Vulcan Materials CO
Vulcan Materials (VMC) reported Q2 adjusted EPS of $2.59, above the Zacks consensus $2.50, with revenues up 2.5% to $2.16B. It reaffirmed 2026 adjusted EBITDA of $2.4-$2.6B despite weather disruption and nearly $40M energy-related inflation. Aggregates pricing rose while diesel costs increased.
Vulcan Materials (VMC) reported Q2 aggregates pricing up 5% and cash gross profit per ton rising to $12.02 from $11.88, despite higher unit cash costs driven by diesel. Shipments rose 1% in Q2 and 3% in H1. Management targets 4-6% aggregate price growth for 2026 and expects cost growth to decelerate, while citing residential weakness, weather disruption, and energy inflation.
Simply Wall St reports Vulcan Materials (VMC) posted Q2 2026 sales of $2,155.8 million and net income of $323.4 million. The company also completed a long-term $2.025 billion share repurchase program, retiring 14,379,186 shares since 2006. The article discusses how the buyback and EPS trends may affect VMC’s investment outlook and risks.
Over the past 7 days, alphai's AI scored 3 news stories mentioning VMC (Vulcan Materials CO). Coverage has skewed bullish: 2 bullish, 1 neutral, and 0 bearish.
Recent VMC coverage spans earnings, financial news and sector analysis.
In the last 30 days, VMC insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($570K). The most active reporter was Clement David P, Senior Vice President, with 1 filing.
Beat plus unchanged 2026 EBITDA guidance suggests aggregates pricing and cost control are offsetting diesel-driven margin pressure.
Execution is improving unit economics, but the article frames a valuation hurdle and near-term margin risk from energy inflation and weather.
Completion of a large, multi-year buyback is a capital-allocation milestone that can support EPS per-share optics, but it does not change the core infrastructure-demand thesis.
Routine insider open-market sale with no 10b5-1 plan disclosed; likely limited incremental signal for near-term fundamentals.
2H margin trajectory hinges on diesel normalization and incremental pricing actions, with cost discipline and seasonality supporting a 4Q improvement.
alphai scores every news story that mentions VMC with an AI model for sentiment and relevance, and aggregates insider trades from Vulcan Materials CO's SEC EDGAR Form 4 filings. Figures refresh continuously.
Vulcan Materials (VMC) reported Q2 adjusted EPS of $2.59, above the Zacks consensus $2.50, with revenues up 2.5% to $2.16B. It reaffirmed 2026 adjusted EBITDA of $2.4-$2.6B despite weather disruption and nearly $40M energy-related inflation. Aggregates pricing rose while diesel costs increased.
6 min readVulcan Materials (VMC) reported Q2 aggregates pricing up 5% and cash gross profit per ton rising to $12.02 from $11.88, despite higher unit cash costs driven by diesel. Shipments rose 1% in Q2 and 3% in H1. Management targets 4-6% aggregate price growth for 2026 and expects cost growth to decelerate, while citing residential weakness, weather disruption, and energy inflation.
6 min readSimply Wall St reports Vulcan Materials (VMC) posted Q2 2026 sales of $2,155.8 million and net income of $323.4 million. The company also completed a long-term $2.025 billion share repurchase program, retiring 14,379,186 shares since 2006. The article discusses how the buyback and EPS trends may affect VMC’s investment outlook and risks.
6 min readClement David P (Senior Vice President) sold 2,000 shares of Vulcan Materials CO (VMC) at $285.10 ($0.57M total) on 2026-08-07.
2 min readVulcan Materials (NYSE:VMC) reported Q2 earnings call highlights, citing healthy backlogs and robust quoting across highways, infrastructure, data centers, LNG and power projects. Management expects pricing to move toward the top of its 4% to 6% range by year-end and said diesel headwinds included a $26 million impact. It guided 2H opex $10M-$15M below Feb forecast and outlined $750M-$800M capex.
6 min readVulcan Materials (VMC) reported Q2 results, with revenue of $2.2b and statutory EPS of $2.48, roughly in line with estimates. Shares fell 4.0% to $269 over the week. Analysts updated 2026 forecasts to $8.17b revenue and $9.01 EPS, with the consensus price target largely unchanged at $326.
3 min readUnited States / Basic Materials / NYSE:VMC Vulcan Materials (VMC) Stock Faces Valuation Questions After Resilient Margins July 31, 2026 Vulcan Materials stock took a hit, sliding about 4% to roughly US$271, even though the quarter told a steadier story than that move suggests. Q2 aggregates cash gross profit per ton stayed above US$12 and adjusted earnings before interest, taxes, depreciation and amortization held at US$654 million despite a near US$40 million energy headwind.
4 min readSEMARNAT bars mining permits in protected areas, even for pre-2023 concessions, as arbitrators largely side with Mexico in the Vulcan/Calica case. In addition, Cadence Minerals registers ICSID arbitration vs. Mexico over Sonora Lithium concession cancellation. Ready for more? Here is your weekly roundup!
7 min readJefferies Adjusts Price Target on Vulcan Materials to $345 From $350, Maintains Buy Rating Published on 07/30/2026 at 12:13 pm EDT | Market Closed - Other stock markets | After hours 07:56:32 pm | ||| | 271.24 USD | -4.47% | 275.72 | +1.65% | Published on 07/30/2026 at 12:13 pm EDT Trader This super rating is the result of a weighted average of the rankings based on the following ratings: Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite).
2 min readVulcan Materials (NYSE:VMC) reported Q2 2026 sales of $2.16 billion, up 2.5% year over year and 1.3% above analysts’ expectations, according to the company. Non-GAAP adjusted EPS was $2.59, up from $2.45, and 4.9% above consensus. Analysts project next-12-month revenue growth of 2.2% and EPS rising from $8.48 to $9.86.
5 min read
