Vulcan Materials

Q2 FY2026 EarningsQ2 FY26 results slightly beat consensus on the top and bottom lines, with revenue of $2,156M vs. $2,135M expected and Adjusted Diluted EPS of $2.59 vs. $2.47 expected. Aggregates segment growth remained resilient with a 5% increase in freight-adjusted selling prices, despite energy inflation and weather disruptions in Texas and the Southeast. Management reaffirmed its full-year Adjusted EBITDA guidance of $2.4B to $2.6B, aligning with market expectations and reflecting strong public construction demand.