":"evt_e4dd4b151091","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"form_type":"8-K","fp":"00ff513601e0280f","kind":"sec_filing","published_at":"20260421","publisher_domain":"sec.gov","signal_understanding":{"analysis_basis":"article","claim_confidence":0.74,"dates_mentioned":["2026-04-21","2026-04-22","2026-03-28","2026-04-21 (press release date)"],"entities":[{"asset_class":"equity","name":"Valmont Industries, Inc.","relevance":"high","symbol":"VMI","type":"issuer"},{"asset_class":"other","name":"Avner M. Applbaum","relevance":"medium","symbol":"","type":"person"},{"asset_class":"other","name":"United States Securities and Exchange Commission","relevance":"low","symbol":"","type":"regulator"}],"event_type":"earnings","information_gaps":["The provided text does not include the full set of first-quarter financial statements or all numeric highlights (e.g., complete Agriculture segment financial results) because the excerpt is truncated.","The specific amount or range of the \u201craised full-year 2026 EPS guidance\u201d is not present in the provided text.","The filing_date in the deterministic context is 2026-04-22T03:03:32.063787+00:00, but the excerpt itself does not show the exact \u201cDate of Report (Date of earliest event reported)\u201d field value.","No prior-known state is included in the prompt, so the exact delta versus prior filings cannot be determined from the provided text alone."],"key_facts":["The filing is a Form 8-K by Valmont Industries, Inc. (VMI).","Item 2.02 states Valmont issued a press release on April 21, 2026 announcing financial results for its fiscal quarter ended March 28, 2026.","The press release is furnished as Exhibit 99.1.","Item 2.02 includes the standard statement that the information is being furnished and is not deemed \u201cfiled\u201d for purposes of Section 18 of the Exchange Act, and is not incorporated by reference except as expressly set forth.","Item 9.01 lists Exhibit 99.1.","Exhibit 99.1 is titled \u201cValmont Reports First Quarter 2026 Results and Raises Full-Year 2026 EPS Guidance.\u201d","The press release states the company delivered \u201crecord first-quarter earnings per share,\u201d citing solid sales growth and margin expansion driven primarily by pricing strength and higher volumes in North America Utility.","The press release provides segment highlights: Infrastructure sales increased 14.1% to $805.9 million (from $706.2 million); operating income increased 22.0% to $143.0 million (17.8% of net sales).","The press release provides segment highlights: Agriculture is described as 22.0% of net sales, but the provided text cuts off before detailed Agriculture financial figures.","The press release includes management commentary on Infrastructure demand and a more cautious near-term market environment in Agriculture."],"numeric_claims":[{"label":"First quarter 2026 Infrastructure sales","value":"$805.9 million"},{"label":"First quarter 2025 Infrastructure sales","value":"$706.2 million"},{"label":"Infrastructure sales growth","value":"14.1%"},{"label":"First quarter 2026 Infrastructure operating income","value":"$143.0 million"},{"label":"First quarter 2025 Infrastructure operating income","value":"$117.2 million"},{"label":"Infrastructure operating income growth","value":"22.0%"},{"label":"Infrastructure operating income margin (Q1 2026)","value":"17.8% of net sales"},{"label":"Infrastructure operating income margin (Q1 2025)","value":"16.7% of net sales"},{"label":"Infrastructure share of net sales","value":"78.0%"},{"label":"Agriculture share of net sales","value":"22.0%"}],"primary_claim":"VMI furnished a press release with its Form 8-K reporting first-quarter 2026 results (quarter ended March 28, 2026) and raising full-year 2026 EPS guidance.","relevance_score":0.78,"sentiment":"mixed","source_quality":"high","summary":"Valmont Industries, Inc. (VMI) filed a Form 8-K to furnish its press release reporting first-quarter 2026 results for the quarter ended March 28, 2026, and it raised full-year 2026 EPS guidance. The 8-K includes Item 2.02 language stating the furnished information is not deemed \u201cfiled.\u201d","topics":["Form 8-K","Item 2.02 results of operations","Exhibit 99.1 press release","First quarter 2026 results","EPS guidance","Segment review: Infrastructure and Agriculture","North America Utility","pricing strength","margin expansion"]},"source":"sec_edgar","source_domain":"sec.gov","summary":"Form 8-K \u00b7 VALMONT INDUSTRIES INC \u00b7 Filed 20260421","ticker":"VMI","tickers":["VMI"],"title":"VMI filed 8-K","url":"https://www.sec.gov/Archives/edgar/data/102729/0001104659-26-045698.txt"}}
TEXT NOT NULL
source_ref
candidate:sc_2c5903eaa5713926
TEXT
confidence
REAL (default 0.0
dedupe_key
signal_enriched:discovery_sec_filing_delta:e31b24261f52cd77
TEXT
episode_id
NULL
TEXT
created_at
2026-04-22T03:11:37.487172+00:00
TEXT NOT NULL (default strftime('%Y-%m-%dT%H:%M:%fZ','now')
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