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TICKER INTELLIGENCE

Vulcan Materials Company ($VMC)

$281.63 4.9% (7d)

NYSE/NASDAQ: VMC

Washington Intelligence

7

Active Bills

9

Gov't Contracts

7

Congressional Trades

Vulcan Materials is a publicly traded company in the Manufacturing sector. This company operates across Manufacturing and is subject to various Congressional legislative and regulatory actions. HillSignal is tracking 16 active Congressional signals mentioning Vulcan Materials, including 7 bills and 9 federal contracts. The current legislative sentiment is predominantly bullish, suggesting potential tailwinds from government policy.

Congressional Trades in $VMC

7 filings

Federal Contracts Awarded to Vulcan Materials

9 found

FISHER SAND & GRAVEL CO: $847M Department of Homeland Security Contract

This $847 million contract for border construction significantly benefits Fisher Sand & Gravel Co., a private entity, but creates substantial opportunities for publicly traded infrastructure and materials suppliers, driven by legislative support for infrastructure spending.

MURNANE BUILDING CONTRACTORS, INC.: $32.9M General Services Administration Contract

MURNANE BUILDING CONTRACTORS, INC. secured a $32.9M contract from the GSA for the Trout River LPOE project. While MURNANE is private, this award signifies ongoing federal investment in border infrastructure, benefiting publicly traded engineering and construction firms that often serve as prime contractors or key subcontractors on similar projects.

BAIRCO CONSTRUCTION INC: $18.5M Department of the Interior Contract

This $18.5 million contract for construction at Glacier National Park, awarded to private firm BAIRCO CONSTRUCTION INC, signals increased federal investment in infrastructure projects, benefiting publicly traded construction and materials companies. The contract aligns with broader legislative efforts to enhance national infrastructure and energy security.

WHITING-TURNER CONTRACTING COMPANY, THE: $32.5M Department of Homeland Security Contract

The $32.5 million U.S. Coast Guard contract awarded to Whiting-Turner for a Child Development Center is bullish for the construction sector, particularly for companies involved in federal infrastructure projects. While Whiting-Turner is private, publicly traded competitors and supply chain partners stand to benefit from the increased activity in government-funded social infrastructure.

BRASFIELD & GORRIE LLC: $95.5M Department of Homeland Security Contract

This $95.5 million contract for infrastructure development at a U.S. Coast Guard base, awarded to private firm Brasfield & Gorrie LLC, indicates sustained government investment in military facilities. While the direct recipient is private, publicly traded infrastructure and construction firms like Fluor Corp ($FLR) and AECOM ($AECOM) are likely to see similar opportunities, and the broader construction materials sector, represented by ETFs like SPDR S&P Homebuilders ETF ($XHB), could benefit from increased demand.

M.A. DEATLEY CONSTRUCTION, INC.: $22.4M Department of Transportation Contract

This $22.4M contract to M.A. Deatley Construction, a private entity, for bridge construction in Yellowstone National Park signals continued federal investment in infrastructure, benefiting publicly traded heavy equipment manufacturers and construction material suppliers. While not directly impacting a public company, it contributes to a robust demand environment for the sector.

MATOS-GRUNLEY JOINT VENTURE: $23.2M General Services Administration Contract

This $23.2 million design-build construction contract to Matos-Grunley Joint Venture, a private entity, will indirectly benefit publicly traded construction and infrastructure companies. While not directly impacting a specific public company's revenue, it signals continued federal investment in infrastructure, potentially boosting demand for materials and services from larger players.

PAULSEN CONSTRUCTION, LLC: $24.5M Department of the Interior Contract

This $24.5 million contract for dormitory rehabilitation at Yellowstone National Park, awarded to private entity PAULSEN CONSTRUCTION, LLC, indicates continued federal investment in national park infrastructure. While not directly impacting a public company, it suggests a stable market for major construction firms specializing in federal projects.

