VM

Vulcan Materials Company stock research

Sep 30, 2025

FY2025 Q3

Vulcan Materials (VMC) Gross Margin — Quarter Ended Sep 30, 2025

Revenue and gross profit increased compared to both the prior quarter and the same quarter last year. Gross margin improved, reflecting a greater proportion of revenue flowing through to gross profit.

Gross margin takeaway

Quarter ended Sep 30, 2025 · FY2025 Q3

Revenue and gross profit increased compared to both the prior quarter and the same quarter last year. Gross margin improved, reflecting a greater proportion of revenue flowing through to gross profit.

  • The improvement in gross margin was driven by gross profit growing at a faster rate than cost of revenue, leading to a higher margin percentage.
  • Sequentially, revenue and gross profit were higher, and gross margin improved. Year-over-year, all three metrics were higher, with gross margin also improving.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

30.4%

Gross profit

$697.2M

Revenue

$2.3B

Cost of revenue

$1.6B

Quarter-over-quarter change

+0.7 pts

Year-over-year change

+2.2 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Dec 31, 2024$1.9B$537.2M$1.3B29.0%
Mar 31, 2025$1.6B$365.3M$1.3B22.3%
Jun 30, 2025$2.1B$625.2M$1.5B29.7%
Sep 30, 2025$2.3B$697.2M$1.6B30.4%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jun 30, 2025

+0.7 pts

Year-over-year change

Sep 30, 2024

+2.2 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The improvement in gross margin was driven by gross profit growing at a faster rate than cost of revenue, leading to a higher margin percentage.

Sequentially, revenue and gross profit were higher, and gross margin improved. Year-over-year, all three metrics were higher, with gross margin also improving.

Monitor the trend of cost of revenue relative to revenue, as it is a key determinant of gross margin.