Vulcan (VMC) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Vulcan (VMC) reported earnings 30 days ago. What's next for the stock?
VMC's first-quarter 2025 results reflect strong demand trends and favorable pricing.
Vulcan Materials Company (NYSE:VMC ) Q1 2025 Earnings Conference Call April 30, 2025 10:00 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 Jerry Revich - Goldman Sachs & Co. Tyler Brown - Raymond James Asher Sohnen - Citigroup Global Markets Keith Hughes - Truist Securities Kathryn Thompson - Thompson Research Group Trey Grooms - Stephens Inc. Garik Shmois - Loop Capital Markets Steven Fisher - UBS Timna Tanners - Wolfe Research Jean Veliz - D.A. Davidson & Co. Michael Feniger - Bank of America Jesse Barone - Jefferies Michael Dudas - Vertical Research Partners Angel Castillo - Morgan Stanley David MacGregor - Longbow Research Andrew Maser - Stifel, Nicolaus & Co., Inc. Operator Good morning.
While the top- and bottom-line numbers for Vulcan (VMC) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Vulcan Materials (VMC) came out with quarterly earnings of $1 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.80 per share a year ago.
Besides Wall Street's top -and-bottom-line estimates for Vulcan (VMC), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2025.
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.