Vulcan Materials Company

NYSE:VMC Rapport sur les actions

Capitalisation boursière : US$35.9b

Vulcan Materials Résultats passés

Passé contrôle des critères 5/6

Vulcan Materials a connu une croissance annuelle moyenne de ses bénéfices de 12.8%, tandis que le secteur Basic Materials a vu ses bénéfices augmenter de en hausse à 13.7% par an. Les revenus ont augmenté de en hausse à un taux moyen de 8.2% par an. Le rendement des capitaux propres de Vulcan Materials est 13.2% et ses marges nettes sont de 13.9%.

Informations clés

12.80%

Taux de croissance des bénéfices

12.96%

Taux de croissance du BPA

Basic Materials Croissance de l'industrie19.98%
Taux de croissance des recettes8.21%
Rendement des fonds propres13.21%
Marge nette13.87%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit May 23

VMC: Capital Returns And Aggregates Exposure Will Drive Shares Into 2026

Analysts have nudged the blended price target for Vulcan Materials slightly lower to about $329, reflecting a mix of recent target cuts and raises as they factor in updated margin expectations, demand headwinds, and revised sector models. Analyst Commentary Recent research on Vulcan Materials reflects a split view, with some analysts trimming targets and others lifting them, as they recalibrate expectations after weaker Q4 margins, updated guidance, and sector model changes.
Mise à jour du récit May 07

VMC: Capital Returns And Volume Outlook Will Drive Shares Into 2026

Analysts have made a modest upward adjustment to the Vulcan Materials price target to about $329, citing mixed but generally constructive recent research that reflects updated assumptions on growth, margins, and valuation multiples across the coverage group. Analyst Commentary Recent research on Vulcan Materials reflects a mixed but engaged analyst community, with several firms fine tuning price targets and ratings after the Q4 earnings miss, updated guidance, and shifts in pricing and mix.
Seeking Alpha Apr 30

Vulcan Materials: I'm Buying The Foundation Of Our Economy

Summary Vulcan Materials Company is the nation’s largest producer of construction aggregates, benefiting from an irreplaceable, geographically protected business model. VMC’s growth is underpinned by the Infrastructure Investment and Jobs Act, with peak material shipments ahead and a recession-resistant demand floor. Trading at a 7% discount to a $320 fair value estimate, VMC offers 12%–16% annualized total return potential through 2031, despite a modest 0.7% yield. Risks include potential expropriation of its Mexican quarry and execution delays, but VMC’s capital appreciation and dividend growth prospects remain compelling. Read the full article on Seeking Alpha
Mise à jour du récit Apr 21

VMC: Highway Spending Upswing And Buybacks Will Support Margins Through Guidance Reset

Narrative Update on Vulcan Materials The analyst price target for Vulcan Materials has been trimmed by $10 to $365. This reflects updated models that incorporate slightly higher discount rates, modestly adjusted long term P/E assumptions, and recent Street research citing valuation, margin headwinds, and mixed guidance following the Q4 earnings miss.
Mise à jour du récit Apr 06

VMC: Post Q4 Margin Reset And Mixed Outlook Likely To Constrain Upside

Analysts have trimmed the Vulcan Materials price target by about $3 to $257. This reflects recent cuts and mixed views on margins, valuation, and demand following the Q4 earnings miss and updated guidance.
Mise à jour du récit Mar 23

VMC: Mixed Post Q4 Outlook And Buybacks Will Likely Contain Future Upside

Vulcan Materials' analyst price target has been trimmed by about $4 to roughly $260 per share as analysts balance reduced revenue growth assumptions with slightly better margin and P/E inputs following mixed Q4 results and updated guidance across recent research notes. Analyst Commentary Recent research on Vulcan Materials reflects a split view, with some large firms lifting price targets while others turn more cautious after the Q4 earnings miss and guidance reset.
Mise à jour du récit Mar 08

VMC: Highway Spending Upswing Will Support Margins Despite Near Term Guidance Reset

The updated analyst fair value estimate for Vulcan Materials moves slightly higher to $375 from $370, as analysts balance weaker near term guidance and Q4 margin pressure highlighted in recent downgrades with longer term earnings and margin assumptions reflected in several raised price targets. Analyst Commentary Recent Street research on Vulcan Materials reflects a mixed setup, with some high profile caution on valuation and guidance alongside a cluster of higher fair value markers from bullish analysts focused on the multiyear earnings story.
Mise à jour du récit Feb 22

VMC: Highway Spending, Capital Returns And Execution Risks Will Shape Shares Into 2026

