| VMC |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$2.54 vs. cons $2.50 |
MEDIUM |
| VMC |
Report |
Revenue (Q2 2026) |
IN-LINE |
pred ~$2.15B vs. cons $2.16B |
HIGH |
| VMC |
Report |
Aggregates segment gross profit (Q2 2026) |
BEAT |
pred ~$575M vs. cons $568M |
MEDIUM |
| VMC |
Guide |
Adjusted EBITDA |
UNCHANGED |
guide ~$2.50B midpoint vs. cons $2.484B (FY2026) |
HIGH |
| VMC |
Guide |
Aggregates shipment growth |
UNCHANGED |
guide ~2.0% midpoint vs. cons 2.0% (FY2026) |
MEDIUM |
| VMC |
Guide |
Freight-adjusted aggregates price growth |
UNCHANGED |
guide ~5.0% midpoint vs. cons 5.0% (FY2026) |
MEDIUM |
| VMC |
Guide |
Aggregates unit cash-cost inflation |
BETTER |
guide ~3.0% vs. cons 3.5% (FY2026) |
LOW |
| VMC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.3% |
— |
MEDIUM |
| VMC |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A modest Q2 operating beat supports an initial positive reaction, but an unchanged ~$2.50B FY2026 EBITDA midpoint versus ~$2.484B consensus provides limited out-period upside; only small Q3/Q4 estimate revisions are likely, causing most of the day-1 gain to fade. |
LOW |