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Vulcan Materials Company subsidiary Calmat received an imminent danger order on October 27, 2026, requiring removal of personnel exposed to fall hazards during maintenance at Lexington Quarry in Los Gatos, California. No injuries occurred, and corrective action terminated the order.
Vulcan Materials Company posted Q3 2026 adjusted EBITDA of $707 million and 20 basis points of margin expansion. The company expects approximately $2.4 billion of adjusted EBITDA this year and mid to high single-digit aggregate pricing growth in 2027.
Vulcan reported third quarter 2026 revenue of $2,184.6 million, down 5%, and Adjusted EBITDA of $706.7 million, down 4%. It expects approximately $2.4 billion in full-year Adjusted EBITDA.
Vulcan Materials Company reported third-quarter 2026 revenue of $2,185 million and Adjusted EBITDA of $707 million. Aggregates shipments fell 3 percent while pricing rose 5 percent; full-year Adjusted EBITDA is expected to be approximately $2.4 billion.
David P. Clement intends to retire as Vulcan Materials Company’s Senior Vice President of Operations Support and Procurement in the first quarter of 2027.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Third-quarter revenue, gross profit, net earnings and adjusted EBITDA declined year over year, aggregate shipments fell 3%, and management expects only modest full-year volume growth amid higher energy-related unit costs. Positive execution supported a 32.3% adjusted EBITDA margin, higher aggregate cash gross profit per ton, substantial capital returns, bolt-on acquisitions, approximately $2.4 billion of 2026 adjusted EBITDA, and 2027 earnings growth with mid- to high-single-digit pricing gains, while residential construction remains constrained by affordability and interest rates.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
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| Adjusted diluted EPS attributable to Vulcan from continuing operations non-GAAP | $8.47 | Trailing-Twelve Months Ended September 30 2026 | — |
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| Adjusted EBITDA non-GAAP | 2.33B | Trailing-Twelve Months Ended September 30 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 29% | Trailing-Twelve Months Ended September 30 2026 | — |
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| Aggregates - tons | 172.6M | Nine Months Ended September 30 2026 | — |
| aggregates shipments | 3% | the third quarter | — |
| Asphalt gross profit margin | 17% | the third quarter | — |
| Asphalt Mix - sales price ^5^ | $85.15 | Nine Months Ended September 30 2026 | — |
| Asphalt Mix - tons | 9.5M | Nine Months Ended September 30 2026 | — |
| Capital expenditures for maintenance and growth projects | 174M | the third quarter | — |
| Cash gross profit non-GAAP | 212M | Trailing-Twelve Months Ended September 30 2026 | — |
| Cash gross profit per ton non-GAAP | $11.45 | Trailing-Twelve Months Ended September 30 2026 | — |
| common stock repurchases | 350M | the third quarter | — |
| Concrete gross profit margin | 9% | the third quarter | — |
| dividends | 67M | the third quarter | — |
| EBITDA non-GAAP | 2.33B | Trailing-Twelve Months Ended September 30 2026 | — |
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| Freight-adjusted cash cost of sales per ton non-GAAP | $11.16 | Trailing-Twelve Months Ended September 30 2026 | — |
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| Freight-adjusted revenues non-GAAP | 5.15B | Trailing-Twelve Months Ended September 30 2026 | — |
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| Freight-adjusted sales price non-GAAP | $22.61 | Trailing-Twelve Months Ended September 30 2026 | — |
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| Net debt non-GAAP | 4.51B | September 30 | — |
| Net debt to TTM Adjusted EBITDA non-GAAP | 1.9 | September 30 | — |
| Ready-mixed concrete - cubic yards | 2.4M | Nine Months Ended September 30 2026 | — |
| Ready-mixed concrete - sales price ^5^ | $190.59 | Nine Months Ended September 30 2026 | — |
| return on average invested capital | 15.9% | Trailing-Twelve Months | — |
