Vulcan Materials Q4 revenue and EPS miss estimates

Vulcan Materials Co

17/02/2026 12:12

Overview

Construction aggregates producer's Q4 revenue missed analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Adjusted EBITDA for Q4 missed analyst expectations

Outlook

Vulcan expects 2026 net earnings attributable of $1.1 bln to $1.3 bln

Company sees 2026 adjusted EBITDA of $2.4 bln to $2.6 bln

Result Drivers

AGGREGATES SHIPMENTS - Q4 aggregates shipments increased 2%, supported by public construction activity

PRICE INCREASES - Freight-adjusted selling prices rose 5% on a mix-adjusted basis in Q4

COST MANAGEMENT - Low increase in unit cash cost of sales due to focus on cost management and efficiencies

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$1.91 bln
$1.96 bln (16 Analysts)
Q4 Adjusted EPS
Miss
$1.70
$2.11 (19 Analysts)
Q4 EPS
$1.91
Q4 Net Income
$252 mln
Q4 Adjusted EBITDA
Miss
$518 mln
$604.12 mln (17 Analysts)
Q4 Gross Profit
$487 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the construction materials peer group is "buy"

Wall Street's median 12-month price target for Vulcan Materials Co is $330.50, about 0.9% above its February 13 closing price of $327.65

The stock recently traded at 33 times the next 12-month earnings vs. a P/E of 30 three months ago

Press Release: ID:nPn6lKGC0a

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)