Citable filing context
VMC's research view summarizes recent SEC filing context, starting with earnings from Jul 29, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 29, 2026 | earnings | Vulcan Materials Company reported financial results for the second quarter ended June 30, 2026. |
| Jul 27, 2026 | legal_settlement | The NAFTA tribunal issued a decision in Vulcan's arbitration against Mexico, awarding negligible monetary damages. |
| May 11, 2026 | management_change | President Thompson S. Baker II notified the company he will retire effective July 15, 2026. |
| Jul 29, 2026 | Guidance: adjusted_ebitda | 2400.00 to 2600.00 |
| May 16, 2022 | Guidance: EBITDA | 1720.00 to 1820.00 |
| Nov 4, 2021 | Guidance: adjusted_ebitda | 1430.00 to 1460.00 |
| Jul 29, 2026 | mda_quarterly | Vulcan Materials Company (VMC) reported a resilient second quarter for 2026, driven by strong pricing discipline in its core aggregates business. Total revenues rose 3% to $2.16 billion, while aggregates segment sales increased 7% to $1.76 billion, supported by a 3.9% rise in freight-adjusted selling prices. Despite energy inflation and weather-related disruptions in Texas and the Southeast, the company maintained a solid aggregates gross profit of $567.3 million. Strategic portfolio management remains a priority; VMC completed the divestiture of its California ready-mixed concrete operations and acquired aggregates assets in Colorado and Texas to strengthen its distribution network. These actions align with a strategy focused on high-growth metropolitan markets. The company reiterated its full-year Adjusted EBITDA guidance of $2.4 billion to $2.6 billion, citing continued public construction activity and large project demand. Risks include ongoing geopolitical tensions, which have disrupted energy supplies and increased costs, and persistent labor constraints. Additionally, the company faces significant legal and operational challenges in Mexico, where the government has declared its Calica properties a "Natural Protected Area," effectively prohibiting extraction. VMC maintains a strong balance sheet with a net debt-to-Adjusted EBITDA ratio of 1.7x and continues to return capital through dividends and share repurchases. |
| Apr 29, 2026 | mda_quarterly | Vulcan Materials Company reported first-quarter 2026 total revenues of $1,755.9 million, a 7% increase year-over-year, driven primarily by the Aggregates segment. Aggregates shipments rose 5% to 50 million tons, while freight-adjusted sales prices increased 3.5% to $22.80 per ton. Net earnings attributable to Vulcan grew 28% to $165.5 million, and Adjusted EBITDA rose 9% to $447.1 million. The company reiterated its full-year Adjusted EBITDA outlook of $2.4 billion to $2.6 billion. Capital allocation focused on shareholder returns, with $67.9 million in dividends and $149.5 million in share repurchases. The balance sheet remains strong with a net debt to trailing-twelve-month Adjusted EBITDA ratio of 1.9x and a weighted-average debt maturity of 13.1 years. Key operational risks include inflationary pressures, labor constraints, and geopolitical instability in the Middle East affecting energy costs. A significant legal uncertainty persists regarding Calica operations in Mexico, where the government issued shutdown orders and a "Natural Protected Area" decree; a NAFTA arbitration decision is expected in 2026. Additionally, the company expects to close the divestiture of its California ready-mixed concrete businesses in the first half of 2026. |
Source: SEC EDGAR filing text and events; period Jul 29, 2026; filed Jul 29, 2026.
VMC company research is available with Aerarium Pro (CAD $10/mo). The five showcase tickers (TSLA, NVDA, AAPL, AMZN, PLTR) and the macro dashboard stay free. Already a subscriber? Sign in to pick up where you left off.