Vulcan Materials Company, alongside its affiliated entities, stands as a prominent producer and distributor of construction aggregates, primarily operating within the United ...
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Est. EPS $3.04 · Revenue $2.28B · 12 analysts
Est. EPS $2.24 · Revenue $1.96B · 12 analysts
Est. EPS $9.14 · Revenue $8.16B · 12 analysts
Est. EPS $1.58 · Revenue $1.81B · 5 analysts
$2.02 per share
$2.02 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $7.9B | +6.9% | +22.8% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $1.1B | +18.5% | +95.4% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +27.3% | +1.3% | +20.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +20.1% | +9.1% | +17.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +13.6% | +10.8% | +59.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $1.1B | +40.8% | +131.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +14.3% | +31.7% | +88.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 63.4% | -11.7% | -4.1% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.69x | +46.9% | -32.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $16.7B | -2.4% | -1.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 8.12 vs 8.40 | -3.4% | 2.48 vs 3.04 | -18.4% |
| Revenue Surprise | $7.9B vs $8.0B | -0.6% | $2.2B vs $2.3B | -5.3% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Feb 19, 2029 | Render Stephen J | officer: SVP | Restricted Stock Units | — | 85 | — |
| Feb 19, 2029 | Polomsky James T | officer: SVP | Restricted Stock Units | — | 520 | — |
| Feb 19, 2029 | Goodsell Brent P | officer: SVP | Restricted Stock Units | — | 590 | — |
| Dec 31, 2028 | Render Stephen J | officer: SVP | Performance Share Units | — | 680 | — |
| Dec 31, 2028 | Polomsky James T | officer: SVP | Performance Share Units | — | 1,570 | — |
Operator: Good morning, everyone. Welcome to the Vulcan Materials Company Second Quarter 2026 Earnings Call. My name is Bo and I will be your conference call coordinator today. Please be reminded that today's call is being recorded and will be available for replay later today at the company's website. [Operator Instructions] Now I would like to turn the call over to your host, Mr. Mark Warren, Vice President of Investor Relations for Vulcan Materials. Please go ahead, sir. Mark Warren: Thank you, operator. I'm joined today by Ronnie Pruitt, Chief Executive Officer; and Mary Andrews Carlisle, Senior Vice President and Chief Financial Officer. Before we begin our prepared remarks, please note that a press release and a supplemental presentation related to this call are available at our website, vulcanmaterials.com. Today's discussion may include forward-looking statements, which are subject to risks and uncertainties. Details on these risks, other legal disclaimers and reconciliations of any non-GAAP financial measures are defined and described in our earnings release, supplemental presentation and other filings with the Securities and Exchange Commission. [Operator Instructions] And with that, I'll turn the call over to Ronnie. Ronnie Pruitt: Thanks, Mark and thank you all for your interest in Vulcan Materials. The resiliency of our aggregates-led business and the importance of our strategic disciplines are evident in periods of inflationary pressure. I am proud of how our commercial and operating teams have navigated the first half of the year to deliver adjusted EBITDA growth and aggregates cash gross profit per ton expansion. And most importantly, they did so while keeping each other safe. In the quarter, we generated $654 million of adjusted EBITDA, approximating the prior year despite energy headwinds of almost $40 million. Our teams executed well, earning higher prices for our products in each segment and driving operational efficiencies to help offset inflationary increases in our input costs. Second quarter aggregates cash gross profit per ton topped $12 and was $0.14 higher than the prior year. Shipments increased 1% compared to the prior year and varied widely across geographies depending upon weather conditions. Aggregates freight-adjusted selling prices moved higher both sequentially and year-over-year. On a mix-adjusted basis, average selling prices in the quarter improved 5% compared to the prior year with improvement widespread across geographies. Our commercial teams continue to execute our Vulcan Way of Selling disciplines to capture value for our products and deliver solutions for our customers. Excluding diesel, aggregates freight adjusted unit cash cost of sales increased 3% compared to the prior year. Our Vulcan Way of Operating disciplines were executed well to drive efficiencies and control spending even with lower-than-expected volumes in many areas due to wet weather. From coast to coast, our teams are aligned with a …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
James Thomas Hill | Executive Chairman of the Board | USD 4,837,005 | Male | 1959 | Active |
Ronnie A. Pruitt | CEO & Director | USD 2,436,891 | Male | 1971 | Active |
Thompson S. Baker | President | USD 2,236,381 | Male | 1958 | Active |
Mary Andrews Carlisle | Senior Vice President & Chief Financial Officer | USD 1,908,373 | Female | 1981 | Active |
David Clement | Senior Vice President of Operations Support, Procurement & Strategic Sourcing | USD 1,556,363 | Male | 1960 | Active |
Krzysztof Soltan | Chief Information Officer | — | Male | — | Active |
Mark D. Warren | Vice President of Investor Relations | — | Male | — | Active |
Mitesh Shah | Senior Vice President & Chief Human Resources Officer | — | Male | 1978 | Active |
Janet F. Kavinoky | Vice President of External Affairs & Corporate Communications | — | Female | — | Active |
Randy L. Pigg | Vice President, Principal Accounting Officer & Controller | — | Male | 1973 | Active |
Jerry F. Perkins Jr. | Chief Administrative Officer | — | Male | 1970 | Active |
Amundi lifted its stake in Vulcan Materials Company (NYSE: VMC) by 18.0% in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 495,403 shares of the construction company's stock after purchasing an additional 75,572 shares during the quarter. Amundi owned about 0.38% of
Vulcan Materials NYSE: VMC said second-quarter adjusted EBITDA was $654 million, roughly in line with the prior-year period, as higher prices and operating efficiencies helped offset nearly $40 million in energy-related headwinds.
First Trust Advisors LP decreased its position in shares of Vulcan Materials Company (NYSE: VMC) by 12.1% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 43,526 shares of the construction company's stock after selling 6,001 shares during the period. First Trust
BankChampaign National Association purchased a new stake in shares of Vulcan Materials Company (NYSE: VMC) in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 2,591 shares of the construction company's stock, valued at approximately $706,000. Several other institutional investors and hedge funds
Vulcan Materials Company (VMC) Q2 2026 Earnings Call Transcript
