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Vulcan Materials Company(Holding Company) 8-K Filings

VMC NYSE

Every 8-K that Vulcan Materials Company(Holding Company) (VMC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow VMC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full VMC filings page.

Rhea-AI Summary

Vulcan Materials Company reported second-quarter 2026 results with total revenues of $2,155.8 million and net earnings attributable to Vulcan of $323.4 million. Diluted earnings from continuing operations were $2.47 per share, and Adjusted EBITDA was $654.0 million, reflecting a 30.3% Adjusted EBITDA margin.

The aggregates segment remained the core driver, with shipments of 59.9 million tons, a freight-adjusted sales price of $22.97 per ton, and cash gross profit of $720.1 million, or $12.02 per ton. Non-aggregates gross profit was $58 million. Capital expenditures were $176 million, while Vulcan returned $318 million to shareholders through $250 million of share repurchases and $68 million of dividends. Total debt to trailing-twelve-month Adjusted EBITDA was 1.9x, and return on invested capital reached 16.1%. Management reaffirmed full-year 2026 Adjusted EBITDA guidance of $2.4 to $2.6 billion.

Rhea-AI Summary

Vulcan Materials Company reported that a NAFTA arbitration tribunal issued its decision in the company’s case against Mexico, which was originally filed in 2018. The tribunal found that Mexico violated NAFTA in several respects, but the monetary damages awarded to Vulcan for those violations were described as negligible.

The decision remains confidential under applicable rules until it becomes publicly available. Vulcan plans to hold its previously scheduled second quarter earnings conference call at 9:00 a.m. CT on July 29, 2026.

Rhea-AI Summary

Vulcan Materials Company announced that President Thompson S. Baker II will retire effective July 15, 2026. The company also reported results from its annual shareholder meeting, where a quorum was present and all management proposals were approved.

Shareholders elected five directors to three-year terms expiring in 2029, with each nominee receiving strong majority support. Investors approved the advisory "Say on Pay" vote for executive compensation and ratified Deloitte & Touche LLP as the independent registered public accounting firm for 2026.

Rhea-AI Summary

Vulcan Materials Company delivered higher earnings and margins in the first quarter of 2026. Total revenues rose to $1,755.9 million from $1,634.6 million, while net earnings attributable to Vulcan increased to $165.5 million and diluted EPS reached $1.26 versus $0.97 a year earlier.

Adjusted EBITDA grew to $447.1 million with margin expanding to 25.5%. Aggregates shipments climbed to 50.0 million tons with freight-adjusted sales prices of $22.80 per ton, driving aggregates gross profit to $400.3 million. The company kept SAG costs lean at $136 million, or 7.7% of revenue, and maintained leverage at 1.9x total debt to trailing-twelve-month Adjusted EBITDA. Vulcan returned $217 million to shareholders and reaffirmed its full-year 2026 Adjusted EBITDA outlook of $2.4–$2.6 billion.

Rhea-AI Summary

Vulcan Materials Company furnished an Investor Day presentation outlining its strategy to “win the future in aggregates.” The company highlights its focus on aggregates, with 16.6B tons of permitted reserves, 425 operations in 23 states, and 227M tons shipped in 2025, generating $7.9B revenue and $2.3B Adjusted EBITDA.

Management reports a 45% increase in aggregates cash gross profit per ton since 2022 and EBITDA margin expansion to about 29–29.7%, supported by technology-driven initiatives such as Process Intelligence across 75% of tons and digital sales tools. From 2022 to 2025, EBITDA grew at a 13% CAGR, with operating cash flow up 16%.

The company describes disciplined capital allocation, including about $3B in acquisitions, $1.5B in divestment proceeds, growing dividends, and increased share repurchases. With net debt around 1.8x Adjusted EBITDA and a weighted average interest rate of 5.0% as of December 31, 2025, Vulcan presents earnings growth potential targeting about $20 aggregates cash gross profit per ton and $4.5–$5.0B EBITDA at 260–270M tons, emphasizing long-term organic and M&A-driven expansion.

