Vulcan Materials CO is expected to release its Q2 2026 10-Q filing in the upcoming earnings season. Last quarter: 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.
Drawn from management commentary in the Q1 2026 10-Q:
Revenue increased 7.4% year-over-year to $1.76B in Q1 FY2026 from $1.63B in the prior-year period, reflecting continued strength in aggregates pricing and demand from infrastructure and construction end markets.
Gross margin improved to 24.1% from 22.3% a year ago (+170 bps), and operating margin expanded to 15.1% from 13.9% (+120 bps), indicating that revenue growth outpaced cost increases and SG&A was trimmed by 1.9% YoY to $135.7M.
Net income grew 28.4% to $165.5M, with diluted EPS rising 29.9% to $1.26 from $0.97, meaningfully outpacing revenue growth and reflecting strong operating leverage and reduced share count from buybacks.
Revenue
$1.76B
++7.42% YoY
EPS (Basic)
$1.27
++30.93% YoY
Gross Margin
24.1%
++1.73% YoY
Operating Income
$265.4M
++17.23% YoY
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