For the quarter ended December 2025, Vulcan Materials (VMC) reported revenue of $1.91 billion, up 3.2% over the same period last year. EPS came in at $1.70, compared to $2.17 in the year-ago quarter.
The reported revenue represents a surprise of -1.6% over the Zacks Consensus Estimate of $1.94 billion. With the consensus EPS estimate being $2.13, the EPS surprise was -20.02%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Vulcan performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Average unit sales price per ton - Aggregates (freight adjusted): $21.78 versus $22.09 estimated by four analysts on average.
- Unit Shipments - Aggregates: 55,100.00 KTon compared to the 55,520.50 KTon average estimate based on four analysts.
- Unit Shipments - Asphalt mix: 3,000.00 KTon compared to the 3,332.48 KTon average estimate based on three analysts.
- Unit Shipments - Ready-mixed concrete: 1,100.00 KCuYd versus the three-analyst average estimate of 1,125.38 KCuYd.
- Average unit sales price per ton - Asphalt mix: $82.09 compared to the $83.44 average estimate based on three analysts.
- Average unit sales price per cubic yard - Ready-mixed concrete: $188.38 versus $189.50 estimated by three analysts on average.
- Net Sales- Aggregates: $1.52 billion compared to the $1.55 billion average estimate based on five analysts. The reported number represents a change of +3.2% year over year.
- Net Sales- Concrete: $211.4 million versus $197.98 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +29.3% change.
- Net Sales- Asphalt: $300.7 million compared to the $317.47 million average estimate based on five analysts. The reported number represents a change of -8.1% year over year.
- Net Sales- Aggregates intersegment sales: $-119.2 million versus $-118.57 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +9.1% change.
- Gross profit- Aggregates: $435.8 million versus the five-analyst average estimate of $519.68 million.
- Gross Profit- Concrete: $10.1 million versus $19.92 million estimated by five analysts on average.
View all Key Company Metrics for Vulcan here>>>
Shares of Vulcan have returned +7.1% over the past month versus the Zacks S&P 500 composite's -1.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Vulcan Materials Company (VMC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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