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Barclays sees construction recovery ahead after square foot recession

Fri, 12 Jun 2026 08:13:57 -0400

Investing.com -- Barclays said U.S. non-residential construction is reaching a bottom after a multi-year square foot recession, with growth focused on AI-driven megaprojects in data centers and power infrastructure.

The bank noted that non-residential construction has experienced a square foot recession that inflation-driven dollar growth has masked. Large project activity has dominated the sector since 2023, with the project mix shifting toward AI-driven projects over the past 18 to 24 months.

Barclays explained that megaprojects sustain and grow overall spending but contribute less to volume-intensive segments due to lower construction work intensity per dollar spent.

The broader non-residential market is stabilizing, according to

Barclays sees construction recovery ahead after square foot recession

Fri, 12 Jun 2026 08:13:57 -0400

Barclays explained that megaprojects sustain and grow overall spending but contribute less to volume-intensive segments due to lower construction work intensity per dollar spent.

The broader non-residential market is stabilizing, according to

Barclays sees construction recovery ahead after square foot recession

Fri, 12 Jun 2026 08:13:57 -0400

Barclays explained that megaprojects sustain and grow overall spending but contribute less to volume-intensive segments due to lower construction work intensity per dollar spent.

The broader non-residential market is stabilizing, according to

Barclays sees construction recovery ahead after square foot recession

Fri, 12 Jun 2026 08:13:57 -0400

Barclays explained that megaprojects sustain and grow overall spending but contribute less to volume-intensive segments due to lower construction work intensity per dollar spent.

The broader non-residential market is stabilizing, according to

Barclays sees construction recovery ahead after square foot recession

Fri, 12 Jun 2026 08:13:57 -0400

Barclays explained that megaprojects sustain and grow overall spending but contribute less to volume-intensive segments due to lower construction work intensity per dollar spent.

The broader non-residential market is stabilizing, according to

Barclays sees construction recovery ahead after square foot recession

Fri, 12 Jun 2026 08:13:57 -0400

Barclays explained that megaprojects sustain and grow overall spending but contribute less to volume-intensive segments due to lower construction work intensity per dollar spent.

The broader non-residential market is stabilizing, according to

Barclays sees construction recovery ahead after square foot recession

Fri, 12 Jun 2026 08:13:57 -0400

Barclays explained that megaprojects sustain and grow overall spending but contribute less to volume-intensive segments due to lower construction work intensity per dollar spent.

The broader non-residential market is stabilizing, according to

Barclays sees construction recovery ahead after square foot recession

Fri, 12 Jun 2026 08:13:57 -0400

Barclays explained that megaprojects sustain and grow overall spending but contribute less to volume-intensive segments due to lower construction work intensity per dollar spent.

The broader non-residential market is stabilizing, according to

Barclays sees construction recovery ahead after square foot recession

Fri, 12 Jun 2026 08:13:57 -0400

Barclays explained that megaprojects sustain and grow overall spending but contribute less to volume-intensive segments due to lower construction work intensity per dollar spent.

The broader non-residential market is stabilizing, according to

Barclays sees construction recovery ahead after square foot recession

Fri, 12 Jun 2026 08:13:57 -0400

Barclays explained that megaprojects sustain and grow overall spending but contribute less to volume-intensive segments due to lower construction work intensity per dollar spent.

The broader non-residential market is stabilizing, according to

Vulcan Materials divests California concrete unit, acquires Colorado operations

Mon, 08 Jun 2026 06:58:12 -0400

Vulcan Materials Company (NYSE: VMC) completed the sale of its ready-mixed concrete operations in California and acquired the southern Colorado and Dallas-Fort Worth operations of Brannan Sand & Gravel, LLC, according to a company statement.

The acquisition includes a rail-connected aggregate quarry with long-term reserves in Lamar, Colorado, and a new distribution yard in Dallas-Fort Worth. The company described itself as the nation's largest producer of construction aggregates.

"These portfolio actions align with our aggregates-led growth strategy by expanding our reach into southern Colorado and strengthening our distribution network in Dallas-Fort Worth to meet growing customer demand with high-quality aggregates," said Ronnie

Vulcan Materials divests California concrete unit, acquires Colorado operations

Mon, 08 Jun 2026 06:58:12 -0400

VULCAN SHARPENS AGGREGATES FOCUS: EXITS CALIFORNIA CONCRETE, EXPANDS AGGREGATES FOOTPRINT IN DALLAS-FORT WORTH AND INTO COLORADO

Mon, 08 Jun 2026 06:58:00 -0400

BIRMINGHAM, Ala., June 8, 2026 /PRNewswire/ -- Vulcan Materials Company (NYSE: VMC), the nation's largest producer of construction aggregates, today announced that it completed the divestiture of its ready-mixed concrete operations in California and acquired the southern Colorado and Dallas-Fort Worth operations of Brannan Sand & Gravel, LLC. The strategic acquisition includes a rail-connected aggregate quarry with long-term reserves in Lamar, Colorado, and a new distribution yard in Dallas-Fort Worth.

