Vulcan Materials Company (VMC) earnings on July 29, 2026

Before the market opens Q2 2026

More Vulcan Materials Company earnings

Prior outlook: Pessimistic Outcome: Accurate

The construction materials company reported stronger-than-expected profit and sales for the latest quarter. However, the stock closed lower as investors focused on a NAFTA arbitration update instead of the earnings beat.

VMC price around the earnings

283.92

Change: -1.6%

2026-07-29, 20:00 UTC

Start of the measured window End of the measured window
283.10 306.54 329.97 353.41 288.42
Price series around the eventClosing price per minute from before the event to the end of the measured window.No trading (market closed)No trading (market closed)
July 29, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • Start of the measured window
  • End of the measured window
  • Market open
  • No trading (market closed)
  • Starting price
Price series around the event

Prior thesis

Prior outlook: Pessimistic Outcome: Accurate

Thesis published
Results released

Negative trend strength and analyst price target cuts, despite moderate analyst upside and mixed past earnings.

Context analyzed before publication

Trend
Trajectory scores improved from -30 to -13, indicating some stabilization but still negative reads.

Analysts

Evidence

Analyst consensus
Buy
Consensus average (1-5)
1.83
Analysts covering the stock
22
Average price target
325.77
Lowest price target
198
Highest price target
365
Upside to price target
13%
Quarterly earnings growth
28.4%
Revenue growth
7.4%
Forward EPS
10.78
Trailing EPS
8.57
Analyst moves in the last 60 days
3
  • Strong buy: 2
  • Buy: 13
  • Hold: 7
  • Sell: 0
  • Strong sell: 1
Strong buy
2
Buy
13
Hold
7
Sell
0
Strong sell
1
  • July 8, 2026 · UBS: Maintains rating (Buy → Buy)
  • July 8, 2026 · Wells Fargo: Maintains rating (Equal-Weight → Equal-Weight)
  • June 30, 2026 · RBC Capital: Maintains rating (Sector Perform → Sector Perform)

News and sentiment

Evidence

Sentiment
Sentiment
Constructive
Mention volume
Low
Normalized volume
33%
News
Sources (4)

Technicals

Evidence

Price when the context was analyzed
288.49
Average true range (ATR)
2.4%
Distance to 52-week high
-13.6%
14-day change (14d)
-1.1%
30-day change (32d)
-7.4%
30-day relative strength
-8.9%
SPY change (32d)
+1.6%
Nearest support
287.02
Distance to nearest support
0.5%
Nearest resistance
289.49
Distance to nearest resistance
0.4%
Volume accumulation ratio (14d / 46d)
0.82
  • Major: 287.02 (0.5% away, 0.21 ATR, 35 touches)
  • Major: 284.79 (1.3% away, 0.54 ATR, 27 touches)
  • Mid: 281.78 (2.3% away, 0.97 ATR, 11 touches)
  • Major: 289.49 (0.4% away, 0.15 ATR, 43 touches)
  • Major: 290.92 (0.8% away, 0.35 ATR, 59 touches)
  • Major: 292.87 (1.5% away, 0.64 ATR, 43 touches)

Trends

Evidence

Average earnings surprise
+1.0%
  • April 29, 2026: actual EPS 1.35 vs estimate 1.1 (surprise +22.3%)
  • February 17, 2026: actual EPS 1.7 vs estimate 2.12 (surprise -19.9%)
  • October 30, 2025: actual EPS 2.84 vs estimate 2.72 (surprise +4.5%)
  • July 31, 2025: actual EPS 2.45 vs estimate 2.52 (surprise -2.8%)

Expected move

Implied move
+1.9%
Source
Options chain

Reactions over its last 20 earnings

Median move
2.1%
75th percentile move
5.1%
90th percentile move
6.5%
Up / down moves
12 / 8
Average up move
+3.3%
Average down move
-3.2%

Monitoring and close

What Vulcan Materials Company reported

Status
Finished
Actual EPS2.59
EPS estimate2.55
EPS surprise+1.6%
Revenue$2,156 million
Revenue estimate$2,122 million
Revenue surprise+1.6%

Vulcan Materials highlighted resilient Q2 2026 performance, noting continued strong financials despite energy headwinds, strategic acquisitions and robust pricing strategies.

Sources (11)

Pre-market second reading after the results

Verdict
Beat expectations

Heading into the open, the figures don't clearly confirm the prior scenario.

How the stock reacted

Outcome
Accurate
Consolidated
-1.6%
Max favorable move (MFE)
1.9%
Max adverse move (MAE)
4.2%