VULCAN TO WEBCAST 2026 INVESTOR DAY [Accessibility Statement] Skip NavigationBIRMINGHAM, Ala., Feb. 23, 2026 /PRNewswire/ -- Vulcan Materials Company (NYSE: VMC), the nation's largest producer of construction aggregates, today announced that it will webcast its Investor Day event on Thursday, March 12, 2026 at 9:00 a.m. ET. The presentation will be led by Ronnie Pruitt, Vulcan's Chief Executive Officer, and will include presentations from other members of the Company's management team.Investors and other in ...

Core Viewpoint - Vulcan Materials is expected to face challenges in meeting fourth-quarter earnings expectations, with analysts predicting a decline in revenue and earnings per share compared to the previous year [1][5]. Group 1: Company Performance - In the third quarter, Vulcan reported revenue of $2.29 billion, a 14.4% increase year-over-year, and earnings per share (EPS) of $2.83, up 80% from the same period a year ago [2]. - The stock price increased from $285.50 to $290 after the third-quarter report, reflecting a 5% rise [3]. - As of February 11, the company's shares are trading around $311, indicating continued investor interest despite potential challenges ahead [3]. Group 2: Fourth Quarter Expectations - Analysts forecast fourth-quarter revenue to be approximately $1.96 billion, representing a 2.7% decrease compared to the same quarter last year [5]. - Expected fourth-quarter EPS is projected to be $2.11, down from $2.17 in the fourth quarter of 2024 [5]. - The company is predicting a 3% increase in aggregate shipments for 2025, with adjusted EBITDA expected to be between $2.35 billion and $2.45 billion, marking a 17% increase at the midpoint [4]. Group 3: Industry Context - Competitor Martin Marietta reported fourth-quarter revenue of $1.5 billion, a 9% year-over-year increase, but its EPS fell by 4% due to higher expenses related to acquisitions and integrations [6]. - The cost of transporting aggregates is a concern for Vulcan, but the company has reported improved margins, with cash gross profit per ton at $11.51, a 13% year-over-year increase [3][8]. - Investors are closely monitoring Vulcan's tonnage shipped, which was 64.7 million tons in the third quarter, up 12% year-over-year, but slower growth is anticipated moving forward [8].

Core Viewpoint - Martin Marietta Materials, Inc. is expected to report earnings per share (EPS) of $4.68 and revenue of approximately $1.68 billion for the upcoming quarter, despite recent challenges in the construction sector [1][5]. Financial Performance - In the previous quarter, Martin Marietta's earnings and revenues fell short of the Zacks Consensus Estimate by 10.2% and 9.9%, respectively [2]. - Year-over-year, the company experienced an increase in earnings by 23% and revenues by 12%, attributed to infrastructure spending and effective pricing strategies [2][5]. - Analysts have recently revised the consensus EPS estimate downward due to concerns over higher costs and reduced top-line leverage [3]. Financial Metrics - The company has a price-to-earnings (P/E) ratio of 36.76 and a price-to-sales ratio of 6.38 [4]. - The enterprise value to sales ratio stands at 7.26, while the enterprise value to operating cash flow ratio is 26.17 [4]. - Martin Marietta's debt-to-equity ratio is 0.61, and it has a current ratio of 2.97, indicating a strong ability to cover short-term liabilities [4]. Market Outlook - Despite the recent downward revision of EPS estimates, the consensus EPS estimate for the fourth quarter of 2025 has been revised upward by 2.6% over the past 30 days [5]. - The company faces challenges from weaker private construction activity and seasonal business trends [3].

