The earnings call presented a strong financial performance with significant improvements in adjusted EBITDA and cash flow despite weather-related challenges affecting shipments. Future demand appears promising with significant highway contract awards and data center projects. However, challenges remain in residential construction and private non-residential sectors.

Company Guidance -

Q3 2025

During Vulcan Materials Company's second quarter 2025 earnings call, the company reaffirmed its full-year adjusted EBITDA guidance of $2.35 billion to $2.55 billion, despite facing adverse weather conditions that impacted volumes. The company reported a 16% improvement in adjusted EBITDA, reaching $660 million for the quarter, with margins expanding by 260 basis points and aggregate cash gross profit per ton growing 13%. The company's freight-adjusted average selling prices improved by 5%, with mix-adjusted prices up 8%. Vulcan's strategic acquisitions have contributed positively, and the backlog and bookings are expected to support volume growth into 2026. Residential construction remains weak, but multifamily starts and private non-residential construction show signs of improvement, with data center activity being a bright spot. Public infrastructure demand is accelerating, with highway contract awards in Vulcan markets up over 20% year-over-year. The company also reported a 58% improvement in operating cash flow, with free cash flow surpassing $1 billion on a trailing 12-month basis.

Strong Financial Performance

Adjusted EBITDA improved 16% and margins expanded by 260 basis points, with aggregate cash gross profit per ton growing 13%.

Resilient Operational Execution

Despite challenging weather conditions, Vulcan achieved a 9% increase in adjusted EBITDA over the prior year and reported cash gross profit per ton expanded by 9%.

Promising Future Demand

Highway contract awards in Vulcan markets accelerated by over 20% at the end of June, indicating strong future demand. Data centers also remain a bright spot with projects totaling over $35 billion.

Strong Cash Flow and Capital Management

Operating cash flow improved by 58%, and free cash flow surpassed $1 billion. The company returned $169 million to shareholders and retired $400 million of debt.

Vulcan Materials (VMC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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VMC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	2.68 / -	2.22	―	―	―
Jul 31, 2025	2025 (Q2)	2.53 / 2.45	2.35	4.26% (+0.10)
Apr 30, 2025	2025 (Q1)	0.76 / 1.00	0.8	25.00% (+0.20)
Feb 18, 2025	2024 (Q4)	1.75 / 2.17	1.46	48.63% (+0.71)
Oct 30, 2024	2024 (Q3)	2.30 / 2.22	2.29	-3.06% (-0.07)
Aug 06, 2024	2024 (Q2)	2.47 / 2.35	2.29	2.62% (+0.06)
May 02, 2024	2024 (Q1)	0.74 / 0.80	0.95	-15.79% (-0.15)
Feb 16, 2024	2023 (Q4)	1.40 / 1.46	1.08	35.19% (+0.38)
Oct 26, 2023	2023 (Q3)	2.29 / 2.29	1.78	28.65% (+0.51)
Aug 03, 2023	2023 (Q2)	1.92 / 2.29	1.53	49.67% (+0.76)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

VMC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$272.77	$274.67	+0.70%
Apr 30, 2025	$244.91	$261.86	+6.92%
Feb 18, 2025	$269.37	$271.66	+0.85%
Oct 30, 2024	$258.07	$274.65	+6.42%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Vulcan Materials Company (VMC) report earnings?

Vulcan Materials Company (VMC) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is Vulcan Materials Company (VMC) earnings time?

Vulcan Materials Company (VMC) earnings time is at Oct 29, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is VMC EPS forecast?

VMC EPS forecast for the fiscal quarter 2025 (Q3) is 2.68.

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