# If Vulcan Materials Company moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/vulcan-materials-company · Facet: ripple · Updated: 2026-09-23T09:44:33.642272+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Vulcan Materials Company is directly linked to 2 companies (1 supply, 1 revenue relationships) and reaches 8 companies within two hops; the links are backed by 5 dated sources, 2 of them primary filings (as of 2026-09-23).

Vulcan Materials Company operates across Largest U.S. aggregates supplier. It is -7.4% in 2026. The supply side (avg +28.3%) has moved harder than the stock (-7.4%). That is the classic bottleneck pattern: supplier volume leverage is being priced before this layer's own margin. Among connected nodes the furthest ahead is Komatsu (+28.3%) and the furthest behind is Union Pacific Corporation (+27.1%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Total revenue was $7.9411 billion in 2025, with aggregates as the largest business.

## Demand chain (leading)
- T1 Union Pacific Corporation (https://valuechain.wiki/union-pacific.md)
- T2 FedEx (https://valuechain.wiki/fedex.md)
- T3 Amazon (https://valuechain.wiki/amazon.md)
- T3 W. W. Grainger (https://valuechain.wiki/w-w-grainger.md)
- T3 AutoZone (https://valuechain.wiki/autozone.md)
- T2 United Parcel Service, Inc. (https://valuechain.wiki/united-parcel-service.md)
- T3 Williams-Sonoma, Inc. (https://valuechain.wiki/williams-sonoma.md)
- T2 Martin Marietta Materials, Inc. (https://valuechain.wiki/martin-marietta-materials.md)
- T2 CF Industries Holdings, Inc. (https://valuechain.wiki/cf-industries.md)
- T3 Mitsui & Co. (https://valuechain.wiki/mitsui.md)

## Supply chain (benefiting)
- T1 Komatsu (https://valuechain.wiki/komatsu.md)
- T2 Ouster (https://valuechain.wiki/ouster.md)
- T3 Fabrinet (https://valuechain.wiki/fabrinet.md)
- T2 Cummins (https://valuechain.wiki/cummins.md)
- T3 United Rentals (https://valuechain.wiki/united-rentals.md)

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Full node: https://valuechain.wiki/vulcan-materials-company.md · JSON: https://valuechain.wiki/vulcan-materials-company.json