Suncrete, Inc. Class A Common Stock

Suncrete reported second-quarter revenue of $97.2 million, up 146% year over year, and adjusted EBITDA of $13.5 million, while maintaining its full-year 2026 outlook. The company completed five acquisitions during the quarter, adding 31 ready-mix plants, 279 mixer trucks, and eight concrete-production plants across the Sun Belt. A net loss of $37.1 million included a $26.9 million one-time, non-cash de-SPAC charge. Management expects most acquired operations to reach historical margin levels within nine to 18 months and cited strong construction and data-center demand, with weather-related volume deferrals expected to shift into the third quarter. Suncrete maintained its 2026 guidance of $420 million to $480 million in revenue and $68 million to $93 million in adjusted EBITDA, and reported approximately $51.1 million in liquidity at quarter-end.

Zacks Investment Research identifies Vulcan Materials, Eagle Materials, and Suncrete as three concrete and aggregates stocks set to benefit from steady infrastructure spending in 2026. Remaining funds under the Infrastructure Investment and Jobs Act and healthy state and local transportation budgets are expected to support public works such as highways, bridges, airports, and water systems. Heavy nonresidential construction, including data centers, semiconductor plants, and LNG projects, also drives demand for aggregates, cement, and concrete. Eagle Materials carries a Zacks Rank #1 (Strong Buy), while Vulcan and Suncrete hold a Zacks Rank #3 (Hold). The industry currently trades at a forward 12-month price-to-earnings ratio of 21.78X, slightly above the S&P 500's 21.03X.