| VMC |
Report |
Adjusted EBITDA |
IN-LINE |
pred ~$680M vs. cons ~$690M |
MEDIUM |
| VMC |
Report |
Adjusted diluted EPS (cont. ops) |
IN-LINE |
pred ~$2.72 vs. cons ~$2.78 |
MEDIUM |
| VMC |
Report |
Aggregates freight-adj. mix price (YoY) |
BEAT |
pred ~+7% (~$23.6/ton) vs. cons ~+5.5% (~$23.3/ton) |
MEDIUM |
| VMC |
Guide |
FY2026 Adjusted EBITDA guide |
UNCHANGED |
guide ~$2.4-2.6B (mid ~$2.5B) vs. cons ~$2.5B (FY2026) |
HIGH |
| VMC |
Guide |
FY2026 aggregates price growth guide |
BETTER |
guide ~high-single-digit (~+7-8%) vs. cons ~+6% (FY2026) |
LOW |
| VMC |
Guide |
FY2026 cash cost of sales / diesel cost growth |
UNCHANGED |
guide ~low-single-digit (~+3-4%) vs. cons ~+4% (FY2026) |
MEDIUM |
| VMC |
Guide |
FY2026 aggregates volume growth guide |
UNCHANGED |
guide ~low-single-digit (~+2-3%) vs. cons ~+3% (FY2026) |
MEDIUM |
| VMC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
LOW |
| VMC |
Return |
5-day cumulative residual |
+0.5% (STABILIZE) |
Telegraphed diesel-squeeze quarter should print roughly in-line-to-slightly-better on easier Q2 volume comps and accelerating price, and management reaffirms (not raises) the ~$2.5B FY guide. Because the beat is driven by seasonal/one-quarter factors while H2 carries harder comps, the reaffirmed range caps upward out-period revisions—so a modest positive day-1 reaction on pricing cadence stabilizes rather than follows through; forward commentary (mid-year increase stick, cost recovery, M&A) drives the tape more than the headline. |
LOW |