Vulcan Materials Company (VMC), headquartered in Birmingham, Alabama, produces and supplies construction aggregates. Valued at $40.2 billion by market cap, the company’s principal product lines are aggregates, asphalt mix and concrete, and cement. The largest producer of construction aggregates is expected to announce its fiscal third-quarter earnings for 2025 before the market opens on Thursday, Oct. 30.

Ahead of the event, analysts expect VMC to report a profit of $2.66 per share on a diluted basis, up 19.8% from $2.22 per share in the year-ago quarter. The company beat consensus estimates in two of the last four quarters while missing the forecast on two other occasions. 

For the full year, analysts expect VMC to report EPS of $8.44, up 12.1% from $7.53 in fiscal 2024. Its EPS is expected to rise 17.5% year-over-year to $9.92 in fiscal 2026. 

VMC stock has outperformed the S&P 500 Index’s ($SPX) 16.3% gains over the past 52 weeks, with shares up 25.4% during this period. Similarly, it outperformed the Materials Select Sector SPDR Fund’s (XLB) 6.7% losses over the same time frame.

VMC’s outperformance is driven by increased federal and state funding for highway and public works projects under the IIJA, as well as renewed momentum in private non-residential construction, particularly in data centers, warehouses, and manufacturing. The company's practical cost management framework, supported by the Vulcan Way of Operating, has helped maintain unit costs and drive margin expansion despite weather disruptions.

On Jul. 31, VMC shares closed up marginally after reporting its Q2 results. Its adjusted EPS of $2.45 missed Wall Street expectations of $2.55. The company’s revenue was $2.1 billion, falling short of Wall Street's $2.2 billion forecast.

Analysts’ consensus opinion on VMC stock is bullish, with a “Strong Buy” rating overall. Out of 21 analysts covering the stock, 15 advise a “Strong Buy” rating, one suggests a “Moderate Buy,” and five give a “Hold.” VMC’s average analyst price target is $310.81, indicating a potential upside of 2.6% from the current levels.