Vulcan Materials' second quarter 2026 earnings met estimates, with aggregates shipments up 1% and strong pricing.

Vulcan Materials reported second quarter revenue of $2.16 billion and adjusted EPS of $2.59, in-line with analyst expectations. The company reaffirmed its full-year Adjusted EBITDA guidance, citing strong execution in its core aggregates business.

Key Highlights

• Aggregates shipments rose 1% year-over-year to 59.9 million tons, surpassing analyst estimates and benefiting from public construction activity.
• The Aggregates segment saw freight-adjusted selling prices increase 4% on a reported basis (5% mix-adjusted), demonstrating continued pricing discipline.
• Cash gross profit per ton in Aggregates improved to $12.02 from $11.88 in the prior-year quarter, despite higher diesel fuel costs and weather disruptions.
• Full-year 2026 Adjusted EBITDA guidance was reaffirmed at a range of $2.4 billion to $2.6 billion.