Analysis published 02 Sep 2026

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

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

01 · Management Credibility

Does management do what it says?

ExceededBuilding Materials And Aggregates Margin Profile
100/100

Q1 performance exceeded the prior-year profitability baseline, with consolidated gross margin and Adjusted EBITDA margin expanding and aggregates unit profitability improving. (1 exceeded across 1 tracked commitment)

“We continue to execute well and remain focused on delivering another year of margin expansion and attractive growth in aggregates unit profitability.”

Vulcan Materials Company (Holding Company) Common Stock · QUARTERLY_REPORT · Sep 2025 · p.27
In progressBuilding Materials And Aggregates Revenue Growth
60/100

Q1 evidence supports progress toward the commitment: aggregates shipments, pricing, and cash gross profit per ton all increased year over year. Full-year delivery is not yet due. (1 in progress across 1 tracked commitment)

“Aggregates shipments through the third quarter have increased 3%, and we expect full year shipments to reflect similar year-over-year growth.”

Vulcan Materials Company (Holding Company) Common Stock · QUARTERLY_REPORT · Sep 2025 · p.27

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