$VMI missed Q4 sales expectations with revenue coming in flat and just under Wall Street targets, even though profits still beat estimates. The top line being weaker and flat year-over-year shows demand isn’t firing on all cylinders right now, and that’s something traders notice fast. On the flip side, Valmont still has a solid backlog of orders and raised full-year earnings guidance, so this might be more of a short-term drag than a real breakdown if infrastructure spending keeps chugging. In short, miss on revenue made sentiment weak, but underlying business isn’t falling apart. It’s a mixed bag that explains why industrial names can be volatile around earnings.