Vulcan Materials

VMC

Market cap $39.4B

Josh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to explain why he's spotlighting some Materials stocks in his "Best Stocks in the Market."

BIRMINGHAM, Ala., Jan. 13, 2026 /PRNewswire/ -- Vulcan Materials Company (NYSE: VMC) will host its fourth quarter 2025 earnings conference call on Tuesday, February 17, 2026 at 9:00 a.m.

Investors interested in stocks from the Building Products - Concrete and Aggregates sector have probably already heard of Cemex (CX) and Vulcan Materials (VMC). But which of these two stocks presents investors with the better value opportunity right now?

The construction materials sector is riding a wave of infrastructure investment and industrial demand, and several companies are positioned to benefit.

The construction materials sector is riding a wave of public infrastructure spending, but not every company stands to benefit equally.

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?

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.