Vulcan Materials Co Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
16.5%projected annual EPS growth
Analyst Coverage
22analysts covering
FY Revenue (est.)
$8.2Bnext fiscal year
FY EPS (est.)
$9.15next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 29 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Aggregates Cash Gross Profit per Ton Quarterly11.3Target: Profitability improvement targets outlined at 2026 Investor Day
Aggregates Shipment Volume (Tons) Quarterly227MTarget: Volume growth driven by public infrastructure and data center demand
Adjusted EBITDA Quarterly2.3BTarget: 2400000000 to 2600000000
Total Recordable Incident Rate (TRIR) AnnuallyTarget: Continuous reduction under the Fatality Prevention Program (FPP)
Watch Items
- Aggregates Pricing Power and Cost InflationTrigger: EBITDA margin compression below 25% or inability to pass through diesel, labor, and explosives cost increasesAction: Accelerate operational efficiency initiatives and implement further price increases under the Vulcan Way of Operating
- Public Infrastructure Funding and Shipment VolumesTrigger: Significant delays in federal/state highway project rollouts leading to flat or negative aggregates shipment growthAction: Reallocate production capacity and logistics assets to high-growth private construction corridors such as Dallas-Fort Worth
- Integration of Strategic Acquisitions and Asset DivestituresTrigger: Integration delays or margin dilution from newly acquired operations in Colorado and Dallas-Fort Worth, or friction from California concrete exitAction: Conduct rigorous post-merger integration reviews and optimize the expanded distribution network to maximize reserve utilization
Research as of 2 Sep 2026