| VMC |
Report |
Adj. EBITDA (Q2 2026) |
MISS |
pred ~$620M vs. cons $646M |
MEDIUM |
| VMC |
Report |
Agg. Cash GP/Ton (Q2 2026) |
MISS |
pred ~$11.55 vs. cons $11.85 |
MEDIUM |
| VMC |
Report |
Agg. Shipments (Q2 2026) |
IN-LINE |
pred ~60.5M tons vs. cons 60.1M tons |
MEDIUM |
| VMC |
Guide |
Adj. EBITDA (FY 2026) |
UNCHANGED |
guide $2.4-$2.6B maintained vs. cons $2.459B |
MEDIUM |
| VMC |
Guide |
Agg. Pricing Trajectory (FY 2026) |
UNCHANGED |
back-half acceleration confirmed, mid-single-digit vs. cons ~4-5% |
MEDIUM |
| VMC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| VMC |
Return |
5-day cumulative residual |
+0.5% (FADE) |
FADE - Q2 miss forces H2 estimate cuts within 2-3 days; Day-1 short-covering pop fades as Street revises FY EBITDA from $2.46B toward ~$2.38-2.41B |
MEDIUM |