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Vulcan Materials Company (VMC)
NYSE:VMC
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.68Last Year’s EPS
2.35Same Quarter Last Year
Strong Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 9.51%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call indicates strong overall performance with significant improvements in profitability and successful integration of acquisitions. However, there are some challenges in the private sector and delays in large commercial projects. Despite these challenges, strong public demand and effective cost management provide a positive outlook.Company Guidance
During the Vulcan Materials Company's First Quarter 2025 Earnings Call, the management provided guidance highlighting a robust performance and optimistic outlook despite macroeconomic uncertainties. They reported a 20% year-over-year improvement in cash gross profit per ton, a 27% increase in adjusted EBITDA, and a 420 basis point expansion in adjusted EBITDA margin. Aggregates shipments were down 1% year-over-year due to weather impacts, yet price increases yielded a 7% improvement in aggregates freight-adjusted price. The company maintains its adjusted EBITDA guidance for 2025 between $2.35 billion and $2.55 billion. Free cash flow over the last 12 months was $869 million, with a 93% conversion of net earnings. Vulcan continues to focus on maintaining solid momentum, leveraging its operational and sales disciplines, and expects capital expenditures between $750 million and $800 million for the full year. They anticipate challenges in private demand but see public demand as a healthy offset, driven by infrastructure investments and federal funding.Strong Improvement in Profitability
The company delivered a 20% year-over-year improvement in cash gross profit per ton, complemented by a 27% improvement in adjusted EBITDA and 420 basis points of expansion in adjusted EBITDA margin.
Price Increases and Cost Efficiencies
Aggregates freight-adjusted price improved 7% year-over-year, and operational efficiencies led to a 3% decline in aggregates freight-adjusted unit cash cost of sales.
Successful Acquisition Integration
Acquisitions from the prior year contributed significantly, with total cash gross profit improving by over 50%.
Growth in Downstream Businesses
Cash unit profitability in asphalt and concrete expanded by 19% and 77%, respectively.
Healthy Public Demand
Public demand is expected to remain strong, supported by federal and local funding, including IIJ-related spending.
Strong Free Cash Flow and Capital Allocation
Generated $869 million of free cash flow over the last 12 months, with a 93% conversion of net earnings, and maintained a strong balance sheet with a debt-to-adjusted EBITDA leverage of 2.2x.
VMC Earnings History
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 |
|---|---|---|---|
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% |
Aug 06, 2024 | $255.47 | $244.27 | -4.38% |
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 Jul 31, 2025, TBA Not Confirmed.
What is Vulcan Materials Company (VMC) earnings time?
Vulcan Materials Company (VMC) earnings time is at Jul 31, 2025, TBA Not 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 (Q2) is 2.68.