Every material Form 8-K Vulcan Materials filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Vulcan Materials Company reported third quarter 2026 net earnings attributable to Vulcan of $362 million, down from $375 million in the prior year's third quarter, on total revenues of $2.185 billion. The company completed two bolt-on acquisitions in Tennessee and southern Ohio and targeted approximately $2.4 billion in full-year Adjusted EBITDA.
Total revenues for Q3 2026 were $2.185 billion, compared to $2.292 billion in Q3 2025.
Net earnings attributable to Vulcan were $362 million for the third quarter ended September 30, 2026.
The company returned $417 million to shareholders in Q3 2026 via $350 million in stock repurchases and $67 million in dividends.
Projected full-year 2026 Adjusted EBITDA is targeted at approximately $2.4 billion.
Vulcan Materials disclosed that David P. Clement, Senior Vice President of Operations Support and Procurement, notified the company on October 19, 2026 that he intends to retire from that role in the first quarter of 2027. The filing does not name a successor or describe any financial effects.
David P. Clement, SVP of Operations Support and Procurement, notified Vulcan on October 19, 2026 of his intent to retire.
Retirement is expected in the first quarter of 2027.
The filing does not name a successor or report any compensation arrangements.
Vulcan Materials reported second-quarter 2026 revenue of $2.16 billion, up from $2.10 billion a year earlier, and diluted earnings per share from continuing operations of $2.47, up from $2.43. Adjusted EBITDA fell slightly to $654 million from $660 million, and the company reaffirmed its full-year 2026 Adjusted EBITDA outlook of $2.4 billion to $2.6 billion.
Total revenues were $2,156 million, compared with $2,102 million in the second quarter of 2025.
Diluted EPS from continuing operations was $2.47, compared with $2.43; adjusted diluted EPS was $2.59, compared with $2.45.
Adjusted EBITDA was $654 million, with a margin of 30.3%, compared with $660 million and 31.4% a year earlier.
The company reiterated its full-year 2026 Adjusted EBITDA outlook of $2.4 billion to $2.6 billion.
Vulcan Materials said its President, Thompson S. Baker II, notified the company on May 11, 2026 that he will retire from the role effective July 15, 2026. The filing also reports that shareholders at the May 8, 2026 annual meeting re-elected five directors and approved the advisory say-on-pay vote and the ratification of Deloitte & Touche LLP as auditor for 2026.
Thompson S. Baker II notified the company on May 11, 2026 that he will retire as President effective July 15, 2026.
At the May 8, 2026 annual meeting, all five director nominees were elected to three-year terms expiring in 2029, with Melissa H. Anderson receiving 111,842,430 votes for.
Say-on-pay received 108,975,317 votes for and 3,698,724 against.
Deloitte & Touche LLP's appointment for 2026 was ratified with 113,884,236 votes for and 5,106,545 against.
Vulcan Materials reported first-quarter 2026 revenue of $1.76 billion, up from $1.64 billion a year earlier, and net earnings attributable to Vulcan of $165 million, up from $129 million. The company reaffirmed its full-year 2026 Adjusted EBITDA outlook of $2.4 billion to $2.6 billion, so shareholders see both higher quarterly earnings and no change to the annual target.
Adjusted diluted EPS from continuing operations was $1.35, versus $1.00 in the first quarter of 2025; GAAP diluted EPS was $1.26, versus $0.97.
Adjusted EBITDA rose to $447 million from $411 million, and the Aggregates freight-adjusted sales price increased to $22.80 per ton from $22.03.
The company reaffirmed its 2026 full-year Adjusted EBITDA outlook of $2.4 billion to $2.6 billion and returned $217 million to shareholders in the quarter through buybacks and dividends.
Vulcan Materials reported fourth-quarter 2025 net earnings attributable to Vulcan of $252 million, down from $294 million a year earlier, while revenue rose to $1.91 billion from $1.85 billion. For full-year 2025, revenue, net earnings and diluted EPS from continuing operations all increased, and the company gave 2026 guidance calling for Adjusted EBITDA of $2.4 billion to $2.6 billion.
Q4 2025 diluted EPS attributable to Vulcan was $1.91, versus $2.23 in Q4 2024; adjusted diluted EPS was $1.70, versus $2.17.
Full-year 2025 total revenues were $7.94 billion, versus $7.42 billion, and diluted EPS from continuing operations was $8.15, versus $6.91.
2026 outlook: net earnings attributable to Vulcan of $1.1 billion to $1.3 billion and Adjusted EBITDA of $2.4 billion to $2.6 billion.
Cash from operating activities was $1.8 billion in 2025, up 29 percent; the company returned $698 million to shareholders through buybacks and dividends.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Vulcan Materials filing is on SEC EDGAR ↗. 8-K briefs of other companies →