VMC's first-quarter 2025 performance is likely to have benefited from its focus on pricing and acquisition efforts.
Vulcan (VMC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Vulcan Materials is well-positioned to benefit from continued strength in public infrastructure, data center expansion, and heavy manufacturing, which should more than offset weakness in residential and light non-residential markets. Strong pricing momentum, including mid-year increases, combined with operational efficiencies through the 'Vulcan Way of Operating,' should support margin growth despite mixed volumes. Trading below its historical valuation, VMC offers a compelling 'Buy' opportunity supported by upside from pricing, infrastructure tailwinds, and potential recovery in the warehousing market.
Vulcan (VMC) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Vulcan Materials reported strong Q4 results with revenue and EPS surpassing estimates, driven by pricing power and cost control, despite a slight decline in aggregate volumes. The company's adjusted EBITDA grew 16% year-over-year, with a 29.7% margin, reflecting efficiency gains and robust pricing power, crucial in an inflationary environment. Management's optimistic outlook includes expected EBITDA growth and steady public construction demand, supported by the Infrastructure Investment and Jobs Act and low leverage for future M&A.
Vulcan (VMC) reported earnings 30 days ago. What's next for the stock?
Vulcan Materials Company (NYSE:VMC ) Q4 2024 Earnings Conference Call February 18, 2025 11:00 AM ET Company Participants Mark Warren - Vice President, Investor Relations Tom Hill - Chairman & Chief Executive Officer Mary Andrews Carlisle - Senior Vice President & Chief Financial Officer Conference Call Participants Trey Grooms - Stephens Steven Fisher - UBS Kathryn Thompson - Thompson Research Jerry Revich - Goldman Sachs Angel Castillo - Morgan Stanley Phil Ng - Jefferies Mike Dahl - RBC Adam Thalhimer - Thompson Davis Timna Tanners - Wolfe Research Garik Shmois - Loop Capital Keith Hughes - Truist Brent Thielman - D.A. Davidson Michael Dudas - Vertical Research David MacGregor - Longbow Research Operator Good morning.
VMC's fourth quarter 2024 results reflect strong demand trends and favorable pricing. Tune in to know the factors favoring the stock's quarterly results.
Although the revenue and EPS for Vulcan (VMC) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Vulcan Materials (VMC) came out with quarterly earnings of $2.17 per share, beating the Zacks Consensus Estimate of $1.76 per share. This compares to earnings of $1.46 per share a year ago.
VMC boosts quarterly dividend by 7%, reflective of its strong performance and attractive underlying market fundamentals.
VMC's fourth-quarter 2024 performance is likely to reflect its focus on pricing, cost control, and infrastructure-driven demand amid soft residential activity.