Vulcan Materials Company earnings overview

VMC FY2026 Q1 · Calendar Q2 2026

Vulcan Materials Company

Vulcan Materials delivered a solid start to FY2026, beating consensus on both EPS ($1.35 vs $1.10 estimate, +22.7%) and revenue ($1.76B vs $1.64B estimate, +7.1%). Adjusted EBITDA grew 9% year-over-year to $447 million with gross margin expansion across all segments. Aggregate shipments rose 5% YoY, above the 1-3% full-year guidance range issued in the prior quarter, supported by public infrastructure awards and data-center demand. Management maintained full-year EBITDA guidance of $2.4-$2.6 billion but flagged an estimated $25 million diesel cost headwind in Q2. The stock rose 1.6% on the report but subsequently drifted lower, declining roughly 6.5% over the following period. Analyst consensus price target of $324.55 implies upside from the current $283.92, though the low target of $283.00 sits essentially at the current price.