Vulcan Materials Company leverages a geographic moat and pricing power to drive robust growth in U.S. construction aggregates. VMC's Q1 2026 revenue rose 7.4% to $1.76 billion, with adjusted EPS up 35% year-over-year, outperforming consensus estimates. Trading at a forward P/E of 31.1, VMC is 6% below a fair value estimate of $332, supporting a potential 9% total return by mid-2027.
Vulcan (VMC) reported earnings 30 days ago. What's next for the stock?
Vulcan Materials Company is the nation's largest producer of construction aggregates, benefiting from an irreplaceable, geographically protected business model. VMC's growth is underpinned by the Infrastructure Investment and Jobs Act, with peak material shipments ahead and a recession-resistant demand floor. Trading at a 7% discount to a $320 fair value estimate, VMC offers 12%–16% annualized total return potential through 2031, despite a modest 0.7% yield.
Vulcan Materials Company (VMC) Q1 2026 Earnings Call Transcript
Vulcan Materials Company VMC posted exceptional first-quarter 2026 results with adjusted earnings and total revenues beating the Zacks Consensus Estimate and increasing year over year. The quarter's results reflect benefits realized from the aggregates-led business and consistent focus on its strategic disciplines.
The headline numbers for Vulcan (VMC) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Vulcan Materials Company VMC is scheduled to release first-quarter 2026 results on April 29, before the opening bell. In the last reported quarter, the company's adjusted earnings and total revenues missed the Zacks Consensus Estimate by 20.2% and 1.6%, respectively.
Vulcan (VMC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Vulcan (VMC) reported earnings 30 days ago. What's next for the stock?
It may be best to avoid Vulcan Materials (VMC) stock amid slowing demand for construction aggregates.
Banco Bilbao Vizcaya Argentaria S.A. decreased its stake in Vulcan Materials Company (NYSE: VMC) by 13.6% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 37,697 shares of the construction company's stock after selling 5,938 shares during the period.
Vulcan Materials Company (VMC) Analyst/Investor Day Transcript