Ronnie Pruitt, Chief Executive Officer, said, "These portfolio

VULCAN SHARPENS AGGREGATES FOCUS: EXITS CALIFORNIA CONCRETE, EXPANDS AGGREGATES FOOTPRINT IN DALLAS-FORT WORTH AND INTO COLORADO

Mon, 08 Jun 2026 06:58:00 -0400

Ronnie Pruitt, Chief Executive Officer, said, "These portfolio

VULCAN SHARPENS AGGREGATES FOCUS: EXITS CALIFORNIA CONCRETE, EXPANDS AGGREGATES FOOTPRINT IN DALLAS-FORT WORTH AND INTO COLORADO

Mon, 08 Jun 2026 06:58:00 -0400

Ronnie Pruitt, Chief Executive Officer, said, "These portfolio

VULCAN SHARPENS AGGREGATES FOCUS: EXITS CALIFORNIA CONCRETE, EXPANDS AGGREGATES FOOTPRINT IN DALLAS-FORT WORTH AND INTO COLORADO

Mon, 08 Jun 2026 06:58:00 -0400

Ronnie Pruitt, Chief Executive Officer, said, "These portfolio

Berenberg Starts Vulcan Materials Company (VMC) at Hold

Tue, 02 Jun 2026 02:59:24 -0400

Berenberg analyst Harry Goad initiates coverage on Vulcan Materials Company (NYSE: VMC) with a Hold rating and a price target of $283.00.

The analyst comments: “Vulcan Materials is a leading company in the US aggregates market, which is an industry that benefits from, in our view, favourable structural dynamics. Aggregates are essential to almost all construction, benefit from zero substitution risk, and given its high weight to-value is a multi-local industry that benefits from favourable supply demand dynamics. As such, pricing power for both the industry and Vulcan Materials has been robust for a long time. We expect these favourable industry

Berenberg Starts Vulcan Materials Company (VMC) at Hold

Tue, 02 Jun 2026 02:59:24 -0400

Berenberg analyst Harry Goad initiates coverage on Vulcan Materials Company (NYSE: VMC) with a Hold rating and a price target of $283.00.

Oppenheimer Starts Vulcan Materials Company (VMC) at Perform

Thu, 28 May 2026 03:59:11 -0400

Oppenheimer analyst Brent Thielman initiates coverage on Vulcan Materials Company (NYSE: VMC) with a Perform rating.

The analyst comments: “We are initiating coverage of Vulcan Materials (VMC) with a Perform rating. VMC's entrenched positions in the sunbelt portion of the US in markets with relatively attractive LT construction growth attributes are undeniably appealing. Disciplined price leadership and LT margin expansion opportunity are also notable. NT catalysts which we are monitoring include demand-side catalysts for broader private construction volumes (subdued in recent years) as well as Federal transportation funding legislation developments with IIJA expiring 9/26. Prevailing higher fuel prices lend varying potential

Oppenheimer Starts Vulcan Materials Company (VMC) at Perform

Thu, 28 May 2026 03:59:11 -0400

Oppenheimer analyst Brent Thielman initiates coverage on Vulcan Materials Company (NYSE: VMC) with a Perform rating.

Vulcan Materials (VMC) 2678 contracts of June 250 puts trade

Wed, 13 May 2026 15:04:38 -0400

Vulcan Materials (NYSE: VMC) 30-day option implied volatility is at 29; compared to its 52-week range of 20 to 35 with a focus on 2678 contracts of June 250 puts.

Form SCHEDULE 13G/A Vulcan Materials CO Filed by: JPMORGAN CHASE & CO

Wed, 13 May 2026 10:59:00 -0400

si-local-file:///var/storage/secattach/20260513/26483853.html

Form SCHEDULE 13G/A Vulcan Materials CO Filed by: JPMORGAN CHASE & CO

Wed, 13 May 2026 10:59:00 -0400

si-local-file:///var/storage/secattach/20260513/26483853.html

Form 4 Vulcan Materials CO For: May 08 Filed by: KENNARD LYDIA H

Tue, 12 May 2026 16:55:00 -0400

si-local-file:///var/storage/secattach/20260512/26478993.html

Form 4 Vulcan Materials CO For: May 08 Filed by: KENNARD LYDIA H

Tue, 12 May 2026 16:55:00 -0400

si-local-file:///var/storage/secattach/20260512/26478993.html