The 47% EPS miss is a strong negative signal, but maintained guidance suggests management sees Q1 as a trough. Watch for Q2 2026 earnings on July 29 for confirmation of a recovery trajectory. If volumes don't rebound, the stock could see further downside.
Price Chart
Executive Summary
Vulcan Materials reported Q1 2026 EPS of $1.35, a 47% miss versus the consensus estimate of $2.55, and revenue of $2.15B, which was in line with expectations. The significant earnings miss, driven by lower volumes and higher costs in the aggregates business, signals operational headwinds and will likely pressure the stock.
Key Financial Metrics
Key Facts
- Q1 2026 EPS of $1.35 missed consensus of $2.55 by 47%
- Revenue of $2.15B was in line with consensus
- Earnings miss driven by lower aggregates volumes and higher input costs
- Company maintained full-year guidance, but Q1 miss raises execution concerns
Financial Impact
EPS miss of $1.20 per share vs consensus, representing a 47% negative surprise
Risk Factors
- Continued weakness in construction demand could pressure volumes further
- Input cost inflation may persist, compressing margins
- If full-year guidance is lowered in Q2, the stock could decline significantly
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302825575 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 31, 2026 9w ago | 144 | $268.57 $274.51 | ▲ +2.21% | ▼ −0.78% | $243.71 (−9.25%) |
Jul 29, 2026 9w ago | 8-K | $283.92 $273.74 | ▼ −3.59% | ▼ −8.61% | $243.71 (−14.16%) |
Jul 15, 2026 11w ago | Press Release | $289.11 $280.38 | ▲ +3.02% | ▲ +5.36% | $243.71 (+15.70%) |
Jul 10, 2026 11w ago | Press Release | $292.78 $285.34 | ▼ −2.54% | ▼ −5.73% | $243.71 (−16.76%) |
Mar 24, 2026 27w ago | DEFA14A | $269.47 $291.66 | ▲ +8.24% | ▲ +0.37% | $243.71 (−9.56%) |
US Market Status
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