earnings
confidence high
sentiment neutral
materiality 0.60
Vulcan Materials Q2 2026: EPS $2.47, aggregates cash gross profit per ton $12.02, reaffirms FY Adj. EBITDA $2.4-2.6B
Vulcan Materials CO
- Total revenues $2.156B, up 2.6% YoY; net earnings $323M ($2.47 diluted EPS) vs $321M ($2.43) prior year.
- Aggregates shipments 59.9M tons (+1% YoY); freight-adjusted price per ton $22.97 (+4% reported, +5% mix-adjusted).
- Aggregates cash gross profit per ton $12.02, up from $11.88; segment gross profit $567M.
- Completed divestiture of California ready-mixed concrete in early June; acquired quarry in southern Colorado and rail yard in Dallas-Fort Worth.
- Reaffirmed full-year Adjusted EBITDA outlook of $2.4-$2.6B; SAG expense 6.6% of revenue, down 30 bps YoY.