VMC

It has been about a month since the last earnings report for Vulcan Materials (VMC). Shares have lost about 8.3% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Vulcan due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for Vulcan Materials Company before we dive into how investors and analysts have reacted as of late. Vulcan posted exceptional first-quarter 2026 results with adjusted earnings and total revenues beating the Zacks Consensus Estimate and increasing year over year. The quarter’s results reflect benefits realized from the aggregates-led business and consistent focus on its strategic disciplines. Besides, efforts to incorporate top-tier innovation and technology advancements also aided the quarter’s financial performance. VMC reported adjusted earnings of $1.35 per share in the first quarter, beating the Zacks Consensus Estimate of $1.12 by 20.5%. The figure climbed 35% from the year-ago quarter’s adjusted earnings of $1.00.Quarterly revenues were $1.76 billion, up 7.4% year over year and ahead of the consensus mark of $1.67 billion by 5.2%. Aggregates shipments rose to 50.0 million tons, supported by large projects and continued strength in public construction activity. Profitability expanded faster than sales in the quarter. Gross profit increased 15.7% year over year to $422.7 million, helped by higher pricing and disciplined operating execution across the footprint. Operating earnings improved 17.2% to $265.4 million. Net earnings attributable to Vulcan rose to $165.5 million from $128.9 million a year ago, reflecting stronger operating leverage and a cleaner mix of contributions.Adjusted EBITDA increased 8.8% to $447.1 million, and the adjusted EBITDA margin widened to 25.5% from 25.1%, highlighting modest but important margin expansion early in the year. Below-the-line discipline complemented the operational gains. Selling, administrative and general (SAG) expenses were $135.7 million, modestly lower than the prior-year level of $138.3 million. SAG (as a percentage of revenue) improved year over year to 7.7% from 8.5%, signaling better overhead absorption.Depreciation, depletion, accretion and amortization totaled $170.3 million compared with $186.4 million a yea...

Toll Brothers, Inc. TOL reported second-quarter fiscal 2026 (ended April 30) results, with earnings and revenues beating the Zacks Consensus Estimate. However, both the top and bottom lines declined on a year-over-year basis.TOL’s top-line beat was underpinned by steady demand across its footprint and a favorable mix that lifted delivered pricing. The company’s average price on home deliveries rose meaningfully from last year, helping cushion the impact of lower unit volume.On a macro level, the company navigated a challenging housing market characterized by pressures such as volatile mortgage rates, elevated inflation and fluctuations in luxury home demand.Following the announcement, shares of TOL gained 2.3% in the after-hours trading session yesterday. The company reported adjusted earnings per share (EPS) of $2.72, which beat the Zacks Consensus Estimate of $2.58 by 5.4% but declined 22.3% year over year. Toll Brothers Inc. price-consensus-eps-surprise-chart | Toll Brothers Inc. Quote In the fiscal second quarter, total revenues of $2.53 billion surpassed the consensus mark of $2.41 billion by 5.1% but fell 7.6% from the year-ago quarter. For the quarter under review, Toll Brothers’ total home sales revenues decreased 7.2% (down from our projection of a 11.5% year-over-year decline) year over year to $2.51 billion from $2.71 billion. Home deliveries declined 14.1% to 2,491 units from 2,899 units in the year-ago quarter (down from our expectation of a 15.4% decline year over year).Despite the lower volume, the average delivered price increased 8% year over year to about $1,008,600 from $933,600, highlighting a favorable pricing and mix backdrop in the luxury segment. Our model had expected ASP to be up 4.5% year over year to $975,900. Order momentum remained a constructive signal for a builder operating in a rate-sensitive environment. Net signed contracts increased 6.9% year over year to 2,834 homes, and contract value rose 8.1% to $2.81 billion, reflecting steady demand from higher-income buyers despite broader affordability pressures. We had projected net-signed contracts to be up 4% in units and 5.1% in value for the quarter.Backlog ended the quarter at 5,394 homes valued at $6.32 billion, down 11% and 7.6%, respectively, from the prior-year period. Even so, the average price of homes in the backlog was $1,171,800, up from $1,128,100 a year ago. Cance...

