NYSE$VMC

Vulcan Materials Co · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

VMC reported Q1 2026 revenue of $1.8B and net income of $165.5M, with diluted EPS of $1.26.

For Q1 2026, VMC reported revenue of $1.8B and net income of $165.5M. The quarterly filing discusses segment performance, liquidity, and outlook in MD&A.

  • Revenue of $1.8B for Q1 2026.
  • Net income of $165.5M; diluted EPS $1.26.
  • Operating trends and segment mix are detailed in the quarterly report.
  • Liquidity, capital allocation, and macro exposure discussed in MD&A.

Headline financials

Total Revenue

$1.76B

Previous: $1.63B+7.4%
EPS (adj)

$1.26

Previous: $0.97+29.9%
Capital Expenditures

-$177M

Previous: -$168M-5.1%
Free Cash Flow

$64.6M

No prior period
Net Income

$166M

Previous: $129M+27.9%
Operating Income

$265M

Previous: $226M+17.2%
Gross Profit

$423M

Previous: $365M+15.7%
Cash & Equivalents

$140M

No prior period
Total Assets

$16.7B

No prior period

Revenue & EPS history

Vulcan Materials · Revenue · Quarterly

$1.76B

Q1 2026+7.4%vs Q1 2025
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Vulcan Materials · $2.34B total across 3 segments · Q3 2023

  • Aggregates
    $1.63B+9.1%
  • Concrete
    $365M-19.1%
  • Asphalt
    $347M+11.9%

Forward guidance

The filing discusses VMC's operating environment, capital priorities, and risks; formal quarterly EPS guidance is limited in the 10-Q.

Tailwinds

  • MD&A provides segment and liquidity detail for the quarter.
  • Balance sheet and cash flow support ongoing operations and capital returns where applicable.

Headwinds

  • Macro, competitive, or regulatory risks noted in risk factors.
  • No full-year EPS bridge in the quarterly SEC filing alone.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.8%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+0.4%

Avg return

30 days after

56%

41 / 73 earnings

Positive

+20.1%

Q3 2018

Best reaction

-8.3%

Q1 2009

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.9%-1.3%-2.8%
Q4 2025-7.6%-6.8%-21.6%
Q3 2025-1.6%-0.9%+0.8%
Q2 2025+0.7%+3.8%+6.7%
Q1 2025+6.9%+10.1%+8.0%
Q4 2024+0.9%-6.5%-11.7%
Q3 2024+5.5%+3.6%+11.0%
Q2 2024-6.3%-5.1%-9.8%
Q1 2024+1.8%+3.3%-1.5%
Q4 2023+3.7%+4.5%+10.1%
Q3 2023-4.8%-3.4%+4.1%
Q2 2023+1.3%+1.7%-0.1%
Q1 2023+8.4%+8.1%+13.5%
Q4 2022-5.0%-7.6%-17.6%
Q3 2022+2.6%+4.5%+12.0%
Q2 2022+3.5%+2.6%-0.8%
Q1 2022+0.1%-7.9%-6.2%
Q4 2021-0.8%-2.0%-3.0%
Q3 2021+0.5%+5.5%-1.9%
Q2 2021-1.7%+1.3%-0.3%
Q1 2021+5.5%+6.7%+1.8%
Q4 2020-1.6%-0.1%+2.2%
Q3 2020-1.2%+2.7%+7.4%
Q2 2020+7.7%+10.7%+5.4%
Q1 2020-5.4%-10.1%+14.9%
Q4 2019-7.9%-8.9%-38.6%
Q3 2019-2.6%-3.2%+1.8%
Q2 2019-0.5%+2.0%+1.6%
Q1 2019+3.8%+4.9%+0.9%
Q4 2018+6.8%+6.9%+6.3%
Q3 2018+20.1%+20.8%+27.0%
Q2 2018-3.3%-2.3%-4.3%
Q1 2018+8.0%+11.5%+13.8%
Q4 2017-6.7%-8.6%-12.2%
Q3 2017+2.1%+2.3%-0.4%
Q2 2017+0.8%+1.4%+1.7%
Q1 2017+2.3%+3.6%+3.3%
Q4 2016-6.1%-4.3%-8.7%
Q3 2016-1.3%+2.4%+9.9%
Q2 2016-6.0%-4.0%-8.2%
Q1 2016+2.9%
Q4 2015+6.4%
Q3 2015+0.4%
Q2 2015+8.7%
Q1 2015-3.2%
Q4 2014+5.3%
Q3 2014+2.8%
Q2 2014-1.4%
Q1 2014-4.3%
Q4 2013+7.6%
Q3 2013+5.2%
Q2 2013+4.3%
Q1 2013+10.5%
Q4 2012-1.5%
Q3 2012+0.6%
Q2 2012-5.7%
Q4 2011-0.7%
Q1 2012+1.4%
Q3 2011-2.8%
Q2 2011+2.3%
Q1 2011+1.4%
Q4 2010-3.0%
Q3 2010+5.2%
Q4 2007+5.2%
Q2 2010-2.3%
Q1 2009-8.3%
Q1 2010+3.0%
Q4 2009-3.5%
Q4 2008-3.5%
Q3 2009+3.7%
Q3 2008+3.7%
Q2 2008-1.7%
Q2 2009-1.7%

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