| Return on invested capital non-GAAP | 15.9% | Trailing-Twelve Months Ended September 30 | — |
| Shipments (tons) | 62.7M | Third Quarter | — |
| Total debt to TTM Adjusted EBITDA non-GAAP | 2 | September 30 | — |
| Trailing-Twelve Months (TTM) Adjusted EBITDA non-GAAP | 2.33B | Trailing-Twelve Months (TTM) | — |
| Unit shipments - tons | 227.6M | Trailing-Twelve Months Ended September 30 2026 | — |
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| active MSHA-regulated facilities | 297 | the three months ended June 30, 2026 filing | — |
| Aggregates cash gross profit | $720.1M | second quarter 2026 filing | — |
| Aggregates segment cash gross profit per ton non-GAAP | $12.02 | Three Months Ended June 30, 2026 filing | — |
| Aggregates segment unit shipments - tons | 59.9 | Three Months Ended June 30, 2026 filing | — |
| Asphalt segment average sales price | $85.74 | Three Months Ended June 30, 2026 filing | — |
| Asphalt segment cash cost of sales per ton non-GAAP | $67.73 | Three Months Ended June 30, 2026 filing | — |
| Asphalt segment cash gross profit non-GAAP | 61M | Three Months Ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Gross profit 49.8M
+11.2M Depreciation, depletion, accretion and amortization
= Asphalt segment cash gross profit 61M
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| Asphalt segment cash gross profit per ton non-GAAP | $18.01 | Three Months Ended June 30, 2026 filing | — |
| Asphalt segment unit shipments - tons | 3.4 | Three Months Ended June 30, 2026 filing | — |
| Average Price Paid Per Share | $276.69 | the quarter ended June 30, 2026 filing | — |
| Concrete segment average sales price | $189.94 | Three Months Ended June 30, 2026 filing | — |
| Concrete segment cash cost of sales per cubic yard non-GAAP | $177.4 | Three Months Ended June 30, 2026 filing | — |
| Concrete segment cash gross profit non-GAAP | 12.3M | Three Months Ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Gross profit 8.4M
+3.9M Depreciation, depletion, accretion and amortization
= Concrete segment cash gross profit 12.3M
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| Concrete segment cash gross profit per cubic yard non-GAAP | $12.54 | Three Months Ended June 30, 2026 filing | — |
| Concrete segment unit shipments - cubic yards | 1 | Three Months Ended June 30, 2026 filing | — |
| facilities receiving federal mine safety inspections | 126 | the three months ended June 30, 2026 filing | — |
| federal mine safety inspections | 138 | the three months ended June 30, 2026 filing | — |
| inspected facilities that did not receive any reportable citations or orders | 119 | the three months ended June 30, 2026 filing | — |
| Shipments | 59.9M | second quarter 2026 filing | — |
| total dollar value of proposed assessments received for all other citations and citations previo | $25,479 | the three months ended June 30, 2026 filing | — |
| Total Number of Shares Purchased | 904,430 | the quarter ended June 30, 2026 filing | — |
| Total Number of Shares Purchased As Part of Publicly Announced Plans or Programs | 904,430 | the quarter ended June 30, 2026 filing | — |
| Unit profitability | $9.47 | second quarter 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
VMC
this stock
Vulcan Materials CO
|
$35.76B | -2.3% | +6.4% | 33.0 | 2.9% |
|
CRH
Crh Public Ltd Co
|
$61.97B | -25.4% | +5.3% | 17.5 | 2.1% |
|
MLM
Martin Marietta Materials Inc
|
$36.53B | -17.5% | +8.6% | 13.6 | 4.7% |
|
AMRZ
Amrize Ltd
|
$21.77B | -24.4% | +0.9% | 18.0 | 2.8% |
|
JHX
James Hardie Industries plc
|
$16.17B | +34.0% | +24.7% | — | 3.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Vulcan Materials Company subsidiary Calmat received an imminent danger order on October 27, 2026, requiring removal of personnel exposed to fall hazards during maintenance at Lexington Quarry in Los Gatos, California. No injuries occurred, and corrective action terminated the order.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| VMC | -1.5% | +8.2% | +3.6% | -0.9% | -2.3% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -4.0% | +9.3% | +3.1% | -0.8% | -12.9% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
