Latest Earnings Results: Q3 '26
Estimated EPS
$2.81
Reported EPS
$2.83
Surprise
+0.69%
Estimated Rev
$2.24B
Reported Rev
$2.18B
Surprise
-2.55%
• Reported GAAP EPS of $2.83 down -0.35% YoY • Reported revenue of $2.18B down -4.67% YoY • Vulcan Materials expects to deliver approximately $2.4B in Adjusted EBITDA for full year 2026 and anticipates 2027 earnings growth with mid- to high-single-digit pricing gains.
Bullish Takeaway
Vulcan completed two aggregates-led bolt-on acquisitions, recorded mix-adjusted freight-adjusted price gains and higher aggregates cash gross profit per ton despite energy headwinds, and targets 2027 earnings growth.
Bearish Takeaway
Vulcan lists construction-industry economic cycles and the timing and amount of infrastructure funding as risks, alongside lower Q3 revenue and earnings, decreased aggregates shipments, and higher unit cash costs.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $2.10 | -- | -- | N/A |
Q3 '26 | $2.81 | $2.83 | 0.69% | BEAT |
Q2 '26 | $2.46 | $2.59 | 5.13% | BEAT |
Q1 '26 | $1.10 | $1.35 | 22.44% | BEAT |
Q4 '25 | $2.10 | $1.70 | -18.99% | MISSED |