Vulcan Materials (VMC) Q1 FY26 earnings call

Vulcan Materials delivered a solid start to the year, driven by strong operational execution, healthy pricing, and a 5% increase in aggregate shipments. The company's advantaged footprint is capitalizing on accelerating data center activity and robust public infrastructure demand, which is mitigating ongoing residential construction challenges. Management remains confident in its full-year adjusted EBITDA guidance, leveraging mid-year price increases and operational efficiencies to offset near-term energy cost headwinds, while continuing strategic investments in greenfield projects and bolt-on