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Revenue by Segment
Breaks down revenue across different business segments, highlighting which areas are driving growth and profitability, and where the company may need to focus or adjust strategy.Aggregates remain the cash engine and the business is intentionally shifting mix toward quarry products—Q1 softness appears seasonal and price‑timing related rather than demand collapse. Concrete lags due to residential weakness and the planned California ready‑mix divestiture, which will reduce downstream contribution but improve aggregate focus and per‑ton economics. Asphalt and aggregates still benefit from public/infrastructure backlog and nearby project conversion. Expect a Q2 cost squeeze from diesel, but management’s midyear pricing cadence and advantaged footprint point to margin recovery in H2.
Date | Aggregates | Asphalt | Concrete | Intersegment Sales |
|---|---|---|---|---|
Jun 30, 2026 | $1.76B | $330.00M | $186.80M | -$124.00M |
Mar 31, 2026 | $1.45B | $215.80M | $187.50M | -$97.90M |
Dec 31, 2025 | $1.52B | $300.70M | $211.40M | -$119.20M |
Sep 30, 2025 | $1.79B | $416.10M | $237.50M | -$154.20M |
Jun 30, 2025 | $1.65B | $368.90M | $220.60M | -$136.70M |
Mar 31, 2025 | $1.34B | $208.70M | $177.00M | -$87.00M |
Dec 31, 2024 | $1.47B | $327.10M | $163.50M | -$109.30M |
Sep 30, 2024 | $1.57B | $381.10M | $174.40M | -$124.00M |
Jun 30, 2024 | $1.61B | $351.20M | $167.30M | -$117.60M |
Mar 31, 2024 | $1.29B | $186.20M | $148.30M | -$80.10M |