Our updated analyst price target for Vulcan Materials edges slightly lower to about $328 from roughly $329, as analysts factor in mixed reactions to the recent Q4 earnings miss, modest volume expectations into 2026, and differing views on valuation and the pace of medium term growth. Analyst Commentary Recent Street research around Vulcan Materials reflects a split view, with some analysts leaning into the long term story despite the Q4 earnings miss, and others taking a more cautious stance on valuation and near term execution risks.
Mise à jour du récit Feb 08

VMC: Highway Spending And Execution Risks Will Shape Shares Into 2026

Analysts have lifted their fair value estimate for Vulcan Materials by about $7 to roughly $328, after recent research highlighted updated price targets, fresh bullish initiations, and reassessments of the company’s P/E assumptions and discount rate. Analyst Commentary Bullish and cautious voices are both active around Vulcan Materials right now, and the recent changes to price targets and ratings give you a useful snapshot of how the Street is thinking about valuation and execution risk.
Mise à jour du récit Jan 24

VMC: Recent Bullish Commentary Will Likely Limit Future Return Potential

Analysts have lifted their fair value estimate on Vulcan Materials to about $264 from roughly $240, reflecting updated assumptions for growth, profitability, and a higher future P/E multiple following a mix of bullish initiations and price target changes on the stock. Analyst Commentary Recent Street research on Vulcan Materials shows a mixed tone, with some bullish initiations and price target changes balanced by more cautious voices that are pushing back after the stock's recent gains.
Mise à jour du récit Jan 10

VMC: Highway Spending And Firmer Margins Will Guide Shares Into 2026

Analysts have nudged their price expectations for Vulcan Materials higher, with the implied fair value moving from about $317.70 to $321.50 as they factor in updated price targets and see potential support from highway project spending and firmer margins. Analyst Commentary Recent research updates on Vulcan Materials highlight a mix of optimism around project activity and pricing, alongside some quieter caution around expectations in the broader machinery and construction group.
Mise à jour du récit Dec 26

VMC: Highway Spending Upswing Will Drive Volumes And Margin Expansion Into Late Decade

Analysts have nudged their price target on Vulcan Materials modestly higher, citing improved expectations for volumes and margins supported by accelerating U.S. infrastructure spending and firmer pricing. This results in a low single digit percentage increase that lifts the target into the low to mid 300 dollar range.
Mise à jour du récit Dec 12

VMC: Highway Spending Upswing Will Drive Stronger Volumes And Margin Expansion

Analysts have raised their fair value estimate for Vulcan Materials to $370 from $340, reflecting higher confidence in margin expansion and volume upside, supported by recent price target increases and constructive sector commentary. Analyst Commentary Bullish analysts have recently raised their price targets on Vulcan Materials, underscoring a constructive outlook on both near term execution and longer term earnings power.
Mise à jour du récit Nov 28

VMC: Highway Spending Acceleration And Construction Activity Will Shape Shares Into 2026

Analysts have increased their price targets for Vulcan Materials, with the most notable raise to $340. They cite expectations of stronger volumes from accelerating highway spending and improved pricing trends.
Mise à jour du récit Nov 12

VMC: Highway Spending And Sector Recovery Will Influence Shares Into 2026

Analysts have raised their price target for Vulcan Materials by approximately $2 to $317.70. This change reflects optimism over improving margins and anticipated benefits from infrastructure spending and industry inventory trends.
Article d’analyse Nov 02

Analysts Are Updating Their Vulcan Materials Company (NYSE:VMC) Estimates After Its Third-Quarter Results

Last week saw the newest third-quarter earnings release from Vulcan Materials Company ( NYSE:VMC ), an important...
Mise à jour du récit Oct 29

Highway Project Spending And Pricing Trends Will Sustain Balanced Opportunity Ahead

Analysts have increased their price target for Vulcan Materials from $308.50 to $315.91. They cite improving volumes, higher pricing, and positive margin trends as key factors behind the revision.
Mise à jour du récit Oct 14

IIJA Funding And Sunbelt Projects Will Drive Long-Term Demand

Analysts have raised their fair value estimate for Vulcan Materials from $304.05 to $308.50, citing moderate adjustments to sector outlooks and continued profit resilience. Analyst Commentary Recent analyst coverage of Vulcan Materials reflects both optimism and caution as the company navigates changing sector dynamics and expectations for construction markets through 2026 and beyond.
Article d’analyse Sep 22

Estimating The Fair Value Of Vulcan Materials Company (NYSE:VMC)

Key Insights The projected fair value for Vulcan Materials is US$336 based on 2 Stage Free Cash Flow to Equity Vulcan...
Article d’analyse Sep 08

Is Vulcan Materials Company (NYSE:VMC) Potentially Undervalued?