AECOM ACM reported better-than-expected results for second-quarter fiscal 2026, where both earnings and net service revenues (“NSR”) surpassed the Zacks Consensus Estimate and increased on a year-over-year basis. Revenues also improved from the prior-year quarter. Shares of this global infrastructure leader gained 1.4% in yesterday’s after-hours trading session. Positive investor sentiments were witnessed as the company raised its adjusted EBITDA and adjusted earnings forecast for fiscal 2026. AECOM delivered a record second-quarter performance, supported by strong execution, expanding margins and continued backlog growth. The company’s design pipeline reached another all-time high. Management noted that investments in AI capabilities and the higher-margin Advisory business continue to strengthen the company’s competitive positioning and support long-term growth opportunities. The company reported adjusted earnings per share (EPS) of $1.59, which topped the consensus mark of $1.58 by 0.6% and increased 27% from the prior-year quarter. Revenues of $3.80 billion grew 1% year over year. NSR of $1.95 billion surpassed the consensus mark of $1.93 billion by 1.2% and increased 4% year over year. AECOM price-consensus-eps-surprise-chart | AECOM Quote Total backlog at the fiscal second-quarter end was $26.20 billion, up 8% from the year-ago period. AECOM’s design business delivered a solid 1.2x book-to-burn ratio. This marks the 22nd consecutive quarter with a book-to-burn ratio above 1.0, reflecting sustained demand. Additionally, the company’s design pipeline increased double digits and reached a record level. This growth is being driven by strong funding across the company’s major markets and an expanding addressable market opportunity. Americas’ revenues were $2.91 billion during the reported quarter, up 1% from the prior-year quarter’s levels. NSR of $1.19 billion moved up 5% year over year, driven by 8% growth in the Americas design business. Adjusted operating income of $239 million was up 10% year over year. Adjusted operating margin (on an NSR basis) expanded 60 basis points (bps) year over year to a new high of 20%. This growth was driven by continued focus on operational efficiencies and strong returns on investments supporting organic growth initiatives. The total backlog at the end of the fiscal second quarter increased 2% year over year to a record hig...

Fluor Corporation FLR delivered a weak first quarter of 2026, with adjusted earnings and revenues missing the Zacks Consensus Estimate and declining on a year-over-year basis. Fluor's first-quarter results were pressured by an adverse legal ruling tied to legacy Afghanistan-related work, which resulted in a meaningful charge during the quarter. The Urban Solutions segment faced a setback as declining field productivity on a mining project in the Americas led to higher expected completion costs and a related charge. Results were further weighed down by higher corporate general and administrative expenses, mainly due to stock-based compensation linked to share price appreciation. Geopolitical uncertainty also slowed development on a major project in Pakistan and remains a risk to supply chains and client capital spending. However, performance was supported by proceeds from the China fabrication yard sale and the monetization of its remaining stake in NuScale Power. Higher profits in Energy Solutions, driven by favorable project closeouts and improved project selectivity, with stronger margins on new awards, also supported results. Following the results, shares of FLR declined 15.2% during trading hours on Friday. The company reported adjusted earnings per share (EPS) of 14 cents, missing the Zacks Consensus Estimate of 66 cents by 78.8%. In the year-ago quarter, it reported an adjusted EPS of 73 cents. Fluor Corporation price-consensus-eps-surprise-chart | Fluor Corporation Quote Revenues were $3.66 billion, down 8% year over year and 3.6% shy of the consensus mark of $3.8 billion. Operationally, results were weighed by a sizeable litigation-related charge and cost growth on a mining project. Still, Fluor ended the quarter with a backlog of $25.7 billion, 82% of which was reimbursable, underscoring its continued bias toward risk-mitigated contracting. Urban Solutions generated revenues of $2.44 billion, up 13% year over year, but segment profit slid to $6 million after a $37 million impact tied to a fixed-price mining project in the Americas. Urban Solutions posted $2.1 billion of new awards in the quarter, including a metals project in the Middle East, incremental work on a pharmaceutical facility and an infrastructure expansion for a mining facility in Chile. The ending backlog for the segment was $19 billion, representing 74% of the total company backlog. E...

BIRMINGHAM, Ala., May 8, 2026 /PRNewswire/ -- The Board of Directors of Vulcan Materials Company (NYSE: VMC) today declared a quarterly cash dividend of $0.52 per share on its common stock. The dividend will be payable on June 5, 2026, to shareholders of record at the close of business on May 22, 2026. Vulcan Materials Company, a member of the S&P 500 Index with headquarters in Birmingham, Alabama, is the nation's largest producer of construction aggregates—primarily crushed stone, sand and gravel—and a major producer of aggregates-based construction materials, including asphalt and ready-mixed concrete. For additional information about Vulcan, go to www.vulcanmaterials.com. Investor Contact: Mark Warren (205) 298-3220 Media Contact: Jack Bonnikson (205) 298-3220 View original content to download multimedia:https://www.prnewswire.com/news-releases/vulcan-declares-quarterly-dividend-on-common-stock-302767276.html

