For the quarter ended March 2025, Vulcan Materials (VMC) reported revenue of $1.63 billion, up 5.8% over the same period last year. EPS came in at $1.00, compared to $0.80 in the year-ago quarter.The reported revenue represents a surprise of -2.56% over the Zacks Consensus Estimate of $1.68 billion. With the consensus EPS estimate being $0.79, the EPS surprise was +26.58%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine th ...

Vulcan Materials Company (VMC) Q1 2025 Earnings Call April 30, 2025 10:00 AM ET Speaker0 Good morning. Welcome everyone to the Vulcan Materials Company First Quarter twenty twenty five Earnings Call. My name is David, and I'll be your conference call coordinator today. Please be reminded that today's call is being recorded and will be available for replay later on the company's website. All lines have been placed in a listen only mode. After the company's prepared remarks, there will be a question and answe ...

Vulcan Materials Company (VMC) Q1 2025 Earnings Call April 30, 2025 10:00 AM ET Company Participants Mark Warren - VP, IRJ. Thomas Hill - Chair & CEOMary Carlisle - Senior VP & CFOJerry Revich - Senior Investment Leader & Head of US Machinery, Infrastructure, Sustainable Tech franchiseTyler Brown - Financial AdvisorKeith Hughes - Managing DirectorKathryn Thompson - Founding Partner & CEOTrey Grooms - Managing DirectorGarik Shmois - Managing DirectorTimna Tanners - Managing Director - Equity ResearchJesse Ba ...

Global Markets Strategy 27 Apr 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. China/HK Equity Strategy Dashboard | Wendy Liu AC | | --- | | (852) 2800 1087 | | wendy.m.liu@jpmorgan.com | | J.P. Morgan Securities (Asia Pacific) Limited/J.P. Morgan | | B ...

Core Viewpoint - Xeriant, Inc. has published a video demonstrating the effectiveness of its nanotech fire-retardant, showcasing its performance in a fire test that highlights the durability and resistance of its NEXBOARD™ technology [1][4]. Group 1: Product Performance - The video features a 15-minute fire test comparing treated and untreated plastic boards, illustrating the superior performance of Xeriant's flame retardant nanotechnology [2][3]. - The untreated board degrades quickly, while the treated board withstands direct flames exceeding 2,500 degrees Fahrenheit for at least 15 minutes [3]. Group 2: Technology Overview - NEXBOARD™ is a patent-pending composite panel made primarily from recycled plastic and fiber waste, designed to outperform traditional materials like drywall and plywood in terms of fire, water, mold, and insect resistance [4][6]. - The company aims to share additional fire test videos and is coordinating a production run with a manufacturing partner for certification testing [5]. Group 3: Company Mission - Xeriant, Inc. focuses on the discovery, development, and commercialization of disruptive technologies in advanced materials and aerospace, seeking partnerships and acquisitions to accelerate its mission [6].

Market Overview - The S&P 500 has declined approximately 6% since the beginning of the year, with a more significant drop earlier in April when global tariffs were announced [1] - Despite a recent recovery, the risk of further market sell-offs remains [1] Investment Opportunities - Long-term investors may find buying opportunities in stocks that are down over 10% this year and trading at low earnings multiples, specifically Pfizer, PayPal, and Builders FirstSource [2] Pfizer - Pfizer's stock has decreased by 13% in 2025, with expectations of nearly unchanged or declining revenue for the year [3][4] - The company trades at a forward P/E multiple of less than 8 and aims to add $25 billion in revenue through in-house development and acquisitions despite potential losses of $18 billion from generics by the end of the decade [4] - Recent acquisitions, including oncology company Seagen, are expected to contribute up to $10 billion in revenue by the end of the decade [5] - Pfizer's mRNA pipeline is projected to generate between $10 billion and $15 billion by 2030, and the company has over 100 drug candidates in clinical trials [6] - The stock offers a dividend yield of over 7%, making it an attractive long-term investment [7] PayPal - PayPal's stock is down more than 20% this year and trades at only 13 times its future earnings, with concerns about a global economic slowdown affecting its growth prospects [8] - The company holds a significant position in the global payments market, accounting for nearly 45% of it, and is well-positioned for long-term recovery [9] - PayPal is expanding into the crypto market with the launch of PayPal USD, offering a 3.7% yield to attract investors, which could drive more transactions and revenue growth [10] - The company's payment volume rose by 10% last year, indicating potential for long-term investment despite short-term concerns [11] Builders FirstSource - Builders FirstSource trades at a forward P/E of less than 13 and plays a vital role in the homebuilding industry [12] - The company experienced a 4% decline in sales in 2024, totaling $16.4 billion, but is expected to benefit from long-term housing market growth [13] - Builders FirstSource has grown significantly from $8.6 billion in sales in 2020, aided by acquisitions and a strong housing market [14] - The company invested $352 million in 13 acquisitions last year and projects a net sales growth of 4% to 4.5% from these acquisitions [15] - Despite a 15% decline in stock price this year, Builders FirstSource remains a strong long-term investment [16]

