Latest news with #VulcanMaterials
Yahoo
27-05-2025
- Business
- Yahoo
Return Trends At Vulcan Materials (NYSE:VMC) Aren't Appealing
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a trend of growing return on capital employed (ROCE) and alongside that, an expanding base of capital employed. Ultimately, this demonstrates that it's a business that is reinvesting profits at increasing rates of return. In light of that, when we looked at Vulcan Materials (NYSE:VMC) and its ROCE trend, we weren't exactly thrilled. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. For those who don't know, ROCE is a measure of a company's yearly pre-tax profit (its return), relative to the capital employed in the business. The formula for this calculation on Vulcan Materials is: Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) 0.092 = US$1.5b ÷ (US$17b - US$797m) (Based on the trailing twelve months to March 2025). So, Vulcan Materials has an ROCE of 9.2%. Ultimately, that's a low return and it under-performs the Basic Materials industry average of 14%. View our latest analysis for Vulcan Materials Above you can see how the current ROCE for Vulcan Materials compares to its prior returns on capital, but there's only so much you can tell from the past. If you'd like to see what analysts are forecasting going forward, you should check out our free analyst report for Vulcan Materials . In terms of Vulcan Materials' historical ROCE trend, it doesn't exactly demand attention. Over the past five years, ROCE has remained relatively flat at around 9.2% and the business has deployed 57% more capital into its operations. Given the company has increased the amount of capital employed, it appears the investments that have been made simply don't provide a high return on capital. In conclusion, Vulcan Materials has been investing more capital into the business, but returns on that capital haven't increased. Investors must think there's better things to come because the stock has knocked it out of the park, delivering a 153% gain to shareholders who have held over the last five years. Ultimately, if the underlying trends persist, we wouldn't hold our breath on it being a multi-bagger going forward. Vulcan Materials does have some risks though, and we've spotted 2 warning signs for Vulcan Materials that you might be interested in. While Vulcan Materials may not currently earn the highest returns, we've compiled a list of companies that currently earn more than 25% return on equity. Check out this free list here. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
06-05-2025
- Business
- Yahoo
Tecnoglass (TGLS) Reports Earnings Tomorrow: What To Expect
Glass and windows manufacturer Tecnoglass (NYSE:TGLS) will be reporting earnings this Thursday before the bell. Here's what to look for. Tecnoglass met analysts' revenue expectations last quarter, reporting revenues of $239.6 million, up 23.1% year on year. It was a mixed quarter for the company, with a narrow beat of analysts' adjusted operating income estimates but full-year EBITDA guidance missing analysts' expectations. Is Tecnoglass a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Tecnoglass's revenue to grow 11.7% year on year to $215.3 million, a reversal from the 4.9% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.82 per share. Tecnoglass Total Revenue Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Tecnoglass has missed Wall Street's revenue estimates four times over the last two years. Looking at Tecnoglass's peers in the building materials segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Vulcan Materials delivered year-on-year revenue growth of 5.8%, missing analysts' expectations by 2.8%, and Carlisle reported flat revenue, topping estimates by 0.6%. Vulcan Materials traded up 7.6% following the results while Carlisle was also up 6.1%. Read our full analysis of Vulcan Materials's results here and Carlisle's results here. There has been positive sentiment among investors in the building materials segment, with share prices up 10.9% on average over the last month. Tecnoglass is up 13.5% during the same time and is heading into earnings with an average analyst price target of $83.67 (compared to the current share price of $73.26). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.
