Vulcan Materials: How Are They Leveraging The Public & Private Demand for Infrastructure?

The recent earnings for Vulcan Materials Company reflected mixed results for the second quarter of 2025, providing several insights into the company’s financial performance and operational dynamics. On the positive side, Vulcan demonstrated strong financial improvements despite facing significant weatherrelated disruptions. The company reported a 16% increase in adjusted EBITDA, with margins expanding by 260 basis points. Moreover, aggregate cash gross profit per ton saw an impressive 13% growth. These achievements were attributed to strategic price adjustments, operational efficiencies, and cost control measures, even as weather conditions led to lower same-store shipments. Notably, adjusted EBITDA amounted to $660 million, reflecting a 9% year-over-year increase.