earnings
confidence high
sentiment positive
materiality 0.75
Vulcan Materials Q1 2026: Adj. EBITDA +9%, EPS $1.27 vs $0.98; reaffirms FY outlook
Vulcan Materials CO
2026-Q1 EPS
reported $1.26
vs consensus $1.13
▲ beat
(+11.6%)
- Net earnings $165M ($1.27 diluted EPS); adjusted EPS $1.35; revenue $1,756M, +7% YoY.
- Aggregates gross profit +12% to $400M ($8.01/ton); shipments +5% to 50M tons; price +3.5%.
- Adjusted EBITDA $447M (+9% YoY), margin 25.5%; FY 2026 outlook reaffirmed at $2.4-2.6B.
- SAG expense $136M, down 2% YoY; 80 bps lower as % of revenue.
- Returned $217M to shareholders: $149M in repurchases, $68M in dividends.