Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Angel Castillo | Morgan Stanley | 8 questions · 0% challenging |
| Trey Grooms | Stephens | 7 questions · 0% challenging |
| Kathryn Thompson | Thompson Research Group | 7 questions · 0% challenging |
| Keith Hughes | Truist Securities | 7 questions · 0% challenging |
| Mike Dudas | Vertical Research Partners | 7 questions · 0% challenging |
| Steve Fisher | UBS | 7 questions · 0% challenging |
| Garik Shmois | Loop Capital | 6 questions · 0% challenging |
| Philip Ng | Jefferies | 6 questions · 0% challenging |
| David MacGregor | Longbow Research | 5 questions · 0% challenging |
| Ivan Yi | Wolfe Research | 5 questions · 20% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 1 analyst | 8 questions · 0% challenging |
| Jefferies | 2 analysts | 8 questions · 0% challenging |
| UBS | 1 analyst | 7 questions · 0% challenging |
| Stephens | 1 analyst | 7 questions · 0% challenging |
| Longbow Research | 2 analysts | 7 questions · 0% challenging |
| Truist Securities | 1 analyst | 7 questions · 0% challenging |
| Thompson Research Group | 1 analyst | 7 questions · 0% challenging |
| Vertical Research Partners | 1 analyst | 7 questions · 0% challenging |
Vulcan delivered Q1 adjusted EBITDA of $447M, up 9%, with margin expansion as aggregate shipments returned to growth at 5% and pricing compounded with midyear increases ahead. FY2026 EBITDA guidance of $2.4-$2.6B was reiterated unchanged, and data center and energy build-out drove private demand acceleration. Public infrastructure funding remained strong via IIJA, but a diesel cost headwind squeezed near-term margins and residential construction continued to face affordability challenges.
Demand | Pricing | Cost Pressure | M&A | Margin | Competitive Dynamics | Regulation Policy | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 6 | 1 | 4 | 3 | 4 | 2 | |
| 2025Q1 | 5 | 4 | 6 | 3 | 3 | 1 | ||
| 2025Q2 | 7 | 2 | 1 | 1 | 2 | 2 | 3 | 2 |
| 2025Q3 | 6 | 4 | 2 | 3 | 2 | 5 | 1 | 1 |
| 2025Q4 | 6 | 3 | 2 | 2 | 2 | 1 | 3 | |
| 2026Q1 | 5 | 5 | 7 | 1 | 1 | 1 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 5 | 7 | 6 | 6 | 5 |
| Pricing | 6 | 4 | 2 | 4 | 3 | 5 |
| Cost Pressure | 1 | 6 | 1 | 2 | 2 | 7 |
| M&A | 4 | 3 | 1 | 3 | 2 | 1 |
| Margin | 3 | 3 | 2 | 2 | 2 | 1 |
| Competitive Dynamics | 4 | 2 | 5 | 1 | ||
| Regulation Policy | 2 | 1 | 3 | 1 | 1 | 3 |
| Guidance Reliability | 2 | 1 | 3 | 2 |
On July 27, 2026, Vulcan disclosed that the NAFTA tribunal issued its decision in the arbitration Vulcan filed against Mexico in 2018 over Mexico's repudiation of an agreement covering Vulcan's Mexican aggregates reserves and the shutdown of its quarrying operations there. The Tribunal found Mexico violated NAFTA in several respects, but its award of monetary damages to Vulcan was negligible. The decision stays confidential until publicly available.
What each event means for VMC’s sentiment score is part of Tellvest Pro.
Calendar quarter Q1 2026Earnings call Apr 29, 2026
FY2026 Q1 in brief
Vulcan delivered Q1 adjusted EBITDA of $447M, up 9%, with margin expansion as aggregate shipments returned to growth at 5% and pricing compounded with midyear increases ahead.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Vulcan Materials Company (VMC), FY2026 Q1: 7/10. Scores: Vulcan Materials Company’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: VMC daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.85B | +1.1% | $2.21 | +30.0% | 29.0% | 21.6% | 15.8% | $278M |
| FY2025 Q1 | $1.63B | +5.8% | $0.97 | +26.0% | 22.3% | 13.9% | 7.9% | $84M |
| FY2025 Q2 | $2.10B | +4.4% | $2.41 | +4.3% | 29.7% | 22.4% | 15.3% | $239M |
| FY2025 Q3 | $2.28B | +13.9% | $2.83 | +81.4% | 30.2% | 23.8% | 16.6% | $455M |
| FY2025 Q4 | $1.91B | +3.2% | $1.91 | -13.6% | 25.5% | 18.3% | 13.2% | $358M |
| FY2026 Q1Selected | $1.76B | +7.4% | $1.26 | +29.9% | 24.1% | 15.1% | 9.4% | $65M |
| FY2026 Q2 | $2.16B | +2.5% | $2.48 | +2.9% | 29.0% | 21.1% | 15.0% | $150M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +7.42% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
VMC Vulcan Materials Company | 7 | +7.4% | |
| CRH CRH plc | 7 | +9.1% | |
| MLM Martin Marietta Materials | 7 | +0.7% |