Rhea-AI Summary

Vulcan Materials Company reported solid fourth quarter and full year 2025 results, highlighted by earnings growth, margin expansion and stronger cash generation. Full year total revenues reached $7,941.1 million, up from $7,417.7 million, while net earnings attributable to Vulcan increased to $1,076.7 million from $911.9 million. Adjusted EBITDA rose to $2,323.6 million, with margin improving to 29.3%.

Aggregates remained the core driver, with 2025 shipments of 226.8 million tons and freight-adjusted sales price of $21.98 per ton. Cash gross profit per ton increased to $11.33, and segment gross margin improved to 31.2%. Operating cash flow grew 29% to $1,813.0 million, supporting $703.0 million of capital expenditures and $698.2 million returned to shareholders through buybacks and dividends. Year-end total debt to Adjusted EBITDA was 1.9x, with net debt to Adjusted EBITDA at 1.8x and return on invested capital at 15.7%. For 2026, management projects Adjusted EBITDA between $2.4 and $2.6 billion, supported by expected aggregates demand growth and a healthy pricing environment.

Rhea-AI Summary

Vulcan Materials Company disclosed that Chief Strategy Officer Stanley G. Bass plans to retire from his position effective April 30, 2026. This gives the company more than a year of notice to manage leadership transition in its strategy function.

The Board, following a recommendation from its Compensation & Human Capital Committee, approved proration of Mr. Bass’ current base salary through his retirement date. His 2026 short‑term and long‑term incentive opportunities, calculated as a percentage of base salary, will remain unchanged, indicating a largely standard compensation treatment as he completes his service.

Rhea-AI Summary

Vulcan Materials Company is amending a prior report to add compensation details tied to its CEO succession plan. Effective January 1, 2026, current Chief Operating Officer Ronnie A. Pruitt will become Chief Executive Officer, while J. Thomas Hill will move to the role of Executive Chairman and remain on the Board.

The Board approved Mr. Pruitt’s CEO compensation with an annual base salary of $1,000,000, a target short-term incentive of 135% of base salary, and a target long-term incentive of 700% of base salary. Mr. Hill’s Executive Chairman package includes the same $1,000,000 base salary and 135% target short-term incentive, with a target long-term incentive of 300% of base salary. Mr. Pruitt was also elected to the Board effective on the CEO transition date and will stand for re-election at the 2026 annual meeting.

Rhea-AI Summary

Vulcan Materials Company reported that its subsidiary, Vulcan Construction Materials, LLC, received an imminent danger order from the Mine Safety and Health Administration at the Norcross Quarry in Norcross, Georgia. The order, issued under section 107(a) of the Federal Mine Safety and Health Act of 1977, related to a third-party customer truck driver who was seen in the bed of his truck without fall protection. No injuries occurred in connection with the incident, and the company states that it took corrective action to address the situation.

Rhea-AI Summary

Vulcan Materials Company (VMC) reported that it announced its financial results for the third quarter ended September 30, 2025. The company furnished a press release detailing these results as Exhibit 99.1 to its current report. This update is presented in a standard Form 8-K format and confirms the availability of the full results through the accompanying exhibit.

Rhea-AI Summary

Vulcan Materials Company appointed Ronnie A. Pruitt, its current Chief Operating Officer, as the next Chief Executive Officer, effective January 1, 2026. At the same time, J. Thomas Hill will step down as CEO and continue on the Board as Executive Chairman. Pruitt is also expected to be elected to the Board effective the same date.

Pruitt, 55, has been COO since September 2023 and previously led Vulcan’s Southwest and Western Divisions. He joined Vulcan through its August 2021 acquisition of U.S. Concrete, where he served as President and CEO (2020–2021) and held other senior roles. The company stated there are no family relationships or related party transactions to report under Regulation S‑K Item 404(a). Compensation terms for Pruitt and Hill tied to these transitions will be disclosed once approved. A press release announcing the changes was furnished as Exhibit 99.1.