Vulcan Materials

VMC

Market cap $39.3B

Vulcan Materials' strong public construction, improving private demand, and potential residential recovery support healthy revenue growth into 2026. Firm pricing, falling unit costs, and early-stage operational initiatives position margins for continued expansion. VMC shares trade below historical valuations despite improving fundamentals, offering an attractive medium-term entry point.

Investors looking for stocks in the Building Products - Concrete and Aggregates sector might want to consider either Cemex (CX) or Vulcan Materials (VMC). But which of these two stocks offers value investors a better bang for their buck right now?

Federal infrastructure spending should help the Zacks Building Products - Concrete & Aggregates industry players like VMC and MLM. Yet, high rates and expenses are risks.

Vulcan Materials Company remains a leading US aggregate supplier, benefiting from strong public infrastructure demand and strategic quarry locations. VMC's Q3 2025 results exceeded expectations, driven by robust aggregate shipments, improved margins, and continued pricing power despite slower price growth. Industry fragmentation and tough permitting create ongoing opportunities for bolt-on acquisitions, supporting VMC's long-term growth and competitive advantage.

Vulcan Materials Company VMC reported impressive third-quarter 2025 results, with adjusted earnings and revenues topping the Zacks Consensus Estimate and increasing year over year. The quarterly performance of the company was driven by solid contributions from its aggregates-led business, alongside effective commercial and operational execution.

Vulcan Materials Company ( VMC ) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Mark Warren - Vice President of Investor Relations James Hill - CEO & Chairman Ronnie Pruitt - Chief Operating Officer Mary Carlisle - Senior VP & CFO Conference Call Participants Trey Grooms - Stephens Inc., Research Division Patrick Brown - Raymond James & Associates, Inc., Research Division Garik Shmois - Loop Capital Markets LLC, Research Division Andrew F. Maser - Stifel Europe, Research Division Asher Sohnen - Citigroup Inc., Research Division Kathryn Thompson - Thompson Research Group, LLC Jesse Barone - Jefferies LLC, Research Division Keith Hughes - Truist Securities, Inc., Research Division Brent Thielman - D.A.

The headline numbers for Vulcan (VMC) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Vulcan Materials (VMC) came out with quarterly earnings of $2.84 per share, beating the Zacks Consensus Estimate of $2.68 per share. This compares to earnings of $2.22 per share a year ago.

Solid Execution Drives Strong Earnings Growth and Margin Expansion in Each Segment Improving Demand and Continued Aggregates Unit Margin Expansion in 2026 BIRMINGHAM, Ala. , Oct. 30, 2025 /PRNewswire/ -- Vulcan Materials Company (NYSE: VMC), the nation's largest producer of construction aggregates, today announced results for the quarter ended September 30, 2025.

Data center and power demand, along with mission-critical projects, give these construction stocks, like MasTec, AAON, Vulcan, Johnson and EMCOR, an edge.