| VMC |
Report |
Adjusted operating EPS |
BEAT |
pred ~$2.50 vs. cons $2.46 |
MEDIUM |
| VMC |
Report |
Adjusted EBITDA |
BEAT |
pred ~$660M vs. cons $645M |
MEDIUM |
| VMC |
Report |
Organic aggregates shipments |
BEAT |
pred ~60.5M tons vs. cons 59.1M tons |
MEDIUM |
| VMC |
Guide |
FY26 adjusted EBITDA |
BETTER |
guide $2.4-$2.6B, midpoint ~$2.50B vs. cons $2.449B |
MEDIUM |
| VMC |
Guide |
FY26 shipments / H2 pricing-cost commentary |
UNCHANGED |
guide modest shipment growth and H2 pricing acceleration vs. UNVERIFIED quantitative consensus |
LOW |
| VMC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
LOW |
| VMC |
Return |
5-day cumulative residual |
+2.0% (FADE) |
FADE - maintained FY guide limits estimate follow-through |
LOW |