Vulcan Materials CO — Form 8-K
Filed July 29, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 32/100
What the filing says
Vulcan Materials reported Q2 2026 revenues of $2,156M (up 2.6% YoY) with aggregates shipments of 59.9M tons (up 1% YoY) at freight-adjusted price of $22.97/ton (up 5% mix-adjusted). Cash gross profit per ton improved to $12.02 (vs. $11.88 prior year). Net earnings were $323M ($2.47 diluted EPS). The company completed sale of California ready-mixed concrete operations (proceeds $572M H1) and acquired quarry in Colorado and rail yard in Dallas-Fort Worth from Brannan Sand Gravel. Full-year adjusted EBITDA guidance reaffirmed at $2.4–2.6B. Debt/EBITDA ratio improved to 1.9x (below 2.0–2.5x target range). CEO Ronnie Pruitt highlighted aggregates-focused strategy and strong pricing environment.
Why this rating
Solid but incremental earnings growth (Q2 EPS +1.6% YoY); core aggregates unit economics stable despite cost inflation; modest portfolio actions; guidance unchanged. Small relative to $34.4B market cap.
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