Martin Marietta Materials Inc | North America Transforming the Portfolio by Building a Specialties Powerhouse June 29, 2026 12:59 PM GMT Key Takeaways MLM agrees to combine with Lhoist North America for ~$13.5B EV, establishing the #1 US lime producer. We see this as a high- quality, on-strategy asset (45% margin, 94% FCF conversion, 2B + tons reserves), and would expect the market to view it as such as the dust settles. What happened? Pre market open on 6/29/26, MLM announced a definitive agreement to comb ...