Strong Financial Performance Despite Weather Challenges: Vulcan Materials reported a 16% increase in adjusted EBITDA year-over-year (YOY), reaching $660 million in the second quarter, despite experiencing weather disruptions that impacted shipments by an estimated 2-3 million tons, primarily in their key Southeastern markets. Adjusted cash gross profit per ton grew 13%, demonstrating effective cost management and pricing discipline.

Favorable Pricing Outlook: Freight-adjusted average selling prices improved by 5%, with mix-adjusted prices up by 8%. The company plans to continue this pricing momentum into the second half of the year, even though highway work, which has lower margins, may dilute headline pricing figures.

Revised Capital Expenditure Guidance: Vulcan is revising its full-year maintenance and growth capital expenditures down to approximately $700 million, from earlier projections of $750 million to $800 million, due to weather-related delays in project timelines.