Analysis published 02 Sep 2026

AI-generated · cited to primary sources · not investment advice

Vulcan Materials Company (Holding Company) Common Stock (VMC) Jun 2025 Filing Analysis

01 · Management Credibility

Does management do what it says?

In progressBuilding Materials And Aggregates Revenue Quality
60/100

The VPP recognition commitment remained active. The filing reports $5.5 million recognized during the first nine months of 2025 and estimates $7.5 million will be recognized during the subsequent twelve-month period ending September 30, 2026. The filing does not provide a specific update for the June 30, 2026 measurement period. (1 in progress across 1 tracked commitment)

“Based on expected sales from the specified quarries, we expect to recognize $7.5 million of VPP deferred revenue as income during the twelve-month period ending June 30, 2026.”

Vulcan Materials Company (Holding Company) Common Stock · QUARTERLY_REPORT · Jun 2025 · p.11
Building Materials And Aggregates Capital Allocation

Make total qualified pension-plan contributions of $9.6 million during 2025. — target: $9.6 million (+4 more commitments)

“We anticipate making total contributions of $9.6 million to our qualified pension plans in 2025.”

Vulcan Materials Company (Holding Company) Common Stock · QUARTERLY_REPORT · Jun 2025 · p.19

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