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Vulcan Materials Company (VMC)
NYSE:VMC
US Market
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Vulcan Materials (VMC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 12, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
2.19
Last Year’s EPS
2.17
Same Quarter Last Year
Based on 10 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 13, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance with significant improvements in adjusted EBITDA, aggregate shipments, and public construction growth. However, challenges persist in residential demand and there are mixed pricing dynamics. Despite a pause in M&A activity, the company maintains a positive outlook for 2026 with expected growth in shipments and pricing improvements.
Company Guidance
During the Vulcan Materials Company's third quarter 2025 earnings call, the company reported strong financial performance and provided guidance for the remainder of 2025 and into 2026. The third quarter saw a 27% increase in adjusted EBITDA, reaching $735 million, with a 310 basis point expansion in adjusted EBITDA margin. Aggregate shipments rose by 12% during the quarter, contributing to a 3% year-to-date increase. The company's mix-adjusted pricing improved by 5% in the quarter and 7% year-to-date. For the full year, Vulcan anticipates a 3% increase in shipments, projecting full-year adjusted EBITDA between $2.35 billion and $2.45 billion, representing a 17% increase over the prior year at the midpoint. The company highlighted strong public construction activity, with public contract awards in Vulcan's markets up 17% year-over-year, and noted that 60% of the Infrastructure Investment and Jobs Act (IIJA) funds remain unspent, indicating a long runway for continued growth. For 2026, Vulcan expects modest shipment growth and mid-single-digit pricing improvements, driven by strong public and improving private non-residential demand, despite ongoing weakness in residential markets.
Adjusted EBITDA Improvement
Adjusted EBITDA of $735 million improved 27% compared to the prior year, with a margin expansion of 310 basis points.
Strong Aggregate Shipments
Aggregate shipments increased 12% in the quarter, resulting in 3% higher shipments on a year-to-date basis.
Growth in Public Construction
Public construction activity is strong, with trailing 12-month awards up 17% year-over-year in Vulcan's footprint.
Free Cash Flow Growth
Free cash flow increased by 31% to over $1 billion, with a conversion rate of 94%.
Positive Outlook for 2026
Expectations for organic shipments to return to growth and mid-single-digit pricing improvements in 2026.

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

VMC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 12, 2026
2025 (Q4)
2.19 / -
2.17
Oct 13, 2025
2025 (Q3)
2.73 / 2.84
2.2227.93% (+0.62)
Jul 31, 2025
2025 (Q2)
2.53 / 2.45
2.354.26% (+0.10)
Apr 30, 2025
2025 (Q1)
0.76 / 1.00
0.825.00% (+0.20)
Feb 18, 2025
2024 (Q4)
1.75 / 2.17
1.4648.63% (+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
2.292.62% (+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
1.0835.19% (+0.38)
Oct 26, 2023
2023 (Q3)
2.29 / 2.29
1.7828.65% (+0.51)
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
Oct 13, 2025
$301.43$302.75+0.44%
Jul 31, 2025
$272.32$274.21+0.69%
Apr 30, 2025
$244.50$261.42+6.92%
Feb 18, 2025
$268.93$271.21+0.85%
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 Feb 12, 2026, Before Open (Confirmed).
    What is Vulcan Materials Company (VMC) earnings time?
    Vulcan Materials Company (VMC) earnings time is at Feb 12, 2026, 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 (Q4) is 2.19.
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