分组1 - Eagle Materials reported quarterly earnings of $3.22 per share, missing the Zacks Consensus Estimate of $3.32 per share, and down from $3.59 per share a year ago, representing an earnings surprise of -2.92% [1] - The company posted revenues of $555.96 million for the quarter, surpassing the Zacks Consensus Estimate by 0.36%, but down from $558.03 million year-over-year [2] - Over the last four quarters, Eagle Materials has surpassed consensus revenue estimates three times, but only once for EPS estimates [2] 分组2 - The stock has gained about 5.4% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] - The current consensus EPS estimate for the coming quarter is $1.82 on revenues of $470.6 million, and for the current fiscal year, it is $12.79 on $2.3 billion in revenues [7] - The Zacks Industry Rank for Building Products - Concrete and Aggregates is in the top 40% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Company Overview - Martin Marietta Materials, Inc. (MLM) has a market cap of $40.1 billion and is a natural resource-based building materials company supplying aggregates and heavy-side construction materials across the U.S. and internationally, serving various construction markets and sectors [1] Financial Performance - Analysts forecast MLM to report an adjusted EPS of $4.83 for fiscal Q4 2025, a slight increase from $4.79 in the same quarter last year, with mixed performance in the past four quarters [2] - For fiscal 2025, adjusted EPS is expected to be $18.47, a 43% decrease from $32.41 in fiscal 2024, but projected to grow 18.6% year-over-year to $21.90 in fiscal 2026 [3] Stock Performance - MLM stock has gained 29.7% over the past 52 weeks, outperforming the S&P 500 Index's increase of 19.3% and the State Street Materials Select Sector SPDR ETF's rise of 14.4% during the same period [4] Recent Developments - Despite reporting weaker-than-expected Q3 2025 adjusted EPS of $5.97 and revenue of $1.85 billion, MLM shares rose nearly 1% on Nov. 4, with the company raising its full-year adjusted EBITDA forecast to a midpoint of $2.32 billion and reporting an 8% increase in aggregates shipments, indicating resilient demand supported by infrastructure spending [5] Analyst Ratings - The consensus view on MLM stock is cautiously optimistic, with a "Moderate Buy" rating from analysts; among 21 analysts, 12 recommend a "Strong Buy," one a "Moderate Buy," and eight a "Hold," with an average price target of $679.25 suggesting a potential upside of 2% from current levels [6]

Core Insights - Vulcan Materials Company (VMC) is a leading producer of construction aggregates in the United States, with a market cap of approximately $38.6 billion [1][2] Financial Performance - In Q3 2025, Vulcan Materials reported total revenue of $2.3 billion, reflecting a year-over-year increase of about 14.4% [5] - Shipments in the core aggregates business rose by 12% year-over-year, while cash gross profit per ton increased to $11.84, marking the eleventh consecutive quarter of double-digit gains in unit profitability [5] - Year-to-date, VMC shares have risen by 13.8%, outperforming the Dow Jones Industrials Average's YTD gains of 12.5% [4] Stock Performance - VMC's stock has declined by 6.1% from its 52-week high of $311.74, reached on October 15 [3] - Over the past three months, VMC has underperformed compared to the Dow Jones Industrials Average, which gained 4.7% during the same period [3] - The stock has been trading above the 200-day moving average since late June but has mostly traded below the 50-day moving average since mid-October [4] Competitive Landscape - Martin Marietta Materials, Inc. (MLM) has outperformed VMC with an 18.5% return year-to-date and 6.5% gains over the past year [6] - Despite this, VMC has a consensus "Strong Buy" rating from 22 analysts, with a mean price target of $324.19, indicating a potential upside of 9.6% from current levels [6]

Core Points - Vulcan Materials Company will host its third quarter 2025 earnings conference call on October 30, 2025, at 9:00 a.m. CT [1] - Financial results will be released before the NYSE market opens on the same day [1] Company Overview - Vulcan Materials Company is the largest supplier of construction aggregates in the United States, primarily providing crushed stone, sand, and gravel [3] - The company is also a major producer of aggregates-based construction materials, including asphalt and ready-mixed concrete [3] - Vulcan is a member of the S&P 500 index and is headquartered in Birmingham, Alabama [3]

Financial Performance - Vulcan Materials Company has demonstrated strong EBITDA and free cash flow margins, leading to an upgrade in its Long-term Issuer Default Rating to BBB+ from BBB by Fitch Ratings [1][2] - The company's leverage levels improved to 2.2x from 2.6x following a $2.3 billion acquisition in 2024, with expectations to average between 2x and 2.5x in the coming years [3] - The EBITDA margin improved by 200 basis points in 2024, with further improvements expected between 100 and 150 basis points in 2025 due to strong pricing and operational efficiencies [3] Market Position - Vulcan Materials is recognized as one of the largest producers of construction aggregates in the United States, providing essential materials such as crushed stone, sand, and gravel [4] - The company has a diverse quarry network spanning 23 states, which contributes to its leading market position and substantial financial flexibility [2]

Core Viewpoint - Vulcan Materials Company will host its second quarter 2025 earnings conference call on July 31, 2025, at 10:00 a.m. CT, with financial results released before the NYSE market opens [1]. Company Information - Vulcan Materials Company is the largest supplier of construction aggregates in the United States, primarily providing crushed stone, sand, and gravel [3]. - The company is also a major producer of aggregates-based construction materials, including asphalt and ready-mixed concrete [3]. - Vulcan is a member of the S&P 500 index and is headquartered in Birmingham, Alabama [3].