A fixed rule set over this filing's XBRL figures and the number of high-severity risks found in it — no model judgement.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
In 2026-Q2, Vulcan Materials Company generated $2,155.8M in total revenues (up 3% YoY) and net earnings of $323.4M ($2.48 per diluted share), supported by strong pricing discipline in its core Aggregates segment despite weather disruptions and energy cost headwinds.
Vulcan Materials reported 2026-Q2 total revenues of $2,155.8M (+3% YoY) and net earnings of $323.4M ($2.48 per share), reaffirming full-year Adjusted EBITDA guidance of $2.4B-$2.6B.
Last 4 quarters: 3 beats, 1 miss
Reported EPS of $2.59 versus the $2.57 analyst consensus — a +0.7% beat for Jun 2026.
Aggregates segment sales increased 7% YoY to $1,763.0M in 2026-Q2, driven by a 3.9% increase in freight-adjusted average sales prices to $22.97 per ton and a 1% shipment volume growth to 59.9M tons, bringing segment gross profit to $567.3M.
Source: 10-Q Item 2 MD&A, p.26-27
VMC completed the divestiture of its California ready-mixed concrete operations in early June 2026 and acquired a quarry in southern Colorado and a rail yard in Dallas-Fort Worth, focusing capital on higher-margin, pure-play aggregates infrastructure.
Source: 10-Q Item 2 MD&A, p.26
Management reaffirmed its full-year 2026 Adjusted EBITDA guidance range of $2.4B to $2.6B, citing strong public construction funding, expanding infrastructure project pipelines, and favorable aggregates pricing dynamics.
Source: 10-Q Item 2 MD&A, p.26
In 2026-Q2, VMC returned $317.8M to shareholders via $67.5M in dividends and $250.3M in stock repurchases (at an average price of $276.69 per share). Net debt to TTM Adjusted EBITDA remained strong at 1.7x with $288.7M of cash on hand.
Source: 10-Q Item 2 MD&A, p.26
The Mexican government executed an arbitrary shutdown order and signed a presidential decree declaring Calica's properties a Natural Protected Area, banning material extraction and port operations. VMC is vigorously pursuing NAFTA arbitration and international legal remedies.
Source: 10-Q Item 2 MD&A, p.31
Ongoing military conflict in the Middle East starting in early 2026 has disrupted global energy supplies and driven significant liquid asphalt and diesel fuel cost increases, raising unit cost of sales by 7% YoY.
Source: 10-Q Item 2 MD&A, p.28, 31
Heavy rainfall in Texas and Southeastern markets during May and June disrupted shipment volumes and operational productivity, highlighting quarterly financial sensitivity to severe weather conditions.
Source: 10-Q Item 2 MD&A, p.26, 28
This analysis does not extract a guidance section. Companies issue revenue and EPS outlook in the 8-K press release and on the earnings call rather than in the 10-Q itself — though the filing's management discussion can contain forward-looking statements, which appear in the highlights above where they were material.
Vulcan Materials (VMC) is next expected to report on , when the following quarter's results and any updated outlook will be available.
See the VMC earnings preview — expected date, analyst estimates and what to watch →
In 2026-Q2, Vulcan Materials generated $2,155.8M in total revenues, up 3% year-over-year. Net earnings attributable to Vulcan reached $323.4M ($2.48 per diluted share), while Adjusted EBITDA reached $654.0M.
Yes, Vulcan Materials reiterated its full-year 2026 Adjusted EBITDA guidance of $2.4B to $2.6B. Management expects continued volume and price growth supported by strong public infrastructure construction activity.
Aggregates segment sales increased 7% to $1,763.0M in 2026-Q2, with freight-adjusted selling prices up 3.9% to $22.97 per ton. Shipments grew 1% to 59.9M tons, expanding segment gross profit to $567.3M.
Vulcan divested its ready-mixed concrete operations in California in early June 2026. Simultaneously, the company expanded its aggregates reach by acquiring a quarry in southern Colorado and a rail yard in Dallas-Fort Worth.
Vulcan Materials (VMC) is next expected to report earnings on Oct 28, 2026. The date comes from the analyst earnings calendar and can shift until the company confirms it.
Expected release date, analyst estimates & what to watch
VMC delivered strong Q1 FY2026 results with revenue up 7.4% to $1.76B, net income surging 28.4% to $165.5M, and gross margin expanding 170 bps to 24.1%, driven by improved pricing and cost discipline.
VMC delivered strong FY2025 results with revenue growing 7.1% to $7.94B, operating income surging 18.7% to $1.62B, and operating cash flow jumping 28.6% to $1.81B, reflecting meaningful margin expansion and significant debt reduction.
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