The in-line quarter with a modest EPS beat and reaffirmed guidance is unlikely to drive a significant stock move. Monitor upcoming infrastructure spending catalysts and pricing trends for volume growth signals in H2 2026.
Price Chart
Executive Summary
Vulcan Materials reported Q2 2026 adjusted EPS of $2.59, a 4.9% beat vs the $2.47 consensus, on total revenues of $2.156B (in line with $2.14B estimate). Aggregates cash gross profit per ton grew to $12.02, demonstrating strong pricing discipline despite energy inflation and weather disruptions. The company reaffirmed its full-year Adjusted EBITDA guidance of $2.4-$2.6 billion, maintaining a steady outlook with no change to the prior range.
Key Financial Metrics
Key Facts
- Adjusted diluted EPS from continuing operations was $2.59, beating consensus of $2.47 by 4.9%
- Total revenues of $2.156B were slightly above the $2.14B consensus estimate
- Aggregates cash gross profit per ton reached $12.02, up from $11.88 in Q2 2025
- Full-year Adjusted EBITDA guidance reaffirmed at $2.4-$2.6 billion, midpoint $2.5B
- Net debt to TTM Adjusted EBITDA improved to 1.7x from 2.1x a year ago
- Company returned $318M to shareholders via $250M in buybacks and $68M in dividends
Financial Impact
Adjusted EPS beat of $0.12 (4.9%) on consensus of $2.47; revenue beat of ~$16M (0.7%) on $2.14B consensus
Risk Factors
- Energy cost inflation pressuring unit cash costs (up 7% YoY)
- Weather-related disruptions impacting shipments in Texas and Southeast
- Geopolitical uncertainty and construction cycle sensitivity
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001140361-26-029958 |
| Document: ef20078928_8k.htm | 0001140361-26-029958 |
| Document: 0001140361-26-029958-index-headers.html | 0001140361-26-029958 |
| Document: 0001140361-26-029958-index.html | 0001140361-26-029958 |
| Document: 0001140361-26-029958.txt | 0001140361-26-029958 |
| 8-K Data (Synthetic) | 0001140361-26-029958 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 31, 2026 9w ago | 144 | $268.57 $274.51 | ▲ +2.21% | ▼ −0.78% | $243.17 (−9.46%) |
Jul 29, 2026 9w ago | 8-K | $283.92 $273.74 | ▼ −3.59% | ▼ −8.61% | $243.17 (−14.35%) |
Jul 15, 2026 11w ago | Press Release | $289.11 $280.38 | ▲ +3.02% | ▲ +5.36% | $243.17 (+15.89%) |
Jul 10, 2026 11w ago | Press Release | $292.78 $285.34 | ▼ −2.54% | ▼ −5.73% | $243.17 (−16.94%) |
Mar 24, 2026 27w ago | DEFA14A | $269.47 $291.66 | ▲ +8.24% | ▲ +0.37% | $243.17 (−9.76%) |
US Market Status
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