Vulcan Materials' gross margin recovered from 24.1% in 2026Q1 to 30.5% in 2026Q3, and operating margin reached 24.0% in the latest quarter, suggesting pricing and operating leverage are supporting earnings power.
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Gross margin expanded from 24.1% in 2026Q1 to 30.5% in 2026Q3, but top-line growth has been inconsistent, with revenue down 4.3% year over year in the latest quarter.
Vulcan is the top supplier of aggregates in the U.S., with high-quality reserves in key growth markets.
Strong demand for construction materials supports Vulcan's growth, driven by infrastructure projects like highways and data centers.
The company benefits from pricing power and operational efficiencies, enhancing profitability and cash gross profit per ton.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $2.83+0.7% vs $2.81 | $2.2B-2.5% vs $2.2B |
Q3 2026 Jul 29, 2026 | $2.59+5.3% vs $2.46 | $2.2B+0.7% vs $2.1B |
Q2 2026 Apr 29, 2026 | $1.35+22.7% vs $1.10 | $1.8B+7.1% vs $1.6B |
Q1 2026 Feb 17, 2026 | $1.70-19.4% vs $2.11 | $1.9B-2.3% vs $2.0B |
Vulcan Materials NYSE: VMC said third-quarter adjusted EBITDA reached $707 million, with adjusted EBITDA margin expanding 20 basis points year over year to 32.3%, as higher selling prices and cost discipline helped offset substantial energy-related cost pressures.
Vulcan Materials Company ( VMC ) Q3 2026 Earnings Call October 29, 2026 10:00 AM EDT Company Participants Mark Warren - Vice President of Investor Relations Ronnie Pruitt - CEO & Director Mary Carlisle - Senior VP & CFO Conference Call Participants Trey Grooms - Stephens Inc., Research Division Philip Ng - Jefferies LLC, Research Division Garik Shmois - D.A. Davidson & Co., Research Division Anthony Pettinari - Citigroup Inc., Research Division Kathryn Thompson - Thompson Research Group, LLC Michael Dudas - Vertical Research Partners, LLC Rohit Seth - B.
VMC's third-quarter earnings beat estimates, but weaker revenues, lower aggregates shipments and reduced 2026 EBITDA guidance weigh on shares.
Although the revenue and EPS for Vulcan (VMC) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Benchmark VMC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Vulcan Materials Company (VMC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $282.72 | $36.68B | 34.82 | 6.94% | 13.63% | 12.95% | 0.7% | |
| $518.15 | $31.11B | 27.56 | 0.12% | 36.81% | 23.11% | 0.63% | |
| $94.81 | $63.35B | 17.21 | 9.01% | 7.85% | 20.21% | 1.55% | |
| $118.10 | $3.39B | 25.29 | 17.31% | 35.66% | 20.76% | 0.2% | |
| $18.63 | $3.89B | 20.03 | 6.66% | 10.75% | 6.95% | 2.83% | |
| $186.04 | $5.71B | 14.18 | 2.13% | 17.32% | 26.87% | 0.55% |
Vulcan Materials Company (VMC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Vulcan Materials Company (VMC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 30, 2026·SEC
Oct 29, 2026·SEC
Oct 22, 2026·SEC
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Vulcan Materials Company (VMC) stock FAQ — growth, dividends, profitability & financials explained
Vulcan Materials Company (VMC) reported $8.01B in revenue over the trailing twelve months. Revenue was $7.93B in fiscal year 2025. That is 406% more than the $1.57B of fiscal year 1996.
Vulcan Materials Company (VMC) grew revenue by 6.9% in fiscal year 2025, compared with the prior fiscal year.
Yes. Vulcan Materials Company (VMC) earned $1.10B in net income over the trailing twelve months (a 13.8% net margin).
Yes. Vulcan Materials Company (VMC) pays a dividend that yields 0.70% at the current price, a small yield.
Vulcan Materials Company (VMC) had a return on equity (ROE) of 13.0% in fiscal year 2025. That is in line with the market's typical 10-15%.
Vulcan Materials Company (VMC) generated $781.2M in free cash flow over the trailing twelve months.
