What To Expect From Vulcan Materials’s (VMC) Q4 Earnings

What To Expect From Vulcan Materials’s (VMC) Q4 Earnings

Jabin Bastian

Mon, February 16, 2026 at 12:04 PM GMT+9 2 min read

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VMC

+1.78%

Construction materials company Vulcan Materials (NYSE:VMC) will be reporting results this Tuesday before the bell. Here’s what investors should know.

Vulcan Materials beat analysts’ revenue expectations by 0.8% last quarter, reporting revenues of $2.29 billion, up 14.4% year on year. It was a satisfactory quarter for the company, with a decent beat of analysts’ adjusted operating income estimates but full-year EBITDA guidance slightly missing analysts’ expectations. It reported 64.7 million tons shipped, up 12.1% year on year.

Is Vulcan Materials a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Vulcan Materials’s revenue to grow 4.9% year on year to $1.94 billion, improving from the 1.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $2.11 per share.

Vulcan Materials Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Vulcan Materials has missed Wall Street’s revenue estimates five times over the last two years.

Looking at Vulcan Materials’s peers in the building materials segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Carlisle posted flat year-on-year revenue, beating analysts’ expectations by 1.4%, and Sherwin-Williams reported revenues up 5.6%, topping estimates by 0.8%. Carlisle traded up 11.1% following the results while Sherwin-Williams was also up 1.4%.

Read our full analysis of Carlisle’s results here and Sherwin-Williams’s results here.

There has been positive sentiment among investors in the building materials segment, with share prices up 8.1% on average over the last month. Vulcan Materials is up 10.1% during the same time and is heading into earnings with an average analyst price target of $328.57 (compared to the current share price of $326.45).

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