Vulcan Materials Company · VMC · Next earnings

Vulcan Materials Company reports Thursday, Oct 29, 2026

VMC reports before market open with consensus EPS at $3.04 and revenue at $2.28B. Last quarter: Vulcan Materials Beats on Q1 as Shipments Climb 5%, Diesel Costs Loom

Reports Before market open39 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $3.04 Calendar consensus
Consensus revenue $2.28B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session Before market open 39 days away

Where VMC left off: FY2026 Q1

Full report

Vulcan Materials Beats on Q1 as Shipments Climb 5%, Diesel Costs Loom

EPS surprise +22.7% Reported $1.35 vs $1.10
Revenue surprise +7.1% Reported $1.76B vs $1.64B
Stock move +1.6% Event window
Subsequent drift -6.5% Up to 20 sessions

FY2026 adjusted EBITDA guidance maintained at $2.4-$2.6 billion (same range the prior quarter raised to). Capex outlook increased from stable to increasing, with new quarry development in South Texas and new plants in Arizona, Texas, and South Carolina. Mid-year price increases announced to offset diesel and cost pressures. Management reaffirmed shipment growth expectations of 1-3% and pricing increases of 4-6% for the full year.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Diesel and fuel price volatility, with an estimated $25 million Q2 cost impact.
  • Inflationary pressure on equipment and material costs.
  • Weakness in residential construction demand and affordability concerns.
  • Potential delays or cancellations of public and private projects.
  • Regulatory uncertainty around highway funding reauthorization and IIJA.

Questions analysts left open

  • Magnitude and timing of diesel cost impact on Q2 margins.
  • Details on the size and timing of mid-year price increases.
  • Cost growth expectations versus full-year guidance.
  • Implications of the upcoming highway funding bill reauthorization.

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Recent VMC quarters

All VMC earnings
+1.6%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.