Core Insights - Martin Marietta Materials, Inc. reported strong first-quarter results for 2025, with significant growth in revenues and profitability driven by pricing momentum, cost discipline, and contributions from acquisitions [1][3][4] Financial Performance - Revenues increased by 8% to $1,353 million compared to $1,251 million in the same quarter of 2024 [2] - Gross profit rose by 23% to $335 million, with a gross margin of 25% [2][26] - Adjusted EBITDA grew by 21% to $351 million [2][42] - Net earnings attributable to Martin Marietta decreased by 89% to $116 million, primarily due to a nonrecurring gain in the previous year [2][5] Aggregates Segment - Aggregates shipments increased by 6.6% to 39.0 million tons, with an average selling price per ton rising by 6.8% to $23.77 [8][9] - Gross profit for the aggregates segment increased by 24% to $297 million, achieving a gross profit per ton of $7.60 [9][30] Magnesia Specialties - The Magnesia Specialties business achieved record revenues of $87 million and gross profit of $38 million, reflecting pricing improvements and cost management [12][30] Building Materials Business - The Building Materials business reported revenues of $1.3 billion, an increase of 8%, with gross profit rising by 20% to $298 million [7][30] Cash Flow and Capital Allocation - Cash provided by operating activities was $218 million, up from $172 million in the prior year [12] - The company returned $499 million to shareholders through dividends and share repurchases during the quarter [13] Full-Year 2025 Guidance - The company maintains its full-year guidance, projecting revenues between $6,830 million and $7,230 million, with net earnings attributable to Martin Marietta expected between $1,005 million and $1,175 million [14][15]

| 【即演】 材令员元 Al助力新材料研发破局与应用赋能专题沙龙 2025 Saturday 05—10 ·周六 上海 · 北化新材料校友会虹桥校友之家 活动组织 AO 主办方: 北京化工大学新材料校友会 南京大学新材料行业校友会 复旦科技园发展研究院 宿迁高新区管委会 张家港宿豫工业园区管委会 协办方: 北京戴纳实验科技股份有限公司 埃米三江新材料产业创新中心 上海臻禧实业有限公司 活动日程AGENDA 15:55-16:15 茶歇&拍照合影 12:30-13:00 签到 嘉宾签到 13:00-13:05 开场致辞 主办方致辞 13:00-13:15 宿迁高新区推介 13:15-13:40 主题:深度学习在材料分子结构和催化性质预测中的应用 马晶 南京大学 13:40-14:05 主题:Al+黑灯实验室如何赋能新材料研发 迟海鹏 北京戴纳实验科技股份有限公司 14:05-14:30 主题：机器学习加速的复杂体系微观机制研究 杨满意 南京大学 14:30-14:55 主题：Al 对化工行业的影响 陈屹 国金证券 14:55-15:20 主题：Al 与大数据平台在能源材料设计中的探索与应用 汪莹 复旦大学 15 ...

【CNMO科技消息】水泥是现代建筑不可或缺的材料，但其生产过程却带来了巨大的环境负担——全球 约8%的二氧化碳排放源自水泥制造。为了寻找更加环保的替代方案，美国蒙大拿州立大学的工程师们 开发出了一种基于真菌的新型混凝土替代材料，为可持续建筑带来了新的希望。 这项创新成果属于工程活性材料（ELMs）领域，即将活体生物与非生物材料结合，创造出具有独特性 能的新型材料。此前，ELMs面临的最大挑战是寿命短暂，但蒙大拿州立大学的这款真菌混凝土替代品 能在至少四周内保持代谢活性，成为目前最持久的候选材料之一。 该材料的核心是快速生长的真菌Neurospora crassa，其形成的菌丝网络构建了坚固的骨架结构。研究人 员随后引入了一种名为Sporosarcina pasteurii的细菌，促使材料内部发生微生物诱导碳酸盐沉积 （MICP）过程，将原本松散的基材转变为类似水泥的坚固物质。 相关研究分析 更为关键的是，真菌骨架为内部结构设计提供了极高的自由度。研究团队模拟了人类皮质骨内部的复杂 几何结构，从而在保证强度和韧性的同时，为材料带来潜在的自愈合能力。这种灵活的架构设计，为未 来建筑材料的智能化和可持续性开辟了新方 ...

Delivering What Matters BlueLinx Q1 2025 Results April 30, 2025 Immaterial Rounding Differences. Immaterial rounding adjustments and differences may exist between slides, press releases, and previously issued presentations. This presentation and the associated remarks made during this conference call are integrally related and are intended to be presented and understood together. © BlueLinx 2025. All Rights Reserved. 1 Safe Harbor Statement This presentation contains forward-looking statements. Forward-look ...