| VMC |
Report |
Adjusted EBITDA |
MISS |
pred ~$650M vs. cons ~$670M |
MEDIUM |
| VMC |
Report |
Adjusted diluted EPS from continuing operations |
MISS |
pred ~$2.35 vs. cons ~$2.45 |
MEDIUM |
| VMC |
Report |
Aggregates freight-adjusted sales price per ton |
IN-LINE |
pred ~$22.95/ton vs. cons ~$23.00/ton |
MEDIUM |
| VMC |
Guide |
FY2026 Adjusted EBITDA |
UNCHANGED |
guide ~$2.50B midpoint vs. cons ~$2.50B midpoint (FY2026) |
HIGH |
| VMC |
Guide |
FY2026 aggregates shipment growth |
UNCHANGED |
guide ~2.0% growth vs. cons ~2.0% growth (FY2026) |
MEDIUM |
| VMC |
Guide |
FY2026 aggregates cash-cost growth |
LOWER |
guide ~4.0% growth vs. cons ~3.0% growth (FY2026) |
MEDIUM |
| VMC |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.5% |
— |
MEDIUM |
| VMC |
Return |
5-day cumulative residual |
-5.0% (FOLLOW-THROUGH) |
A modest EBITDA and EPS miss with maintained ~$2.50B FY2026 midpoint leaves roughly ~$1.40B of second-half Adjusted EBITDA needed versus consensus ~ $1.36B; the implied back-half step-up and above-consensus ~4.0% cash-cost growth should pull out-period estimates lower even if management does not formally cut guidance. |
MEDIUM |