Innodata Inc. INOD delivered first-quarter 2026 results with adjusted earnings per share (EPS) and revenues topping the Zacks Consensus Estimate, supported by strength in AI-related data services. Meanwhile, both the top and bottom lines grew year over year. INOD stock gained 27.2% during yesterday’s after-market trading session. The quarter’s upside was driven by higher volumes for AI-related data services, including the expansion of existing customer programs and new client engagements supporting more complex AI workflows. Management framed the demand environment as increasingly tied to training and post-training needs, as well as evaluation and deployment support for advanced AI systems. INOD also noted that it now reports as a single operating segment, reflecting a more integrated operating model and a shift in how the chief executive reviews performance and allocates resources. That reporting change underscores how the company views its platforms, delivery infrastructure and workforce as increasingly shared across offerings. The company reported an adjusted EPS of 42 cents per share, up 90.9% year over year, and topped the Zacks Consensus Estimate of 13 cents by 223.1%. Innodata Inc price-consensus-eps-surprise-chart | Innodata Inc Quote Revenues rose 54.4% year over year to $90.1 million and surpassed the consensus mark of $76 million by 18.6%. The quarter highlighted both scale and concentration. One customer generated approximately 56% of total revenues in the first quarter of 2026, while another contributed about 17%. That concentration matters because program ramps and customer pacing can have an outsized effect on quarterly results. Geographically, the business remained heavily U.S.-centric. Revenues from customers domiciled in the United States were $79.2 million. Canada added $3.1 million, while the United Kingdom and the Netherlands contributed $2.8 million and $2.4 million, respectively, with other European countries totaling $2.6 million. Cost growth followed the revenue ramp, but margins still improved. Direct operating costs rose to $50.3 million from $35.1 million a year ago, reflecting higher labor needs tied to expanded AI service volumes. Management cited headcount growth as a key driver, alongside higher cloud service subscriptions and increased depreciation and amortization from capitalized developed software. Despite that cost pressu...

Jacobs Solutions Inc. J delivered strong second-quarter fiscal 2026 (ended March 27, 2026) results, with adjusted earnings and revenues topping the Zacks Consensus Estimate and improving year over year. Jacobs delivered strong top-line growth as healthy demand persisted across priority markets, led by data center and semiconductor activity, with additional support from water, power and transportation. Growth within Infrastructure & Advanced Facilities remained broad-based, highlighted by notable wins including a major wastewater treatment program in San Francisco, a water regulation contract in the United Kingdom, and multiple hyperscaler-related data center awards. The company reported adjusted earnings per share (EPS) of $1.75, up 22.4% from the year-ago level, and beat the consensus mark of $1.64 by 6.7%. Jacobs Solutions Inc. price-consensus-eps-surprise-chart | Jacobs Solutions Inc. Quote Gross revenues rose 27% year over year to $3.7 billion and surpassed the consensus estimate of $3.25 billion by 13.8%. Adjusted net revenues of $2.3 billion were also up 8.8% year over year. Backlog increased 21.7% year over year to a record $27 billion, underscoring healthy award activity and visibility. Profitability improved year over year as Jacobs benefited from operating discipline and a favorable mix. Adjusted EBITDA rose 14.2% from a year ago to $327.2 million, while adjusted EBITDA margin expanded 70 basis points to 14.1% on adjusted net revenues. At the segment level, Infrastructure & Advanced Facilities operating profit improved, with margin expanding modestly as project execution held up. PA Consulting also remained a margin-accretive contributor, with operating profit rising and margin staying above 22%, helping lift consolidated profitability despite integration-related items tied to the PA transaction. Infrastructure & Advanced Facilities (I&AF): Segment revenues totaled $3.34 billion, up 28.2% year over year from $2.60 billion. Excluding $1.37 billion of pass-through revenues, adjusted net revenues were $1.97 billion. I&AF segment operating profit increased 11.4% year over year to $225.2 million from $203.3 million. Operating profit as a percentage of adjusted net revenues improved to 11.4% from 11.1% a year ago, reflecting modest margin expansion. Backlog in the segment rose 21.9% year over year to $26.54 billion as of March 27, 2026. PA Consulting: Se...

