financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Maintains Hold Opinion On Shares Of Vulcan Materials Company
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Maintains Hold Opinion On Shares Of Vulcan Materials Company
Aug 4, 2025 10:45 AM

01:20 PM EDT, 08/04/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We raise our 12-month target by $23 to $277 on an EV/EBITDA of 16.1x our next 12-month EBITDA estimate, a discount to the five-year average of 16.4x but a premium to the peer average of 12.4x. We lift our 2025 EPS view by $0.01 to $8.18 and keep 2026's at $9.77. Q2 sales grew to $2,102M (+4.4% Y/Y, -4.3% vs consensus), while adjusted EBITDA grew to $660M (+9.4% Y/Y, -5.1% vs consensus) with margin expansion of 150 bps to 31.4% (20 bps below consensus of 31.6%). VMC's pricing discipline and cost management initiatives continued to drive superior unit economics, with aggregates cash gross profit per ton reaching $11.88 (+8.8% Y/Y) for Q2 and $11.25 (+13% Y/Y) on a last-12-month (LTM) basis, marking the 10th consecutive LTM period of double-digit growth. We forecast an 8.5% sales increase in 2025 due to higher aggregates volumes and prices, partially offset by higher input costs. In 2025, we anticipate adjusted EBITDA will increase about 17% to $2.4 billion, while we think margins will expand to 29.8%.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Copyright 2023-2025 - www.financetom.com All Rights Reserved