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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Vulcan Materials Company (VMC) is 7/10.
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.
Scored from Vulcan Materials Company’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| 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 Q1 | $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 |
All prior quarters are free.
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