Today we're going to take a look at the well-established Vulcan Materials Company ( NYSE:VMC ). The company's stock saw...
Mise à jour du récit Sep 04

IIJA Funding And Sunbelt Projects Will Drive Long-Term Demand

Analysts maintained a bullish outlook on Vulcan Materials, citing strong profit growth, sustained margin improvement, and robust revenue performance following a positive Q2 earnings report, with the consensus price target remaining unchanged at $304.05. Analyst Commentary Upward revision in price target reflects confidence in Vulcan Materials' profit growth without reliance on operating leverage.
Article d’analyse Jul 03

Is Vulcan Materials (NYSE:VMC) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Jun 18

Investors Still Waiting For A Pull Back In Vulcan Materials Company (NYSE:VMC)

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Seeking Alpha Jan 21

Vulcan Materials: Expecting Construction Market Recovery In 2025; Initiating With 'Buy'

Summary Vulcan Materials, the largest US construction aggregates supplier, is rated 'Buy' with a one-year target price of $300 per share. Strong pricing power and strategic locations enable Vulcan Materials to maintain solid pricing growth despite volume fluctuations. Anticipated high-single-digit price growth for FY25, supported by demand recovery and falling interest rates, underpins Vulcan’s growth outlook. Key risks include weather disruptions, logistics issues, and economic sensitivity, but overall, Vulcan Materials is poised to benefit from the construction market recovery. Read the full article on Seeking Alpha
Seeking Alpha Dec 19

Vulcan Materials: Priced For Perfection Amidst Rock-Solid Fundamentals

Summary Vulcan Materials' shares have performed well despite challenges in 2024, but a 40x earnings multiple makes current valuations too demanding. The company benefits from strong fundamentals, diverse end markets, and strategic positioning in high-growth areas, supporting long-term growth. Despite adverse weather impacting 2024 results, Vulcan expects volume growth and double-digit earnings growth in 2025, aided by recent acquisitions. Current valuations are high, making it hard to be optimistic, despite promising long-term prospects and sound business fundamentals. Read the full article on Seeking Alpha

Ventilation des recettes et des dépenses

Comment Vulcan Materials gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NYSE:VMC Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 268,0621,1185670
31 Dec 257,9411,0815700
30 Sep 257,8821,1255720
30 Jun 257,5959585560
31 Mar 257,5079455460
31 Dec 247,4189205380
30 Sep 247,3988535420
30 Jun 247,5809235570
31 Mar 247,6799265620
31 Dec 237,7829445500
30 Sep 237,6808365330
30 Jun 237,5827355240
31 Mar 237,4246235180
31 Dec 227,3155945190
30 Sep 227,1906115180
30 Jun 226,6186104870
31 Mar 226,0256064540
31 Dec 215,5526744240
30 Sep 215,1216524100
30 Jun 214,9146753790
31 Mar 214,8766903700
31 Dec 204,8575883680
30 Sep 204,8686153530
30 Jun 204,9776323680
31 Mar 204,9826193700
31 Dec 194,9296233720
30 Sep 194,8316043620
30 Jun 194,6525663560
31 Mar 194,5255283500
31 Dec 184,3835183390
30 Sep 184,2727223370
30 Jun 184,1276523260
31 Mar 183,9576033160
31 Dec 173,8905933280
30 Sep 173,7863733130
30 Jun 173,6994083170
31 Mar 173,6254243190
31 Dec 163,5934223030
30 Sep 163,5774083150
30 Jun 163,6073893100
31 Mar 163,5463122970
31 Dec 153,4222332870
30 Sep 153,3201782790
30 Jun 153,1551192740

Des revenus de qualité: VMC a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de VMC sont plus élevées que l'année dernière VMC. (13.9%) sont plus élevées que l'année dernière (12.6%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de VMC ont augmenté de 12.8% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de VMC au cours de l'année écoulée ( 18.3% ) dépasse sa moyenne sur 5 ans ( 12.8% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices VMC au cours de l'année écoulée ( 18.3% ) a dépassé celle du secteur Basic Materials 9.7%.


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de VMC ( 13.2% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/29 18:27
Cours de l'action en fin de journée2026/05/29 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Vulcan Materials Company est couverte par 38 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
David ColemanArgus Research Company
Adam SeidenBarclays
Daniel WangBerenberg