Sterling Infrastructure, Inc. STRL delivered a strong first quarter of 2026, with adjusted earnings and revenues topping the Zacks Consensus Estimate and rising sharply year over year. Results were powered by outsized growth in E-Infrastructure Solutions, supported by contributions from the CEC acquisition and solid execution on large, time-sensitive mission-critical work. Additionally, the Transportation Solutions segment benefited from strong performance in the Rocky Mountain market and a strategic shift toward higher-margin projects. Despite record overall performance, the Building Solutions segment remained a headwind. Revenues increased modestly, but adjusted operating income declined sharply year over year due to tough prior-year comparisons and ongoing affordability pressures that continue to weigh on prospective homebuyers. Adjusted earnings were $3.59 per share, beating the consensus mark of $2.29 by 56.8%. In the year-ago quarter, the company reported adjusted earnings per share of $1.63. Sterling Infrastructure, Inc. price-consensus-eps-surprise-chart | Sterling Infrastructure, Inc. Quote Revenues of $825.7 million surpassed the consensus estimate of $585 million by 41.1% and increased 92% from $430.9 million in the year-ago quarter. The recently acquired CEC Facilities Group contributed $156.1 million to revenues during the quarter. Operating leverage stood out in the quarter as profit growth outpaced the top line. Gross profit rose to $194.3 million from $94.8 million a year ago, and gross profit margin improved to 23.5% from 22%, an expansion of roughly 150 basis points. Operating income reached $137.8 million versus $56.1 million in the prior-year quarter. Adjusted EBITDA rose 107% year over year to $166.6 million, and adjusted EBITDA margin improved to 20.2% from 18.6%, up roughly 150 basis points. E-Infrastructure Solutions E-Infrastructure Solutions was the clear catalyst, with segment revenues (which consist of 72% of total revenues) jumping to $597.7 million from $218.3 million in the year-ago quarter. Management attributed the performance to strong execution on large mission-critical projects and the added scale from the recently acquired CEC business. Profitability in the segment also improved meaningfully. Adjusted operating income climbed to $140.3 million from $50.6 million, reflecting the margin profile of mission-critical work and...

Vulcan delivered a stronger Q1 with $447 million of adjusted EBITDA (up 9%), improved segment gross margins, 5% higher aggregate shipments, and trailing‑12‑month aggregate cash gross profit of $11.38/ton against a long‑term target of $20/ton. The company reiterated full‑year adjusted EBITDA guidance of $2.4 billion to $2.6 billion but flagged near‑term energy/diesel pressure—management estimated about a $25 million Q2 fuel headwind—offset in part by delivery surcharges and planned price actions with relief expected in H2. Vulcan’s aggregates‑led cash generation supports capital allocation: $1.8 billion cash from operations last 12 months, $686 million trailing‑12‑month capex, over $800 million returned to shareholders (including $550 million buybacks), total debt of $4.6 billion and net leverage of 1.9x, while pursuing M&A, greenfield projects and closing a California concrete divestiture in Q2. Interested in Vulcan Materials Company? Here are five stocks we like better. Don’t Try to Catch These 3 Falling Knives Vulcan Materials (NYSE:VMC) reported a stronger first quarter of 2026 as higher shipments, price realization, and disciplined cost control drove earnings growth, while management also addressed near-term energy inflation and reiterated its full-year outlook. Chief Executive Officer Ronnie Pruitt said the company delivered “a solid start to 2026” through execution on commercial and operational plans. Vulcan generated $447 million of adjusted EBITDA, up 9% from the prior year, and Pruitt said gross profit margin expanded in each segment. He also noted selling, administrative and general (SAG) expenses were lower year-over-year and adjusted EBITDA margin improved. → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook 3 Infrastructure Stocks Riding the U.S. Building Boom In aggregates, Pruitt highlighted continued improvement in profitability per ton, with trailing twelve-month aggregate cash gross profit reaching $11.38 per ton. He said the company remains focused on its longer-term target of $20 per ton and described strong realization of January 1 price increases and “a disciplined approach to operational execution.” Aggregate shipments rose 5% versus the prior year’s first quarter, which Pruitt attributed to “improving demand and fewer extreme weather days than in the prior year.” On a mix-adjusted basis, he said aggregates freight-adju...