KIEWIT INFRASTRUCTURE SOUTH CO: $242M Department of Agriculture Contract

This $242 million contract to Kiewit Infrastructure South Co. for hurricane disaster reconstruction in Virginia is a significant revenue boost for its parent company, Kiewit Corporation, and aligns with recent legislative efforts to reauthorize and fund water infrastructure projects.

Congressional Legislation Affecting Vulcan Materials Company ($VMC)

HR8016 is an early-stage House bill to phase out nonessential PFAS production and prohibit releases. Referred to five committees with a Senate companion, but no hearings or markup scheduled. Near-zero near-term market impact. Water remediation and construction materials firms are structural beneficiaries if the bill advances, but current legislative velocity is low.

Increased procurement of crushed stone, sand, and gravel for engineered caps, slurry walls, and permeable reactive barriers at PFAS-contaminated sites.

HR8016

HR8186 (Roadway Resiliency Act) is an early-stage procedural bill that establishes an interagency working group to develop best practices for roadway management in inclement weather. It authorizes no funding, contains no mandates or incentives for private sector entities, and has zero direct or actionable market impact for any publicly traded company.

HR8186

The REPAIR Infrastructure Act (S.3413) authorizes $15B over FY2027-2031 for the Reconnecting Communities Program, with $11.25B earmarked for capital construction grants. This early-stage bill directly benefits construction materials and heavy equipment companies. Real market data shows strong recent momentum in NUE (+32.95% monthly) and CAT (+24.01% monthly), while VMC (+9.92%) and MLM (+2.88%) have lagged, suggesting potential for catch-up.

Authorizes up to $2.25B/year (2027-2031) in capital construction grants; Vulcan Materials is the largest U.S. producer of construction aggregates (crushed stone, sand, gravel) required for concrete and asphalt

S3413

S.3556 authorizes $500M over five years for wildlife crossing infrastructure grants. Early-stage bill with bipartisan sponsorship. Direct beneficiaries are construction materials suppliers VMC, MLM, and EXP if enacted, but actual market impact depends on future appropriations and project awards. Near-term price action shows VMC +2.53% and EXP +10.84% over 30 days, but this is sector-wide trend, not bill-driven.

Authorization creates a funding pipeline for construction of overpasses, underpasses, and fencing, increasing demand for construction aggregates used in these projects.

S3556

HR4576 (Build More Housing Near Transit Act) is an early-stage bill offering a procedural incentive for local transit-oriented upzoning, with zero authorized spending. The bill creates a structural long-term tailwind for homebuilders and aggregates producers near transit corridors, but with only 14 cosponsors and a referral to subcommittee, it is years from any market impact. Current stock prices for builders and materials firms show mixed trends over the past month, with materials holding better than homebuilders in the trailing week.

Increased unit construction near transit drives incremental aggregate consumption per housing unit (~50-100 tons per apartment unit for foundations, slabs, parking, and road access).

HR4576

The Bridge Investment and Modernization Act of 2025 (HR4401) would reauthorize $15.765 billion in bridge spending from FY2027-FY2031. This early-stage bill, referred to committee, provides multi-year demand visibility for construction materials and equipment. Nucor ($NUE), Vulcan Materials ($VMC), Martin Marietta ($MLM), and Caterpillar ($CAT) are structurally positioned to benefit from sustained federal bridge investment, though the bill is still at the start of the legislative process.

States will increase procurement of crushed stone, sand, gravel, and asphalt for bridge-related civil works over a five-year period.

HR4401

H.R. 4553 directly appropriates $2.755 billion for Army Corps of Engineers civil works — $2.555B for construction and $200M for investigations — creating immediate demand for heavy equipment and construction materials. The bill has passed the House, is on the Senate Legislative Calendar, and has high passage probability given its advanced stage and bipartisan appropriations process. Caterpillar, Vulcan Materials, and Martin Marietta are structurally positioned to benefit from this direct federal spending.

Increased demand for construction aggregates for dam, levee, and coastal barrier projects in Mississippi River and coastal regions where the Corps operates.

HR4553

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