Yahoo
05-05-2025
- Business
- Yahoo
AZEK (AZEK) Reports Earnings Tomorrow: What To Expect
Outdoor living products manufacturer AZEK Company (NYSE:AZEK) will be announcing earnings results tomorrow after market close. Here's what to expect. AZEK beat analysts' revenue expectations by 7.9% last quarter, reporting revenues of $285.4 million, up 18.7% year on year. It was a very strong quarter for the company, with a solid beat of analysts' organic revenue estimates and an impressive beat of analysts' EPS estimates. Is AZEK a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting AZEK's revenue to grow 6% year on year to $443.6 million, slowing from the 10.8% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.44 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. AZEK has missed Wall Street's revenue estimates twice over the last two years. Looking at AZEK's peers in the building materials segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Vulcan Materials delivered year-on-year revenue growth of 5.8%, missing analysts' expectations by 2.8%, and Carlisle reported flat revenue, topping estimates by 0.6%. Vulcan Materials traded up 7.6% following the results while Carlisle was also up 6.1%. Read our full analysis of Vulcan Materials's results here and Carlisle's results here. There has been positive sentiment among investors in the building materials segment, with share prices up 11.8% on average over the last month. AZEK is up 10% during the same time and is heading into earnings with an average analyst price target of $54.11 (compared to the current share price of $49.16). Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. Sign in to access your portfolio
Yahoo
05-05-2025
- Business
- Yahoo
What To Expect From Resideo's (REZI) Q1 Earnings
Home automation and security solutions provider Resideo Technologies (NYSE:REZI) will be announcing earnings results tomorrow after the bell. Here's what to look for. Resideo beat analysts' revenue expectations by 1.1% last quarter, reporting revenues of $1.86 billion, up 20.9% year on year. It was a mixed quarter for the company, with a decent beat of analysts' EPS estimates but a significant miss of analysts' adjusted operating income estimates. Is Resideo a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Resideo's revenue to grow 15.7% year on year to $1.72 billion, a reversal from the 4.1% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.31 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Resideo has only missed Wall Street's revenue estimates once over the last two years, exceeding top-line expectations by 0.9% on average. Looking at Resideo's peers in the building materials segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Vulcan Materials delivered year-on-year revenue growth of 5.8%, missing analysts' expectations by 2.8%, and Carlisle reported flat revenue, topping estimates by 0.6%. Vulcan Materials traded up 7.6% following the results while Carlisle was also up 6.1%. Read our full analysis of Vulcan Materials's results here and Carlisle's results here. There has been positive sentiment among investors in the building materials segment, with share prices up 13% on average over the last month. Resideo is up 12% during the same time and is heading into earnings with an average analyst price target of $20 (compared to the current share price of $17.55). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.
Yahoo
01-05-2025
- Business
- Yahoo
Vulcan Materials reports 5.6% increase in Q1 2025 total revenues
Vulcan Materials Company, a US-based supplier of construction aggregates, has reported total revenues of $1.63bn in the first quarter (Q1) ended 31 March 2025, an increase of 5.6% compared to Q1 2024. Net earnings attributable to the company were $129m in Q1 2025, compared to $103m in Q1 2024. The company's gross profit was reported to be $365m in the first quarter of 2025, as against $305m in Q1 2024. Vulcan Materials chair and CEO Tom Hill said: "The combination of our aggregates-led business and our consistent focus on our Vulcan Way of Selling and Vulcan Way of Operating disciplines resulted in strong earnings growth and margin expansion in the first quarter. 'Adjusted EBITDA [earnings before interest, taxes, depreciation, and amortisation] increased 27%, and adjusted EBITDA margin expanded 420 basis points over the prior year. Aggregates cash gross profit per ton improved 20% with widespread improvements across our footprint. Our commercial and operational execution support our full-year outlook to deliver another year of earnings growth in 2025." The company's aggregates segment saw an 18% increase in gross profit to $357m, equivalent to $7.48 per ton, with a gross profit margin expansion of 320 basis points to 26.7%. Cash gross profit per ton increased 20% to $10.63 per ton, owing to geographically widespread pricing growth and ongoing improvement in operational efficiencies. The asphalt and concrete segments also reported positive results. The asphalt segment's gross profit was $5m, with a 24% improvement in cash gross profit of $17m over the same quarter of the previous year. The concrete segment's gross profit stood at $3m, with cash gross profit at $19m. Selling, administrative, and general expenses were reported at $138m in Q1 2025 as against $130m in Q1 2024. Vulcan Materials' capital allocation included $105m spent on maintenance and growth projects in the first quarter, and the company anticipates full-year expenditure of $750m to $800m. The company also returned $104m to shareholders via $66m of dividends and $38m of stock repurchases and redeemed its 2025 notes using $400m of cash on hand. Commenting on the outlook, Hill said: "Our execution in the first quarter was strong, and we reiterate our full-year outlook to deliver $2.35 to $2.55bn of adjusted EBITDA. We continue to monitor the impact on overall economic activity from the uncertainty surrounding trade policy and the trajectory of interest rates. "As always, we are focused on the things we can control. Our continued execution of our strategic disciplines has and will continue to lead to attractive cash generation and value creation for our shareholders regardless of external headwinds." "Vulcan Materials reports 5.6% increase in Q1 2025 total revenues" was originally created and published by World Construction Network, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Sign in to access your portfolio
