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VMC · Q2 2026

Vulcan Materials CO

Reported 2026-07-29
BEAT
48EarnIQ signal

Confidence stable

Mild quarter-over-quarter shift

Resilient aggregates pricing power and cost discipline offset weather and energy headwinds, supporting reaffirmed EBITDA guidance.

  • Guidance was maintained, with high specificity.
  • Management tone registered as confident (85/100).
  • EarnIQ detected 0 potential management deflections.
Headline–confidence gap

Mixed evidence

The headline and management signals do not point in one direction (confidence stable).

EPS: reported vs expected+0.7%$2.59 vs $2.57
Revenue: reported vs expected+0.6%$2.2B vs $2.1B
Guidance specificityHighMaintained
Market expectations supplied by Finnhub · Reported vs consensus estimate

Our industry-leading aggregates cash gross profit per ton grew to over $12 per ton, despite significant energy inflation and disruptive weather.

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Guidance specificityPressure pointNarrative breakSource evidence
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