CRH plc CRH posted an adjusted loss in the first quarter of 2026, which came in wider than the Zacks Consensus Estimate and the value reported a year ago. On the other hand, total revenues topped the consensus mark and grew year over year. Top-line growth was driven by positive underlying demand and contributions from recent tuck-in acquisitions, with the company highlighting momentum across infrastructure-led end markets. Product revenues climbed year over year, while service revenues were essentially stable, supporting a higher consolidated revenue base compared with the prior-year quarter. That said, the earnings miss underscores that higher activity does not automatically translate into cleaner bottom-line performance in the seasonally softer first quarter. Cost pressures, along with heavier non-cash charges tied to portfolio actions, created a tougher bridge from revenue growth to per-share results. CRH stock inched up 1% during today's pre-market trading hours, following the earnings release. CRH posted an adjusted loss of 20 cents per share, 33% wider than the year-ago adjusted loss of 15 cents per share and below the Zacks Consensus Estimate of a loss of 19 cents per share by 5.3%. Total revenues of $7.37 billion increased 9.1% year over year and topped the consensus mark of $7.15 billion by 3%. CRH PLC price-consensus-eps-surprise-chart | CRH PLC Quote The quarter reflected good early-season project activity and disciplined commercial execution, but higher depreciation and an impairment charge weighed on profitability. A notable bright spot was the adjusted EBITDA margin, which improved 70 basis points (bps) year over year to 8%. CRH’s adjusted EBITDA of $0.6 billion also rose 18% year over year, reflecting operational discipline and acquisition contributions. Below the operating line, interest expense increased from the prior-year period, consistent with higher gross debt balances. The combination of higher non-cash charges and increased net interest costs helps explain why earnings lagged estimates even as the topline advanced. Americas Materials Solutions delivered strong growth, with segment revenues reaching $2.724 billion (up 21% year over year) and adjusted EBITDA of $103 million (up 75%). Management pointed to robust project activity and volume gains across aggregates, asphalt and ready-mixed concrete, alongside contributions from acquisitio...

Weyerhaeuser Company WY reported mixed first-quarter 2026 results with adjusted earnings topping the Zacks Consensus Estimate, while the revenues marginally missed the same. Year over year, the bottom line remained flat while the top line declined. The quarter’s tone was shaped by a sharp sequential recovery in profitability, with adjusted EBITDA jumping to $308 million, helped by a sizeable conservation easement transaction and improved results across operating segments. The first-quarter adjusted earnings of 11 cents per share remained flat year over year but beat the Zacks Consensus Estimate of 4 cents by 175%. Revenues of $1.727 billion slipped 2% from the year-ago quarter and marginally missed the consensus mark of $1.734 billion by 0.4%. Gross margin expanded to $318 million from $161 million, reflecting better segment contribution and mix. Weyerhaeuser Company price-consensus-eps-surprise-chart | Weyerhaeuser Company Quote Timberlands posted total net sales of $492 million, modestly higher than $487 million sequentially. Earnings before special items improved, with net contribution to pretax earnings before special items rising to $57 million from $50 million, and adjusted EBITDA inching up to $120 million from $114 million. Operationally, the West benefited from slightly higher fee harvest volumes tied to more favorable weather, while overall sales realizations were slightly lower due to the mix. In the South, fee harvest volumes were slightly lower because of adverse weather early in the quarter, while realizations and per-unit log and haul costs were comparable to the prior quarter. Strategic Land Solutions' net sales doubled to $207 million from $103 million in the fourth quarter of 2025 and adjusted EBITDA surged to $193 million from $95 million, driven by a $94 million conservation easement transaction within the Climate Solutions business alongside real estate timing and mix. Real estate activity was also strong in volume. Real estate acres sold jumped to 17,141 compared with 4,135 in the fourth quarter of 2025, while average price per acre declined to $4,015 from $8,561, a mix shift that management characterized as consistent with historical levels. Wood Products results improved meaningfully from the prior quarter as pricing and operating leverage helped margins recover. Segment net sales rose to $1.16 billion from $1.09 billion in the fourth...

Vulcan Materials Company (NYSE:VMC) just released its quarterly report and things are looking bullish. It was overall a positive result, with revenues beating expectations by 8.1% to hit US$1.8b. Vulcan Materials reported statutory earnings per share (EPS) US$1.26, which was a notable 16% above what the analysts had forecast. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Vulcan Materials after the latest results. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Taking into account the latest results, Vulcan Materials' 19 analysts currently expect revenues in 2026 to be US$8.14b, approximately in line with the last 12 months. Per-share earnings are expected to accumulate 7.8% to US$9.24. In the lead-up to this report, the analysts had been modelling revenues of US$8.06b and earnings per share (EPS) of US$9.10 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates. Check out our latest analysis for Vulcan Materials There were no changes to revenue or earnings estimates or the price target of US$329, suggesting that the company has met expectations in its recent result. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic Vulcan Materials analyst has a price target of US$360 per share, while the most pessimistic values it at US$198. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view. Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that Vulcan Materials' revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 1.3% growth on an annualised basis. This is compared to a historical growth rat...