Key Takeaways Q3 EPS and revenues missed estimates but rose YoY, driven by robust infrastructure and nonresidential demand.The aggregates segment shone with 17% revenue growth and 12% profit gains, offsetting weaker asphalt sales.MLM revised 2025 guidance slightly, expecting steady aggregates growth and disciplined capital spending.Martin Marietta Materials, Inc. (MLM) reported lower-than-expected results for the third quarter of 2025. The quarterly earnings and revenues missed the Zacks Consensus Estimate, ...

Martin Marietta Materials (NYSE:MLM) Q3 2025 Earnings Call November 04, 2025 10:00 AM ET Company ParticipantsWard Nye - Chairman and CEOEsther Osinaiya - Equity Research AssociateMichael Petro - SVP and CFOJacklyn Rooker - VP of Investor RelationsConference Call ParticipantsAnthony Pettinari - Research AnalystDavid MacGregor - Senior AnalystJudah Aronovitz - AnalystTrey Grooms - Equity Research AnalystIvan Yi - AnalystPhil Ng - AnalystKathryn Thompson - AnalystAdam Thalhimer - AnalystKeith Hughes - AnalystM ...

Martin Marietta Materials (NYSE:MLM) Q3 2025 Earnings Call November 04, 2025 10:00 AM ET Company ParticipantsWard Nye - Chairman and CEOEsther Osinaiya - Equity Research AssociateMichael Petro - SVP and CFOJacklyn Rooker - VP of Investor RelationsConference Call ParticipantsAnthony Pettinari - Research AnalystDavid MacGregor - Senior AnalystJudah Aronovitz - AnalystTrey Grooms - Equity Research AnalystIvan Yi - AnalystPhil Ng - AnalystKathryn Thompson - AnalystAdam Thalhimer - AnalystKeith Hughes - AnalystM ...

Q3 2025 Results Presentation November 4, 2025 Forward-Looking Statements The information in this presentation highlights the key growth strategies, projections and certain assumptions for the company and its subsidiaries, including with respect to the benefits of acquisitions. Many of these highlighted statements and other statements not historical in nature are "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. Although the company believes th ...

Martin Marietta Materials (NYSE:MLM) Q3 2025 Earnings Call November 04, 2025 10:00 AM ET Speaker3Ladies and gentlemen, welcome to Martin Marietta's third quarter 2025 earnings conference call. All participants are currently in a listen-only mode. A question-and-answer session will follow the company's prepared remarks. As a reminder, today's call is being recorded and will be available for replay on the company's website. I will now turn the call over to your host, Ms. Jacklyn Rooker, Martin Marietta's Vice ...

Q3 2025 SUPPLEMENTAL INFORMATION* November 4, 2025 * All information provided in these slides is qualified in its entirety by reference to the Company's filings with the Securities and Exchange Commission (SEC), which are available on both the Company's and the SEC's websites. Statement Regarding Safe Harbor for Forward-Looking Statements Investors are cautioned that all statements herein that relate to the future involve risks and uncertainties and are based on assumptions that the Company believes in good ...

Achieves Record Quarterly Aggregates Revenues, Profitability and Margin Establishes Record Quarterly Revenues and Third Quarter Gross Profit in Specialties Business Raises Full-Year 2025 Guidance RALEIGH, N.C., Nov. 04, 2025 (GLOBE NEWSWIRE) -- Martin Marietta Materials, Inc. (NYSE: MLM) (Martin Marietta or the Company), a leading national supplier of aggregates and heavy building materials, today reported results for the third quarter ended September 30, 2025. Third-Quarter Highlights(Financial highlights ...

THIRD QUARTER 2025 EARNINGS CONFERENCE CALL MOVING INFRASTRUCTURE FORWARD | OCTOBER 31, 2025 2 I MOVING INFRASTRUCTURE FORWARD I 2025 HOW TO FIND US OUR WEBSITE www.arcosa.com NYSE TICKER ACA HEADQUARTERS Arcosa, Inc. 500 North Akard Street, Suite 400 Dallas, TX 75201 FORWARD LOOKING STATEMENTS Some statements in this release, which are not historical facts, are "forward-looking statements" as defined by the Private Securities Litigation Reform Act of 1995. Forward- looking statements include statements abo ...

公司核心业绩 - 2025年第三季度调整后每股收益为284美元，超出市场共识预期68美元6%，同比增长279% [3] - 第三季度总营收达229亿美元，超出市场共识预期225亿美元17%，同比增长144% [3] - 季度调整后EBITDA为735亿美元，同比增长265%，EBITDA利润率扩大310个基点至321% [9] 各业务板块表现 - 骨料业务营收增长14%至179亿美元，发货量增长121%至6470万吨，超过模型预期的177亿美元和614万吨 [4] - 骨料业务吨现金毛利提高87%至1184美元，总毛利增长至6121亿美元，毛利率扩大250个基点至342% [5] - 沥青业务营收增长92%至4161亿美元，毛利为71亿美元，销量增至430万吨，销售价格上涨23%至827美元 [6] - 混凝土业务营收增长362%至2375亿美元，毛利飙升1169%至141亿美元，销量增至120万立方码，销售价格上涨29%至1909美元 [7] 财务与运营状况 - 截至2025年9月30日，公司现金及等价物为1913亿美元，长期债务降至436亿美元 [10] - 债务与过去12个月调整后EBITDA比率为19倍，略高于去年同期的17倍 [10] - 2025年前九个月经营活动产生的净现金为127亿美元，高于去年同期的9695亿美元 [10] 2025年业绩指引 - 公司预计骨料业务吨现金毛利将实现两位数同比增长，发货量增长约3%，运费调整后价格预计上涨5%-7% [11] - 预计全年沥青和混凝土业务现金毛利约为36亿美元，SAG费用在55亿至56亿美元之间 [12] - 将全年调整后EBITDA指引范围调整为235亿至245亿美元，其中包括收购带来的15亿美元贡献 [12] 行业与市场前景 - 市场需求背景乐观，公共建筑和私人非住宅活动预计将保持强劲 [2] - 公共基础设施支出趋势有利于公司业务前景，尽管存在关税相关的不确定性 [1] - 公司股票在财报发布后的盘前交易中下跌35% [2] 同业公司表现 - United Rentals公司第三季度营收创纪录，受建筑和工业终端市场需求推动，预计2025年总营收范围为160亿至162亿美元 [16][17] - DR Horton公司第四财季业绩表现不一，因住房市场疲软导致房屋交付量下降 [18][19] - Masco公司第三季度业绩黯淡，因装饰建筑产品部门表现疲弱，预计净销售额将出现低个位数同比下降 [14][15]

Vulcan Materials Company (NYSE:VMC) Q3 2025 Earnings Call October 30, 2025 10:00 AM ET Company ParticipantsMary Andrews Carlisle - SVP and CFORonnie Pruitt - COOTom Hill - Chairman and CEOMark Warren - VP of Investor RelationsConference Call ParticipantsAndrew Maser - AnalystIvan Yi - AnalystKeith Hughes - AnalystSteven Fisher - AnalystGarik Shmois - AnalystAngel Castillo - AnalystTrey Grooms - AnalystBrent Thielman - AnalystAsher Sohnen - AnalystJoe Nolan - AnalystAdrian Huerta - AnalystKathryn Thompson - ...